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) 21,341

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

Sector Weighting

Basic Materials 4.21%
Capital Goods 5.97%
Conglomerates
Consumer Cyclical 6.12%
Consumer/Non-Cyclical 0.47%
Energy 2.71%
Financial 19.95%
Healthcare 36.58%
Services 13.25%
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
UNION PAC CORP COM 10,936 New 100,846
MRC GLOBAL INC COM 9,659 5,188 116.03 803,615
CRESUD S A C I F Y A SPONSORED ADR 8,380 (0) 612,147
BANK AMER CORP COM 8,287 49 .59 541,253
RESOURCE AMERICA INC CL A 8,031 New 897,297
ZOETIS INC CL A 8,016 5 .06 173,423
JOHNSON & JOHNSON COM 7,620 -31 (0.41) 75,946
EXXON MOBIL CORP COM 7,247 -170 (2.29) 86,707
PHILIP MORRIS INTL INC COM 7,012 -295 (4.04) 91,317
INNERWORKINGS INC COM 6,500 New 1,000,000
LINEAR TECHNOLOGY CORP COM 6,339 -18 (0.29) 135,795
DISNEY WALT CO COM DISNEY 6,052 New 57,374
CTRIP COM INTL LTD AMERICAN DEP SHS 5,921 5,921 New 100,000
EXPEDITORS INTL WASH INC COM 5,845 -752 (11.4) 121,851
GENERAL ELECTRIC CO COM 5,698 -320 (5.32) 229,211
CATERPILLAR INC DEL COM 5,488 1 .02 68,881
CONOCOPHILLIPS COM 4,973 New 79,026
NOVO-NORDISK A S ADR 4,425 353 8.66 82,192
ALTRIA GROUP INC COM 4,288 New 85,174
VERISK ANALYTICS INC CL A 4,185 .01 59,385