RUANE, CUNNIFF & GOLDFARB INC Information

9W 57TH STREET, NEW YORK, New York, 10019, (212) 832-5280

Report Date: 12/31/2014

Position Statistics

Total Positions 168
New Positions 8
Increased Positions 38
Decreased Positions 87
Positions with Activity 125
Sold Out Positions 12
Total Mkt Value (in $ millions) 21,303

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 6.03%
Conglomerates
Consumer Cyclical 6.05%
Consumer/Non-Cyclical 0.47%
Energy 2.72%
Financial 19.95%
Healthcare 36.67%
Services 13.2%
Technology 8.5%
Transportation 0.61%
Utilities 0.02%

168 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MCGRAW HILL FINL INC COM 52,652 -40 (0.08) 505,350
YANDEX N V SHS CLASS A 44,217 13,836 45.54 2,910,911
58 COM INC SPON ADR REP A 43,685 -2,468 (5.35) 921,045
DISCOVERY COMMUNICATNS NEW COM SER A 40,577 40,577 New 1,311,904
COCA COLA CO COM 39,901 -2,177 (5.17) 988,876
PIONEER NAT RES CO COM 28,696 10 .03 174,962
DISCOVERY COMMUNICATNS NEW COM SER C 24,792 24,792 New 835,044
CANADIAN NAT RES LTD COM 24,041 273 1.15 767,846
ATHENAHEALTH INC COM 24,022 New 200,000
COLFAX CORP COM 23,852 New 501,400
GROUPON INC COM CL A 22,751 New 3,001,417
QUALCOMM INC COM 20,299 -8 (0.04) 302,267
PEPSICO INC COM 17,953 -103 (0.57) 187,735
FOSSIL GROUP INC COM 16,220 16,220 New 200,000
THIRD PT REINS LTD COM 14,272 14,272 New 1,012,200
GREENLIGHT CAPITAL RE LTD CLASS A 14,075 New 441,764
MCDONALDS CORP COM 13,354 -76 (0.56) 136,767
PROCTER & GAMBLE CO COM 13,183 -891 (6.33) 160,473
WELLS FARGO & CO NEW COM 12,782 -3,270 (20.37) 234,530
SOUFUN HLDGS LTD ADR 11,810 10,634 904.25 2,008,500