List of Investments

List of Top 20 Investments

Investments included in the Mirrabooka portfolio are selected for their profitability and long-term growth prospects.

A list of Mirrabooka's 20 largest holdings as at 30 June 2017 is set out in the following table.

Valued at closing prices at 30 June 2017
Total Value
$'000
1 QUB*
Qube Holdings
13,671
2 LIC
Lifestyle Communities
13,599
3
MFT
Mainfreight 11,215
4
ALQ*
ALS 11,024
5
IRE
IRESS 10,660
6
CGF*
Challenger
8,800
7 FNP
Freedom Foods Group
8,616
8 RMD*
ResMed
8,420
9 SEK*
Seek
8,404
10 AWC
Alumina
8,073
11 PPT*
Perpetual
7,958
12 ILU*
Iluka Resources
7,771
13 AUB
AUB Group
 7,724
14 NUF*
Nufarm
7,693
15 HSO
Healthscope
6,630
16 CVW
ClearView Wealth
6,614
17 ARB
ARB Corporation
6,598
18 IPL*
Incitec Pivot
6,421
19 REH
Reece
6,401
20 JHC
Japara Healthcare
6,147

Total

172,439

As % of Total Portfolio
(excludes cash)

50.2%

* Indicates that options were outstanding against part or all of the holding