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) 20,783

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

Sector Weighting

Basic Materials 4.19%
Capital Goods 6.49%
Conglomerates
Consumer Cyclical 5.6%
Consumer/Non-Cyclical 0.54%
Energy 3.04%
Financial 21.44%
Healthcare 32.42%
Services 15.74%
Technology 8.43%
Transportation 0.61%
Utilities 0.02%

17 New Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CONSTELLATION SOFTWARE INC COM 74,739 74,739 New 256,800
HEXCEL CORP NEW COM 51,929 51,929 New 1,181,280
MRC GLOBAL INC COM 4,311 4,311 New 372,000
DOW CHEM CO COM 1,811 1,811 New 41,000
CHUBB CORP COM 1,223 1,223 New 11,922
ALLSTATE CORP COM 857 857 New 12,000
NOVARTIS A G SPONSORED ADR 769 769 New 7,772
MEDTRONIC PLC SHS 730 730 New 9,700
CENTRAL SECS CORP COM 362 362 New 17,128
BEST BUY INC COM 354 354 New 10,000
DAIMLER AG REG SHS 347 347 New 3,864
AMGEN INC COM 257 257 New 1,617
TRAVELERS COMPANIES INC COM 240 240 New 2,262
KINDER MORGAN INC DEL COM 227 227 New 5,343
EBAY INC COM 207 207 New 3,785
AT&T INC COM 190 190 New 5,780
PENNEY J C INC COM 183 183 New 24,000