Route One Investment Company, L.P. Q1 2018 Filing
Filed May 15, 2018
Portfolio Value
$2.3T
Holdings
13
Report Date
Q1 2018
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | POSTPost Holdings Inc. | 5,506,823 | $417.2B | 17.91% | |
| 2 | FASTFastenal Company | 5,542,094 | $302.5B | 12.99% | |
| 3 | HLFHerbalife Ltd. | 2,986,893 | $291.1B | 12.50% | |
| 4 | VISNCommScope Holding Inc. | 7,158,121 | $286.1B | 12.28% | |
| 5 | LBTYBLiberty Global plc | 8,198,635 | $256.7B | 11.02% | |
| 6 | SCHWThe Charles Schwab Corporation | 4,553,528 | $237.8B | 10.21% | |
| 7 | TPDTempur Sealy International Inc. | 3,451,696 | $156.3B | 6.71% | |
| 8 | GOOGLAlphabet, Inc. | 113,725 | $117.9B | 5.06% | |
| 9 | LBTYBLiberty Global plc | 3,274,487 | $99.6B | 4.28% | |
| 10 | MSFTMicrosoft Corporation | 790,452 | $72.1B | 3.10% | |
| 11 | OUTOutfront Media Inc. | 2,221,255 | $41.6B | 1.79% | |
| 12 | GOOGAlphabet, Inc. | 32,962 | $34.0B | 1.46% | |
| 13 | AGROAdecoagro S.A. | 2,142,350 | $16.1B | 0.69% |