Route One Investment Company

Route One Investment Company as of Sept. 30, 2013

Portfolio Holdings for Route One Investment Company

Route One Investment Company holds 8 positions in its portfolio as reported in the September 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Fox News 23.3 $94M 2.8M 33.40
Google 14.8 $60M 68k 875.91
Microsoft Corporation (MSFT) 14.6 $59M 1.8M 33.28
Charles Schwab Corporation (SCHW) 11.8 $48M 2.2M 21.14
Visa (V) 10.5 $42M 221k 191.10
Progressive Waste Solutions 9.9 $40M 1.5M 25.73
Oracle Corporation (ORCL) 8.8 $36M 1.1M 33.17
Dollar General (DG) 6.3 $26M 451k 56.46