Route One Investment Company
Long Only- Manager
- Route One Investment Company
- Quarter
- Q2 2026
- Filed
- 2026-08-14
- 13F value
- $2.42B
- Positions
- 19
- CIK
- 0001512171
| # | # Shares | Source | ||||||
|---|---|---|---|---|---|---|---|---|
| 1 | Post Hldgs IncPOSTHISTORY | 10.78% | — | $260.4M | 2,950,568 | — | 6.50% | 13F13G (older) |
| 2 | Amazon Com IncAMZNHISTORY | 10.18% | — | $246.0M | 1,032,200 | — | 0.01% | 13F |
| 3 | Guidewire Software IncGWREHISTORY | 9.42% | — | $227.6M | 1,849,364 | — | 2.26% | 13F |
| 4 | Alphabet IncGOOGHISTORY | 8.54% | (15.2%) | $206.4M | 584,050 | (105,030) | 0.00% | 13F |
| 5 | Unitedhealth Group IncUNHHISTORY | 8.39% | (8.5%) | $202.7M | 487,725 | (45,150) | 0.05% | 13F |
| 6 | Schwab Charles CorpSCHWHISTORY | 8.36% | +30.2% | $202.1M | 2,189,893 | +507,650 | 0.13% | 13F |
| 7 | New York Times CoNYTHISTORY | 7.12% | — | $172.1M | 2,458,659 | — | 1.52% | 13F |
| 8 | Kilroy Rlty CorpKRCHISTORY | 6.59% | +4.9% | $159.2M | 4,248,213 | +198,650 | 3.65% | 13F |
| 9 | Thermo Fisher Scientific IncTMOHISTORY | 5.82% | +8.4% | $140.6M | 280,400 | +21,700 | 0.08% | 13F |
| 10 | Mercadolibre IncMELIHISTORY | 4.61% | +46.4% | $111.3M | 65,560 | +20,775 | 0.13% | 13F |
| 11 | Herbalife LTDHLFHISTORY | 4.54% | +1.5% | $109.8M | 8,348,800 | +121,500 | 7.30% | 13F13G (older) |
| 12 | BBB Foods IncTBBBHISTORY | 3.84% | +45.4% | $92.7M | 2,224,201 | +694,905 | — | 13F |
| 13 | Vista Energy S.a.b. DE C.V.VISTHISTORY | 3.21% | — | $77.6M | 1,216,700 | — | 1.28% | 13F |
| 14 | Veeva Sys IncVEEVHISTORY | 1.55% | +16.0% | $37.5M | 211,350 | +29,150 | 0.13% | 13F |
| 15 | Procore Technologies IncPCORHISTORY | 1.54% | — | $37.3M | 918,205 | — | 0.60% | 13F |
| 16 | Visa IncVHISTORY | 1.52% | NEW | $36.6M | 106,700 | +106,700 | 0.02% | 13F |
| 17 | Mastercard IncorporatedMAHISTORY | 1.50% | NEW | $36.2M | 70,500 | +70,500 | 0.06% | 13F |
| 18 | Banco Macro SABMAHISTORY | 1.27% | — | $30.8M | 332,111 | — | — | 13F |
| 19 | Grupo Financiero Galicia S.AGGALHISTORY | 1.20% | — | $29.0M | 579,350 | — | — | 13F |
Positions are from the latest 13F-HR (period end 2026-06-30). Weights are calculated: position value ÷ the 13F book. Rows marked Off-13F are >5% stakes disclosed on a Schedule 13D/13G dated after the latest 13F; they report shares and percent of class but no dollar value. Chg Shares and % Chg compare with the adjacent prior quarter's 13F only. % Out is either calculated (position shares ÷ issuer shares outstanding from the issuer's XBRL cover page; weighted-average basic shares as a fallback) or reported (percent of class on a Schedule 13D/13G newer than the 13F period) — hover a value for its source and date. Unavailable figures show “—”, never an estimate. Methodology