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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 September 2011 is set out in the following table.

Valued at closing prices at 30 September 2011 Total Value
$'000
1 HDF Hastings Diversified Utilities Fund 11,984
2 CPB Campbell Brothers 11,669
3 ILU Iluka Resources 9,695
4 AIX Australian Infrastructure Fund 9,211
5 OSH * Oil Search 8,490
6 TOX Tox Free Solutions 8,300
7 FWD Fleetwood Corporation 8,163
8 CCL Coca-Cola Amatil 7,028
9 IRE IRESS Market Technology 6,685
10 BKN Bradken 6,650
11 AWC * Alumina 6,345
12 JHX James Hardie Industries 6,239
13 AUB Austbrokers Holdings 5,952
14 ANN Ansell 5,681
15 IVC InvoCare 5,186
16 MRM Mermaid Marine Australia 4,980
17 REA REA Group 4,575
18 WLL Wellcom Group 4,196
19 RHC Ramsay Health Care 4,180
20 SXY Senex Energy 3,954

Total

139,163

As % of Total Portfolio Value
Excludes cash and bank bills

63.3%
* Indicates that options were outstanding against part or all of the holding