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 28 September 2018 is set out in the following table.

Valued at closing prices at 28 September 2018 Total Value
$m
1 LIC Lifestyle Communitites Ltd
15.4
2 QUB Qube Holdings Ltd 14.3
3
MFT
Mainfreight Ltd 13.8
4
AWC* Alumina Ltd 11.6
5
SEK* Seek Ltd 10.2
6
IRE* IRESS Ltd 9.8
7 TPM TPG Telecom Ltd
9.8
8 CGF Challenger Ltd 9.6
9 REH Reece Ltd
9.5
10 FNP Freedom Foods Group Ltd 9.0
11 RMD* ResMed 8.7
12 WEB Webjet Ltd 8.5
13 CYB CYBG_Plc 8.4
14 AUB AUB Group Ltd
8.4
15 SOL Washing H. Soul Pattinson and Co. Ltd 8.3
16 BKW Brickworks Ltd 8.1
17 ARB ARB Corporation Ltd
8.0
18 CPU Computershare Ltd 8.0
19 BRG Breville Group Ltd 7.9
20 EQT EQT Holdings Ltd 7.9

Total

195.3

As % of Total Portfolio
(excludes cash)

49.3%

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