RUANE, CUNNIFF & GOLDFARB INC Information

767 FIFTH AVENUE SUITE 4701, NEW YORK, New York, 10153-4798, (212) 832-5280

Report Date: 06/30/2014

Position Statistics

Total Positions 154
New Positions 11
Increased Positions 43
Decreased Positions 71
Positions with Activity 114
Sold Out Positions 5
Total Mkt Value (in $ millions) 18,618

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

Sector Weighting

Basic Materials 5.4%
Capital Goods 6.88%
Conglomerates
Consumer Cyclical 5.33%
Consumer/Non-Cyclical 0.62%
Energy 4.16%
Financial 22.65%
Healthcare 26.39%
Services 16.67%
Technology 9.69%
Transportation 0.61%
Utilities 0.05%

43 INCREASED Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VALEANT PHARMACEUTICALS INTL I COM 3,960,777 9,356 .24 34,298,384
TJX COS INC NEW COM 1,856,648 1,236 .07 31,479,277
O REILLY AUTOMOTIVE INC NEW COM 574,651 511 .09 3,661,129
CABELAS INC COM 215,024 79,845 59.07 3,414,705
JACOBS ENGR GROUP INC DEL COM 214,252 108,198 102.02 3,945,718
DANAHER CORP DEL COM 114,068 46 .04 1,474,696
IAC INTERACTIVECORP COM PAR $.001 81,794 14 .02 1,200,210
YANDEX N V SHS CLASS A 58,861 58,861 New 2,000,048
58 COM INC SPON ADR REP A 36,480 36,480 New 800,000
PIONEER NAT RES CO COM 36,394 159 .44 174,903
CONCUR TECHNOLOGIES INC COM 31,111 30,215 3,371.63 311,544
ATHENAHEALTH INC COM 27,180 27,180 New 200,000
QUALCOMM INC COM 23,156 20 .09 302,342
GROUPON INC COM CL A 18,999 18,999 New 3,001,417
WELLS FARGO & CO NEW COM 15,158 355 2.40 294,610
MCDONALDS CORP COM 12,983 14 .11 137,469
CTRIP COM INTL LTD AMERICAN DEP SHS 12,918 12,918 New 200,000
UNION PAC CORP COM 10,653 23 .22 100,846
RESOURCE AMERICA INC CL A 8,417 2,759 48.76 897,297
JOHNSON & JOHNSON COM 7,847 23 .29 76,012