0000935836-24-000195.txt : 20240214 0000935836-24-000195.hdr.sgml : 20240214 20240214160152 ACCESSION NUMBER: 0000935836-24-000195 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240214 DATE AS OF CHANGE: 20240214 EFFECTIVENESS DATE: 20240214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Route One Investment Company, L.P. CENTRAL INDEX KEY: 0001512171 ORGANIZATION NAME: 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: 24637521 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 12-31-2023 12-31-2023 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 01-03-2024 0 17 4941564116 INFORMATION TABLE 2 infotable.xml ADECOAGRO SA COM L00849106 128904078 11612980 SH SOLE 11612980 0 0 ALPHABET UBC CAP STK CL A 02079K305 108393852 775960 SH SOLE 775960 0 0 ALPHABET UBC CAP STK CL C 02079K107 163602818 1160880 SH SOLE 1160880 0 0 AMAZON COM INC COM 023135106 299701650 1972500 SH SOLE 1972500 0 0 BELLRING BRANDS INC CAP STK CL A 07831C103 223645250 4034733 SH SOLE 4034733 0 0 GUIDEWIRE INC COM 40171V100 312462843 2865580 SH SOLE 2865580 0 0 HERBALIFE LTD COM SHS G4412G101 157340611 10310656 SH SOLE 10310656 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 368568000 900000 SH Put SOLE 900000 0 0 KILROY RLTY CORP COM 49427F108 17731270 445062 SH SOLE 445062 0 0 NEW YORK TIMES CO CL A 650111107 185880748 3794259 SH SOLE 3794259 0 0 POST HOLDINGS INC COM 737446104 455647977 5174290 SH SOLE 5174290 0 0 PROCORE TECHNOLOGIES INC COM 74275K108 12632650 182500 SH SOLE 182500 0 0 SALESFORCE INC COM 79466L302 204380838 776700 SH SOLE 776700 0 0 SCHWAB CHARLES CORP COM 808513105 192581038 2799143 SH SOLE 2799143 0 0 SPDR S&P 500 ETF Trust TR UNIT 78462F103 1848955900 3890000 SH Put SOLE 3890000 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 111932995 210880 SH SOLE 210880 0 0 UNITEDHEALTH GRP INC COM 91324P102 149201598 283400 SH SOLE 283400 0 0