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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 30 April 2018 is set out in the following table.

Valued at closing prices at 30 April 2018
Total Value
$'000
1 LIC Lifestyle Communities
15,000
2 QUB Qube Holdings 12,027
3
MFT Mainfreight
11,550
4
AWC Alumina
11,100
5
FNP Freedom Foods Group 10,393
6
ALQ* ALS 10,118
7 SEK* Seek
9,632
8 CGF Challenger 9,257
9 RMD* ResMed
9,231
10 AUB AUB Group 8,840
11 ARB ARB Corporation 8,728
12 HSO Healthscope
8,505
13 REH Reece 8,078
14 ILU* Iluka Resources
7,998
15 IRE IRESS 7,826
16 CYB CYBG
7,783
17 CPU* Computershare 7,414
18 BLD Boral 7,224
19 HUB HUB24 6,666
20 EQT EQT Holdings 6,566
  183,935

As % of Total Portfolio Value
Excludes cash and bank bills

49.9%
* Indicates that options were outstanding against part or all of the holding