Route One Investment Company

Route One Investment Company as of June 30, 2013

Portfolio Holdings for Route One Investment Company

Route One Investment Company holds 9 positions in its portfolio as reported in the June 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Russell 2000 Index (IWM) 18.9 $107M 1.1M 97.00
Microsoft Corporation (MSFT) 18.3 $103M 3.0M 34.54
News Corporation 16.3 $92M 2.8M 32.82
Google 10.7 $60M 68k 880.36
Visa (V) 10.2 $58M 316k 182.75
Charles Schwab Corporation (SCHW) 9.8 $55M 2.6M 21.23
Progressive Waste Solutions 5.9 $33M 1.5M 21.51
Oracle Corporation (ORCL) 5.8 $33M 1.1M 30.71
Dollar General (DG) 4.0 $23M 451k 50.43