Route One Investment Company as of Dec. 31, 2020
Portfolio Holdings for Route One Investment Company
Route One Investment Company holds 16 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Post Holdings Comm (POST) | 19.9 | $707M | 7.0M | 101.01 | |
| Charles Schwab Corporation Comm (SCHW) | 11.7 | $414M | 7.8M | 53.04 | |
| UnitedHealth Group Incorporated Comm (UNH) | 10.1 | $360M | 1.0M | 350.68 | |
| Herbalife Comm (HLF) | 8.4 | $300M | 6.2M | 48.05 | |
| Salesforce.com Comm (CRM) | 7.4 | $262M | 1.2M | 222.53 | |
| Facebook Comm (META) | 5.9 | $209M | 767k | 273.16 | |
| New York Times Company - A Cap Stk Cl A (NYT) | 5.7 | $201M | 3.9M | 51.77 | |
| Alphabet, Inc. - A Cap Stk Cl A (GOOGL) | 5.6 | $199M | 114k | 1752.64 | |
| Tempur Sealy International Comm (TPX) | 5.2 | $186M | 6.9M | 27.00 | |
| Guidewire Software Comm (GWRE) | 5.0 | $177M | 1.4M | 128.73 | |
| Liberty Global plc - A Cap Stk Cl A | 4.2 | $150M | 6.2M | 24.22 | |
| Bellring Brands Com Cl A | 3.5 | $126M | 5.2M | 24.31 | |
| Adecoagro Comm (AGRO) | 2.8 | $98M | 14M | 6.80 | |
| Liberty Global plc - C Cap Stk Cl C | 2.6 | $91M | 3.9M | 23.65 | |
| Alphabet, Inc. - C Cap Stk Cl C (GOOG) | 1.1 | $38M | 22k | 1751.89 | |
| Oak Street Health Comm | 1.0 | $37M | 600k | 61.16 |
