Route One Investment Company as of March 31, 2020
Portfolio Holdings for Route One Investment Company
Route One Investment Company holds 16 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Post Holdings Inc Common (POST) | 18.6 | $568M | 6.8M | 82.97 | |
| Charles Schwab Corporation (SCHW) | 16.1 | $490M | 15M | 33.62 | |
| UnitedHealth (UNH) | 11.0 | $336M | 1.3M | 249.38 | |
| Alphabet Inc Class A cs (GOOGL) | 9.0 | $275M | 237k | 1161.95 | |
| Fastenal Company (FAST) | 8.9 | $272M | 8.7M | 31.25 | |
| Facebook Inc cl a (META) | 6.9 | $212M | 1.3M | 166.80 | |
| salesforce (CRM) | 5.9 | $180M | 1.2M | 143.98 | |
| Liberty Global Inc Com Ser A | 4.6 | $140M | 8.5M | 16.51 | |
| Liberty Global Inc C | 4.0 | $122M | 7.7M | 15.71 | |
| Herbalife Ltd Com Stk (HLF) | 3.2 | $98M | 3.4M | 29.16 | |
| Bellring Brands Cl A Ord | 2.8 | $86M | 5.1M | 17.05 | |
| HDFC Bank (HDB) | 2.4 | $74M | 1.9M | 38.46 | |
| Tempur-Pedic International (TPX) | 2.1 | $64M | 1.5M | 43.71 | |
| Adecoagro S A (AGRO) | 1.8 | $56M | 14M | 3.89 | |
| Guidewire Software (GWRE) | 1.7 | $53M | 664k | 79.31 | |
| Alphabet Inc Class C cs (GOOG) | 0.8 | $26M | 22k | 1162.80 |
