Route One Investment Company, L.P. Q2 2020 Filing
Filed August 14, 2020
Portfolio Value
$3.5T
Holdings
17
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | POSTPost Holdings Inc. | 7,000,573 | $613.4B | 17.50% | |
| 2 | SCHWThe Charles Schwab Corporation | 14,563,293 | $491.4B | 14.01% | |
| 3 | UNHUnitedHealth Group Incorporated | 1,292,900 | $381.3B | 10.88% | |
| 4 | CRMSalesforce.com, Inc. | 1,323,500 | $247.9B | 7.07% | |
| 5 | HLFHerbalife Ltd. | 5,372,194 | $241.6B | 6.89% | |
| 6 | GOOGLAlphabet, Inc. - A | 160,125 | $227.1B | 6.48% | |
| 7 | METAFacebook, Inc. | 854,550 | $194.0B | 5.53% | |
| 8 | LBTYBLiberty Global plc - C | 8,862,821 | $190.6B | 5.44% | |
| 9 | LBTYBLiberty Global plc - A | 8,456,228 | $184.9B | 5.27% | |
| 10 | FASTFastenal Company | 4,009,098 | $171.8B | 4.90% | |
| 11 | TPDTempur Sealy International Inc. | 2,101,537 | $151.2B | 4.31% | |
| 12 | BRBR1GBPBellring Brands, Inc. | 5,165,991 | $103.0B | 2.94% | |
| 13 | NYTThe New York Times Company - A | 1,872,209 | $78.7B | 2.24% | |
| 14 | GWREGuidewire Software Inc. | 664,298 | $73.6B | 2.10% | |
| 15 | AGROAdecoagro S.A. | 14,444,844 | $62.7B | 1.79% | |
| 16 | HDBHDFC Bank Ltd. | 1,356,500 | $61.7B | 1.76% | |
| 17 | GOOGAlphabet, Inc. - C | 22,039 | $31.2B | 0.89% |