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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 October 2017 is set out in the following table.

Valued at closing prices at 31 October 2017
Total Value
$'000
1 LIC Lifestyle Communities
15,177
2 QUB*
Qube Holdings
13,410
3
MFT
Mainfreight
10,925
4
ALQ* ALS
10,137
5
IRE*
IRESS
9,844
6
AWC*
Alumina
9,679
7 CGF* Challenger
9,468
8 SEK* Seek 9,114
9 RMD* ResMed
9,070
10 ILU* Iluka Resources 8,419
11 FNP Freedom Foods Group 8,419
12 AUB AUB Group
7,867
13 NUF Nufarm 7,768
14 ARB ARB Corporation
7,648
15 CPU* Computershare
7,394
16 CYB
CYBG
7,331
17 IPL* Incitec Pivot 7,179
18 PPT* Perpetual 6,980
19 REH Reece 6,750
20 CVW ClearView Wealth 6,636
  179,215

As % of Total Portfolio Value
Excludes cash and bank bills

54.7%
* Indicates that options were outstanding against part or all of the holding