RUANE, CUNNIFF & GOLDFARB INC
767 FIFTH AVENUE SUITE 4701, NEW YORK, New York, 10153-4798, (212) 832-5280
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 151 |
| New Positions | 5 |
| Increased Positions | 41 |
| Decreased Positions | 31 |
| Positions with Activity | 72 |
| Sold Out Positions | 6 |
| Total Mkt Value (in $ millions) |
15,867 |
Sector Weighting
| Basic Materials | 5.68% |
| Capital Goods | 8.32% |
| Conglomerates | 1.3% |
| Consumer Cyclical | 7.32% |
| Consumer/Non-Cyclical | 0.85% |
| Energy | 3.81% |
| Financial | 22.16% |
| Healthcare | 20.92% |
| Services | 18.93% |
| Technology | 10.01% |
| Transportation | 0.65% |
| Utilities | 0.03% |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
31 DECREASED Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL A | 1,828,206 | -6,768 | (0.37) | 10,805 |
| MOHAWK INDS INC | COM | 754,885 | -2,813 | (0.37) | 6,530,712 |
| WAL-MART STORES INC | COM | 181,328 | -7,474 | (3.96) | 2,342,741 |
| AMERICAN EXPRESS CO | COM | 100,668 | -876 | (0.86) | 1,353,066 |
| CORNING INC | COM | 68,292 | -360 | (0.53) | 4,187,155 |
| COCA COLA CO | COM | 36,098 | -9 | (0.03) | 851,777 |
| FIRST SOLAR INC | COM | 29,156 | -313 | (1.06) | 531,170 |
| APOLLO GROUP INC | CL A | 19,260 | -19,308 | (50.06) | 900,000 |
| BITAUTO HLDGS LTD | SPONSORED ADS | 17,240 | -2,169 | (11.18) | 1,542,000 |
| EXPEDITORS INTL WASH INC | COM | 13,189 | -1,215 | (8.44) | 341,941 |
| PHILIP MORRIS INTL INC | COM | 9,635 | -97 | (0.99) | 101,425 |
| EVEREST RE GROUP LTD | COM | 9,496 | -4,220 | (30.77) | 72,000 |
| EXXON MOBIL CORP | COM | 8,657 | -558 | (6.06) | 93,565 |
| LINEAR TECHNOLOGY CORP | COM | 8,383 | -1,228 | (12.78) | 222,311 |
| CATERPILLAR INC DEL | COM | 6,231 | -2 | (0.04) | 70,542 |
| PROGRESSIVE CORP OHIO | COM | 3,767 | -28 | (0.74) | 143,794 |
| INTERCONTINENTALEXCHANGE INC | COM | 2,364 | -4 | (0.19) | 13,430 |
| MICROSOFT CORP | COM | 2,209 | -37 | (1.64) | 62,961 |
| CVS CAREMARK CORPORATION | COM | 1,543 | -6 | (0.38) | 26,155 |
| LENNOX INTL INC | COM | 1,359 | -4 | (0.28) | 20,971 |
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