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 29 March 2018 is set out in the following table.

Valued at closing prices at 29 March 2018 Total Value
$'000
1 LIC Lifestyle Communitites
15,120
2 MFT Mainfreight
11,570
3
QUB
Qube Holdings 11,399
4
AWC Alumina 9,923
5
ALQ* ALS 9,631
6
FNP
Freedom Foods Group 9,406
7 SEK* Seek
9,228
8 RMD* ResMed 9,038
9 AUB AUB Group
8,903
10 CGF Challenger 8,824
11 ARB ARB Corporation
8,324
12 REH Reece
8,169
13 ILU* Iluka Resources 8,102
14 CYB* CYBG
7,596
15 CPU* Computershare 7,537
16 IRE IRESS
7,094
17 BLD Boral
7,068
18 HSO Healthscope 6,773
19 EQT EQT Holdings 6,753
20 IPL* Incitec Pivot
6,612

Total

177,071

As % of Total Portfolio
(excludes cash)

50.6%

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