13F HOLDINGS REPORT
Route One Investment Company, L.P.
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0000935836-25-000376
Total Value
$2.40B
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | POST HLDGS INC | POST | 4,048,439 | $471.1M | 19.64% |
| 2 | GUIDEWIRE SOFTWARE INC | GWRE | 2,051,430 | $384.4M | 16.02% |
| 3 | SCHWAB CHARLES CORP | SCHW-PJ | 3,373,943 | $264.1M | 11.01% |
| 4 | AMAZON COM INC | AMZN | 1,276,550 | $242.9M | 10.13% |
| 5 | UNITEDHEALTH GROUP INC | UNH | 435,600 | $228.1M | 9.51% |
| 6 | NEW YORK TIMES CO | NYT | 3,699,259 | $183.5M | 7.65% |
| 7 | ALPHABET INC | GOOG | 745,380 | $116.5M | 4.85% |
| 8 | THERMO FISHER SCIENTIFIC INC | TMO | 232,430 | $115.7M | 4.82% |
| 9 | ADECOAGRO SA | AGRO | 8,511,838 | $95.1M | 3.96% |
| 10 | SALESFORCE INC | CRM | 338,650 | $90.9M | 3.79% |
| 11 | PROCORE TECHNOLOGIES INC | PCOR | 918,205 | $60.6M | 2.53% |
| 12 | ALPHABET INC | GOOG | 346,960 | $53.7M | 2.24% |
| 13 | HERBALIFE LTD | HLF | 59,525,000 | $51.4M | 2.14% |
| 14 | HERBALIFE LTD | HLF | 4,735,388 | $40.9M | 1.70% |