Route One Investment Company, L.P.: 13F holdings
CIK 15121712026Q2
| Positions | 20 |
|---|---|
| Reported value | $2.5bn |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| POST POST HLDGS INC | 2,950,568 | $260.4m | 10.5% |
| AMZN AMAZON COM INC | 1,032,200 | $246.0m | 9.9% |
| GWRE GUIDEWIRE SOFTWARE INC | 1,849,364 | $227.6m | 9.1% |
| GOOG ALPHABET INC | 584,050 | $206.4m | 8.3% |
| UNH UNITEDHEALTH GROUP INC | 487,725 | $202.7m | 8.1% |
| SCHW SCHWAB CHARLES CORP | 2,189,893 | $202.1m | 8.1% |
| NYT NEW YORK TIMES CO | 2,458,659 | $172.1m | 6.9% |
| KRC KILROY RLTY CORP | 4,248,213 | $159.2m | 6.4% |
| TMO THERMO FISHER SCIENTIFIC INC | 280,400 | $140.6m | 5.6% |
| MELI MERCADOLIBRE INC | 65,560 | $111.3m | 4.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1512171")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.