Route One Investment Company, L.p. Holdings & Portfolio - 13F Filings Analysis - Stocknear

Route One Investment Company, L.p.

CIK Number: 0001512171

2.29B
Market Value
13
# of Holdings
23 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 15, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 POST Post Holdings, ...
105.32
-1.24% 4.05M -3.02% 471.08M 46.79 19.64% Share
2 GWRE Guidewire Softw...
234.64
-0.86% 2.05M -8.88% 384.36M 95.04 16.02% Share
3 SCHW The Charles Sch...
94.79
+2.62% 3.37M +3.05% 264.11M 55.52 11.01% Share
4 AMZN Amazon.com, Inc...
218.15
-0.94% 1.28M -11.03% 242.88M 103.29 10.13% Share
5 UNH UnitedHealth Gr...
345.75
-1.72% 435.6K 0.00% 228.15M 367.71 9.51% Share
6 NYT The New York Ti...
57.82
+0.75% 3.7M -2.5% 183.48M 43.96 7.65% Share
7 GOOG Alphabet Inc.
246.57
-0.51% 745.38K -12.35% 116.45M 82.46 4.85% Share
8 TMO Thermo Fisher S...
459.06
-1.91% 232.43K 0.00% 115.66M 514.42 4.82% Share
9 AGRO Adecoagro S.A.
8.06
-2.18% 8.51M -4.37% 95.08M 6.68 3.96% Share
10 CRM Salesforce, Inc...
240.99
-1.99% 338.65K -36.95% 90.88M 148.81 3.79% Share
11 PCOR Procore Technol...
71.72
-1.38% 918.21K +64.83% 60.62M 64.9 2.53% Share
12 GOOGL Alphabet Inc.
245.76
-0.56% 346.96K 0.00% 53.65M 48.74 2.24% Share
13 HLF Herbalife Nutri...
8.76
-2.51% 4.74M +14.91% 40.87M 34.11 1.70% Share
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