Route One Investment Company, L.P. Q3 2020 Filing

Filed November 16, 2020

Portfolio Value

$3.8T

Holdings

18

Report Date

Q3 2020

Filing Type

13F-HR

All Holdings (18 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	POSTPost Holdings Inc.	7,000,573	$602.0B	15.80%
2	SCHWThe Charles Schwab Corporation	14,563,293	$527.6B	13.84%
3	UNHUnitedHealth Group Incorporated	1,229,400	$383.3B	10.06%
4	CRMSalesforce.com, Inc.	1,268,250	$318.7B	8.36%
5	SPYSPDR S&P 500 ETF Trust	880,000	$294.7B	7.73%	Put
6	HLFHerbalife Ltd.	5,605,694	$261.5B	6.86%
7	GOOGLAlphabet, Inc. - A	150,925	$221.2B	5.80%
8	METAFacebook, Inc.	766,550	$200.8B	5.27%
9	TPDTempur Sealy International Inc.	1,894,037	$168.9B	4.43%
10	LBTYBLiberty Global plc - A	7,470,418	$157.0B	4.12%
11	FASTFastenal Company	2,762,098	$124.5B	3.27%
12	LBTYBLiberty Global plc - C	5,597,321	$114.9B	3.02%
13	BRBR1GBPBellring Brands, Inc.	5,165,991	$107.1B	2.81%
14	NYTThe New York Times Company - A	2,385,459	$102.1B	2.68%
15	GWREGuidewire Software Inc.	913,298	$95.2B	2.50%
16	AGROAdecoagro S.A.	14,444,844	$67.5B	1.77%
17	GOOGAlphabet, Inc. - C	22,039	$32.4B	0.85%
18	OSH3EUROak Street Health, Inc.	600,000	$32.1B	0.84%