Filed: 5/15/2026ACC: 0000935836-26-000267
📋 What this filing means
ROUTE ONE INVESTMENT COMPANY, L.P. filed this quarterly 13F‑HR report disclosing 19 equity positions with a total reported market value of $2.35B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
19
Positions
$2.35B
Total AUM (reported)
28.93M
Total Shares
Allocation by class
COM$1.53B65.1%
CL A$205.86M8.8%
CAP STK CL C$197.67M8.4%
COM SHS$121.11M5.2%
SPONSORED ADS$91.82M3.9%
CL A COM$86.10M3.7%
TR UNIT$65.03M2.8%
Portfolio Concentration
Top 3$783.26M33.3%
4–10$1.07B45.5%
11–25$497.58M21.2%
Top 3 weight
33.3%
Top 10 weight
78.8%
Voting Authority Distribution
Total shares with voting rights: 28.93M
Sole
Full voting authority
28.93M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole19
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings19
Rows:
POST HLDGS INC
SOLEShares2.95M
TypeSH
Market value$291.69M
12.42%
Sole
2.95M
Shared
0.00
None
0.00
GUIDEWIRE SOFTWARE INC
SOLEShares1.85M
TypeSH
Market value$276.59M
11.77%
Sole
1.85M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares1.03M
TypeSH
Market value$214.98M
9.15%
Sole
1.03M
Shared
0.00
None
0.00
NEW YORK TIMES CO
SOLEShares2.46M
TypeSH
Market value$205.86M
8.76%
Sole
2.46M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares689.08K
TypeSH
Market value$197.67M
8.41%
Sole
689.08K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares1.68M
TypeSH
Market value$158.10M
6.73%
Sole
1.68M
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares532.88K
TypeSH
Market value$144.19M
6.14%
Sole
532.88K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares258.70K
TypeSH
Market value$127.16M
5.41%
Sole
258.70K
Shared
0.00
None
0.00
HERBALIFE LTD
SOLEShares8.23M
TypeSH
Market value$121.11M
5.16%
Sole
8.23M
Shared
0.00
None
0.00
KILROY RLTY CORP
SOLEShares4.05M
TypeSH
Market value$114.24M
4.86%
Sole
4.05M
Shared
0.00
None
0.00
VISTA ENERGY S.A.B. DE C.V.
SOLEShares1.22M
TypeSH
Market value$91.82M
3.91%
Sole
1.22M
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares44.78K
TypeSH
Market value$77.43M
3.30%
Sole
44.78K
Shared
0.00
None
0.00
ESSEX PPTY TR INC
SOLEShares297.91K
TypeSH
Market value$72.09M
3.07%
Sole
297.91K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares100K
TypeSH
Market value$65.03M
2.77%
Sole
100K
Shared
0.00
None
0.00
BBB FOODS INC
SOLEShares1.53M
TypeSH
Market value$54.09M
2.30%
Sole
1.53M
Shared
0.00
None
0.00
PROCORE TECHNOLOGIES INC
SOLEShares918.21K
TypeSH
Market value$52.34M
2.23%
Sole
918.21K
Shared
0.00
None
0.00
VEEVA SYS INC
SOLEShares182.20K
TypeSH
Market value$32.01M
1.36%
Sole
182.20K
Shared
0.00
None
0.00
GRUPO FINANCIERO GALICIA S.A
SOLEShares579.35K
TypeSH
Market value$27.06M
1.15%
Sole
579.35K
Shared
0.00
None
0.00
BANCO MACRO SA
SOLEShares332.11K
TypeSH
Market value$25.70M
1.09%
Sole
332.11K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
POST HLDGS INCSOLE | COM | 2.95M | SH | $291.69M 12.42% | 2.95M | 0.00 | 0.00 |
GUIDEWIRE SOFTWARE INCSOLE | COM | 1.85M | SH | $276.59M 11.77% | 1.85M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.03M | SH | $214.98M 9.15% | 1.03M | 0.00 | 0.00 |
NEW YORK TIMES COSOLE | CL A | 2.46M | SH | $205.86M 8.76% | 2.46M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 689.08K | SH | $197.67M 8.41% | 689.08K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 1.68M | SH | $158.10M 6.73% | 1.68M | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 532.88K | SH | $144.19M 6.14% | 532.88K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 258.70K | SH | $127.16M 5.41% | 258.70K | 0.00 | 0.00 |
HERBALIFE LTDSOLE | COM SHS | 8.23M | SH | $121.11M 5.16% | 8.23M | 0.00 | 0.00 |
KILROY RLTY CORPSOLE | COM | 4.05M | SH | $114.24M 4.86% | 4.05M | 0.00 | 0.00 |
VISTA ENERGY S.A.B. DE C.V.SOLE | SPONSORED ADS | 1.22M | SH | $91.82M 3.91% | 1.22M | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 44.78K | SH | $77.43M 3.30% | 44.78K | 0.00 | 0.00 |
ESSEX PPTY TR INCSOLE | COM | 297.91K | SH | $72.09M 3.07% | 297.91K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 100K | SH | $65.03M 2.77% | 100K | 0.00 | 0.00 |
BBB FOODS INCSOLE | CL A COM | 1.53M | SH | $54.09M 2.30% | 1.53M | 0.00 | 0.00 |
PROCORE TECHNOLOGIES INCSOLE | COM | 918.21K | SH | $52.34M 2.23% | 918.21K | 0.00 | 0.00 |
VEEVA SYS INCSOLE | CL A COM | 182.20K | SH | $32.01M 1.36% | 182.20K | 0.00 | 0.00 |
GRUPO FINANCIERO GALICIA S.ASOLE | SPONSORED ADR | 579.35K | SH | $27.06M 1.15% | 579.35K | 0.00 | 0.00 |
BANCO MACRO SASOLE | SPON ADR B | 332.11K | SH | $25.70M 1.09% | 332.11K | 0.00 | 0.00 |