BlueDrive Global Investors as of March 31, 2018
Portfolio Holdings for BlueDrive Global Investors
BlueDrive Global Investors holds 9 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lamb Weston Hldgs (LW) | 17.1 | $50M | 863k | 58.22 | |
| Comcast Corporation (CMCSA) | 13.0 | $38M | 1.1M | 34.17 | |
| Vulcan Materials Company (VMC) | 12.9 | $38M | 332k | 114.17 | |
| AutoZone (AZO) | 12.8 | $38M | 58k | 648.69 | |
| Charles Schwab Corporation (SCHW) | 12.6 | $37M | 707k | 52.22 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 10.0 | $30M | 95k | 311.22 | |
| FleetCor Technologies | 9.6 | $28M | 140k | 202.50 | |
| O'reilly Automotive (ORLY) | 6.1 | $18M | 72k | 247.38 | |
| Home Depot (HD) | 6.0 | $18M | 99k | 178.24 |
