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 | 5.8 | $17M | 70k | 246.59 |
