Route One Investment Company as of March 31, 2025
Portfolio Holdings for Route One Investment Company
Route One Investment Company holds 14 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Post Holdings Inc Common (POST) | 19.6 | $471M | 4.0M | 116.36 | |
| Guidewire Software (GWRE) | 16.0 | $384M | 2.1M | 187.36 | |
| Charles Schwab Corporation (SCHW) | 11.0 | $264M | 3.4M | 78.28 | |
| Amazon (AMZN) | 10.1 | $243M | 1.3M | 190.26 | |
| UnitedHealth (UNH) | 9.5 | $228M | 436k | 523.75 | |
| New York Times Cl A (NYT) | 7.6 | $184M | 3.7M | 49.60 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.9 | $117M | 745k | 156.23 | |
| Thermo Fisher Scientific (TMO) | 4.8 | $116M | 232k | 497.60 | |
| Adecoagro S A (AGRO) | 4.0 | $95M | 8.5M | 11.17 | |
| salesforce (CRM) | 3.8 | $91M | 339k | 268.36 | |
| Procore Technologies (PCOR) | 2.5 | $61M | 918k | 66.02 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $54M | 347k | 154.64 | |
| Herbalife Note 4.25% 6/1 (Principal) | 2.1 | $51M | 60M | 0.86 | |
| Herbalife Com Shs (HLF) | 1.7 | $41M | 4.7M | 8.63 |
