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Institutional Investment Manager
Route One Investment Company, L.P.
Route One Investment Company, L.P. (CIK: 0001512171) incorporated in Delaware, located at One Letterman Drive, San Francisco, CA. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q2)
Original 13F HR (0001140361-16-075968) filed in 2016.08.12
#
Name
Shares
Value ($)
%
Options
Notes
1 POST HLDGS INC 2,838,583 234,722 12.66%
2 HERBALIFE LTD 3,611,328 211,371 11.40%
3 X21ST CENTURY FOX B 7,645,118 208,329 11.23%
4 COMMSCOPE HLDG COMPANY INCORPORATED 6,296,690 195,386 10.54%
5 MICROSOFT CORP 3,389,300 173,430 9.35%
6 FASTENAL CO 3,838,962 170,412 9.19%
7 ALPHABET INC 171,575 120,708 6.51%
8 OUTFRONT MEDIA INC 4,499,609 108,756 5.86%
9 SCHWAB CHARLES CORP 4,061,500 102,797 5.54%
10 COMPANIA CERVECERIAS UNIDAS 3,641,828 85,000 4.58%
11 HERBALIFE LTD 55,050,000 54,468 2.94% PRN
12 CHARTER COMM 220,925 50,512 2.72%
13 FOUR CORNERS PPTY TR INC COM 2,042,067 42,046 2.27%
14 LIBERTY GLOBAL PLC 1,195,000 34,727 1.87%
15 Marcus & Millichap Inc Com 1,134,956 28,839 1.56%
16 ALPHABET INC 32,962 22,813 1.23%
17 LIBERTY GLOBAL PLC 357,000 10,228 0.55%