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Reported Holdings Of The
Route One Investment Company LP


Period of report: Jun 30, 2019
Effectiveness Date: Aug 14, 2019

Security Shares Held / Principal Amount Market Value Option
POST HOLDINGS INC (737446104) 5,965,139 $620,196k
FASTENAL CO (311900104) 16,246,560 $529,475k
Charles Schwab Corp/The (808513105) 12,095,293 $486,110k
TEMPUR SEALY INTERNATIONAL I (88023U101) 4,200,539 $308,194k
Facebook Inc (30303M102) 1,423,800 $274,793k
LIBERTY GLOBAL PLC (G5480U104) 8,934,514 $241,143k
UNITEDHEALTH GRP INC (91324P102) 923,000 $225,221k
ALPHABET INC (02079K305) 201,425 $218,103k
LIBERTY GLOBAL PLC (G5480U120) 7,544,487 $200,155k
ADECOAGRO S A (L00849106) 11,420,742 $81,544k
Herbalife Nutrition Ltd (G4412G101) 1,061,000 $45,368k
Alphabet Inc (02079K107) 29,692 $32,094k

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