Route One Investment Company, L.P.
CIK
1512171
Location
San Francisco, CA
Portfolio Value
Small
$292,410,454
Diversification
Diversified
Filing Date
Global Rank
#1,087
/ 8,496
▼ 44
Top Industry
Packaged Foods
19.8%
3Y Alpha vs SPY
-6.8%
Period ended 3 months ago
Filed May 15, 2026 · 31d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+46.2%
SPY
+74.2%
Annualised alpha
-6.8%
Max drawdown
−15.3%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
18 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
13.6%
−1.8 pts
Top 5
53.3%
−6.7 pts
Top 10
81.1%
−9.8 pts
HHI
803
Diversified−170
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Defensive | 21.7% | $466,890,207 |
| Technology | 15.3% | $328,928,564 |
| Healthcare | 14.1% | $303,354,709 |
| Consumer Cyclical | 13.6% | $292,410,454 |
| Financial Services | 9.8% | $210,854,063 |
| Communication Services | 9.6% | $205,863,518 |
| Real Estate | 8.7% | $186,332,876 |
| Energy | 4.3% | $91,824,349 |
| Unclassified | 3.0% | $65,034,000 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| KRC | Kilroy Realty Corp | +1,114,191 | 4,049,563 | $114,238,172 | |
| VIST | Vista Energy, S.A.B. de C.V. | +192,500 | 1,216,700 | $91,824,349 | |
| GWRE | Guidewire Software, Inc. | +178,950 | 1,849,364 | $276,590,879 | |
| TBBB | Bbb Foods Inc | +144,100 | 1,529,296 | $54,091,199 | |
| HLF | Herbalife Ltd. | +65,177 | 8,227,300 | $121,105,856 | |
| VEEV | Veeva Systems Inc | +27,100 | 182,200 | $32,005,252 | |
| UNH | Unitedhealth Group Inc | +25,575 | 532,875 | $144,190,646 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NYT | New York Times Co | −646,650 | 2,458,659 | $205,863,518 | |
| ESS | Essex Property Trust, Inc. | −235,065 | 297,912 | $72,094,704 | |
| POST | Post Holdings, Inc. | −185,900 | 2,950,568 | $291,693,152 | |
| SCHW | Schwab Charles Corp | −156,100 | 1,682,243 | $158,097,197 | |
| AMZN | Amazon Com Inc | −105,800 | 1,032,200 | $214,976,294 | |
| TMO | Thermo Fisher Scientific Inc. | −4,900 | 258,700 | $127,158,811 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
4 positions
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
2 positions ·
$292,410,454 total
· Consumer Cyclical only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Real Estate
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 1,032,200 | $214,976,294 | 73.52% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
NEW | 44,785 | $77,434,160 | 26.48% |