Route One Investment Company, founded in Q1 2010 by William Duhamel and three former employees of Farallon Capital Management, is a California-based hedge fund management firm. The firm specializes in investing in global public equity, fixed income, and alternative asset markets, focusing primarily on value stocks of companies.
William F. Duhamel Jr. is the Founding Principal of Route One Investment Company, LP. He joined Farallon Capital in 1995 and was elected Managing Member in 1999, focusing on arbitrage, long and short equities, private equity, insurance, and credit investments worldwide. Mr. Duhamel led the Value Group, managing a portfolio of long and short equities and distressed debt, and previously owned, operated, and sold cable companies in Mexico and the US. He also has experience at Bain & Company. Mr. Duhamel graduated with honors and distinction from Stanford University, earning a BA in Economics and an MSE in Operations Research in 1983, and later earned an MBA from Stanford’s Graduate School of Business as an Arjay Miller Scholar in 1988.
Route One Investment Company manages discretionary assets totaling $5,366,660,545 for four clients, as reported in their Form ADV on March 2024. Their Q1 2024 13F filing disclosed holdings of $2,743,353,641 in managed 13F securities, with a top 10 holdings concentration of 85.02%. The firm's largest holding is Post Holdings Inc, with 5,174,290 shares held.
| Fund Name: | Route One Investment Company |
| Manager | William Duhamel |
| Portfolio Value | $2,743,353,641 |
| Change This QTR | +0.56% |
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | POST | 5,174,290 | $549,923,541 | 20.04% | |||
| 2. | GWRE | 2,865,580 | $334,441,842 | 12.19% | |||
| 3. | AMZN | 1,674,000 | $301,956,120 | -16% | 11% | ||
| 4. | UNH | 383,250 | $189,593,775 | +36% | 6.91% | ||
| 5. | CRM | 610,950 | $184,005,921 | -22% | 6.7% |
| Symbol | Company | Filed By | Filing Date | Filing |
|---|---|---|---|---|
| 2024-02-14 | ||||
| 2024-02-14 | ||||
| 2024-02-14 | ||||
| 2023-02-13 | ||||
| 2023-02-13 |
