Route One Investment Company

Route One Investment Company

Period

Q1 2026

Portfolio Date

Mar 31, 2026

Stocks Held

18

Market Value

$2.3B

Holdings Value Trend

Q2 2024

Q3 2024

Q4 2024

Q1 2025

Q2 2025

Q3 2025

Q4 2025

Q1 2026

Historical Positions

SymbolQ1 2026Q4 2025Q3 2025Q2 2025
POST12.4%11.5%13.7%16.3%
GWRE11.8%12.5%15.5%18.7%
AMZN9.2%9.8%10.4%12.3%
NYT8.8%8.0%7.9%9.1%
GOOG8.4%8.0%6.7%5.8%
SCHW6.7%6.8%7.9%10.0%
UNH6.1%6.2%6.5%6.4%
TMO5.4%5.7%5.3%5.2%
HLF5.2%---
KRC4.9%4.1%4.1%-

Post-Filing Contributors

Price change since reported price, ranked by portfolio contribution

UNH+47.65%
GOOG+26.23%
KRC+28.15%
AMZN+14.03%
ESS+13.39%

Post-Filing Detractors

Price change since reported price, ranked by portfolio contribution

GWRE-25.67%
NYT-10.83%
HLF-21.06%
POST-10.01%
VIST-9.21%

Sector Analysis

Energy4.0%
Financials9.2%
Healthcare13.3%
Technology14.4%
Real Estate8.2%
Consumer Staples20.4%
Communication Services17.7%
Consumer Discretionary12.8%

Trading Summary