Route One Investment Company as of Dec. 31, 2019
Portfolio Holdings for Route One Investment Company
Route One Investment Company holds 13 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Post Holdings Inc Common (POST) | 19.0 | $673M | 6.2M | 109.10 | |
| Charles Schwab Corporation (SCHW) | 18.0 | $637M | 13M | 47.56 | |
| Fastenal Company (FAST) | 12.6 | $447M | 12M | 36.95 | |
| UnitedHealth (UNH) | 8.7 | $307M | 1.0M | 293.98 | |
| Tempur-Pedic International (TPX) | 7.8 | $276M | 3.2M | 87.06 | |
| Facebook Inc cl a (META) | 7.7 | $273M | 1.3M | 205.25 | |
| Alphabet Inc Class A cs (GOOGL) | 7.3 | $258M | 192k | 1339.39 | |
| Liberty Global Inc Com Ser A | 6.0 | $212M | 9.3M | 22.74 | |
| Liberty Global Inc C | 4.1 | $146M | 6.7M | 21.79 | |
| Bellring Brands Cl A Ord | 3.0 | $107M | 5.0M | 21.29 | |
| Adecoagro S A (AGRO) | 2.7 | $96M | 11M | 8.37 | |
| Herbalife Ltd Com Stk (HLF) | 2.3 | $81M | 1.7M | 47.67 | |
| Alphabet Inc Class C cs (GOOG) | 0.8 | $30M | 22k | 1337.04 |
