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) 21,639

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

Sector Weighting

Basic Materials 4.16%
Capital Goods 5.98%
Conglomerates
Consumer Cyclical 6.15%
Consumer/Non-Cyclical 0.47%
Energy 2.73%
Financial 19.89%
Healthcare 36.72%
Services 13.24%
Technology 8.43%
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
ALLSTATE CORP COM -851 Sold Out 0
AT&T INC COM -191 Sold Out 0
BEST BUY INC COM -388 Sold Out 0
CDK GLOBAL INC COM -96 Sold Out 0
CENTRAL SECS CORP COM -375 Sold Out 0
DAIMLER AG REG SHS -379 Sold Out 0
DOW CHEM CO COM -1,996 Sold Out 0
KELLOGG CO COM -2,522 Sold Out 0
NOVARTIS A G SPONSORED ADR -787 Sold Out 0
PENNEY J C INC COM -188 Sold Out 0
RITCHIE BROS AUCTIONEERS COM -33,316 Sold Out 0
TRAVELERS COMPANIES INC COM -248 Sold Out 0
ADVANCE AUTO PARTS INC COM 196 -254,265 (99.92) 1,289
ORACLE CORP COM 2,723 -73,299 (96.42) 62,693
SCHLUMBERGER LTD COM 1,563 -3,889 (71.34) 18,496
CHUBB CORP COM 348 -866 (71.3) 3,422
GENERAL MLS INC COM 2,286 -3,381 (59.66) 40,567
INTEL CORP COM 230 -321 (58.25) 7,311
JPMORGAN CHASE & CO COM 1,433 -1,633 (53.25) 23,514
MEDTRONIC PLC SHS 369 -392 (51.55) 4,700