Route One Investment Company, L.P.
Route One Investment Company, L.P. reported 20 positions worth $2.49B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: POST (10.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | POST | SH | $260.4M | 10.46% | 2,950,568 | — | — | |
| ▸ 2 | AMZN | SH | $246.0M | 9.88% | 1,032,200 | — | — | |
| ▸ 3 | GWRE | SH | $227.6M | 9.14% | 1,849,364 | — | — | |
| ▸ 4 | GOOG | SH | $206.4M | 8.29% | 584,050 | — | — | |
| ▸ 5 | UNH | SH | $202.7M | 8.14% | 487,725 | — | — | |
| ▸ 6 | SCHW | SH | $202.1M | 8.11% | 2,189,893 | — | — | |
| ▸ 7 | NYT | SH | $172.1M | 6.91% | 2,458,659 | — | — | |
| ▸ 8 | KRC | SH | $159.2M | 6.39% | 4,248,213 | — | — | |
| ▸ 9 | TMO | SH | $140.6M | 5.65% | 280,400 | — | — | |
| ▸ 10 | MELI | SH | $111.3M | 4.47% | 65,560 | — | — |
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Frequently Asked Questions
What stocks does Route One Investment Company, L.P. hold as of Q2 2026?
Route One Investment Company, L.P. reported 20 positions worth $2.49B in its Q2 2026 13F filing. Largest positions: POST (10.5%), AMZN (9.9%), GWRE (9.1%), GOOG (8.3%) and UNH (8.1%).
What did Route One Investment Company, L.P. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Route One Investment Company, L.P. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.