Route One Investment Company

Route One Investment Company as of June 30, 2021

Portfolio Holdings for Route One Investment Company

Route One Investment Company holds 18 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Post Holdings Comm (POST) 18.3 $759M 7.0M 108.47
Charles Schwab Corporation Comm (SCHW) 11.7 $488M 6.7M 72.81
Herbalife Nutrition Comm (HLF) 10.1 $418M 7.9M 52.73
UnitedHealth Group Incorporated Comm (UNH) 8.0 $334M 834k 400.44
Salesforce.com Comm (CRM) 6.9 $286M 1.2M 244.27
Facebook Comm (META) 6.5 $271M 779k 347.71
Alphabet, Inc. - A Cap Stk Cl A (GOOGL) 6.5 $269M 110k 2441.79
Shopify Inc. - A Cap Stk Cl A (SHOP) 4.6 $189M 130k 1460.98
Guidewire Software Comm (GWRE) 4.5 $189M 1.7M 112.72
Liberty Global plc - A Cap Stk Cl A 3.9 $163M 6.0M 27.16
Bellring Brands Comm 3.9 $162M 5.2M 31.34
Adecoagro Comm (AGRO) 3.5 $145M 14M 10.04
New York Times Company - A Cap Stk Cl A (NYT) 3.1 $130M 3.0M 43.55
Liberty Global plc - C Cap Stk Cl C 2.4 $100M 3.7M 27.04
Oak Street Health Comm 1.8 $74M 1.3M 58.57
Ishares Russell 2000 ETF Comm Put Option (IWM) 1.7 $69M 300k 229.37
Alphabet, Inc. - C Cap Stk Cl C (GOOG) 1.3 $55M 22k 2506.33
Alibaba Group Holding Comm (BABA) 1.3 $55M 241k 226.78