RUANE, CUNNIFF & GOLDFARB INC Information

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

Report Date: 03/31/2017

Position Statistics

Total Positions 101
New Positions 9
Increased Positions 21
Decreased Positions 67
Positions with Activity 88
Sold Out Positions 13
Total Mkt Value (in $ millions) 10,917

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

Sector Weighting

Energy 0.03%
Basic Materials 0%
Industrials 4.99%
Consumer Cyclicals 34.43%
Consumer Non-Cyclicals 0.3%
Financials 26.76%
Healthcare 10.25%
Technology 22.96%
Telecommunication Services 0%
Utilities 0.04%

21 INCREASED Positions as of 03/31/2017

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 418,713 418,400 133,408.21 11,952,990
CREDIT ACCEP CORP MICH COM 240,999 240,999 New 965,117
PRICELINE GRP INC COM NEW 232,902 232,902 New 125,019
58 COM INC SPON ADR REP A 224,877 2,182 .98 5,299,948
CAPITAL ONE FINL CORP COM 130,217 33,749 34.98 1,619,813
JD COM INC SPON ADR CL A 123,990 50,009 67.60 3,000,000
FIAT CHRYSLER AUTOMOBILES N V SHS 109,086 109,086 New 10,007,912
EMCOR GROUP INC COM 90,813 914 1.02 1,405,115
BUILDERS FIRSTSOURCE INC COM 80,045 5,936 8.01 5,408,465
FACEBOOK INC CL A 46,729 46,020 6,487.89 304,624
WAYFAIR INC CL A 39,345 10,283 35.38 515,525
TRUPANION INC COM 38,150 14 .04 1,795,300
D R HORTON INC COM 15,229 1,506 10.98 455,000
ETSY INC COM 14,460 14,460 New 985,000
MERITAGE HOMES CORP COM 12,726 12,726 New 315,000
IRSA INVERSIONES Y REP S A GLOBL DEP RCPT 11,323 1,031 10.02 465,000
SIGNET JEWELERS LIMITED SHS 3,860 3,686 2,123.77 67,736
M & T BK CORP COM 319 319 New 2,000
PHILIP MORRIS INTL INC COM 239 239 New 2,000
CENTRAL SECS CORP COM 217 217 New 8,564