Route One Investment Company, L.P. Portfolio Holdings by Sector

Route One Investment Company, L.P.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology GWRE CRM PCOR 3 stocks	$600,853 23.9% of portfolio	-	1	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive POST HLF 2 stocks	$505,385 20.11% of portfolio	-	2	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$314,780 12.52% of portfolio	-	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services SCHW 1 stocks	$242,304 9.64% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG GOOGL 2 stocks	$227,625 9.06% of portfolio	-	2	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$220,352 8.77% of portfolio	-	-	-	-	0 Calls 0 Puts
Publishing \| Communication Services NYT 1 stocks	$197,491 7.86% of portfolio	-	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO 1 stocks	$120,917 4.81% of portfolio	1	-	-	-	0 Calls 0 Puts
Farm Products \| Consumer Defensive AGRO 1 stocks	$83,931 3.34% of portfolio	-	1	-	-	0 Calls 0 Puts

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