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Gurus
Value
ROUTE ONE INVESTMENT COMPANY, L.P. (Data extracted from 13F, 13D, 13G and Form 4)

ROUTE ONE INVESTMENT COMPANY, L.P.

AUM: $5.37 B

13-F Portfolio Value: $2.70 B

Last 13-F Filed: Q3 2025

Concentration in top 10: 85.06%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
GOOGL	ALPHABET INC (Put)	7.2%	800,000	$194,480,000	800,000	New	$243.1	13F
BRBR	BELLRING BRANDS INC	3.1%	2,302,856	$83,708,816	2,302,856	New	$36.35	13F
TBBB	BBB FOODS INC	0.08%	78,117	$2,106,034	78,117	New	$26.96	13F