Route One Investment Company, L.P. Buys Oak Street Health Inc, Sells Liberty Global PLC, Liberty Global PLC

Nov 16, 2021

San Francisco, CA, based Investment company Route One Investment Company, L.P. (Current Portfolio) buys Oak Street Health Inc, sells Liberty Global PLC, Liberty Global PLC during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Route One Investment Company, L.P.. As of 2021Q3, Route One Investment Company, L.P. owns 16 stocks with a total value of $3.9 billion. These are the details of the buys and sells.

Added Positions: OSH, HLF, GWRE, BABA,
Reduced Positions: LBTYA, SCHW,
Sold Out: LBTYK,

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.

Post Holdings Inc (POST) - 7,000,573 shares, 19.85% of the total portfolio.
Charles Schwab Corp (SCHW) - 6,392,793 shares, 11.98% of the total portfolio. Shares reduced by 4.61%
Herbalife Nutrition Ltd (HLF) - 8,791,232 shares, 9.59% of the total portfolio. Shares added by 10.82%
UnitedHealth Group Inc (UNH) - 833,850 shares, 8.38% of the total portfolio.
Salesforce.com Inc (CRM) - 1,171,750 shares, 8.18% of the total portfolio.

Added: Oak Street Health Inc (OSH)

Route One Investment Company, L.P. added to a holding in Oak Street Health Inc by 75.98%. The purchase prices were between $42.53 and $64.54, with an estimated average price of $53.75. The stock is now traded at around $40.600000. The impact to a portfolio due to this purchase was 1.05%. The holding were 2,222,250 shares as of 2021-09-30.

Sold Out: Liberty Global PLC (LBTYK)

Route One Investment Company, L.P. sold out a holding in Liberty Global PLC. The sale prices were between $25.21 and $30.04, with an estimated average price of $27.77.

Here is the complete portfolio of Route One Investment Company, L.P.. Also check out:

1. Route One Investment Company, L.P.'s Undervalued Stocks
2. Route One Investment Company, L.P.'s Top Growth Companies, and
3. Route One Investment Company, L.P.'s High Yield stocks
4. Stocks that Route One Investment Company, L.P. keeps buying

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