Route One Investment Company, L.P. Q2 2018 Filing
Filed August 14, 2018
Portfolio Value
$2.6T
Holdings
13
Report Date
Q2 2018
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | POSTPost Holdings Inc. | 5,694,370 | $489.8B | 18.88% | |
| 2 | FASTFastenal Company | 7,723,280 | $371.7B | 14.33% | |
| 3 | LBTYBLiberty Global plc | 8,512,635 | $234.4B | 9.04% | |
| 4 | VISNCommScope Holding Inc. | 7,909,121 | $231.0B | 8.90% | |
| 5 | SCHWThe Charles Schwab Corporation | 4,511,528 | $230.5B | 8.89% | |
| 6 | TPDTempur Sealy International Inc. | 4,714,560 | $226.5B | 8.73% | |
| 7 | HLFHerbalife Ltd. | 4,189,786 | $225.1B | 8.68% | |
| 8 | METAFacebook, Inc. | 848,500 | $164.9B | 6.36% | |
| 9 | GOOGLAlphabet, Inc. | 126,325 | $142.6B | 5.50% | |
| 10 | LBTYBLiberty Global plc | 4,509,487 | $120.0B | 4.63% | |
| 11 | MSFTMicrosoft Corporation | 790,452 | $77.9B | 3.00% | |
| 12 | AGROAdecoagro S.A. | 5,376,321 | $42.7B | 1.65% | |
| 13 | GOOGAlphabet, Inc. | 32,962 | $36.8B | 1.42% |