BlueDrive Global Investors

BlueDrive Global Investors as of Dec. 31, 2018

Portfolio Holdings for BlueDrive Global Investors

BlueDrive Global Investors holds 10 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Booking Holdings (BKNG) 17.2 $56M 33k 1722.42
Comcast Corporation (CMCSA) 16.5 $54M 1.6M 34.05
Vulcan Materials Company (VMC) 11.2 $37M 370k 98.80
AutoZone (AZO) 10.8 $35M 42k 838.35
Charter Communications Inc New Cl A cl a (CHTR) 10.7 $35M 123k 284.97
Charles Schwab Corporation (SCHW) 10.7 $35M 838k 41.53
Sherwin-Williams Company (SHW) 6.6 $21M 54k 393.46
FleetCor Technologies (FLT) 5.9 $19M 104k 185.72
Mohawk Industries (MHK) 5.3 $17M 148k 116.96
Zayo Group Hldgs 5.1 $17M 726k 22.84