ROUTE ONE INVESTMENT COMPANY, L.P. Information

ONE LETTERMAN DRIVE, SAN FRANCISCO, California, 94129, (415) 796-6800

Report Date: 03/31/2014

Position Statistics

Total Positions 11
New Positions 0
Increased Positions 4
Decreased Positions 5
Positions with Activity 9
Sold Out Positions 1
Total Mkt Value (in $ millions) 526

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 15.1%
Energy
Financial 19.78%
Healthcare
Services 43.18%
Technology 21.94%
Transportation
Utilities

4 INCREASED Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
TIME WARNER CABLE INC COM 109,341 50,476 85.75 736,500
TWENTY FIRST CENTY FOX INC CL B 95,638 3,620 3.93 2,919,354
POST HLDGS INC COM 40,691 28,630 237.39 861,911
COMPANIA CERVECERIAS UNIDAS SA SPONSORED ADR 38,685 35,974 1,327.06 1,712,470