BlueDrive Global Investors

BlueDrive Global Investors as of March 31, 2019

Portfolio Holdings for BlueDrive Global Investors

BlueDrive Global Investors holds 9 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Booking Holdings (BKNG) 21.1 $63M 36k 1744.90
Comcast Corporation (CMCSA) 15.3 $46M 1.2M 39.98
Vulcan Materials Company (VMC) 14.6 $44M 370k 118.40
Constellation Brands (STZ) 13.6 $41M 233k 175.33
AutoZone (AZO) 8.6 $26M 25k 1024.11
Sherwin-Williams Company (SHW) 7.7 $23M 54k 430.71
Zayo Group Hldgs 6.9 $21M 726k 28.42
Charter Communications Inc New Cl A cl a (CHTR) 6.4 $19M 56k 346.92
FleetCor Technologies (FLT) 5.8 $17M 70k 246.59