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Route One Investment Company, L.P. Last Quarter Change: Foreign Stocks, Unchanged

Route One Investment Company, L.P. quarter change: Foreign Stocks, Unchanged

In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Route One Investment Company, L.P. opened 0 positions, added to 0, reduced 0, sold out of 0 and left 3 unchanged. The largest increase in value was BMA (+$5,054,729); the largest decrease was VIST (-$14,198,889).

  • VIST: Country of operation —; Class SPONSORED ADS; Shares 2026-03-31 1,216,700; Shares 2026-06-30 1,216,700.
  • BMA: Country of operation —; Class SPON ADR B; Shares 2026-03-31 332,111; Shares 2026-06-30 332,111.
  • GGAL: Country of operation —; Class SPONSORED ADR; Shares 2026-03-31 579,350; Shares 2026-06-30 579,350.

Two Form 13F-HR filings compared (SEC CIK 1512171): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
VIST
VISTA ENERGY S.A.B. DE C.V.
SPONSORED ADS1,216,7001,216,7000$91,824,349$77,625,460-$14,198,889
BMA
BANCO MACRO SA
SPON ADR B332,111332,1110$25,695,428$30,750,157+$5,054,729
GGAL
GRUPO FINANCIERO GALICIA S.A
SPONSORED ADR579,350579,3500$27,061,439$28,984,881+$1,923,442

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