Route One Investment Company as of Dec. 31, 2013
Portfolio Holdings for Route One Investment Company
Route One Investment Company holds 10 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Fox News | 20.8 | $97M | 2.8M | 34.60 | |
| Microsoft Corporation (MSFT) | 18.5 | $87M | 2.3M | 37.41 | |
| Charles Schwab Corporation (SCHW) | 12.5 | $59M | 2.2M | 26.00 | |
| 12.0 | $56M | 50k | 1120.70 | ||
| Time Warner Cable | 11.5 | $54M | 397k | 135.50 | |
| Visa (V) | 9.8 | $46M | 206k | 222.68 | |
| Progressive Waste Solutions | 8.2 | $38M | 1.5M | 24.75 | |
| Oracle Corporation (ORCL) | 3.5 | $16M | 423k | 38.26 | |
| Post Holdings Inc Common (POST) | 2.7 | $13M | 256k | 49.27 | |
| Compania Cervecerias Unidas (CCU) | 0.6 | $2.9M | 120k | 24.11 |
