Route One Investment Company, L.P. Q2 2019 Filing
Filed August 14, 2019
Portfolio Value
$3.3T
Holdings
12
Report Date
Q2 2019
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | POSTPost Holdings Inc. | 5,965,139 | $620.2B | 19.01% | |
| 2 | FASTFastenal Company | 16,246,560 | $529.5B | 16.23% | |
| 3 | SCHWThe Charles Schwab Corporation | 12,095,293 | $486.1B | 14.90% | |
| 4 | TPDTempur Sealy International Inc. | 4,200,539 | $308.2B | 9.45% | |
| 5 | METAFacebook, Inc. | 1,423,800 | $274.8B | 8.42% | |
| 6 | LBTYBLiberty Global plc - A | 8,934,514 | $241.1B | 7.39% | |
| 7 | UNHUnitedHealth Group Incorporated | 923,000 | $225.2B | 6.90% | |
| 8 | GOOGLAlphabet, Inc. - A | 201,425 | $218.1B | 6.69% | |
| 9 | LBTYBLiberty Global plc - C | 7,544,487 | $200.2B | 6.14% | |
| 10 | AGROAdecoagro S.A. | 11,420,742 | $81.5B | 2.50% | |
| 11 | HLFHerbalife Ltd. | 1,061,000 | $45.4B | 1.39% | |
| 12 | GOOGAlphabet, Inc. - C | 29,692 | $32.1B | 0.98% |