BlueDrive Global Investors as of Dec. 31, 2017
Portfolio Holdings for BlueDrive Global Investors
BlueDrive Global Investors holds 8 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lamb Weston Hldgs (LW) | 20.0 | $58M | 1.0M | 56.45 | |
| FleetCor Technologies | 16.9 | $49M | 256k | 192.43 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 16.1 | $47M | 140k | 335.96 | |
| AutoZone (AZO) | 13.2 | $38M | 54k | 711.37 | |
| Charles Schwab Corporation (SCHW) | 12.4 | $36M | 707k | 51.37 | |
| Vulcan Materials Company (VMC) | 9.8 | $29M | 222k | 128.37 | |
| Home Depot (HD) | 6.4 | $19M | 99k | 189.53 | |
| Cracker Barrel Old Country Store (CBRL) | 5.2 | $15M | 95k | 158.89 |
