Route One Investment Company, L.P. Q4 2020 Filing
Filed February 16, 2021
Portfolio Value
$3.6T
Holdings
16
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | POSTPost Holdings Inc. | 7,000,573 | $707.1B | 19.89% | |
| 2 | SCHWThe Charles Schwab Corporation | 7,812,293 | $414.4B | 11.65% | |
| 3 | UNHUnitedHealth Group Incorporated | 1,026,150 | $359.9B | 10.12% | |
| 4 | HLFHerbalife Ltd. | 6,246,304 | $300.1B | 8.44% | |
| 5 | CRMSalesforce.com, Inc. | 1,178,750 | $262.3B | 7.38% | |
| 6 | METAFacebook, Inc. | 766,550 | $209.4B | 5.89% | |
| 7 | NYTThe New York Times Company - A | 3,880,509 | $200.9B | 5.65% | |
| 8 | GOOGLAlphabet, Inc. - A | 113,525 | $199.0B | 5.60% | |
| 9 | TPDTempur Sealy International Inc. | 6,881,148 | $185.8B | 5.23% | |
| 10 | GWREGuidewire Software Inc. | 1,372,798 | $176.7B | 4.97% | |
| 11 | LBTYBLiberty Global plc - A | 6,183,418 | $149.8B | 4.21% | |
| 12 | BRBR1GBPBellring Brands, Inc. | 5,165,991 | $125.6B | 3.53% | |
| 13 | AGROAdecoagro S.A. | 14,444,844 | $98.2B | 2.76% | |
| 14 | LBTYBLiberty Global plc - C | 3,853,821 | $91.1B | 2.56% | |
| 15 | GOOGAlphabet, Inc. - C | 21,869 | $38.3B | 1.08% | |
| 16 | OSH3EUROak Street Health, Inc. | 600,000 | $36.7B | 1.03% |