Route One Investment Company as of June 30, 2020
Portfolio Holdings for Route One Investment Company
Route One Investment Company holds 17 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Post Holdings Comm (POST) | 17.5 | $613M | 7.0M | 87.62 | |
| Charles Schwab Corporation Comm (SCHW) | 14.0 | $491M | 15M | 33.74 | |
| UnitedHealth Group Incorporated Comm (UNH) | 10.9 | $381M | 1.3M | 294.95 | |
| Salesforce.com Comm (CRM) | 7.1 | $248M | 1.3M | 187.33 | |
| Herbalife Comm (HLF) | 6.9 | $242M | 5.4M | 44.98 | |
| Alphabet, Inc. - A Cap Stk Cl A (GOOGL) | 6.5 | $227M | 160k | 1418.05 | |
| Facebook Comm (META) | 5.5 | $194M | 855k | 227.07 | |
| Liberty Global plc - C Cap Stk Cl C | 5.4 | $191M | 8.9M | 21.51 | |
| Liberty Global plc - A Cap Stk Cl A | 5.3 | $185M | 8.5M | 21.86 | |
| Fastenal Company Comm (FAST) | 4.9 | $172M | 4.0M | 42.84 | |
| Tempur Sealy International Comm (TPX) | 4.3 | $151M | 2.1M | 71.95 | |
| Bellring Brands Comm | 2.9 | $103M | 5.2M | 19.94 | |
| New York Times Company - A Cap Stk Cl A (NYT) | 2.2 | $79M | 1.9M | 42.03 | |
| Guidewire Software Comm (GWRE) | 2.1 | $74M | 664k | 110.85 | |
| Adecoagro Comm (AGRO) | 1.8 | $63M | 14M | 4.34 | |
| HDFC Bank Comm (HDB) | 1.8 | $62M | 1.4M | 45.46 | |
| Alphabet, Inc. - C Cap Stk Cl C (GOOG) | 0.9 | $31M | 22k | 1413.63 |
