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%

166 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
EXXON MOBIL CORP COM 8,071 56 .70 88,742
RESOURCE AMERICA INC CL A 7,995 New 897,297
JOHNSON & JOHNSON COM 7,785 25 .33 76,259
PHILIP MORRIS INTL INC COM 7,765 New 95,165
ZOETIS INC CL A 7,505 -10 (0.14) 173,322
CRESUD S A C I F Y A SPONSORED ADR 6,746 New 612,153
LINEAR TECHNOLOGY CORP COM 6,269 -100 (1.57) 136,184
EXPEDITORS INTL WASH INC COM 6,156 -4,923 (44.44) 137,524
GENERAL ELECTRIC CO COM 5,902 299 5.34 242,101
GENERAL MLS INC COM 5,542 -341 (5.79) 100,567
CATERPILLAR INC DEL COM 5,499 -16 (0.3) 68,871
SCHLUMBERGER LTD COM 5,457 5,228 2,284.92 64,536
DISNEY WALT CO COM DISNEY 5,391 2,771 105.71 57,374
INNERWORKINGS INC COM 5,350 New 1,000,000
CONOCOPHILLIPS COM 5,179 3 .05 79,026
ALTRIA GROUP INC COM 4,647 New 85,174
DU PONT E I DE NEMOURS & CO COM 4,447 374 9.18 60,762
MRC GLOBAL INC COM 4,311 4,311 New 372,000
VERISK ANALYTICS INC CL A 3,818 -162 (4.07) 59,380
DIAGEO P L C SPON ADR NEW 3,809 6 .16 32,250


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