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) 18,678

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

Sector Weighting

Basic Materials 5.39%
Capital Goods 6.8%
Conglomerates
Consumer Cyclical 5.28%
Consumer/Non-Cyclical 0.61%
Energy 4.15%
Financial 22.65%
Healthcare 26.63%
Services 16.7%
Technology 9.58%
Transportation 0.61%
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
ADVANCE AUTO PARTS INC COM 228,637 -697 (0.3) 1,675,975
TIFFANY & CO NEW COM 216,647 -176 (0.08) 2,146,294
WATERS CORP COM 213,736 -794 (0.37) 2,066,476
JACOBS ENGR GROUP INC DEL COM 212,714 107,421 102.02 3,945,718
CABELAS INC COM 208,365 77,372 59.07 3,414,705
OMNICOM GROUP INC COM 207,592 -362 (0.17) 2,882,820
PRIMERICA INC COM 187,282 -15 (0.01) 3,721,085
WAL-MART STORES INC COM 168,291 -394 (0.23) 2,229,021
SOUTHWESTERN ENERGY CO COM 127,997 -8,346 (6.12) 3,108,220
AMERICAN EXPRESS CO COM 125,215 -530 (0.42) 1,398,272
TRIMBLE NAVIGATION LTD COM 113,679 -280 (0.25) 3,417,899
DANAHER CORP DEL COM 112,976 46 .04 1,474,696
RITCHIE BROS AUCTIONEERS COM 98,491 -1,237 (1.24) 4,146,976
COSTCO WHSL CORP NEW COM 89,602 -27 (0.03) 740,020
BROWN & BROWN INC COM 87,335 -372 (0.42) 2,677,335
IAC INTERACTIVECORP COM PAR $.001 83,523 14 .02 1,200,210
QIHOO 360 TECHNOLOGY CO LTD ADS 73,777 New 840,000
ORACLE CORP COM 73,238 -62,372 (45.99) 1,763,486
EMCOR GROUP INC COM 72,180 -248 (0.34) 1,670,843
YANDEX N V SHS CLASS A 56,861 56,861 New 2,000,048


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