RUANE, CUNNIFF & GOLDFARB INC Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 159
New Positions 2
Increased Positions 23
Decreased Positions 59
Positions with Activity 82
Sold Out Positions 8
Total Mkt Value (in $ millions) 20,962

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

Sector Weighting

Basic Materials 5.42%
Capital Goods 5.56%
Conglomerates
Consumer Cyclical 6.67%
Consumer/Non-Cyclical 0.39%
Energy 1.11%
Financial 18.72%
Healthcare 41.17%
Services 9.79%
Technology 8.81%
Transportation 0.56%
Utilities 0.02%

23 INCREASED Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FASTENAL CO COM 913,917 1,414 .16 23,999,925
BERKSHIRE HATHAWAY INC DEL CL B NEW 641,123 10,882 1.73 4,834,647
MASTERCARD INC CL A 497,049 2,252 .46 5,419,792
GOOGLE INC CL C 382,188 2,867 .76 607,980
SIRONA DENTAL SYSTEMS INC COM 268,865 1,355 .51 2,841,520
WATERS CORP COM 251,531 147 .06 2,050,465
TIFFANY & CO NEW COM 185,210 3,288 1.81 2,176,892
JACOBS ENGR GROUP INC DEL COM 149,971 129 .09 3,989,652
RANGE RES CORP COM 139,439 11 .01 4,005,722
DANAHER CORP DEL COM 126,201 1,023 .82 1,456,107
CONSTELLATION SOFTWARE INC COM 112,495 5,142 4.79 269,486
MONSANTO CO NEW COM 92,163 91,843 28,738.03 949,348
EMCOR GROUP INC COM 75,055 314 .42 1,674,964
SOUTHWESTERN ENERGY CO COM 60,541 3 .00 4,014,630
THIRD PT REINS LTD COM 33,414 19,618 142.20 2,451,509
MAKEMYTRIP LIMITED MAURITIUS SHS 18,755 14,897 386.13 1,458,400
GROUPON INC COM CL A 12,821 5 .04 3,002,617
JOHNSON & JOHNSON COM 7,357 135 1.87 77,357
ZOETIS INC CL A 6,688 496 8.01 151,149
SENVEST CAP INC COM 4,760 4,760 New 35,000


Create your free portfolio