Route One Investment Company as of March 31, 2018
Portfolio Holdings for Route One Investment Company
Route One Investment Company holds 13 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Post Holdings Inc Common (POST) | 17.9 | $417M | 5.5M | 75.76 | |
| Fastenal Company (FAST) | 13.0 | $303M | 5.5M | 54.59 | |
| Herbalife Ltd Com Stk (HLF) | 12.5 | $291M | 3.0M | 97.47 | |
| Commscope Hldg (COMM) | 12.3 | $286M | 7.2M | 39.97 | |
| Liberty Global Inc Com Ser A | 11.0 | $257M | 8.2M | 31.31 | |
| Charles Schwab Corporation (SCHW) | 10.2 | $238M | 4.6M | 52.22 | |
| Tempur-Pedic International (TPX) | 6.7 | $156M | 3.5M | 45.29 | |
| Alphabet Inc Class A cs (GOOGL) | 5.1 | $118M | 114k | 1037.14 | |
| Liberty Global Inc C | 4.3 | $100M | 3.3M | 30.43 | |
| Microsoft Corporation (MSFT) | 3.1 | $72M | 791k | 91.27 | |
| Outfront Media (OUT) | 1.8 | $42M | 2.2M | 18.74 | |
| Alphabet Inc Class C cs (GOOG) | 1.5 | $34M | 33k | 1031.79 | |
| Adecoagro S A (AGRO) | 0.7 | $16M | 2.1M | 7.52 |
