Route One Investment Company as of March 31, 2013
Portfolio Holdings for Route One Investment Company
Route One Investment Company holds 12 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares Russell 2000 Index (IWM) | 21.7 | $142M | 1.5M | 94.43 | |
| News Corporation | 13.8 | $90M | 2.9M | 30.76 | |
| Microsoft Corporation (MSFT) | 13.1 | $85M | 3.0M | 28.61 | |
| Oracle Corporation (ORCL) | 9.4 | $62M | 1.9M | 32.33 | |
| Visa (V) | 8.9 | $58M | 343k | 169.84 | |
| 8.7 | $57M | 72k | 794.18 | ||
| Charles Schwab Corporation (SCHW) | 8.0 | $53M | 3.0M | 17.69 | |
| Progressive Waste Solutions | 5.5 | $36M | 1.7M | 21.15 | |
| Tesla Motors (TSLA) | 3.6 | $24M | 628k | 37.89 | |
| Monster Beverage | 3.5 | $23M | 476k | 47.74 | |
| Dollar General (DG) | 3.3 | $21M | 421k | 50.58 | |
| Sturm, Ruger & Company (RGR) | 0.6 | $3.6M | 71k | 50.73 |
