BlueDrive Global Investors as of Dec. 31, 2020
Portfolio Holdings for BlueDrive Global Investors
BlueDrive Global Investors holds 10 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Metropcs Communications (TMUS) | 16.6 | $77M | 569k | 134.85 | |
| Constellation Brands Cl A (STZ) | 14.0 | $65M | 296k | 219.05 | |
| Lamb Weston Hldgs (LW) | 14.0 | $65M | 820k | 78.74 | |
| Marriott Intl Cl A (MAR) | 12.2 | $56M | 428k | 131.92 | |
| CarMax (KMX) | 9.7 | $45M | 474k | 94.46 | |
| Comcast Corp Cl A (CMCSA) | 9.3 | $43M | 824k | 52.40 | |
| Nomad Foods Usd Ord Shs (NOMD) | 6.8 | $32M | 1.2M | 25.42 | |
| Take-Two Interactive Software (TTWO) | 6.3 | $29M | 141k | 207.79 | |
| Dollar Tree (DLTR) | 6.2 | $29M | 266k | 108.04 | |
| AutoZone (AZO) | 4.9 | $23M | 19k | 1185.44 |
