BlueDrive Global Investors as of Sept. 30, 2018
Portfolio Holdings for BlueDrive Global Investors
BlueDrive Global Investors holds 9 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Comcast Corporation (CMCSA) | 17.0 | $49M | 1.4M | 35.41 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 15.9 | $46M | 141k | 325.88 | |
| AutoZone (AZO) | 14.2 | $41M | 53k | 775.70 | |
| Booking Holdings (BKNG) | 14.2 | $41M | 21k | 1983.98 | |
| Vulcan Materials Company (VMC) | 13.4 | $39M | 347k | 111.20 | |
| Charles Schwab Corporation (SCHW) | 12.9 | $37M | 752k | 49.15 | |
| Lamb Weston Hldgs (LW) | 4.7 | $14M | 205k | 66.60 | |
| Spectrum Brands Holding (SPB) | 4.1 | $12M | 157k | 74.72 | |
| FleetCor Technologies | 3.5 | $10M | 44k | 227.84 |
