# EDGAR Filing Document

**Accession Number:** 0001512171
**File Stem:** 0000935836-25-000582
**Filing Date:** 2025-8
**Character Count:** 7465
**Document Hash:** 497fb3d6f2885d5325906dcf18deeed9
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000935836-25-000582.hdr.sgml**: 20250829

**ACCESSION NUMBER**: 0000935836-25-000582

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250829

**EFFECTIVENESS DATE**: 20250829

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Route One Investment Company, L.P.
- **CENTRAL INDEX KEY:** 0001512171

**ORGANIZATION NAME:**
- **EIN:** 273123474
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-14266
- **FILM NUMBER:** 251280481

**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

## FORM N-PX
### ANNUAL REPORT OF PROXY VOTING RECORD

## N-PX: Filer Information

**Filer CIK:** 0001512171

**Date of Report:** 06/30/2025

**Are you a Registered Management Investment Company or an Institutional Manager?:** Institutional Manager

**Is this a LIVE or TEST Filing?:** LIVE

**Is this an electronic copy of an official filing submitted in paper format?:** [ ]

### Submission Contact Information
_Not provided in this filing._

### Notification Information
**Notify via Filing Website only?:** [ ]

## N-PX: Cover Page

**Name of reporting person:** Route One Investment Company, L.P.

**Address:** ONE LETTERMAN DRIVE, SAN FRANCISCO, CA 94129

**Telephone number:** 415-796-6800

**Name of agent for service:** CORPORATION SERVICE COMPANY

**Agent Address:** 251 LITTLE FALLS DRIVE, WILMINGTON, DE 19808

**Reporting Period:** Report for the year ended 06/30/2025

**SEC File Number:** 028-14266

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** DNP1S9GSRX3GLDMD6T72

**Report Type (check only one):**

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

**Do you wish to provide explanatory information pursuant to Special Instruction B.4?:**

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 0

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER                  | CUSIP     | MEETING DATE   | VOTE DESCRIPTION                                                                                            | VOTE CATEGORY                |   SHARES VOTED |   SHARES ON LOAN | HOW VOTED   |   SHARES VOTED FOR OR AGAINST MANAGEMENT | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| AIRBUS SE                       | N0280G100 | 04/15/2025     | APPROVAL, AS AN ADVISORY VOTE, OF THE IMPLEMENTATION OF THE REMUNERATION POLICY FOR THE FINANCIAL YEAR 2024 | SECTION 14A SAY-ON-PAY VOTES |         503570 |                0 | FOR         |                                   503570 | FOR                         |  |
| AMAZON.COM, INC.                | 023135106 | 05/21/2025     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                             | SECTION 14A SAY-ON-PAY VOTES |        1276550 |                0 | FOR         |                                  1276550 | FOR                         |  |
| GUIDEWIRE SOFTWARE, INC.        | 40171V100 | 12/17/2024     | To conduct a non-binding, advisory vote to approve the compensation of our named executive officers.        | SECTION 14A SAY-ON-PAY VOTES |        2707021 |                0 | FOR         |                                  2707021 | FOR                         |  |
| HERBALIFE LTD.                  | G4412G101 | 04/23/2025     | Approve, on an advisory basis, the compensation of the Company's named executive officers.                  | SECTION 14A SAY-ON-PAY VOTES |        4409941 |                0 | FOR         |                                  4409941 | FOR                         |  |
| POST HOLDINGS, INC.             | 737446104 | 01/30/2025     | Advisory approval of the Company's executive compensation.                                                  | SECTION 14A SAY-ON-PAY VOTES |        4170749 |                0 | FOR         |                                  4170749 | FOR                         |  |
| POST HOLDINGS, INC.             | 737446104 | 01/30/2025     | Advisory approval on the frequency of the advisory approval of the Company's executive compensation.        | SECTION 14A SAY-ON-PAY VOTES |        4170749 |                0 | TWO YEAR    |                                  4170749 | AGAINST                     |  |
| PROCORE TECHNOLOGIES, INC.      | 74275K108 | 06/05/2025     | To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers.   | SECTION 14A SAY-ON-PAY VOTES |         901109 |                0 | FOR         |                                   901109 | FOR                         |  |
| SALESFORCE, INC.                | 79466L302 | 06/05/2025     | Approval, on an advisory basis, of the fiscal 2025 compensation of our named executive officers.            | SECTION 14A SAY-ON-PAY VOTES |         338650 |                0 | FOR         |                                   338650 | FOR                         |  |
| THE CHARLES SCHWAB CORPORATION  | 808513105 | 05/22/2025     | Advisory approval of named executive officer compensation                                                   | SECTION 14A SAY-ON-PAY VOTES |        3373943 |                0 | FOR         |                                  3373943 | FOR                         |  |
| THERMO FISHER SCIENTIFIC INC.   | 883556102 | 05/21/2025     | An advisory vote to approve named executive officer compensation.                                           | SECTION 14A SAY-ON-PAY VOTES |         176750 |                0 | FOR         |                                   176750 | FOR                         |  |
| UNITEDHEALTH GROUP INCORPORATED | 91324P102 | 06/02/2025     | Advisory approval of the Company's executive compensation.                                                  | SECTION 14A SAY-ON-PAY VOTES |         435512 |                0 | FOR         |                                   435512 | FOR                         |  |
| VAIL RESORTS, INC.              | 91879Q109 | 12/05/2024     | Advisory vote to approve executive compensation.                                                            | SECTION 14A SAY-ON-PAY VOTES |          27750 |                0 | FOR         |                                    27750 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Route One Investment Company, L.P.

**By (Signature):** Zaeed Kalsheker

**By (Printed Signature):** Zaeed Kalsheker

**By (Title):** Chief Operating Officer

**Date:** 08/27/2025