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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 August 2017 is set out in the following table.

Valued at closing prices at 31 August 2017
Total Value
$'000
1 LIC Lifestyle Communities
13,934
2 QUB*
Qube Holdings
13,144
3
ALQ*
ALS
11,658
4
MFT Mainfreight
11,160
5
IRE*
IRESS
10,152
6
CGF*
Challenger
8,942
7 AWC* Alumina
8,794
8 FNP
Freedom Foods Group 8,454
9 ILU* Iluka Resources
8,448
10 SEK* Seek
8,351
11 RMD* ResMed
8,131
12 PPT* Perpetual
7,847
13 AUB
AUB Group
7,581
14 ARB ARB Corporation
7,132
15 NUF
Nufarm
7,128
16 CPU*
Computershare
6,704
17 CVW
ClearView Wealth 6,522
18 REH Reece 6,439
19 IPL* Incitec Pivot
6,276
20 WLL Wellcom Group
6,202

Total

172,999

As % of Total Portfolio Value
Excludes cash and bank bills

52.4%
* Indicates that options were outstanding against part or all of the holding