Route One Investment Company as of Sept. 30, 2022
Portfolio Holdings for Route One Investment Company
Route One Investment Company holds 15 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Post Holdings Ord Comm (POST) | 21.7 | $573M | 7.0M | 81.91 | |
| Bellring Brands Ord Cap Stk Cl A (BRBR) | 10.7 | $282M | 14M | 20.61 | |
| Charles Schwab Ord Comm (SCHW) | 10.4 | $276M | 3.8M | 71.87 | |
| Herbalife Nutr Comm (HLF) | 8.2 | $216M | 11M | 19.89 | |
| Guidewire Software Ord Comm (GWRE) | 6.4 | $170M | 2.8M | 61.58 | |
| Oak Street Health Ord Comm | 6.4 | $170M | 6.9M | 24.52 | |
| Unitedhealth Grp Ord Comm (UNH) | 6.4 | $169M | 335k | 505.04 | |
| Amazon Com Ord Comm (AMZN) | 5.4 | $142M | 1.3M | 113.00 | |
| Salesforce Ord Comm (CRM) | 5.1 | $135M | 938k | 143.84 | |
| Adecoagro Ord Comm (AGRO) | 4.5 | $119M | 14M | 8.29 | |
| Alphabet Cl C Ord Cap Stk Cl C (GOOG) | 4.2 | $112M | 1.2M | 96.15 | |
| New York Times Cl A Ord Cap Stk Cl A (NYT) | 4.1 | $109M | 3.8M | 28.75 | |
| Meta Platforms Cl A Ord Cap Stk Cl A (META) | 3.5 | $92M | 676k | 135.68 | |
| Alphabet Cl A Ord Cap Stk Cl A (GOOGL) | 2.8 | $74M | 776k | 95.65 | |
| Vmg Consumer Acquisition Unt Comm | 0.2 | $5.0M | 500k | 10.00 |
