BlueDrive Global Investors

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