Route One Investment Company, L.P. Q4 2019 Filing
Filed February 14, 2020
Portfolio Value
$3.5T
Holdings
13
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | POSTPost Holdings Inc. | 6,168,140 | $672.9B | 19.01% | |
| 2 | SCHWThe Charles Schwab Corporation | 13,394,293 | $637.0B | 17.99% | |
| 3 | FASTFastenal Company | 12,103,598 | $447.2B | 12.63% | |
| 4 | UNHUnitedHealth Group Incorporated | 1,043,200 | $306.7B | 8.66% | |
| 5 | TPDTempur Sealy International Inc. | 3,167,523 | $275.8B | 7.79% | |
| 6 | METAFacebook, Inc. | 1,328,300 | $272.6B | 7.70% | |
| 7 | GOOGLAlphabet, Inc. - A | 192,425 | $257.7B | 7.28% | |
| 8 | LBTYBLiberty Global plc - A | 9,320,528 | $211.9B | 5.99% | |
| 9 | LBTYBLiberty Global plc - C | 6,685,616 | $145.7B | 4.12% | |
| 10 | BRBR1GBPBellring Brands, Inc. | 5,000,000 | $106.5B | 3.01% | |
| 11 | AGROAdecoagro S.A. | 11,420,742 | $95.6B | 2.70% | |
| 12 | HLFHerbalife Ltd. | 1,698,996 | $81.0B | 2.29% | |
| 13 | GOOGAlphabet, Inc. - C | 22,039 | $29.5B | 0.83% |