ROUTE ONE INVESTMENT COMPANY, L.P.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HLF | 8.16M | $105.21M |
 | POST | 3.14M | $310.67M |
 | NYT | 3.11M | $215.57M |
 | KRC | 2.94M | $109.69M |
 | SCHW | 1.84M | $183.67M |
 | GWRE | 1.67M | $335.77M |
 | TBBB | 1.39M | $46.25M |
 | AMZN | 1.14M | $262.67M |
 | VIST | 1.02M | $49.84M |
 | PCOR | 918K | $66.79M |
 | GOOG | 689K | $216.23M |
 | ESS | 533K | $139.47M |
 | UNH | 507K | $167.46M |
 | TMO | 264K | $152.74M |
 | VEEV | 155K | $34.62M |
Herbalife Nutrition Ltd.
HLF
Shares Held
8.16M
Value
$105.21M
Post Holdings, Inc.
POST
Shares Held
3.14M
Value
$310.67M
The New York Times Company
NYT
Shares Held
3.11M
Value
$215.57M
Kilroy Realty Corporation
KRC
Shares Held
2.94M
Value
$109.69M
The Charles Schwab Corporation
SCHW
Shares Held
1.84M
Value
$183.67M
Guidewire Software, Inc.
GWRE
Shares Held
1.67M
Value
$335.77M
BBB Foods Inc.
TBBB
Shares Held
1.39M
Value
$46.25M
Amazon.com, Inc.
AMZN
Shares Held
1.14M
Value
$262.67M
Vista Energy, S.A.B. de C.V.
VIST
Shares Held
1.02M
Value
$49.84M
Procore Technologies, Inc.
PCOR
Shares Held
918K
Value
$66.79M
Alphabet Inc.
GOOG
Shares Held
689K
Value
$216.23M
Essex Property Trust, Inc.
ESS
Shares Held
533K
Value
$139.47M
UnitedHealth Group Incorporated
UNH
Shares Held
507K
Value
$167.46M
Thermo Fisher Scientific Inc.
TMO
Shares Held
264K
Value
$152.74M
Veeva Systems Inc.
VEEV
Shares Held
155K
Value
$34.62M