RUANE, CUNNIFF & GOLDFARB INC Information

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

Report Date: 12/31/2016

Position Statistics

Total Positions 111
New Positions 11
Increased Positions 23
Decreased Positions 73
Positions with Activity 96
Sold Out Positions 19
Total Mkt Value (in $ millions) 11,421

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

Sector Weighting

Energy 0.05%
Basic Materials 0.37%
Industrials 7.02%
Consumer Cyclicals 32%
Consumer Non-Cyclicals 0.33%
Financials 28.15%
Healthcare 10.34%
Technology 21.08%
Telecommunication Services 0.03%
Utilities 0.04%

23 INCREASED Positions as of 12/31/2016

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CARMAX INC COM 590,475 236,090 66.62 10,052,354
DENTSPLY SIRONA INC COM 573,289 59,158 11.51 9,102,714
BAIDU INC SPON ADR REP A 494,674 13 .00 2,645,459
AMAZON COM INC COM 406,165 406,165 New 447,506
ALPHABET INC CAP STK CL A 344,475 42,796 14.19 387,556
58 COM INC SPON ADR REP A 207,212 9,325 4.71 5,248,519
CAPITAL ONE FINL CORP COM 102,696 102,696 New 1,200,000
IAC INTERACTIVECORP COM 96,916 7 .01 1,205,275
BUILDERS FIRSTSOURCE INC COM 80,619 16,100 24.95 5,007,377
ATHENAHEALTH INC COM 36,147 247 .69 302,156
TRUPANION INC COM 28,176 28,176 New 1,794,650
WAYFAIR INC CL A 16,838 5,528 48.87 380,788
D R HORTON INC COM 13,387 13,387 New 410,000
IRSA INVERSIONES Y REP S A GLOBL DEP RCPT 10,778 4,663 76.26 422,650
TOLL BROTHERS INC COM 9,620 9,620 New 270,000
LIBERTY MEDIA CORP DELAWARE COM SER A FRMLA 4,419 4,419 New 132,612
AT&T INC COM 3,293 25 .75 82,445
AMERICAN ELEC PWR INC COM 1,051 74 7.61 15,485
FACEBOOK INC CL A 677 677 New 4,624
VANGUARD BD INDEX FD INC TOTAL BND MRKT 527 527 New 6,476