RUANE, CUNNIFF & GOLDFARB INC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 166
New Positions 17
Increased Positions 60
Decreased Positions 59
Positions with Activity 119
Sold Out Positions 6
Total Mkt Value (in $ millions) 20,473

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

Sector Weighting

Basic Materials 4.9%
Capital Goods 7.03%
Conglomerates
Consumer Cyclical 5.58%
Consumer/Non-Cyclical 0.55%
Energy 3.23%
Financial 22.64%
Healthcare 29.03%
Services 16.09%
Technology 8.72%
Transportation 0.62%
Utilities 0.02%

166 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
TJX COS INC NEW COM 2,058,669 -77,830 (3.64) 30,332,526
RITCHIE BROS AUCTIONEERS COM 35,249 -75,143 (68.07) 1,324,170
BERKSHIRE HATHAWAY INC DEL CL A 2,315,663 -53,911 (2.28) 10,223
GOLDMAN SACHS GROUP INC COM 247,917 -14,977 (5.7) 1,265,593
AON PLC SHS CL A -13,001 Sold Out 0
WORLD FUEL SVCS CORP COM 283,205 -9,908 (3.38) 5,926,035
CTRIP COM INTL LTD AMERICAN DEP SHS -9,000 Sold Out 0
INTERNATIONAL BUSINESS MACHS COM 229,073 -8,542 (3.6) 1,415,603
IDEXX LABS INC COM 772,702 -6,142 (0.79) 5,197,081
PAMPA ENERGIA S A SPONS ADR LVL I -6,054 Sold Out 0
O REILLY AUTOMOTIVE INC NEW COM 704,839 -5,237 (0.74) 3,634,125
EXPEDITORS INTL WASH INC COM 6,156 -4,923 (44.44) 137,524
PRECISION CASTPARTS CORP COM 739,469 -4,342 (0.58) 3,064,648
NOVO-NORDISK A S ADR 3,313 -3,716 (52.87) 75,642
KELLOGG CO COM 2,580 -3,452 (57.22) 38,500
COCA COLA CO COM 44,779 -2,367 (5.02) 1,042,818
VISA INC COM CL A 298,567 -2,337 (0.78) 1,115,595
PROGRESSIVE CORP OHIO COM 1,748 -1,960 (52.85) 64,940
WATERS CORP COM 234,873 -1,821 (0.77) 2,050,578
MOHAWK INDS INC COM 437,518 -1,762 (0.4) 2,830,730


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