StockDriftsStockDriftsTop 18 Route One Investment Company L P Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| POST | POST HLDGS INC | 12.77% | 2.95M | $291.7M | -5.93%(-185.90K) | $47.08(+114.67%) | 2026-03-31 | |
| GWRE | GUIDEWIRE SOFTWARE INC | 12.11% | 1.85M | $276.6M | +10.71%(+178.95K) | $106.78(+21.87%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 9.41% | 1.03M | $215.0M | -9.30%(-105.80K) | $120.79(+118.68%) | 2026-03-31 | |
| NYT | NEW YORK TIMES CO | 9.01% | 2.46M | $205.9M | -20.82%(-646.65K) | $41.80(+78.17%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 8.65% | 689.1K | $197.7M | +0.00%(+0) | $47.16(+734.09%) | 2026-03-31 | |
| SCHW | SCHWAB CHARLES CORP | 6.92% | 1.68M | $158.1M | -8.49%(-156.10K) | $59.91(+51.70%) | 2026-03-31 | |
| UNH | UNITEDHEALTH GROUP INC | 6.31% | 532.9K | $144.2M | +5.04%(+25.57K) | $370.46(+6.32%) | 2026-03-31 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 5.57% | 258.7K | $127.2M | -1.86%(-4.90K) | $506.34(-13.43%) | 2026-03-31 | |
| HLF | HERBALIFE LTD | 5.3% | 8.23M | $121.1M | +0.80%(+65.18K) | $24.11(-46.78%) | 2026-03-31 | |
| KRC | KILROY RLTY CORP | 5% | 4.05M | $114.2M | +37.96%(+1.11M) | $36.12(-4.86%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.83% | +51.41% |
| Top 20 Holdings Unweighted | +16.02% | +56.15% |
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