account_balance
Investment manager · 13F filer · SEC CIK 1512171
Route One Investment Company, L.P.
Reported value$2.42Bas of Jun 30, 2026
Positions19 2 new, 1 sold out
Top 10 weight79.8%POST alone is 11%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
POSTPost Hldgs Inc
10.8%
AMZNAmazon Com Inc
10.2%
GWREGuidewire Software Inc
9.4%
GOOGAlphabet Inc
8.5%Trimmed −15%
UNHUnitedhealth Group Inc
8.4%Trimmed −8%
SCHWSchwab Charles Corp
8.4%Added +30%
NYTNew York Times Co
7.1%
KRCKilroy Rlty Corp
6.6%Added +5%
TMOThermo Fisher Scientific Inc
5.8%Added +8%
MELIMercadolibre Inc
4.6%Added +46%
HLFHerbalife Ltd
4.5%
TBBBBBB Foods Inc
3.8%Added +45%
POST10.8%AMZN10.2%GWRE9.4%GOOG8.5%UNH8.4%
SCHWSchwab Charles Corp
8.4%Added +30%
NYT7.1%KRC6.6%TMO5.8%MELI4.6%HLF4.5%TBBB3.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
POST Post Hldgs Inc 10.8% HeldAMZN Amazon Com Inc 10.2% HeldGWRE Guidewire Software Inc 9.4% HeldGOOG Alphabet Inc 8.5% Trimmed −15%UNH Unitedhealth Group Inc 8.4% Trimmed −8%SCHW Schwab Charles Corp 8.4% Added +30%NYT New York Times Co 7.1% HeldKRC Kilroy Rlty Corp 6.6% Added +5%TMO Thermo Fisher Scientific Inc 5.8% Added +8%MELI Mercadolibre Inc 4.6% Added +46%HLF Herbalife Ltd 4.5% HeldTBBB BBB Foods Inc 3.8% Added +45%
What changed