Ruane, Cunniff & Goldfarb

Ruane, Cunniff & Co as of Sept. 30, 1999

Portfolio Holdings for Ruane, Cunniff & Co

Ruane, Cunniff & Co holds 194 positions in its portfolio as reported in the September 1999 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway (BRK.A) 36.3 $2.6B 47k 54999.05
Federal Home Loan Mortgage (FMCC) 17.6 $1.2B 24M 52.00
Fifth Third Ban (FITB) 13.0 $915M 15M 60.84
Progressive Corporation (PGR) 9.6 $674M 8.3M 81.69
Harley-Davidson (HOG) 5.9 $417M 8.3M 50.06
U.s. Bancorp 3.6 $255M 8.5M 30.19
Household International 2.0 $145M 3.6M 40.12
Nat'l Commerce Bancorp 1.5 $104M 4.7M 21.97
Berkshire Hathaway Inc. Class B 1.4 $100M 54k 1856.00
American Express Company (AXP) 0.6 $45M 330k 135.00
American Intl Group 0.5 $37M 427k 86.94
Philip Morris Cos. 0.5 $37M 1.1M 34.19
Gillette Company 0.3 $22M 648k 33.94
Servicemaster Company 0.3 $21M 1.3M 16.06
Franklin Electric (FELE) 0.3 $20M 296k 66.00
Federal National Mortgage Association (FNMA) 0.3 $19M 302k 62.69
Brown & Brown (BRO) 0.3 $19M 558k 33.25
Citi 0.3 $18M 412k 44.00
Choice Hotels International (CHH) 0.2 $17M 963k 17.12
Home Depot (HD) 0.2 $15M 213k 68.63
Coca-Cola Company (KO) 0.2 $14M 289k 48.25
Washington Post Company 0.2 $14M 28k 510.01
Morgan Stanley (MS) 0.2 $14M 152k 89.18
BB&T Corporation 0.2 $13M 400k 32.37
Mercantile Bankshares 0.2 $12M 387k 30.93
Daimler Ag reg (MBGAF) 0.1 $9.8M 141k 69.44
Walt Disney Company (DIS) 0.1 $8.9M 342k 26.00
International Business Machines (IBM) 0.1 $9.5M 78k 121.01
Ford Motor 0.1 $9.1M 182k 50.25
First Amern Corp Calif 0.1 $8.4M 626k 13.37
Herman Miller (MLKN) 0.1 $7.8M 326k 23.91
Wesco Financial Corporation 0.1 $8.1M 30k 271.00
Reinsurance Group Of America 0.1 $7.7M 300k 25.69
General Motors Corp 0.1 $7.2M 115k 62.94
A.g. Edwards 0.1 $6.8M 258k 26.38
Golden West Financial Corp 0.1 $6.9M 70k 98.31
International Speedway Corporation 0.1 $6.8M 130k 52.56
Hub (HUBG) 0.1 $6.8M 333k 20.44
PICO Holdings 0.1 $7.0M 326k 21.44
Aon Corporation 0.1 $5.3M 180k 29.56
General Electric Company 0.1 $5.5M 47k 118.55
Polaris Industries (PII) 0.1 $5.4M 156k 34.63
Bank of America Corporation (BAC) 0.1 $5.0M 90k 55.69
Interpublic Group of Companies (IPG) 0.1 $5.0M 122k 41.13
M & F Worldwide (MFW) 0.1 $5.0M 630k 8.00
Sturm, Ruger & Company (RGR) 0.1 $4.9M 545k 9.00
G&K Services 0.1 $4.9M 121k 40.50
Chicago Title Corp 0.1 $5.0M 125k 39.94
Valspar Corporation 0.1 $4.2M 128k 32.69
Wallace Computer Services 0.1 $4.0M 197k 20.25
McDonald's Corporation (MCD) 0.1 $3.5M 80k 43.25
Manpower (MAN) 0.1 $3.6M 124k 29.13
Bowater 0.1 $3.2M 61k 52.50
Fair Isaac Corporation (FICO) 0.1 $3.7M 131k 28.06
Microsoft Corporation (MSFT) 0.0 $2.7M 30k 90.57
Heartland Express (HTLD) 0.0 $2.7M 192k 14.12
Intel Corporation (INTC) 0.0 $3.0M 40k 74.30
Comerica Incorporated (CMA) 0.0 $2.7M 54k 50.62
Mellon Financial Corp. 0.0 $2.8M 82k 33.63
Procter & Gamble Company (PG) 0.0 $2.7M 29k 93.76
Waddell & Reed Cl. B 0.0 $2.8M 131k 21.38
Knight Transportation 0.0 $2.7M 183k 14.50
International Speedway Corporation 0.0 $2.5M 48k 52.37
NACCO Industries (NC) 0.0 $2.5M 36k 69.87
Home Port Bancorp 0.0 $2.7M 111k 24.62
Associates First Capital Corp 0.0 $3.0M 84k 36.00
First Security Corp 0.0 $3.1M 128k 23.78
Renaissance Re Holdings Ltd Cmn (RNR) 0.0 $1.8M 51k 34.68
Corus Bankshares 0.0 $2.2M 88k 25.62
Merrill Lynch & Co. 0.0 $2.3M 34k 67.37
Stewart Enterprises 0.0 $2.0M 325k 6.06
Bear Stearns Companies 0.0 $1.9M 48k 38.43
Capitol Federal Financial 0.0 $2.4M 237k 9.97
Eagle Usa Airfreight 0.0 $1.9M 65k 29.94
Charles Schwab Corporation (SCHW) 0.0 $1.1M 34k 33.44
Suntrust Banks Inc $1.00 Par Cmn 0.0 $1.1M 17k 65.76
Johnson & Johnson (JNJ) 0.0 $1.1M 12k 91.87
Merck & Co 0.0 $1.1M 17k 64.83
Federated Investors (FHI) 0.0 $1.7M 101k 17.25
Hudson City Ban 0.0 $1.4M 100k 13.75
Delphi Corp 0.0 $1.3M 79k 16.06
Wrigley 0.0 $1.1M 17k 68.83
Sara Lee 0.0 $1.6M 69k 23.38
Fidelity National Financial In 0.0 $1.7M 115k 15.19
Firstar Corp New Wis 0.0 $1.5M 60k 25.63
World Acceptance (WRLD) 0.0 $1.4M 255k 5.38
Commerce Bancorp 0.0 $1.2M 29k 41.50
Comcast Corp. Special Cl A 0.0 $1.4M 35k 39.87
Delphi Financial 0.0 $1.3M 42k 30.18
First Nat'l Bank Anchorage Ala 0.0 $1.6M 1.6k 1021.10
Chase Manhattan - 0.0 $1.1M 15k 75.36
Duff & Phelps Credit Rating 0.0 $1.1M 14k 79.93
Loews Corporation (L) 0.0 $493k 7.0k 70.25
Hasbro (HAS) 0.0 $772k 36k 21.50
State Street Corporation (STT) 0.0 $862k 13k 64.62
PNC Financial Services (PNC) 0.0 $549k 10k 52.71
Northern Trust Corporation (NTRS) 0.0 $835k 10k 83.50
Equifax (EFX) 0.0 $554k 20k 28.12
Wal-Mart Stores (WMT) 0.0 $739k 16k 47.57
Eli Lilly & Co. (LLY) 0.0 $882k 14k 64.19
Pfizer (PFE) 0.0 $924k 26k 35.88
Tyco Intl 0.0 $361k 3.5k 103.14
Bristol Myers Squibb (BMY) 0.0 $800k 12k 67.51
Cisco Systems (CSCO) 0.0 $759k 11k 68.54
Wells Fargo & Company (WFC) 0.0 $361k 9.1k 39.63
Automatic Data Processing (ADP) 0.0 $399k 8.9k 44.61
Vulcan Materials Company (VMC) 0.0 $792k 22k 36.63
E.I. du Pont de Nemours & Company 0.0 $715k 12k 60.54
Unum (UNM) 0.0 $386k 13k 29.45
Albertson's 0.0 $371k 9.4k 39.54
Allstate Corporation (ALL) 0.0 $750k 30k 24.94
Pepsi (PEP) 0.0 $589k 19k 30.48
Walgreen Company 0.0 $721k 28k 25.39
Mbna Corp 0.0 $593k 26k 22.81
Exxon Corporation 0.0 $878k 12k 75.98
Markel Corporation (MKL) 0.0 $847k 4.7k 182.15
Gannett 0.0 $596k 8.6k 69.14
American Home Prod. 0.0 $729k 18k 41.52
Grey Advertising 0.0 $637k 1.7k 367.78
Hershey Company (HSY) 0.0 $565k 12k 48.71
Vornado Realty Trust (VNO) 0.0 $555k 17k 32.52
At&t Corp 0.0 $735k 17k 43.50
At&t Corp 0.0 $772k 14k 57.18
CFS Ban 0.0 $473k 45k 10.44
Robert Half International (RHI) 0.0 $724k 31k 23.74
Arctic Cat 0.0 $742k 78k 9.56
National Presto Industries (NPK) 0.0 $362k 9.4k 38.60
Bank One 0.0 $494k 14k 34.84
Cdi 0.0 $881k 32k 27.31
Danielson Hldg 0.0 $434k 72k 6.00
Arnold Industries 0.0 $508k 40k 12.62
Kimball International 0.0 $408k 21k 19.25
Perini Corp 0.0 $1.0M 293k 3.50
Virginia Capital Bancshares In 0.0 $446k 30k 14.87
Bestfoods 0.0 $612k 13k 48.57
Hollinger Internat'l 0.0 $881k 74k 11.87
Morgan J P & Co. 0.0 $849k 7.4k 114.19
Us Trust Corp. - 0.0 $1.0M 11k 91.57
Vodafone Airtouch 0.0 $441k 1.9k 237.99
Pittway - Class A 0.0 $699k 22k 31.50
Leucadia National 0.0 $227k 11k 21.02
Abbott Laboratories (ABT) 0.0 $214k 5.8k 36.77
Martin Marietta Materials (MLM) 0.0 $221k 5.5k 39.85
Stanley Works 0.0 $290k 12k 25.22
Briggs & Stratton Corporation 0.0 $327k 5.6k 58.39
Liz Claiborne 0.0 $226k 7.3k 30.96
Crane 0.0 $323k 14k 22.41
Arrow Electronics (ARW) 0.0 $176k 10k 17.60
Schlumberger (SLB) 0.0 $243k 3.9k 62.31
Bank Of New York 0.0 $201k 6.0k 33.50
Clorox Company (CLX) 0.0 $211k 5.5k 38.27
Ralston Purina Group 0.0 $339k 12k 27.90
Ameritech Corp 0.0 $214k 3.2k 66.71
Lucent Technologies 0.0 $208k 3.2k 64.84
Lynch Interactive Corp 0.0 $322k 4.3k 74.88
Mci Worldcom 0.0 $218k 3.0k 71.88
Aptar (ATR) 0.0 $247k 9.2k 26.80
Verizon Communications 0.0 $268k 4.0k 67.37
Royal Palm Beach Col 0.0 $11k 14k 0.79
MFS Intermediate Income Trust (MIN) 0.0 $99k 16k 6.39
Central European Media Enterpr 0.0 $24k 16k 1.54
Bowl America Incorporated 0.0 $104k 15k 6.84
CNA Financial Corporation (CNA) 0.0 $308k 8.8k 35.00
Mocon 0.0 $96k 21k 4.57
OPT-Sciences (OPST) 0.0 $81k 16k 4.97
Carlisle Companies (CSL) 0.0 $332k 8.4k 39.52
Ams Realstar 0.0 $0 10k 0.00
Sears Roebuck & Co. 0.0 $202k 6.5k 31.32
Management Assistance - Liquid 0.0 $2.0k 10k 0.20
Firstfed Bancorp 0.0 $322k 40k 8.01
Epl Technologies 0.0 $17k 17k 1.02
Millicom - Escrow 0.0 $0 55k 0.00
First Union Corp. 0.0 $309k 8.7k 35.64
Penton Media 0.0 $166k 10k 16.25
Cvs Corp. 0.0 $278k 6.8k 40.88
California Center Bank Los Ang 0.0 $192k 10k 18.79
Sunburst Hospitality 0.0 $163k 26k 6.17
Consolidated Papers 0.0 $339k 13k 26.90
Dynatech Corp 0.0 $125k 25k 5.00
First Bancorp Of Ind 0.0 $144k 15k 9.60
Gte Corp. 0.0 $342k 4.5k 76.80
Nabisco Group Holdings 0.0 $181k 12k 14.98
New Horizons Worldwide 0.0 $218k 14k 15.85
Northeast Bancorp - Escrow 0.0 $0 28k 0.00
Pharmacia & Upjohn 0.0 $258k 5.2k 49.62
Southwest Gas Corporation (SWX) 0.0 $269k 10k 26.90
Tokheim Corp. 0.0 $215k 24k 8.94
Ventas (VTR) 0.0 $95k 20k 4.75
Gulf West Banks 0.0 $123k 12k 10.00
21st Century Technologies 0.0 $1.0k 10k 0.10
Allstate Financial Va 0.0 $9.0k 17k 0.52
Community Federal Bancorp 0.0 $336k 20k 16.63
Niagara Bancorp 0.0 $104k 10k 10.40
Wachovia Corp. - 0.0 $220k 2.8k 78.77