Route One Investment Company as of Dec. 31, 2024
Portfolio Holdings for Route One Investment Company
Route One Investment Company holds 14 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Post Holdings Inc Common (POST) | 18.7 | $478M | 4.2M | 114.46 | |
| Guidewire Software (GWRE) | 14.8 | $380M | 2.3M | 168.58 | |
| Amazon (AMZN) | 12.3 | $315M | 1.4M | 219.39 | |
| Charles Schwab Corporation (SCHW) | 9.5 | $242M | 3.3M | 74.01 | |
| UnitedHealth (UNH) | 8.6 | $220M | 436k | 505.86 | |
| New York Times Cl A (NYT) | 7.7 | $198M | 3.8M | 52.05 | |
| salesforce (CRM) | 7.0 | $180M | 537k | 334.33 | |
| Alphabet Ubc Cap Stk Cl C (GOOG) | 6.3 | $162M | 850k | 190.44 | |
| Thermo Fisher Scientific (TMO) | 4.7 | $121M | 232k | 520.23 | |
| Adecoagro S A (AGRO) | 3.3 | $84M | 8.9M | 9.43 | |
| Alphabet Ubc Cap Stk Cl A (GOOGL) | 2.6 | $66M | 347k | 189.30 | |
| Herbalife Note 4.25% 6/1 (Principal) | 1.8 | $46M | 60M | 0.78 | |
| Procore Technologies (PCOR) | 1.6 | $42M | 557k | 74.93 | |
| Herbalife Com Shs (HLF) | 1.1 | $28M | 4.1M | 6.69 |
