Route One Investment Company as of Sept. 30, 2024
Portfolio Holdings for Route One Investment Company
Route One Investment Company holds 16 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Guidewire Software (GWRE) | 18.4 | $524M | 2.9M | 182.94 | |
| Post Holdings Inc Common (POST) | 17.7 | $506M | 4.4M | 115.75 | |
| Amazon (AMZN) | 10.1 | $287M | 1.5M | 186.33 | |
| UnitedHealth (UNH) | 8.9 | $255M | 436k | 584.68 | |
| Charles Schwab Corporation (SCHW) | 8.4 | $241M | 3.7M | 64.81 | |
| New York Times Cl A (NYT) | 7.4 | $211M | 3.8M | 55.67 | |
| Alphabet Ubc Cap Stk Cl C (GOOG) | 6.0 | $171M | 1.0M | 167.19 | |
| salesforce (CRM) | 5.2 | $147M | 537k | 273.71 | |
| Thermo Fisher Scientific (TMO) | 4.6 | $130M | 211k | 618.57 | |
| Adecoagro S A (AGRO) | 3.5 | $100M | 9.0M | 11.07 | |
| Invesco Qqq Tr Unit Ser 1 Put Option (QQQ) | 2.6 | $73M | 150k | 488.07 | |
| Alphabet Ubc Cap Stk Cl A (GOOGL) | 2.4 | $68M | 411k | 165.85 | |
| Herbalife Com Shs (HLF) | 2.2 | $62M | 8.6M | 7.19 | |
| Lamb Weston Hldgs (LW) | 1.3 | $37M | 571k | 64.74 | |
| Procore Technologies (PCOR) | 1.2 | $34M | 557k | 61.72 | |
| Vail Resorts (MTN) | 0.2 | $4.8M | 28k | 174.29 |
