Route One Investment Company as of Sept. 30, 2018
Portfolio Holdings for Route One Investment Company
Route One Investment Company holds 13 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Post Holdings Inc Common (POST) | 18.0 | $558M | 5.7M | 98.04 | |
| Fastenal Company (FAST) | 14.7 | $455M | 7.8M | 58.02 | |
| Spdr S&p 500 Etf (SPY) | 9.4 | $291M | 1.0M | 290.72 | |
| Tempur-Pedic International (TPX) | 8.1 | $251M | 4.7M | 52.90 | |
| Liberty Global Inc Com Ser A | 8.0 | $246M | 8.5M | 28.93 | |
| Commscope Hldg (COMM) | 7.9 | $243M | 7.9M | 30.76 | |
| Charles Schwab Corporation (SCHW) | 7.7 | $240M | 4.9M | 49.15 | |
| Facebook Inc cl a (META) | 7.0 | $218M | 1.3M | 164.46 | |
| Herbalife Ltd Com Stk (HLF) | 6.9 | $215M | 3.9M | 54.55 | |
| Alphabet Inc Class A cs (GOOGL) | 4.9 | $153M | 126k | 1207.08 | |
| Liberty Global Inc C | 4.1 | $127M | 4.5M | 28.16 | |
| Adecoagro S A (AGRO) | 2.0 | $61M | 8.2M | 7.35 | |
| Alphabet Inc Class C cs (GOOG) | 1.3 | $39M | 33k | 1193.47 |
