Route One Investment Company as of March 31, 2011
Portfolio Holdings for Route One Investment Company
Route One Investment Company holds 11 positions in its portfolio as reported in the March 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 19.0 | $57M | 2.3M | 25.39 | |
| State Street Corporation (STT) | 12.8 | $39M | 866k | 44.94 | |
| Visa (V) | 12.4 | $38M | 511k | 73.62 | |
| Coca-cola Enterprises | 10.8 | $33M | 1.2M | 27.30 | |
| Molson Coors Brewing Company (TAP) | 9.4 | $28M | 606k | 46.89 | |
| Iesi Bfc | 9.3 | $28M | 1.1M | 25.37 | |
| Charles Schwab Corporation (SCHW) | 8.9 | $27M | 1.5M | 18.03 | |
| Home Depot (HD) | 6.0 | $18M | 489k | 37.06 | |
| Sherwin-Williams Company (SHW) | 4.9 | $15M | 176k | 83.99 | |
| Nielsen Holdings Nv | 3.9 | $12M | 432k | 27.31 | |
| Pacific Capital Bancorp | 2.6 | $7.9M | 268k | 29.64 |
