Route One
William Duhamel
hedge fundvalue
Portfolio Value
$2.3B
Positions
19
Quarter
2026-03-31
New Positions
0
Exits
0
Portfolio Value History — 8 Quarters
| Ticker | Value | Shares | % of Portfolio |
|---|---|---|---|
| $291.7M | 3.0M | 12.4% | |
| $276.6M | 1.8M | 11.8% | |
| $215.0M | 1.0M | 9.2% | |
| $205.9M | 2.5M | 8.8% | |
| $197.7M | 689.1K | 8.4% | |
| $158.1M | 1.7M | 6.7% | |
| $144.2M | 532.9K | 6.1% | |
| $127.2M | 258.7K | 5.4% | |
HERBALIFE | $121.1M | 8.2M | 5.2% |
| $114.2M | 4.0M | 4.9% | |
| $91.8M | 1.2M | 3.9% | |
| $77.4M | 44.8K | 3.3% | |
| $72.1M | 297.9K | 3.1% | |
SPYPut | $65.0M | 100.0K | 2.8% |
BBB FOODS | $54.1M | 1.5M | 2.3% |
| $52.3M | 918.2K | 2.2% | |
| $32.0M | 182.2K | 1.4% | |
| $27.1M | 579.4K | 1.2% | |
| $25.7M | 332.1K | 1.1% |
Filing History
| Quarter | Filed | Portfolio Value | Positions | SEC Filing |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $2.3B | 19 | View on EDGAR |
| 2025-12-31 | 2026-02-17 | $2.7B | 16 | View on EDGAR |
| 2025-09-30 | 2025-11-14 | $2.7B | 18 | View on EDGAR |
| 2025-06-30 | 2025-08-14 | $2.3B | 15 | View on EDGAR |
| 2025-03-31 | 2025-05-15 | $2.4B | 14 | View on EDGAR |
| 2024-12-31 | 2025-02-14 | $2.6B | 14 | View on EDGAR |
| 2024-09-30 | 2024-11-14 | $2.9B | 16 | View on EDGAR |
| 2024-06-30 | 2024-08-14 | $2.9B | 17 | View on EDGAR |