Route One Investment Company as of Dec. 31, 2018
Portfolio Holdings for Route One Investment Company
Route One Investment Company holds 12 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Post Holdings Inc Common (POST) | 18.8 | $519M | 5.8M | 89.13 | |
| Fastenal Company (FAST) | 15.0 | $415M | 7.9M | 52.29 | |
| Charles Schwab Corporation (SCHW) | 14.6 | $404M | 9.7M | 41.53 | |
| Herbalife Ltd Com Stk (HLF) | 8.4 | $233M | 3.9M | 58.95 | |
| Tempur-Pedic International (TPX) | 7.6 | $211M | 5.1M | 41.40 | |
| Facebook Inc cl a (META) | 7.6 | $208M | 1.6M | 131.09 | |
| Alphabet Inc Class A cs (GOOGL) | 7.3 | $201M | 192k | 1044.96 | |
| Liberty Global Inc Com Ser A | 6.9 | $191M | 8.9M | 21.34 | |
| Commscope Hldg (COMM) | 5.5 | $150M | 9.2M | 16.39 | |
| Liberty Global Inc C | 4.6 | $126M | 6.1M | 20.64 | |
| Adecoagro S A (AGRO) | 2.5 | $68M | 9.8M | 6.96 | |
| Alphabet Inc Class C cs (GOOG) | 1.2 | $33M | 32k | 1035.61 |
