BlueDrive Global Investors as of June 30, 2018
Portfolio Holdings for BlueDrive Global Investors
BlueDrive Global Investors holds 9 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| AutoZone (AZO) | 18.0 | $50M | 74k | 670.93 | |
| Vulcan Materials Company (VMC) | 15.6 | $43M | 332k | 129.06 | |
| Lamb Weston Hldgs (LW) | 14.1 | $39M | 566k | 68.51 | |
| Comcast Corporation (CMCSA) | 13.3 | $37M | 1.1M | 32.81 | |
| Charles Schwab Corporation (SCHW) | 13.1 | $36M | 707k | 51.10 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 12.5 | $34M | 117k | 293.21 | |
| FleetCor Technologies | 5.3 | $15M | 70k | 210.64 | |
| O'reilly Automotive (ORLY) | 4.7 | $13M | 47k | 273.57 | |
| Booking Holdings (BKNG) | 3.3 | $9.1M | 4.5k | 2027.11 |
