Route One Investment Company, L.p.

CIK Number: 0001512171

2.85B
Market Value
15
# of Holdings
18 months
Avg. Holding Period
47.37%
Win Rate
20.62%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 Guidewire Inc
173.72
+1.77% 2.87M 0.00% 524.23M 95.04 18.38%
2 Post Holdings I...
119.88
+0.89% 4.37M -15.49% 506.13M 69.37 17.74%
3 Amazon Com Inc
229.01
-0.54% 1.54M -7.98% 287.02M 103.29 10.06%
4
Unitedhealth Gr...
515.16
-3.44% 435.60K 0.00% 254.69M 367.71 8.93%
5 Schwab Charles ...
82.80
+0.47% 3.71M +66.04% 240.63M 54.83 8.44%

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