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	$705,619 24.73% of portfolio	1	1	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive POST HLF LW 3 stocks	$605,396 21.22% of portfolio	1	1	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$287,022 10.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$254,686 8.93% of portfolio	-	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services SCHW 1 stocks	$240,629 8.44% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG GOOGL 2 stocks	$239,580 8.4% of portfolio	-	1	-	-	0 Calls 0 Puts
Publishing \| Communication Services NYT 1 stocks	$211,188 7.4% of portfolio	-	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO 1 stocks	$130,435 4.57% of portfolio	-	-	-	-	0 Calls 0 Puts
Farm Products \| Consumer Defensive AGRO 1 stocks	$100,140 3.51% of portfolio	-	1	-	-	0 Calls 0 Puts
ETFs \| ETFs QQQ 1 stocks	$73,210 2.57% of portfolio	-	1	-	-	0 Calls 1 Puts
Resorts & Casinos \| Consumer Cyclical MTN 1 stocks	$4,837 0.17% of portfolio	1	-	1	-	0 Calls 0 Puts

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