RUANE, CUNNIFF & GOLDFARB INC Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 153
New Positions 7
Increased Positions 21
Decreased Positions 65
Positions with Activity 86
Sold Out Positions 10
Total Mkt Value (in $ millions) 18,255

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

Sector Weighting

Basic Materials 5.79%
Capital Goods 6.98%
Conglomerates 0%
Consumer Cyclical 5.03%
Consumer/Non-Cyclical 0.83%
Energy 4.83%
Financial 21.71%
Healthcare 27.94%
Services 15.37%
Technology 9.53%
Transportation 0.57%
Utilities 0.04%

153 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
PROGRESSIVE CORP OHIO COM 3,319 -12 (0.36) 138,515
ALTRIA GROUP INC COM 3,292 New 85,624
PHILLIPS 66 COM 3,240 New 40,355
INTERCONTINENTALEXCHANGE GROUP COM 2,663 New 13,430
DIRECTV COM 2,659 62 2.40 35,149
MICROSOFT CORP COM 2,616 40 1.55 65,389
EDISON INTL COM 2,419 New 42,900
FIFTH THIRD BANCORP COM 2,399 New 114,508
HEARTLAND EXPRESS INC COM 2,282 New 101,057
GRAHAM HLDGS CO COM 2,192 New 3,248
ENSTAR GROUP LIMITED SHS 2,190 -3,138 (58.9) 16,441
HOME DEPOT INC COM 2,120 42 2.04 27,503
ROYAL DUTCH SHELL PLC SPONS ADR A 2,015 -37 (1.78) 26,621
CVS CAREMARK CORPORATION COM 1,877 -35 (1.83) 25,454
LENNOX INTL INC COM 1,798 -6 (0.35) 20,139
CORINTHIAN COLLEGES INC COM 1,250 New 1,000,000
SUNTRUST BKS INC COM 1,184 New 31,203
US BANCORP DEL COM NEW 1,057 New 26,264
SHERWIN WILLIAMS CO COM 1,049 New 5,307
KRAFT FOODS GROUP INC COM 1,027 New 18,038