View top investments and performance

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 2018 is set out in the following table.

Valued at closing prices at 31 Ovtober 2018
Total Value
$m
1 LIC Lifestyle Communities 
13.9
2 MFT Mainfreight  13.1
3
QUB Qube Holdings
12.8
4
AWC* Alumina 
10.7
5
SEK* Seek  8.9
6
CGF Challenger 8.8
7 REH Reece  8.7
8 RWC Reliance Worldwide 8.5
9 AUB AUB Group 8.5
10 IRE IRESS 8.4
11 ARB ARB Corporation 8.3
12 TPM TPG Telecom
8.2
13 RMD* Resmed 8.1
14 BRG Breville Group  7.9
15 CPU Computershare 7.9
16 BKW Brickworks Ltd 7.8
17 EQT EQT Holdings 7.5
18 FNP Freedom Foods Group 7.4
19 ALQ* ALS 7.3
20 WEB Webjet  7.2
  179.9

As % of Total Portfolio Value
Excludes cash and bank bills

49.1%
* Indicates that options were outstanding against part or all of the holding