Route One Investment Company, L.P. Q3 2019 Filing
Filed November 14, 2019
Portfolio Value
$3.3T
Holdings
12
Report Date
Q3 2019
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | POSTPost Holdings Inc. | 6,148,140 | $650.7B | 19.62% | |
| 2 | FASTFastenal Company | 15,739,098 | $514.2B | 15.50% | |
| 3 | SCHWThe Charles Schwab Corporation | 12,167,293 | $509.0B | 15.35% | |
| 4 | TPDTempur Sealy International Inc. | 3,795,523 | $293.0B | 8.83% | |
| 5 | GOOGLAlphabet, Inc. - A | 204,025 | $249.1B | 7.51% | |
| 6 | METAFacebook, Inc. | 1,381,800 | $246.1B | 7.42% | |
| 7 | UNHUnitedHealth Group Incorporated | 1,043,200 | $226.7B | 6.84% | |
| 8 | LBTYBLiberty Global plc - A | 8,829,514 | $218.5B | 6.59% | |
| 9 | LBTYBLiberty Global plc - C | 7,777,487 | $185.0B | 5.58% | |
| 10 | HLFHerbalife Ltd. | 3,211,996 | $121.6B | 3.67% | |
| 11 | AGROAdecoagro S.A. | 11,420,742 | $66.6B | 2.01% | |
| 12 | GOOGAlphabet, Inc. - C | 29,692 | $36.2B | 1.09% |