Route One Investment Company, L.P. Q4 2019 Filing

Filed February 14, 2020

Portfolio Value

$3.5T

Holdings

13

Report Date

Q4 2019

Filing Type

13F-HR

All Holdings (13 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	POSTPost Holdings Inc.	6,168,140	$672.9M	0.02%
2	SCHWThe Charles Schwab Corporation	13,394,293	$637.0M	0.02%
3	FASTFastenal Company	12,103,598	$447.2M	0.01%
4	UNHUnitedHealth Group Incorporated	1,043,200	$306.7M	0.01%
5	TPDTempur Sealy International Inc.	3,167,523	$275.8M	0.01%
6	METAFacebook, Inc.	1,328,300	$272.6M	0.01%
7	GOOGLAlphabet, Inc. - A	192,425	$257.7M	0.01%
8	LBTYBLiberty Global plc - A	9,320,528	$211.9M	0.01%
9	LBTYBLiberty Global plc - C	6,685,616	$145.7M	0.00%
10	BRBR1GBPBellring Brands, Inc.	5,000,000	$106.5M	0.00%
11	AGROAdecoagro S.A.	11,420,742	$95.6M	0.00%
12	HLFHerbalife Ltd.	1,698,996	$81.0M	0.00%
13	GOOGAlphabet, Inc. - C	22,039	$29.5M	0.00%