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 January 2018 is set out in the following table.

Valued at closing prices at 31 January 2018 Total Value
$'000
1 LIC Lifestyle Communitites
16,493
2 QUB*
Qube Holdings
13,429
3
MFT
Mainfreight 11,770
4
RMD* ResMed 10,149
5
IRE* IRESS 10,085
6
AWC*
Alumina
9,986
7 CGF* Challenger
9,713
8 SEK* Seek 9,664
9 FNP
Freedom Foods Group 
9,424
10 ILU*
Iluka Resources 9,088
11 ALQ* ALS
9,047
12 CPU* Computershare
7,884
13 ARB ARB Corporation
7,711
14 AUB AUB Group
7,700
15 CYB* CYBG 7,679
16 PPT* Perpetual
7,459
17 REH Reece
7,270
18 CVW Clearview Wealth 7,047
19 IPL* Incitec Pivot 7,030
20 OCL Objective Corporation
7,014

Total

185,642

As % of Total Portfolio
(excludes cash)

52.3%

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