Route One Investment Company

Route One Investment Company as of Dec. 31, 2010

Portfolio Holdings for Route One Investment Company

Route One Investment Company holds 9 positions in its portfolio as reported in the December 2010 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 21.4 $39M 1.4M 27.91
Coca-cola Enterprises 14.4 $27M 1.1M 25.03
Charles Schwab Corporation (SCHW) 13.9 $26M 1.5M 17.11
State Street Corporation (STT) 13.4 $25M 532k 46.34
Home Depot (HD) 9.3 $17M 489k 35.06
Iesi Bfc 8.4 $15M 632k 24.30
Sherwin-Williams Company (SHW) 8.0 $15M 176k 83.75
Molson Coors Brewing Company (TAP) 7.4 $14M 270k 50.19
Pacific Capital Ban (PCBC) 3.7 $6.8M 239k 28.26