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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 (2016Q3)
Original 13F HR (0001140361-16-086193) filed in 2016.11.14
#
Name
Shares
Value ($)
%
Options
Notes
1 SPDR S&P 500 ETF TR 1,550,000 335,265 15.16% Put
2 HERBALIFE LTD 3,905,828 242,122 10.95%
3 POST HLDGS INC 2,915,083 224,957 10.17%
4 X21ST CENTURY FOX B 8,307,118 205,518 9.29%
5 MICROSOFT CORP 3,389,300 195,224 8.83%
6 COMMSCOPE HLDG COMPANY INCORPORATED 6,393,347 192,504 8.70%
7 FASTENAL CO 4,424,578 184,859 8.36%
8 ALPHABET INC 171,575 137,957 6.24%
9 SCHWAB CHARLES CORP 4,145,500 130,873 5.92%
10 OUTFRONT MEDIA INC 4,610,051 109,028 4.93%
11 LIBERTY GLOBAL PLC 2,751,000 94,029 4.25%
12 CHARTER COMM 220,925 59,643 2.70%
13 Marcus & Millichap Inc Com 1,141,362 29,847 1.35%
14 LIBERTY GLOBAL PLC 855,987 28,282 1.28%
15 ALPHABET INC 32,962 25,621 1.16%
16 COMPANIA CERVECERIAS UNIDAS 792,190 15,994 0.72%