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) 18,167

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

Sector Weighting

Basic Materials 5.38%
Capital Goods 6.4%
Conglomerates
Consumer Cyclical 5.09%
Consumer/Non-Cyclical 0.69%
Energy 4.46%
Financial 22.21%
Healthcare 28.69%
Services 15.25%
Technology 9.69%
Transportation 0.62%
Utilities 0.05%

148 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
EDISON INTL COM 2,429 New 42,900
FIFTH THIRD BANCORP COM 2,425 New 114,508
DISNEY WALT CO COM DISNEY 2,370 -1,978 (45.49) 27,486
HEARTLAND EXPRESS INC COM 2,334 New 101,057
MONDELEZ INTL INC CL A 2,308 -29,890 (92.83) 60,463
HOME DEPOT INC COM 2,291 62 2.80 28,273
GRAHAM HLDGS CO COM 2,240 New 3,248
ROYAL DUTCH SHELL PLC SPONS ADR A 2,173 -9 (0.42) 26,509
CVS CAREMARK CORPORATION COM 2,140 126 6.27 27,049
LENNOX INTL INC COM 1,806 New 20,139
US BANCORP DEL COM NEW 1,263 140 12.46 29,537
APPLE INC COM 1,261 41 3.36 12,915
QUICKSILVER RESOURCES INC COM 1,244 -1,147 (47.96) 613,000
SUNTRUST BKS INC COM 1,219 New 31,203
JPMORGAN CHASE & CO COM 1,137 99 9.52 19,264
SHERWIN WILLIAMS CO COM 1,129 New 5,307
KRAFT FOODS GROUP INC COM 1,052 New 18,038
HDFC BANK LTD ADR REPS 3 SHS 876 32 3.83 18,161
CONCUR TECHNOLOGIES INC COM 818 New 8,974
AMERICAN ELEC PWR INC COM 814 New 15,300