RUANE, CUNNIFF & GOLDFARB INC Information

767 FIFTH AVENUE SUITE 4701, NEW YORK, New York, 10153-4798, (212) 832-5280

Report Date: 03/31/2014

Position Statistics

Total Positions 148
New Positions 5
Increased Positions 36
Decreased Positions 62
Positions with Activity 98
Sold Out Positions 5
Total Mkt Value (in $ millions) 18,275

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

Sector Weighting

Basic Materials 5.72%
Capital Goods 6.71%
Conglomerates
Consumer Cyclical 5.1%
Consumer/Non-Cyclical 0.71%
Energy 4.59%
Financial 22.1%
Healthcare 28.12%
Services 15.48%
Technology 9.4%
Transportation 0.62%
Utilities 0.06%

148 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CRESUD S A C I F Y A SPONSORED ADR 8,540 New 605,247
INNERWORKINGS INC COM 8,240 New 1,000,000
JOHNSON & JOHNSON COM 8,019 180 2.29 75,794
LINEAR TECHNOLOGY CORP COM 7,972 -1,527 (16.08) 167,575
CATERPILLAR INC DEL COM 7,552 -73 (0.95) 69,053
PAMPA ENERGIA S A SPONS ADR LVL I 6,908 New 605,980
CONOCOPHILLIPS COM 6,839 New 79,834
GENERAL ELECTRIC CO COM 6,354 -11 (0.17) 242,522
ZOETIS INC CL A 5,644 -14 (0.24) 173,553
RESOURCE AMERICA INC CL A 5,640 New 603,180
DIAGEO P L C SPON ADR NEW 4,193 29 .70 32,905
VERISK ANALYTICS INC CL A 3,837 -5 (0.13) 62,882
ROYAL BK CDA MONTREAL QUE COM 3,709 New 50,400
ALTRIA GROUP INC COM 3,678 New 85,624
DU PONT E I DE NEMOURS & CO COM 3,614 -19 (0.54) 55,655
PROGRESSIVE CORP OHIO COM 3,386 -10 (0.3) 138,100
PHILLIPS 66 COM 3,218 New 40,355
DIRECTV COM 3,037 New 35,149
MICROSOFT CORP COM 2,661 -65 (2.37) 63,841
EDISON INTL COM 2,445 New 42,900


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