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 | 5.9 | $19M | 104k | 185.72 | |
| Mohawk Industries (MHK) | 5.3 | $17M | 148k | 116.96 | |
| Zayo Group Hldgs | 5.1 | $17M | 726k | 22.84 |
