0001567619-22-020001.txt : 20221114 0001567619-22-020001.hdr.sgml : 20221114 20221114160623 ACCESSION NUMBER: 0001567619-22-020001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221114 DATE AS OF CHANGE: 20221114 EFFECTIVENESS DATE: 20221114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Route One Investment Company, L.P. CENTRAL INDEX KEY: 0001512171 IRS NUMBER: 273123474 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14266 FILM NUMBER: 221385139 BUSINESS ADDRESS: STREET 1: ONE LETTERMAN DRIVE STREET 2: BLDG D-MAIN, SUITE DM200 CITY: SAN FRANCISCO STATE: CA ZIP: 94129 BUSINESS PHONE: 415-796-6800 MAIL ADDRESS: STREET 1: ONE LETTERMAN DRIVE STREET 2: BLDG D-MAIN, SUITE DM200 CITY: SAN FRANCISCO STATE: CA ZIP: 94129 FORMER COMPANY: FORMER CONFORMED NAME: Route One Investment Co, L.P. DATE OF NAME CHANGE: 20110210 FORMER COMPANY: FORMER CONFORMED NAME: Route One Investment Co DATE OF NAME CHANGE: 20110204 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001512171 XXXXXXXX 09-30-2022 09-30-2022 Route One Investment Company, L.P.

ONE LETTERMAN DRIVE BLDG D-MAIN, SUITE DM200 SAN FRANCISCO CA 94129

13F HOLDINGS REPORT 028-14266 N Kathy Huang 415-796-6800 Kathy Huang San Francisco CA 10-21-2022 0 15 2642174 false INFORMATION TABLE 2 form13fInfoTable.xml ADECOAGRO ORD (NYS) COMM L00849106 118881 14340344 SH SOLE 14340344 0 0 ALPHABET CL A ORD (NMS) CAP STK CL A 02079K305 74245 776220 SH SOLE 776220 0 0 ALPHABET CL C ORD (NMS) CAP STK CL C 02079K107 111619 1160880 SH SOLE 1160880 0 0 AMAZON COM ORD (NMS) COMM 023135106 141985 1256500 SH SOLE 1256500 0 0 BELLRING BRANDS ORD (NYS) CAP STK CL A 07831C103 281467 13656803 SH SOLE 13656803 0 0 CHARLES SCHWAB ORD (NYS) COMM 808513105 275506 3833393 SH SOLE 3833393 0 0 GUIDEWIRE SOFTWARE ORD (NYS) COMM 40171V100 169938 2759630 SH SOLE 2759630 0 0 HERBALIFE NUTR (NYS) COMM G4412G101 215723 10845794 SH SOLE 10845794 0 0 META PLATFORMS CL A ORD (NMS) CAP STK CL A 30303M102 91665 675600 SH SOLE 675600 0 0 NEW YORK TIMES CL A ORD (NYS) CAP STK CL A 650111107 109085 3794259 SH SOLE 3794259 0 0 OAK STREET HEALTH ORD (NYS) COMM 67181A107 169612 6917287 SH SOLE 6917287 0 0 POST HOLDINGS ORD (NYS) COMM 737446104 573417 7000573 SH SOLE 7000573 0 0 SALESFORCE ORD (NYS) COMM 79466L302 134893 937800 SH SOLE 937800 0 0 UNITEDHEALTH GRP ORD (NYS) COMM 91324P102 169138 334900 SH SOLE 334900 0 0 VMG CONSUMER ACQUISITION UNT (NMS) COMM 91842V201 5000 500000 SH SOLE 500000 0 0