Route One Investment Company, L.P. Q1 2021 Filing

Filed May 17, 2021

Portfolio Value

$4.0T

Holdings

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (20 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	POSTPost Holdings Inc.	7,000,573	$740.1B	18.66%
2	SCHWThe Charles Schwab Corporation	7,367,793	$480.2B	12.11%
3	UNHUnitedHealth Group Incorporated	954,150	$355.0B	8.95%
4	HLFHerbalife Ltd.	7,494,804	$332.5B	8.38%
5	CRMSalesforce.com, Inc.	1,171,750	$248.3B	6.26%
6	METAFacebook, Inc.	778,800	$229.4B	5.78%
7	GOOGLAlphabet, Inc. - A	110,450	$227.8B	5.74%
8	NYTThe New York Times Company - A	3,880,509	$196.4B	4.95%
9	IWMIshares Russell 2000 ETF	750,000	$165.7B	4.18%	Put
10	LBTYBLiberty Global plc - A	6,121,918	$157.1B	3.96%
11	GWREGuidewire Software Inc.	1,452,298	$147.6B	3.72%
12	SHOPShopify Inc. - A	129,450	$143.2B	3.61%
13	BRBR1GBPBellring Brands, Inc.	5,165,991	$122.0B	3.08%
14	AGROAdecoagro S.A.	14,444,844	$113.5B	2.86%
15	LBTYBLiberty Global plc - C	3,853,821	$98.4B	2.48%
16	CNCCentene Corporation	1,000,000	$63.9B	1.61%	Call
17	GOOGAlphabet, Inc. - C	21,869	$45.2B	1.14%
18	OSH3EUROak Street Health, Inc.	825,250	$44.8B	1.13%
19	BABAAlibaba Group Holding Limited	119,450	$27.1B	0.68%
20	CYHCommunity Health Systems, Inc.	2,000,000	$27.0B	0.68%	Call