Route One Investment Company as of June 30, 2022
Portfolio Holdings for Route One Investment Company
Route One Investment Company holds 15 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Post Holdings Ord Comm (POST) | 20.9 | $577M | 7.0M | 82.35 | |
| Bellring Brands Cl A Ord Cap Stk Cl A (BRBR) | 12.3 | $340M | 14M | 24.89 | |
| Charles Schwab Ord Comm (SCHW) | 10.2 | $282M | 4.5M | 63.18 | |
| Herbalife Nutrition Ord Comm (HLF) | 8.0 | $222M | 11M | 20.45 | |
| Unitedhealth Grp Ord Comm (UNH) | 7.0 | $192M | 374k | 513.63 | |
| Guidewire Software Ord Comm (GWRE) | 6.4 | $178M | 2.5M | 70.99 | |
| Salesforce.com Ord Comm (CRM) | 5.6 | $155M | 938k | 165.04 | |
| Amazon Com Ord Comm (AMZN) | 4.8 | $134M | 1.3M | 106.21 | |
| Alphabet Cl C Ord Cap Stk Cl C (GOOG) | 4.6 | $127M | 58k | 2187.44 | |
| Meta Platforms Cl A Ord Cap Stk Cl A (META) | 4.5 | $124M | 771k | 161.25 | |
| Adecoagro Ord Comm (AGRO) | 4.4 | $121M | 14M | 8.46 | |
| Oak Street Health Ord Comm | 4.1 | $114M | 6.9M | 16.44 | |
| New York Times Cl A Ord Cap Stk Cl A (NYT) | 3.8 | $106M | 3.8M | 27.90 | |
| Alphabet Cl A Ord Cap Stk Cl A (GOOGL) | 3.1 | $85M | 39k | 2179.25 | |
| Vmg Consumer Acquisition Unt Comm | 0.2 | $5.0M | 500k | 9.97 |
