Investor Details
| Filer Name: | ROUTE ONE INVESTMENT COMPANY, L.P. |
|---|---|
| CIK: | 1512171 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-14 |
| Number of Holdings: | 14 |
| Portfolio Value: | $2.51B |
Route One Investment Company, L.P. Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| POST | US | POST HOLDINGS INC | 4,174,539 | $478M | 18.67% | -4.5% | - |
| GWRE | US | GUIDEWIRE SOFTWARE INC | 2,251,430 | $380M | 14.83% | -21.4% | - |
| AMZN | US | AMAZON.COM INC | 1,434,800 | $315M | 12.30% | -6.9% | - |
| SCHW | US | SCHWAB (CHARLES) CORP | 3,273,943 | $242M | 9.47% | -11.8% | - |
| UNH | US | UNITEDHEALTH GROUP INC | 435,600 | $220M | 8.61% | - | - |
| NYT | US | NEW YORK TIMES CO-A | 3,794,259 | $197M | 7.72% | - | - |
| CRM | US | SALESFORCE INC | 537,100 | $180M | 7.01% | - | - |
| GOOG | US | ALPHABET INC-CL C | 850,380 | $162M | 6.33% | -17.1% | - |
| TMO | US | THERMO FISHER SCIENTIFIC INC | 232,430 | $121M | 4.72% | 10.2% | - |
| AGRO | US | ADECOAGRO SA | 8,900,438 | $84M | 3.28% | -1.6% | - |
| GOOGL | US | ALPHABET INC-CL A | 346,960 | $66M | 2.57% | -15.6% | - |
| HLF 4.25 06/15/28 | TRACE | HERBALIFE LTD | 59,525,000 | $46M | 1.80% | 100.0% | - |
| PCOR | US | PROCORE TECHNOLOGIES INC | 557,050 | $42M | 1.63% | - | - |
| HLF | US | HERBALIFE LTD | 4,120,884 | $28M | 1.08% | -52.3% | - |