BlueDrive Global Investors as of Sept. 30, 2020
Portfolio Holdings for BlueDrive Global Investors
BlueDrive Global Investors holds 11 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Metropcs Communications (TMUS) | 16.6 | $65M | 569k | 114.36 | |
| CarMax (KMX) | 12.3 | $48M | 524k | 91.91 | |
| Comcast Corp Cl A (CMCSA) | 10.5 | $41M | 889k | 46.26 | |
| Constellation Brands Cl A (STZ) | 9.8 | $38M | 202k | 189.51 | |
| Marriott Intl Cl A (MAR) | 9.1 | $36M | 385k | 92.58 | |
| Dollar Tree (DLTR) | 8.3 | $32M | 354k | 91.34 | |
| Wayfair Cl A (W) | 7.8 | $30M | 105k | 291.01 | |
| Nomad Foods Usd Ord Shs (NOMD) | 7.7 | $30M | 1.2M | 25.48 | |
| Lear Corp Com New (LEA) | 6.9 | $27M | 249k | 109.05 | |
| Take-Two Interactive Software (TTWO) | 6.0 | $23M | 141k | 165.22 | |
| AutoZone (AZO) | 5.0 | $20M | 17k | 1177.66 |
