Route One Investment Company, L.P. Q1 2020 Filing
Filed May 15, 2020
Portfolio Value
$3.1T
Holdings
16
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | POSTPost Holdings Inc. | 6,844,573 | $567.9B | 18.61% | |
| 2 | SCHWThe Charles Schwab Corporation | 14,567,293 | $489.8B | 16.05% | |
| 3 | UNHUnitedHealth Group Incorporated | 1,348,400 | $336.3B | 11.02% | |
| 4 | GOOGLAlphabet, Inc. - A | 236,875 | $275.2B | 9.02% | |
| 5 | FASTFastenal Company | 8,708,098 | $272.1B | 8.92% | |
| 6 | METAFacebook, Inc. | 1,270,050 | $211.8B | 6.94% | |
| 7 | CRMSalesforce.com, Inc. | 1,249,000 | $179.8B | 5.89% | |
| 8 | LBTYBLiberty Global plc - A | 8,456,228 | $139.6B | 4.58% | |
| 9 | LBTYBLiberty Global plc - C | 7,744,124 | $121.7B | 3.99% | |
| 10 | HLFHerbalife Ltd. | 3,358,650 | $97.9B | 3.21% | |
| 11 | BRBR1GBPBellring Brands, Inc. | 5,060,868 | $86.3B | 2.83% | |
| 12 | HDBHDFC Bank Ltd. | 1,934,000 | $74.4B | 2.44% | |
| 13 | TPDTempur Sealy International Inc. | 1,460,932 | $63.9B | 2.09% | |
| 14 | AGROAdecoagro S.A. | 14,444,844 | $56.2B | 1.84% | |
| 15 | GWREGuidewire Software Inc. | 664,298 | $52.7B | 1.73% | |
| 16 | GOOGAlphabet, Inc. - C | 22,039 | $25.6B | 0.84% |