Route One Investment Company, L.P. Q4 2018 Filing
Filed February 14, 2019
Portfolio Value
$2.8T
Holdings
12
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | POSTPost Holdings Inc. | 5,823,268 | $519.0B | 18.82% | |
| 2 | FASTFastenal Company | 7,926,280 | $414.5B | 15.03% | |
| 3 | SCHWThe Charles Schwab Corporation | 9,717,695 | $403.6B | 14.63% | |
| 4 | HLFHerbalife Ltd. | 3,945,083 | $232.6B | 8.43% | |
| 5 | TPDTempur Sealy International Inc. | 5,092,739 | $210.8B | 7.64% | |
| 6 | METAFacebook, Inc. | 1,589,800 | $208.4B | 7.56% | |
| 7 | GOOGLAlphabet, Inc. | 191,925 | $200.6B | 7.27% | |
| 8 | LBTYBLiberty Global plc | 8,934,514 | $190.7B | 6.91% | |
| 9 | VISNCommScope Holding Inc. | 9,171,031 | $150.3B | 5.45% | |
| 10 | LBTYBLiberty Global plc | 6,111,487 | $126.1B | 4.57% | |
| 11 | AGROAdecoagro S.A. | 9,800,623 | $68.2B | 2.47% | |
| 12 | GOOGAlphabet, Inc. | 32,262 | $33.4B | 1.21% |