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	$583,219 26.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive POST HLF 2 stocks	$425,310 19.07% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$280,062 12.55% of portfolio	-	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services SCHW 1 stocks	$229,499 10.29% of portfolio	-	1	-	-	0 Calls 0 Puts
Publishing \| Communication Services NYT 1 stocks	$207,084 9.28% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG GOOGL 2 stocks	$160,834 7.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$146,719 6.58% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO 1 stocks	$118,953 5.33% of portfolio	1	-	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare VEEV 1 stocks	$44,665 2.0% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Office \| Real Estate KRC 1 stocks	$34,340 1.54% of portfolio	1	-	1	-	0 Calls 0 Puts

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