BlueDrive Global Investors as of Sept. 30, 2019
Portfolio Holdings for BlueDrive Global Investors
BlueDrive Global Investors holds 9 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Comcast Corporation (CMCSA) | 16.5 | $55M | 1.2M | 45.08 | |
| Lamb Weston Hldgs (LW) | 14.3 | $48M | 659k | 72.72 | |
| Take-Two Interactive Software (TTWO) | 12.4 | $42M | 332k | 125.34 | |
| Booking Holdings (BKNG) | 12.2 | $41M | 21k | 1962.63 | |
| Constellation Brands (STZ) | 11.4 | $38M | 185k | 207.28 | |
| Vulcan Materials Company (VMC) | 9.7 | $33M | 215k | 151.24 | |
| Nomad Foods (NOMD) | 8.2 | $27M | 1.3M | 20.50 | |
| Sherwin-Williams Company (SHW) | 7.8 | $26M | 48k | 549.87 | |
| AutoZone (AZO) | 7.4 | $25M | 23k | 1084.63 |
