52 is the total number of securities Route One Investment Company, L.P. has owned. The longest Route One Investment Company, L.P. has owned a single stock is 42 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| SCHW | The Charles Schwab Cor... | 42 | 42 | 2.01% | 9.70% | 17.99% | Q2 2013 | Q3 2023 | 42 |
| POST | POST HOLDINGS ORD (NYS) | 40 | 40 | 2.69% | 15.03% | 21.70% | Q4 2013 | Q3 2023 | 40 |
| HLF | HERBALIFE ORD (NYS) | 36 | 36 | 1.39% | 8.13% | 19.77% | Q4 2014 | Q3 2023 | 36 |
| GOOGL | Alphabet, Inc. - A | 32 | 32 | 2.07% | 5.44% | 9.02% | Q4 2015 | Q3 2023 | 32 |
| GOOG | Alphabet, Inc. - C | 32 | 32 | 0.73% | 1.82% | 5.26% | Q4 2015 | Q3 2023 | 32 |
| AGRO | ADECOAGRO S A | 23 | 23 | 0.69% | 2.99% | 5.40% | Q1 2018 | Q3 2023 | 23 |
| LBTYA | Liberty Global plc - A | 22 | 22 | 1.64% | 6.00% | 11.02% | Q2 2016 | Q3 2021 | 22 |
| MSFT | Microsoft Corporation | 21 | 21 | 3.00% | 10.20% | 21.03% | Q2 2013 | Q2 2018 | 21 |
| FAST | Fastenal Company | 13 | 8 | 0.25% | 8.84% | 16.23% | Q2 2015 | Q3 2020 | 21 |
| LBTYK | Liberty Global plc - C | 21 | 21 | 0.55% | 3.25% | 6.14% | Q2 2016 | Q2 2021 | 21 |
| UNH | UNITEDHEALTH GRP ORD (... | 18 | 18 | 3.72% | 7.66% | 11.02% | Q2 2019 | Q3 2023 | 18 |
| FB | META PLATFORMS CL A OR... | 18 | 18 | 3.47% | 6.22% | 8.42% | Q2 2018 | Q3 2022 | 18 |
| COMM | CommScope Holding Inc. | 17 | 17 | 4.52% | 8.05% | 12.28% | Q1 2015 | Q1 2019 | 17 |
| CRM | SALESFORCE ORD (NYS) | 15 | 15 | 5.06% | 6.32% | 8.36% | Q1 2020 | Q3 2023 | 15 |
| GWRE | GUIDEWIRE SOFTWARE ORD... | 15 | 15 | 1.73% | 5.49% | 8.86% | Q1 2020 | Q3 2023 | 15 |
| SPY | SPDR S&P 500 ETF Trust | 6 | 1 | 4.40% | 18.73% | 40.92% | Q3 2015 | Q3 2023 | 14 |
| FOX | Twenty-First Century F... | 14 | 14 | 4.52% | 14.70% | 23.28% | Q3 2013 | Q4 2016 | 14 |
| TPX | Tempur Sealy Internati... | 14 | 14 | 2.09% | 6.05% | 9.45% | Q3 2017 | Q4 2020 | 14 |
| NYT | The New York Times Com... | 14 | 14 | 2.24% | 4.32% | 5.65% | Q2 2020 | Q3 2023 | 14 |
| CCU | Compania Cervecerias U... | 12 | 12 | 0.62% | 5.99% | 9.21% | Q4 2013 | Q3 2016 | 12 |
| OSH | OAK STREET HEALTH ORD ... | 11 | 11 | 0.84% | 3.11% | 6.73% | Q3 2020 | Q1 2023 | 11 |
| GOOGL | Google Inc. | 10 | 10 | 4.72% | 8.06% | 14.84% | Q2 2013 | Q3 2015 | 10 |
| OUT | Outfront Media Inc. | 9 | 9 | 1.79% | 4.35% | 5.86% | Q1 2016 | Q1 2018 | 9 |
| BRBR | Bellring Brands, Inc. | 9 | 9 | 2.81% | 3.27% | 4.09% | Q4 2019 | Q4 2021 | 9 |
| TWC | Time Warner Cable Inc. | 6 | 2 | 6.01% | 13.22% | 17.15% | Q4 2013 | Q1 2016 | 8 |
| BELLRING BRANDS ORD (NYS) | 7 | 7 | 8.21% | 12.58% | 17.26% | Q1 2022 | Q3 2023 | 7 | |
| V | Visa Inc. | 6 | 6 | 7.54% | 9.28% | 10.49% | Q2 2013 | Q3 2014 | 6 |
| GOOG | Google Inc. | 6 | 6 | 1.19% | 3.26% | 6.28% | Q2 2014 | Q3 2015 | 6 |
| MMI | Marcus & Millichap, Inc. | 6 | 6 | 1.26% | 1.40% | 1.56% | Q1 2016 | Q2 2017 | 6 |
| VMG CONSUMER ACQUISITI... | 6 | 6 | 0.11% | 0.18% | 0.23% | Q4 2021 | Q1 2023 | 6 | |
| Herbalife Ltd. | 5 | 5 | 2.94% | 8.59% | 13.14% | Q2 2015 | Q2 2016 | 5 | |
| AMZN | AMAZON COM ORD (NMS) | 3 | 2 | 4.84% | 7.09% | 9.08% | Q2 2022 | Q3 2023 | 5 |
| SHOP | Shopify Inc. - A | 5 | 5 | 3.61% | 4.51% | 5.37% | Q1 2021 | Q1 2022 | 5 |
| IWM | iShares Russell 2000 I... | 2 | 1 | 1.66% | 9.12% | 18.91% | Q2 2013 | Q2 2021 | 4 |
| BIN | Progressive Waste Solu... | 4 | 4 | 3.78% | 6.93% | 9.88% | Q2 2013 | Q1 2014 | 4 |
| ORCL | Oracle Corporation | 3 | 3 | 3.45% | 6.04% | 8.84% | Q2 2013 | Q4 2013 | 3 |
| MSFT | Microsoft Corporation | 2 | 1 | 5.57% | 5.89% | 6.12% | Q2 2013 | Q1 2014 | 3 |
| FCPT | Four Corners Property ... | 3 | 3 | 2.27% | 3.94% | 5.10% | Q4 2015 | Q2 2016 | 3 |
| BABA | Alibaba Group Holding ... | 3 | 3 | 0.68% | 1.00% | 1.32% | Q1 2021 | Q3 2021 | 3 |
| QQQ | INVESCO QQQ TRUST SERI... | 2 | 2 | 6.77% | 6.81% | 6.85% | Q2 2023 | Q3 2023 | 2 |
| DG | Dollar General Corp. | 2 | 2 | 4.03% | 5.18% | 6.32% | Q2 2013 | Q3 2013 | 2 |
| CHTR | Charter Communications... | 2 | 2 | 2.70% | 2.71% | 2.72% | Q2 2016 | Q3 2016 | 2 |
| HDB | HDFC Bank Ltd. | 2 | 2 | 1.76% | 2.10% | 2.44% | Q1 2020 | Q2 2020 | 2 |
| NWS | News Corporation | 1 | 1 | 16.34% | 16.34% | 16.34% | Q2 2013 | Q2 2013 | 1 |
| RSX | Market Vectors Russia ETF | 1 | 1 | 8.14% | 8.14% | 8.14% | Q1 2014 | Q1 2014 | 1 |
| ATVI | ACTIVISION BLIZZARD INC | 1 | 1 | 2.68% | 2.68% | 2.68% | Q3 2023 | Q3 2023 | 1 |
| TMO | THERMO FISHER SCIENTIF... | 1 | 1 | 2.53% | 2.53% | 2.53% | Q3 2023 | Q3 2023 | 1 |
| RMAX | RE/MAX Holdings, Inc. | 1 | 1 | 2.46% | 2.46% | 2.46% | Q2 2014 | Q2 2014 | 1 |
| HAWKB | Blackhawk Network Hold... | 1 | 1 | 2.31% | 2.31% | 2.31% | Q2 2014 | Q2 2014 | 1 |
| CNC | Centene Corporation | 1 | 1 | 1.61% | 1.61% | 1.61% | Q1 2021 | Q1 2021 | 1 |
| CYH | Community Health Syste... | 1 | 1 | 0.68% | 0.68% | 0.68% | Q1 2021 | Q1 2021 | 1 |
| HERBALIFE NUTR (NYS) | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 | |
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The securities at the top of the list , including The Charles Schwab Corporation, POST HOLDINGS ORD (NYS), and HERBALIFE ORD (NYS), are the highest-conviction holdings of Route One Investment Company, L.P..
The conviction is calculated by counting the number of quarters a security has been reported by Route One Investment Company, L.P.. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Route One Investment Company, L.P. owns currently or has owned in the past.