Route One Investment Company as of March 31, 2022
Portfolio Holdings for Route One Investment Company
Route One Investment Company holds 15 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Post Holdings Ord Comm (POST) | 15.1 | $485M | 7.0M | 69.26 | |
| Bellring Brands Cl A Ord Cap Stk Cl A (BRBR) | 9.8 | $315M | 14M | 23.08 | |
| Charles Schwab Ord Comm (SCHW) | 9.6 | $307M | 3.6M | 84.31 | |
| Herbalife Nutrition Ord Comm (HLF) | 9.5 | $305M | 10M | 30.36 | |
| Unitedhealth Grp Ord Comm (UNH) | 8.2 | $263M | 516k | 509.97 | |
| Alphabet Cl A Ord Cap Stk Cl A (GOOGL) | 8.2 | $262M | 94k | 2781.35 | |
| Guidewire Software Ord Comm (GWRE) | 6.6 | $213M | 2.2M | 94.62 | |
| Salesforce.com Ord Comm (CRM) | 5.4 | $174M | 818k | 212.32 | |
| Adecoagro Ord Comm (AGRO) | 5.4 | $173M | 14M | 12.08 | |
| Shopify Cl A Sub Vtg Ord Cap Stk Cl A (SHOP) | 5.4 | $172M | 255k | 675.96 | |
| Meta Platforms Cl A Ord Cap Stk Cl A (META) | 5.2 | $167M | 750k | 222.36 | |
| Oak Street Health Ord Comm | 4.8 | $154M | 5.7M | 26.88 | |
| New York Times Cl A Ord Cap Stk Cl A (NYT) | 4.8 | $154M | 3.3M | 45.84 | |
| Alphabet Cl C Ord Cap Stk Cl C (GOOG) | 1.9 | $61M | 22k | 2792.99 | |
| Vmg Consumer Acquisition Unt Comm | 0.2 | $5.0M | 500k | 10.04 |
