RUANE, CUNNIFF & GOLDFARB INC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 166
New Positions 17
Increased Positions 60
Decreased Positions 59
Positions with Activity 119
Sold Out Positions 6
Total Mkt Value (in $ millions) 20,889

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

Sector Weighting

Basic Materials 4.21%
Capital Goods 6.56%
Conglomerates
Consumer Cyclical 5.6%
Consumer/Non-Cyclical 0.54%
Energy 3.04%
Financial 21.63%
Healthcare 32.14%
Services 15.68%
Technology 8.49%
Transportation 0.61%
Utilities 0.02%

60 INCREASED Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VALEANT PHARMACEUTICALS INTL I COM 5,514,213 31,274 .57 34,494,015
FASTENAL CO COM 1,110,386 151,342 15.78 24,086,459
BERKSHIRE HATHAWAY INC DEL CL B NEW 735,996 15,181 2.11 4,916,475
GOOGLE INC CL C 316,675 580 .18 591,684
TIFFANY & CO NEW COM 195,574 154 .08 2,147,983
RANGE RES CORP COM 178,631 60 .03 3,607,242
AMERICAN EXPRESS CO COM 116,538 62 .05 1,399,011
SOUTHWESTERN ENERGY CO COM 92,014 11,822 14.74 3,566,435
QIHOO 360 TECHNOLOGY CO LTD ADS 91,410 40,220 78.57 1,500,000
CONSTELLATION SOFTWARE INC COM 74,232 74,232 New 256,800
HEXCEL CORP NEW COM 52,106 52,106 New 1,181,280
58 COM INC SPON ADR REP A 38,554 6,858 21.64 973,085
QUALCOMM INC COM 21,956 3 .01 302,382
PEPSICO INC COM 18,634 8 .04 188,815
MCDONALDS CORP COM 12,471 7 .05 137,542
BANK AMER CORP COM 8,529 1,582 22.78 538,077
EXXON MOBIL CORP COM 8,143 57 .70 88,742
JOHNSON & JOHNSON COM 7,798 25 .33 76,259
GENERAL ELECTRIC CO COM 5,953 302 5.34 242,101
DISNEY WALT CO COM DISNEY 5,449 2,800 105.71 57,374


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