Route One Investment Company, L.P. Buys BellRing Brands Inc, Sells Fastenal Co, Herbalife Nutrition, Alphabet Inc

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Feb 17, 2020
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San Francisco, CA, based Investment company Route One Investment Company, L.P. (Current Portfolio) buys BellRing Brands Inc, sells Fastenal Co, Herbalife Nutrition, Alphabet Inc during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Route One Investment Company, L.P.. As of 2019Q4, Route One Investment Company, L.P. owns 13 stocks with a total value of $3.5 billion. These are the details of the buys and sells.

For the details of Route One Investment Company, L.P.'s stock buys and sells, go to https://www.gurufocus.com/guru/route+one+investment+company%2C+l.p./current-portfolio/portfolio

These are the top 5 holdings of Route One Investment Company, L.P.
  1. Post Holdings Inc (POST) - 6,168,140 shares, 19.01% of the total portfolio. Shares added by 0.33%
  2. Charles Schwab Corp (SCHW) - 13,394,293 shares, 17.99% of the total portfolio. Shares added by 10.08%
  3. Fastenal Co (FAST) - 12,103,598 shares, 12.63% of the total portfolio. Shares reduced by 23.1%
  4. UnitedHealth Group Inc (UNH) - 1,043,200 shares, 8.66% of the total portfolio.
  5. Tempur Sealy International Inc (TPX) - 3,167,523 shares, 7.79% of the total portfolio. Shares reduced by 16.55%
New Purchase: BellRing Brands Inc (BRBR)

Route One Investment Company, L.P. initiated holding in BellRing Brands Inc. The purchase prices were between $16 and $23.82, with an estimated average price of $19.59. The stock is now traded at around $22.33. The impact to a portfolio due to this purchase was 3.01%. The holding were 5,000,000 shares as of .



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