Route One Investment Company as of March 31, 2014
Portfolio Holdings for Route One Investment Company
Route One Investment Company holds 10 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Time Warner Cable | 17.1 | $101M | 737k | 137.18 | |
| Microsoft Corporation (MSFT) | 16.4 | $97M | 2.4M | 40.99 | |
| Fox News | 15.4 | $91M | 2.9M | 31.12 | |
| Charles Schwab Corporation (SCHW) | 9.8 | $58M | 2.1M | 27.33 | |
| Market Vector Russia ETF Trust | 8.1 | $48M | 2.0M | 23.99 | |
| Post Holdings Inc Common (POST) | 8.1 | $48M | 862k | 55.12 | |
| Visa (V) | 7.5 | $44M | 206k | 215.86 | |
| 7.2 | $42M | 38k | 1114.51 | ||
| Compania Cervecerias Unidas (CCU) | 6.5 | $38M | 1.7M | 22.38 | |
| Progressive Waste Solutions | 3.8 | $22M | 880k | 25.31 |
