Holdings
Route One Investment Company, L.P.
As of Jun 30, 2026, Route One Investment Company, L.P. reported 17 positions worth US$2.36B. Largest: Post Holdings, Inc., Amazon.com, Inc. and Guidewire Software, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Post Holdings, Inc. | 2.95M | US$260M | no change | Jun 30, 2026 |
| Amazon.com, Inc. | 1.03M | US$246M | no change | Jun 30, 2026 |
| Guidewire Software, Inc. | 1.85M | US$228M | no change | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 577K | US$206M | −110K | Jun 30, 2026 |
| Unitedhealth Group Incorporated | 488K | US$203M | −45,150 | Jun 30, 2026 |
| Charles Schwab Corporation (the) | 2.19M | US$202M | +508K | Jun 30, 2026 |
| New York Times Company (the) | 2.46M | US$172M | no change | Jun 30, 2026 |
| Kilroy Realty Corporation | 4.25M | US$159M | +199K | Jun 30, 2026 |
| Thermo Fisher Scientific Inc | 280K | US$141M | +21,700 | Jun 30, 2026 |
| Mercadolibre, Inc. | 65,560 | US$111M | +20,775 | Jun 30, 2026 |