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Route One Investment Company, L.P.

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13F filer, CIK 1512171, San Francisco, CA

Route One Investment Company, L.P. reported $2,349,162,233 across 19 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 81.06% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000935836-26-000267

Period
2026-03-31
Reported value
$2.35B
Holdings
19
Top 10 weight
81.06%
New
4
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MELInew+44,785$77.4M
KRCadded+1,114,191$31.4M
GGALnew+579,350$27.1M
GWREadded+178,950$26.8M
BMAnew+332,111$25.7M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
ESSreduced-235,065-$56.9M
NYTreduced-646,650-$54.1M
AMZNreduced-105,800-$22M
POSTreduced-185,900-$18.4M
SCHWreduced-156,100-$14.7M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0000935836-26-000267, largest first. % of portfolio is the value over $2,284,128,233, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
POSTPOST HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,372,639 shares; 2024Q4: 4,174,539 shares; 2025Q1: 4,048,439 shares; 2025Q2: 3,413,918 shares; 2025Q3: 3,432,918 shares; 2025Q4: 3,136,468 shares; 2026Q1: 2,950,568 shares 2,950,568$292M12.77%-185,900Timeline
GWREGUIDEWIRE SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,865,580 shares; 2024Q4: 2,251,430 shares; 2025Q1: 2,051,430 shares; 2025Q2: 1,818,009 shares; 2025Q3: 1,818,009 shares; 2025Q4: 1,670,414 shares; 2026Q1: 1,849,364 shares 1,849,364$277M12.11%+178,950Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,540,400 shares; 2024Q4: 1,434,800 shares; 2025Q1: 1,276,550 shares; 2025Q2: 1,276,550 shares; 2025Q3: 1,276,550 shares; 2025Q4: 1,138,000 shares; 2026Q1: 1,032,200 shares 1,032,200$215M9.41%-105,800Timeline
NYTNEW YORK TIMES CO MTN BEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,794,259 shares; 2024Q4: 3,794,259 shares; 2025Q1: 3,699,259 shares; 2025Q2: 3,699,259 shares; 2025Q3: 3,699,259 shares; 2025Q4: 3,105,309 shares; 2026Q1: 2,458,659 shares 2,458,659$206M9.01%-646,650Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,025,380 shares; 2024Q4: 850,380 shares; 2025Q1: 745,380 shares; 2025Q2: 745,380 shares; 2025Q3: 745,380 shares; 2025Q4: 689,080 shares; 2026Q1: 689,080 shares 689,080$198M8.65%0Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,712,843 shares; 2024Q4: 3,273,943 shares; 2025Q1: 3,373,943 shares; 2025Q2: 2,515,343 shares; 2025Q3: 2,244,193 shares; 2025Q4: 1,838,343 shares; 2026Q1: 1,682,243 shares 1,682,243$158M6.92%-156,100Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 435,600 shares; 2024Q4: 435,600 shares; 2025Q1: 435,600 shares; 2025Q2: 470,300 shares; 2025Q3: 507,300 shares; 2025Q4: 507,300 shares; 2026Q1: 532,875 shares 532,875$144M6.31%+25,575Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210,880 shares; 2024Q4: 232,430 shares; 2025Q1: 232,430 shares; 2025Q2: 293,380 shares; 2025Q3: 293,380 shares; 2025Q4: 263,600 shares; 2026Q1: 258,700 shares 258,700$127M5.57%-4,900Timeline
HLFHERBALIFE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,631,411 shares; 2024Q4: 4,120,884 shares; 2025Q1: 4,735,388 shares; 2025Q2: 6,159,138 shares; 2025Q3: 7,528,938 shares; 2025Q4: 8,162,123 shares; 2026Q1: 8,227,300 shares 8,227,300$121M5.3%+65,177Timeline
KRCKILROY REALTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000,900 shares; 2025Q3: 2,619,611 shares; 2025Q4: 2,935,372 shares; 2026Q1: 4,049,563 shares 4,049,563$114M5%+1,114,191Timeline
VISTVISTA ENERGY S.A.B. DE C.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,024,200 shares; 2026Q1: 1,216,700 shares 1,216,700$91.8M4.02%+192,500Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,785 shares 44,785$77.4M3.39%newTimeline
ESSESSEX PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 532,977 shares; 2026Q1: 297,912 shares 297,912$72.1M3.16%-235,065Timeline
TBBBBBB FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 78,117 shares; 2025Q4: 1,385,196 shares; 2026Q1: 1,529,296 shares 1,529,296$54.1M2.37%+144,100Timeline
PCORPROCORE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 557,050 shares; 2024Q4: 557,050 shares; 2025Q1: 918,205 shares; 2025Q2: 918,205 shares; 2025Q3: 918,205 shares; 2025Q4: 918,205 shares; 2026Q1: 918,205 shares 918,205$52.3M2.29%0Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 155,100 shares; 2025Q3: 155,100 shares; 2025Q4: 155,100 shares; 2026Q1: 182,200 shares 182,200$32M1.4%+27,100Timeline
GGALGRUPO FINANCIERO GALICIA S.AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 579,350 shares 579,350$27.1M1.18%newTimeline
BMABANCO MACRO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 332,111 shares 332,111$25.7M1.12%newTimeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
SPYSTATE STR SPDR S&P 500 ETF T SHSput100,000$65Mnew

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
IWMISHARES TR1,200,000$295Mput

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000935836-26-000267 base2026-05-15acceptance time not in the bulk data set