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 July 2017 is set out in the following table.

Valued at closing prices at 31 July 2017
Total Value
$'000
1 QUB*
Qube Holdings
13,832
2 LIC
Lifestyle Communities
13,666
3
MFT
Mainfreight 11,410
4
ALQ*
ALS 10,973
5
IRE
IRESS 10,844
6
CGF*
Challenger
8,509
7 SEK* Seek
8,504
8 RMD*
ResMed
8,153
9 ILU*
Iluka Resources
8,056
10 AWC
Alumina
7,989
11 FNP Freedom Foods Group
7,826
12 AUB AUB Group
7,671
13 PPT*
Perpetual
 7,260
14 NUF
Nufarm
6,768
15 CVW
ClearView Wealth 6,545
16 REH
Reece
6,447
17 ARB
ARB Corporation
6,439
18 ISD
Isentia Group
6,335
19 HSO
Healthscope 6,240
20 IPL*
Incitec Pivot
6,032

Total

169,499

As % of Total Portfolio
(excludes cash)

50.0%

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