13F HOLDINGS REPORT
Route One Investment Company, L.P.
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0000935836-25-000177
Total Value
$2.56B
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | POST HOLDINGS INC | POST | 4,174,539 | $477.8M | 18.67% |
| 2 | GUIDEWIRE INC | GWRE | 2,251,430 | $379.5M | 14.83% |
| 3 | AMAZON COM INC | AMZN | 1,434,800 | $314.8M | 12.30% |
| 4 | SCHWAB CHARLES CORP | SCHW-PJ | 3,273,943 | $242.3M | 9.47% |
| 5 | UNITEDHEALTH GRP INC | UNH | 435,600 | $220.4M | 8.61% |
| 6 | NEW YORK TIMES CO | NYT | 3,794,259 | $197.5M | 7.72% |
| 7 | SALESFORCE INC | CRM | 537,100 | $179.6M | 7.01% |
| 8 | ALPHABET UBC | GOOG | 850,380 | $161.9M | 6.33% |
| 9 | THERMO FISHER SCIENTIFIC INC | TMO | 232,430 | $120.9M | 4.72% |
| 10 | ADECOAGRO SA | AGRO | 8,900,438 | $83.9M | 3.28% |
| 11 | ALPHABET UBC | GOOG | 346,960 | $65.7M | 2.57% |
| 12 | HERBALIFE LTD | HLF | 59,525,000 | $46.2M | 1.80% |
| 13 | PROCORE TECHNOLOGIES INC | PCOR | 557,050 | $41.7M | 1.63% |
| 14 | HERBALIFE LTD | HLF | 4,120,884 | $27.6M | 1.08% |