Route One Investment Company as of June 30, 2018
Portfolio Holdings for Route One Investment Company
Route One Investment Company holds 13 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Post Holdings Inc Common (POST) | 18.9 | $490M | 5.7M | 86.02 | |
| Fastenal Company (FAST) | 14.3 | $372M | 7.7M | 48.13 | |
| Liberty Global Inc Com Ser A | 9.0 | $234M | 8.5M | 27.54 | |
| Commscope Hldg (COMM) | 8.9 | $231M | 7.9M | 29.21 | |
| Charles Schwab Corporation (SCHW) | 8.9 | $231M | 4.5M | 51.10 | |
| Tempur-Pedic International (TPX) | 8.7 | $227M | 4.7M | 48.05 | |
| Herbalife Ltd Com Stk (HLF) | 8.7 | $225M | 4.2M | 53.72 | |
| Facebook Inc cl a (META) | 6.4 | $165M | 849k | 194.32 | |
| Alphabet Inc Class A cs (GOOGL) | 5.5 | $143M | 126k | 1129.19 | |
| Liberty Global Inc C | 4.6 | $120M | 4.5M | 26.61 | |
| Microsoft Corporation (MSFT) | 3.0 | $78M | 791k | 98.61 | |
| Adecoagro S A (AGRO) | 1.6 | $43M | 5.4M | 7.95 | |
| Alphabet Inc Class C cs (GOOG) | 1.4 | $37M | 33k | 1115.65 |
