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 31 December 2018 is set out in the following table.

Valued at closing prices at 31 December 2018 Total Value
$m
1 MFT Mainfreight
14.7
2 QUB Qube Holdings 13.3
3
LIC
Lifestyle Communities  12.6
4
AWC Alumina  10.8
5
SEK* Seek  9.0
6
IRE IRESS 8.6
7 EQT EQT Holdings
8.5
8 RWC Reliance Worldwide Corporation 8.5
9 JHX James Hardie Industries
8.4
10 REH Reece 8.4
11 ARB ARB Corporation 8.3
12 CGF Challenger 8.1
13 FNP Freedom Foods Group 7.9
14 AUB AUB Group
7.8
15 BKW Brickworks 7.7
16 TPM* TPG Telecom 7.4
17 BRG Breville Group
6.9
18 CAR Carsales.com 6.9
19 WLL Wellcom Group 6.8
20 CPU* Computershare 6.4

Total

176.9

As % of Total Portfolio
(excludes cash)

50.9%

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