Route One Investment Company as of June 30, 2019
Portfolio Holdings for Route One Investment Company
Route One Investment Company holds 12 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Post Holdings Comm (POST) | 19.0 | $620M | 6.0M | 103.97 | |
| Fastenal Company Comm (FAST) | 16.2 | $530M | 16M | 32.59 | |
| Charles Schwab Corporation Comm (SCHW) | 14.9 | $486M | 12M | 40.19 | |
| Tempur Sealy International Comm (TPX) | 9.4 | $308M | 4.2M | 73.37 | |
| Facebook Comm (META) | 8.4 | $275M | 1.4M | 193.00 | |
| Liberty Global plc - A Cap Stk Cl A | 7.4 | $241M | 8.9M | 26.99 | |
| UnitedHealth Group Incorporated Comm (UNH) | 6.9 | $225M | 923k | 244.01 | |
| Alphabet, Inc. - A Cap Stk Cl A (GOOGL) | 6.7 | $218M | 201k | 1082.80 | |
| Liberty Global plc - C Cap Stk Cl C | 6.1 | $200M | 7.5M | 26.53 | |
| Adecoagro Comm (AGRO) | 2.5 | $82M | 11M | 7.14 | |
| Herbalife Comm (HLF) | 1.4 | $45M | 1.1M | 42.76 | |
| Alphabet, Inc. - C Cap Stk Cl C (GOOG) | 1.0 | $32M | 30k | 1080.90 |
