0000935836-23-000254.txt : 20230214 0000935836-23-000254.hdr.sgml : 20230214 20230214155639 ACCESSION NUMBER: 0000935836-23-000254 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230214 DATE AS OF CHANGE: 20230214 EFFECTIVENESS DATE: 20230214 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: 23628303 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 X0202 13F-HR LIVE false false false 0001512171 XXXXXXXX 12-31-2022 12-31-2022 false Route One Investment Company, L.P.

One Letterman Drive Bldg D-main, Suite Dm200 San Francisco CA 94129

13F HOLDINGS REPORT 028-14266 000156398 801-72235 N Kathy Huang 415-796-6800 /s/ Kathy Huang San Francisco CA 02-14-2023 0 14 2210618960 INFORMATION TABLE 2 infotable.xml ADECOAGRO ORD (NYS) COMM L00849106 108738637 13116844 SH SOLE 13116844 0 0 ALPHABET CL A ORD (NMS) CAP STK CL A 02079K305 68462951 775960 SH SOLE 775960 0 0 ALPHABET CL C ORD (NMS) CAP STK CL C 02079K107 103004882 1160880 SH SOLE 1160880 0 0 BELLRING BRANDS ORD (NYS) CAP STK CL A 07831C103 350160429 13656803 SH SOLE 13656803 0 0 CHARLES SCHWAB ORD (NYS) COMM 808513105 236470306 2840143 SH SOLE 2840143 0 0 GUIDEWIRE SOFTWARE ORD (NYS) COMM 40171V100 174938405 2796330 SH SOLE 2796330 0 0 HERBALIFE NUTR (NYS) COMM G4412G101 161385415 10845794 SH SOLE 10845794 0 0 HERBALIFE NUTR (NYS) Note 4.875% 6/1 40390DAC9 3360910 4900000 PRN SOLE 4900000 0 0 NEW YORK TIMES CL A ORD (NYS) CAP STK CL A 650111107 123161647 3794259 SH SOLE 3794259 0 0 OAK STREET HEALTH ORD (NYS) COMM 67181A107 148790843 6917287 SH SOLE 6917287 0 0 POST HOLDINGS ORD (NYS) COMM 737446104 458247583 5076973 SH SOLE 5076973 0 0 SALESFORCE ORD (NYS) COMM 79466L302 124342902 937800 SH SOLE 937800 0 0 UNITEDHEALTH GRP ORD (NYS) COMM 91324P102 144474050 272500 SH SOLE 272500 0 0 VMG CONSUMER ACQUISITION UNT (NMS) COMM 91842V201 5080000 500000 SH SOLE 500000 0 0