Route One Investment Company as of June 30, 2026
Portfolio Holdings for Route One Investment Company
Route One Investment Company holds 20 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Post Holdings Inc Common (POST) | 10.5 | $260M | 3.0M | 88.26 | |
| Amazon (AMZN) | 9.9 | $246M | 1.0M | 238.34 | |
| Guidewire Software (GWRE) | 9.1 | $228M | 1.8M | 123.05 | |
| Alphabet Cap Stk Cl C (GOOG) | 8.3 | $206M | 584k | 353.33 | |
| UnitedHealth (UNH) | 8.1 | $203M | 488k | 415.63 | |
| Charles Schwab Corporation (SCHW) | 8.1 | $202M | 2.2M | 92.27 | |
| New York Times Cl A (NYT) | 6.9 | $172M | 2.5M | 69.98 | |
| Kilroy Realty Corporation (KRC) | 6.4 | $159M | 4.2M | 37.47 | |
| Thermo Fisher Scientific (TMO) | 5.6 | $141M | 280k | 501.36 | |
| MercadoLibre (MELI) | 4.5 | $111M | 66k | 1697.39 | |
| Herbalife Com Shs (HLF) | 4.4 | $110M | 8.3M | 13.15 | |
| Bbb Foods Cl A Com (TBBB) | 3.7 | $93M | 2.2M | 41.67 | |
| Vista Energy S.a.b. De C.v. Sponsored Ads (VIST) | 3.1 | $78M | 1.2M | 63.80 | |
| Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) | 3.0 | $75M | 100k | 746.77 | |
| Veeva Sys Cl A Com (VEEV) | 1.5 | $38M | 211k | 177.47 | |
| Procore Technologies (PCOR) | 1.5 | $37M | 918k | 40.62 | |
| Visa Com Cl A (V) | 1.5 | $37M | 107k | 343.09 | |
| Mastercard Incorporated Cl A (MA) | 1.5 | $36M | 71k | 513.60 | |
| Banco Macro Sa Spon Adr B (BMA) | 1.2 | $31M | 332k | 92.59 | |
| Grupo Financiero Galicia Sponsored Adr (GGAL) | 1.2 | $29M | 579k | 50.03 |
