Route One Investment Company as of March 31, 2026
Portfolio Holdings for Route One Investment Company
Route One Investment Company holds 19 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Post Holdings Inc Common (POST) | 12.4 | $292M | 3.0M | 98.86 | |
| Guidewire Software (GWRE) | 11.8 | $277M | 1.8M | 149.56 | |
| Amazon (AMZN) | 9.2 | $215M | 1.0M | 208.27 | |
| New York Times Cl A (NYT) | 8.8 | $206M | 2.5M | 83.73 | |
| Alphabet Cap Stk Cl C (GOOG) | 8.4 | $198M | 689k | 286.86 | |
| Charles Schwab Corporation (SCHW) | 6.7 | $158M | 1.7M | 93.98 | |
| UnitedHealth (UNH) | 6.1 | $144M | 533k | 270.59 | |
| Thermo Fisher Scientific (TMO) | 5.4 | $127M | 259k | 491.53 | |
| Herbalife Com Shs (HLF) | 5.2 | $121M | 8.2M | 14.72 | |
| Kilroy Realty Corporation (KRC) | 4.9 | $114M | 4.0M | 28.21 | |
| Vista Energy S.a.b. De C.v. Sponsored Ads (VIST) | 3.9 | $92M | 1.2M | 75.47 | |
| MercadoLibre (MELI) | 3.3 | $77M | 45k | 1729.02 | |
| Essex Property Trust (ESS) | 3.1 | $72M | 298k | 242.00 | |
| Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) | 2.8 | $65M | 100k | 650.34 | |
| Bbb Foods Cl A Com (TBBB) | 2.3 | $54M | 1.5M | 35.37 | |
| Procore Technologies (PCOR) | 2.2 | $52M | 918k | 57.00 | |
| Veeva Sys Cl A Com (VEEV) | 1.4 | $32M | 182k | 175.66 | |
| Grupo Financiero Galicia Sponsored Adr (GGAL) | 1.2 | $27M | 579k | 46.71 | |
| Banco Macro Sa Spon Adr B (BMA) | 1.1 | $26M | 332k | 77.37 |
