RUANE, CUNNIFF & GOLDFARB INC Information

9W 57TH STREET, NEW YORK, New York, 10019, (212) 832-5280

Report Date: 03/31/2015

Position Statistics

Total Positions 163
New Positions 5
Increased Positions 22
Decreased Positions 58
Positions with Activity 80
Sold Out Positions 6
Total Mkt Value (in $ millions) 23,223

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

Sector Weighting

Basic Materials 4.26%
Capital Goods 5.38%
Conglomerates
Consumer Cyclical 6.12%
Consumer/Non-Cyclical 0.39%
Energy 1.26%
Financial 18.29%
Healthcare 41.77%
Services 11.51%
Technology 8.59%
Transportation 0.54%
Utilities 0.02%

80 Activity Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VALEANT PHARMACEUTICALS INTL I COM 8,793,355 -62,577 (0.71) 34,089,378
BERKSHIRE HATHAWAY INC DEL CL A 2,042,719 -70,335 (3.33) 9,497
TJX COS INC NEW COM 1,790,214 -19,848 (1.1) 26,380,983
FASTENAL CO COM 978,761 -2,559 (0.26) 23,962,800
O REILLY AUTOMOTIVE INC NEW COM 865,142 -4,034 (0.46) 3,590,544
PRECISION CASTPARTS CORP COM 710,360 87,530 14.05 3,527,635
BERKSHIRE HATHAWAY INC DEL CL B NEW 680,666 1,490 .22 4,752,589
MOHAWK INDS INC COM 547,817 -6,552 (1.18) 2,793,558
IDEXX LABS INC COM 537,011 -48,755 (8.32) 8,156,304
MASTERCARD INC CL A 513,411 461 .09 5,395,235
GOOGLE INC CL A 383,670 -2,762 (0.72) 581,618
GOOGLE INC CL C 378,948 -620 (0.16) 603,420
PERRIGO CO PLC SHS 326,272 -186 (0.06) 1,698,713
SIRONA DENTAL SYSTEMS INC COM 287,470 3 .00 2,827,202
WATERS CORP COM 267,593 26 .01 2,049,264
GOLDMAN SACHS GROUP INC COM 260,243 -503 (0.19) 1,261,846
VISA INC COM CL A 256,520 -151 (0.06) 3,432,160
INTERNATIONAL BUSINESS MACHS COM 224,254 -1,582 (0.7) 1,401,148
PRAXAIR INC COM 218,155 -121 (0.06) 1,890,753
OMNICOM GROUP INC COM 205,313 -2,799 (1.35) 2,835,429


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