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) 18,813

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

Sector Weighting

Basic Materials 5.37%
Capital Goods 6.78%
Conglomerates
Consumer Cyclical 5.17%
Consumer/Non-Cyclical 0.61%
Energy 3.88%
Financial 22.8%
Healthcare 27.13%
Services 16.57%
Technology 9.52%
Transportation 0.63%
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 4,179,258 9,872 .24 34,298,384
TJX COS INC NEW COM 1,886,238 1,256 .07 31,479,277
O REILLY AUTOMOTIVE INC NEW COM 566,303 503 .09 3,661,129
CABELAS INC COM 208,946 77,588 59.07 3,414,705
JACOBS ENGR GROUP INC DEL COM 208,216 105,150 102.02 3,945,718
DANAHER CORP DEL COM 116,103 47 .04 1,474,696
IAC INTERACTIVECORP COM PAR $.001 82,790 14 .02 1,200,210
YANDEX N V SHS CLASS A 60,041 60,041 New 2,000,048
PIONEER NAT RES CO COM 35,932 157 .44 174,903
CONCUR TECHNOLOGIES INC COM 33,482 32,517 3,371.63 311,544
58 COM INC SPON ADR REP A 31,288 31,288 New 800,000
ATHENAHEALTH INC COM 25,646 25,646 New 200,000
QUALCOMM INC COM 22,927 20 .09 302,342
GROUPON INC COM CL A 20,920 20,920 New 3,001,417
WELLS FARGO & CO NEW COM 15,470 362 2.40 294,610
MCDONALDS CORP COM 12,857 14 .11 137,469
CTRIP COM INTL LTD AMERICAN DEP SHS 12,306 12,306 New 200,000
UNION PAC CORP COM 11,051 24 .22 100,846
RESOURCE AMERICA INC CL A 8,255 2,706 48.76 897,297
JOHNSON & JOHNSON COM 8,072 23 .29 76,012