Institutions / Route One Investment Company, L.P.
Route One Investment Company, L.P.
CIK 1512171 · Institution · as of Dec 31, 2025
Portfolio value
$2.40B
Positions
15
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Guidewire Software, Inc. | $335.77M | 14.0% |
| Post Holdings, Inc. | $310.67M | 13.0% |
| Amazon.com Inc | $262.67M | 11.0% |
| Alphabet Inc. | $216.23M | 9.0% |
| New York Times Co | $215.57M | 9.0% |
| Schwab Charles Corp | $183.67M | 7.7% |
| Unitedhealth Group Inc | $167.46M | 7.0% |
| Thermo Fisher Scientific Inc. | $152.74M | 6.4% |
| Essex Property Trust, Inc. | $139.47M | 5.8% |
| Kilroy Realty Corp | $109.69M | 4.6% |
| Herbalife Ltd | $105.21M | 4.4% |
| Procore Technologies, Inc. | $66.79M | 2.8% |
| Vista Energy, S.A.B. de C.V.VIST | $49.84M | 2.1% |
| Bbb Foods Inc | $46.25M | 1.9% |
| Veeva Systems Inc | $34.62M | 1.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.