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) 22,296

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

Sector Weighting

Basic Materials 4.02%
Capital Goods 5.91%
Conglomerates
Consumer Cyclical 5.95%
Consumer/Non-Cyclical 0.45%
Energy 2.86%
Financial 19.34%
Healthcare 38.47%
Services 12.17%
Technology 8.42%
Transportation 0.57%
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
ADVANCE AUTO PARTS INC COM 187 -243,180 (99.92) 1,289
TJX COS INC NEW COM 1,748,179 -239,814 (12.06) 26,673,471
IDEXX LABS INC COM 580,606 -97,717 (14.41) 4,448,407
WORLD FUEL SVCS CORP COM 215,321 -95,974 (30.83) 4,099,001
BERKSHIRE HATHAWAY INC DEL CL A 2,154,305 -87,497 (3.9) 9,824
ORACLE CORP COM 2,795 -75,240 (96.42) 62,693
VISA INC COM CL A 225,214 -67,429 (23.04) 3,434,184
VALEANT PHARMACEUTICALS INTL I COM 7,651,224 -36,113 (0.47) 34,331,973
RITCHIE BROS AUCTIONEERS COM -33,991 Sold Out 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 693,071 -25,472 (3.55) 4,742,188
O REILLY AUTOMOTIVE INC NEW COM 803,667 -5,979 (0.74) 3,607,287
MASTERCARD INC CL A 491,495 -5,081 (1.02) 5,390,387
SCHLUMBERGER LTD COM 1,720 -4,281 (71.34) 18,496
58 COM INC SPON ADR REP A 71,989 -4,067 (5.35) 921,045
GENERAL MLS INC COM 2,266 -3,351 (59.66) 40,567
WELLS FARGO & CO NEW COM 13,070 -3,344 (20.37) 234,530
FASTENAL CO COM 1,036,698 -2,632 (0.25) 24,025,457
KELLOGG CO COM -2,469 Sold Out 0
COCA COLA CO COM 40,504 -2,209 (5.17) 988,876
DOW CHEM CO COM -2,118 Sold Out 0


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