Route One Investment Company, L.P. quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Route One Investment Company, L.P. opened 2 positions, added to 7, reduced 2, sold out of 1 and left 5 unchanged. The largest increase in value was UNH (+$58,522,496); the largest decrease was ESS (-$72,094,704).
- UNH: Country of operation United States; Class COM; Shares 2026-03-31 532,875; Shares 2026-06-30 487,725.
- GOOG: Country of operation United States; Class CAP STK CL C; Shares 2026-03-31 689,080; Shares 2026-06-30 584,050.
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.
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