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 December 2018 is set out in the following table.

Valued at closing prices at 31 December 2018
Total Value
$m
1 MFT Mainfreight
14.7
2 QUB Qube Holdings 13.3
3
LIC Lifestyle Communities
12.6
4
AWC Alumina 
10.8
5
SEK* Seek  9.0
6
IRE IRESS 8.6
7 EQT EQT Holdings 8.5
8 RWC Reliance Worldwide Corporation 8.5
9 JHX James Hardie Industries 8.4
10 REH Reece 8.4
11 ARB ARB Corporation 8.3
12 CGF Challenger
8.1
13 FNP Freedom Foods Group 7.9
14 AUB AUB Group 7.8
15 BKW Brickworks 7.7
16 TPM* TPG Telecom 7.4
17 BRG Breville Group 6.9
18 CAR Carsales.com 6.9
19 WLL Wellcom Group 6.8
20 CPU Computershare 6.4
  176.9

As % of Total Portfolio Value
Excludes cash and bank bills

50.9%
* Indicates that options were outstanding against part or all of the holding