BlueDrive Global Investors as of June 30, 2019
Portfolio Holdings for BlueDrive Global Investors
BlueDrive Global Investors holds 11 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Booking Holdings (BKNG) | 18.1 | $70M | 38k | 1874.72 | |
| Comcast Corp Cl A (CMCSA) | 16.9 | $66M | 1.6M | 42.28 | |
| Constellation Brands Cl A (STZ) | 10.8 | $42M | 214k | 196.94 | |
| Take-Two Interactive Software (TTWO) | 10.1 | $39M | 344k | 113.53 | |
| Nomad Foods Usd Ord Shs (NOMD) | 8.1 | $32M | 1.5M | 21.36 | |
| Dollar Tree (DLTR) | 7.1 | $28M | 256k | 107.39 | |
| Vulcan Materials Company (VMC) | 6.4 | $25M | 181k | 137.31 | |
| Zayo Group Hldgs | 6.1 | $24M | 726k | 32.91 | |
| Charter Communications Inc N Cl A (CHTR) | 5.6 | $22M | 56k | 395.17 | |
| Sherwin-Williams Company (SHW) | 5.6 | $22M | 48k | 458.29 | |
| AutoZone (AZO) | 5.1 | $20M | 18k | 1099.46 |
