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| PDFM’s main interests | |
| Company | Shareholding (%) |
| Construction/housebuilding | |
| Try Group | 25.91 |
| Wimpey | 22.94 |
| Mowlem | 20.47 |
| Tarmac | 19.96 |
| Laing (A shares) | 19.39 |
| Tay Homes | 17.27 |
| Bandt | 16.94 |
| Swan Hill Group | 14.60 |
| Countryside Properties | 13.94 |
| Wilson Connolly | 11.95 |
| Avonside Group | 10.03 |
| Alfred McAlpine | 6.65 |
| Havelock Europa | 6.58 |
| Bryant Group | 6.01 |
| Bovis Homes | 5.51 |
| SGB Group | 5.48 |
| McCarthy & Stone | 5.33 |
| Westbury | 4.91 |
| Laing (ordinary shares) | 4.78 |
| Amec | 4.58 |
| Crest Nicholson | 4.35 |
| Tilbury Douglas | 3.95 |
| Building materials | |
| Norcros | 26.47 |
| Ruberoid | 21.35 |
| Gibbs & Dandy | 19.76 |
| Anglian Group | 14.12 |
| Darby Group | 13.88 |
| Dyson (J&J) (A shares) | 10.79 |
| Graham Group | 9.51 |
| Flare Group | 7.81 |
| Cakebread Robey & Co (A shares) | 4.80 |
| Source: Citywatch | |