Route One Investment Company as of Sept. 30, 2019
Portfolio Holdings for Route One Investment Company
Route One Investment Company holds 12 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Post Holdings Inc Common (POST) | 19.6 | $651M | 6.1M | 105.84 | |
| Fastenal Company (FAST) | 15.5 | $514M | 16M | 32.67 | |
| Charles Schwab Corporation (SCHW) | 15.3 | $509M | 12M | 41.83 | |
| Tempur-Pedic International (TPX) | 8.8 | $293M | 3.8M | 77.20 | |
| Alphabet Inc Class A cs (GOOGL) | 7.5 | $249M | 204k | 1221.14 | |
| Facebook Inc cl a (META) | 7.4 | $246M | 1.4M | 178.08 | |
| UnitedHealth (UNH) | 6.8 | $227M | 1.0M | 217.32 | |
| Liberty Global Inc Com Ser A | 6.6 | $219M | 8.8M | 24.75 | |
| Liberty Global Inc C | 5.6 | $185M | 7.8M | 23.79 | |
| Herbalife Ltd Com Stk (HLF) | 3.7 | $122M | 3.2M | 37.86 | |
| Adecoagro S A (AGRO) | 2.0 | $67M | 11M | 5.83 | |
| Alphabet Inc Class C cs (GOOG) | 1.1 | $36M | 30k | 1219.02 |
