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	$535,854 22.83% of portfolio	1	2	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive POST HLF 2 stocks	$511,942 21.81% of portfolio	1	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services SCHW 1 stocks	$264,112 11.25% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$242,876 10.35% of portfolio	-	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$228,145 9.72% of portfolio	-	-	-	-	0 Calls 0 Puts
Publishing \| Communication Services NYT 1 stocks	$183,483 7.82% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG GOOGL 2 stocks	$170,103 7.25% of portfolio	-	1	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO 1 stocks	$115,657 4.93% of portfolio	-	-	-	-	0 Calls 0 Puts
Farm Products \| Consumer Defensive AGRO 1 stocks	$95,077 4.05% of portfolio	-	1	-	-	0 Calls 0 Puts

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