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) 18,675

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

Sector Weighting

Basic Materials 5.44%
Capital Goods 6.87%
Conglomerates
Consumer Cyclical 5.16%
Consumer/Non-Cyclical 0.62%
Energy 3.82%
Financial 23.2%
Healthcare 26.4%
Services 16.63%
Technology 9.67%
Transportation 0.63%
Utilities 0.05%

154 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SIRONA DENTAL SYSTEMS INC COM 219,596 -4,567 (2.04) 2,851,162
TIFFANY & CO NEW COM 213,664 -173 (0.08) 2,146,294
WATERS CORP COM 209,913 -780 (0.37) 2,066,476
CABELAS INC COM 208,809 77,537 59.07 3,414,705
JACOBS ENGR GROUP INC DEL COM 207,229 104,652 102.02 3,945,718
OMNICOM GROUP INC COM 203,787 -355 (0.17) 2,882,820
PRIMERICA INC COM 182,445 -15 (0.01) 3,721,085
WAL-MART STORES INC COM 171,278 -401 (0.23) 2,229,021
AMERICAN EXPRESS CO COM 125,425 -531 (0.42) 1,398,272
DANAHER CORP DEL COM 117,165 47 .04 1,474,696
SOUTHWESTERN ENERGY CO COM 113,574 -7,406 (6.12) 3,108,220
TRIMBLE NAVIGATION LTD COM 105,887 -261 (0.25) 3,417,899
COSTCO WHSL CORP NEW COM 93,613 -29 (0.03) 740,020
RITCHIE BROS AUCTIONEERS COM 92,519 -1,162 (1.24) 4,146,976
BROWN & BROWN INC COM 87,924 -374 (0.42) 2,677,335
IAC INTERACTIVECORP COM PAR $.001 81,830 14 .02 1,200,210
EMCOR GROUP INC COM 72,698 -250 (0.34) 1,670,843
ORACLE CORP COM 70,187 -59,774 (45.99) 1,763,486
QIHOO 360 TECHNOLOGY CO LTD ADS 64,369 New 840,000
YANDEX N V SHS CLASS A 58,841 58,841 New 2,000,048


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