Ruane, Cunniff & Goldfarb

Ruane, Cunniff & Co as of Sept. 30, 2001

Portfolio Holdings for Ruane, Cunniff & Co

Ruane, Cunniff & Co holds 195 positions in its portfolio as reported in the September 2001 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway (BRK.A) 38.7 $3.0B 43k 70000.26
Fifth Third Ban (FITB) 18.1 $1.4B 23M 61.48
Progressive Corporation (PGR) 9.9 $770M 5.8M 133.90
TJX Companies (TJX) 8.8 $689M 21M 32.90
Fastenal Company (FAST) 3.2 $249M 4.4M 56.98
Dover Corporation (DOV) 2.9 $225M 7.5M 30.11
Household International 2.4 $184M 3.3M 56.38
Ethan Allen Interiors (ETD) 2.1 $161M 5.8M 27.50
Berkshire Hathaway Inc. Class B 1.3 $100M 43k 2330.00
Molex Incorporated 0.7 $55M 2.3M 24.30
International Speedway Corporation 0.7 $54M 1.6M 34.83
Brown & Brown (BRO) 0.7 $54M 1.0M 52.10
American Express Company (AXP) 0.7 $52M 1.8M 29.06
Student Loan (STU) 0.7 $52M 732k 70.50
American Intl Group 0.6 $49M 624k 78.00
Charter One Financial 0.5 $39M 1.4M 28.22
CVS Caremark Corporation (CVS) 0.4 $32M 961k 33.20
Citi 0.4 $30M 748k 40.50
Costco Wholesale Corporation (COST) 0.3 $27M 763k 35.56
Harley-Davidson (HOG) 0.3 $27M 664k 40.50
Cintas Corporation (CTAS) 0.3 $26M 649k 40.30
Franklin Electric (FELE) 0.3 $25M 345k 72.00
Interactive Data Corporation 0.3 $23M 1.8M 13.10
Industrie Natuzzi Spa-sp 0.3 $21M 1.9M 10.95
Danaher Corporation (DHR) 0.3 $20M 433k 47.18
pacific Corp Kw 5000 Par 0.3 $21M 280k 73.31
Gillette Company 0.2 $17M 579k 29.80
Illinois Tool Works (ITW) 0.2 $17M 310k 54.11
Orthodontic Centers Of America 0.2 $16M 659k 24.65
pacific Corp - Pfd Kw 5000 0.2 $14M 587k 24.06
namyang Dairy Products Kw 5 0.2 $13M 60k 217.64
Mercantile Bankshares 0.2 $12M 311k 39.70
namyang Dairy Products P 0.2 $13M 88k 146.62
Canadian Natural Resources (CNQ) 0.1 $12M 474k 24.34
Coca-Cola Company (KO) 0.1 $11M 236k 46.85
shinyoung Secs Pfd Krw5000 0.1 $11M 1.8M 6.34
lotte Confectionery 0.1 $8.7M 56k 156.55
International Business Machines (IBM) 0.1 $6.9M 76k 91.72
Penn West Petroleum 0.1 $7.0M 344k 20.23
yuhan Corp Krw5000 0.1 $6.7M 149k 44.90
Iron Mountain Incorporated 0.1 $6.0M 146k 41.45
TeleTech Holdings 0.1 $6.3M 810k 7.81
Home Depot (HD) 0.1 $5.6M 146k 38.37
General Motors Corp 0.1 $5.5M 127k 42.90
Crane 0.1 $5.4M 245k 21.92
Ford Motor Company (F) 0.1 $5.3M 303k 17.35
Spherion Corp 0.1 $5.7M 798k 7.20
Bank of America Corporation (BAC) 0.1 $4.8M 83k 58.40
Mohawk Industries (MHK) 0.1 $4.7M 128k 36.75
Philip Morris Cos. 0.1 $4.3M 90k 48.29
Delphi Financial 0.1 $5.0M 149k 33.80
Capitol Federal Financial 0.1 $4.6M 242k 19.11
cj39 Shopping Co Krw5000 0.1 $4.7M 381k 12.30
maeil Dairy Indust Krw5000 0.1 $4.3M 1.0M 4.33
Daimler Ag reg (MBGAF) 0.1 $4.2M 141k 29.98
Egl 0.1 $3.6M 401k 8.87
Everest Re Group (EG) 0.1 $3.9M 60k 64.70
BB&T Corporation 0.1 $4.0M 110k 36.45
Washington Post Company 0.1 $4.1M 7.9k 519.85
M & F Worldwide (MFW) 0.1 $3.8M 795k 4.80
samchully 0.1 $4.1M 134k 30.55
shinyoung Secs 0.1 $3.8M 480k 8.02
Polaris Industries (PII) 0.0 $2.9M 75k 38.38
Comerica Incorporated (CMA) 0.0 $3.0M 54k 55.40
Walgreen Company 0.0 $3.1M 89k 34.43
Sturm, Ruger & Company (RGR) 0.0 $2.9M 275k 10.38
lg Ad Krw5000 0.0 $3.5M 567k 6.11
Cedar Fair 0.0 $3.2M 166k 19.55
McDonald's Corporation (MCD) 0.0 $2.1M 77k 27.13
Morgan Stanley (MS) 0.0 $2.7M 58k 46.35
Procter & Gamble Company (PG) 0.0 $2.2M 31k 72.78
Manpower (MAN) 0.0 $2.1M 78k 26.33
Bear Stearns Companies 0.0 $2.3M 46k 50.02
Bowater 0.0 $2.6M 59k 44.02
Microsoft Corporation (MSFT) 0.0 $1.3M 25k 51.17
JPMorgan Chase & Co. (JPM) 0.0 $1.6M 47k 34.15
U.S. Bancorp (USB) 0.0 $1.2M 56k 22.18
Johnson & Johnson (JNJ) 0.0 $1.3M 24k 55.42
Merck & Co 0.0 $1.4M 20k 66.59
Pfizer (PFE) 0.0 $1.3M 31k 40.09
General Electric Company 0.0 $1.9M 51k 37.20
Intel Corporation (INTC) 0.0 $1.6M 78k 20.44
Mellon Financial Corp. 0.0 $1.9M 57k 32.33
Servicemaster Company 0.0 $1.2M 110k 11.09
Interpublic Group of Companies (IPG) 0.0 $1.2M 58k 20.40
Pepsi (PEP) 0.0 $1.3M 27k 48.50
Wrigley 0.0 $1.2M 23k 51.29
Sara Lee 0.0 $1.3M 60k 21.30
Wesco Financial Corporation 0.0 $1.3M 4.5k 290.18
Merrill Lynch & Co. 0.0 $1.5M 37k 40.60
Exxon Mobil Corp 0.0 $1.6M 41k 39.40
First National Bank Alaska (FBAK) 0.0 $1.2M 1.1k 1134.69
Sears Roebuck & Co. 0.0 $1.6M 46k 34.65
Doubleclick 0.0 $1.3M 224k 5.70
National Commerce Financial 0.0 $1.8M 70k 26.11
coreana Cosmetics 0.0 $1.5M 477k 3.17
dongwon Securities-pfd 2 0.0 $1.3M 601k 2.18
fursys 0.0 $1.6M 69k 23.06
ilsung Pharm Krw 5000 0.0 $1.8M 130k 13.94
korea Circuit Co Common Krw 0.0 $1.8M 750k 2.41
samil Pharm Krw5000 0.0 $1.5M 77k 19.01
Orthalliance Inc Cl A 0.0 $1.2M 467k 2.55
BP (BP) 0.0 $442k 9.0k 49.17
State Street Corporation (STT) 0.0 $1.1M 23k 45.52
PNC Financial Services (PNC) 0.0 $406k 7.1k 57.18
Wal-Mart Stores (WMT) 0.0 $645k 13k 49.47
Eli Lilly & Co. (LLY) 0.0 $1.2M 15k 80.70
Walt Disney Company (DIS) 0.0 $926k 50k 18.62
Tyco Intl 0.0 $417k 9.2k 45.50
Lennar Corporation (LEN) 0.0 $1.1M 30k 36.03
Bristol Myers Squibb (BMY) 0.0 $753k 14k 55.59
Heartland Express (HTLD) 0.0 $736k 32k 23.00
Sonoco Products Company (SON) 0.0 $411k 18k 23.50
Wells Fargo & Company (WFC) 0.0 $522k 12k 44.48
Automatic Data Processing (ADP) 0.0 $642k 14k 47.03
Vulcan Materials Company (VMC) 0.0 $969k 22k 43.21
E.I. du Pont de Nemours & Company 0.0 $391k 10k 37.55
Allstate Corporation (ALL) 0.0 $974k 26k 37.34
GlaxoSmithKline 0.0 $491k 8.8k 56.10
Target Corporation (TGT) 0.0 $483k 15k 31.78
Delphi Corp 0.0 $752k 64k 11.74
Federal Home Loan Mortgage (FMCC) 0.0 $674k 10k 64.97
Markel Corporation (MKL) 0.0 $819k 4.2k 195.00
American Home Prod. 0.0 $869k 15k 58.25
Key 3 Media 0.0 $753k 190k 3.96
Vornado Realty Trust (VNO) 0.0 $670k 17k 39.68
Verizon Communications 0.0 $519k 9.6k 54.11
World Acceptance (WRLD) 0.0 $915k 131k 7.00
C H Robinson Worldwide 0.0 $869k 30k 28.97
Arctic Cat 0.0 $778k 58k 13.48
M & T Bank Corp 0.0 $551k 7.4k 73.98
Grey Global Group 0.0 $792k 1.4k 553.07
Investment Technology 0.0 $555k 10k 55.50
Wallace Computer Services 0.0 $810k 51k 15.90
Comcast Corp. Special Cl A 0.0 $665k 19k 35.88
Tibco Software 0.0 $440k 60k 7.33
Bank One 0.0 $397k 13k 31.47
Cdi 0.0 $491k 31k 16.05
National Golf Properties 0.0 $477k 30k 16.07
Cooper Industries 0.0 $435k 11k 41.43
Human Genome Sciences 0.0 $927k 30k 30.90
Toro Company (TTC) 0.0 $728k 17k 42.08
Leeds Federal Bankshares 0.0 $472k 15k 31.05
Wts Golden State Bancrp-litig 0.0 $644k 511k 1.26
dae Duck Gds Co Ltd P 0.0 $885k 358k 2.47
dongwon Securities-pfd Kw 5 0.0 $782k 391k 2.00
hite Brewery Co Ltd Pfd Kw5 0.0 $914k 102k 8.94
il Dong Pharm Krw5000 0.0 $830k 139k 5.96
jeil Pharmaceutical 0.0 $947k 53k 17.87
korea Circuit Pfd Krw500 0.0 $1.1M 877k 1.28
lotte Samkang 0.0 $1.1M 34k 31.83
samchundang Krw5000 0.0 $1.1M 96k 11.07
yuhan Corp Pfd Krw5000 0.0 $905k 28k 32.08
Knight Trading Group 0.0 $771k 100k 7.71
NACCO Industries (NC) 0.0 $855k 15k 55.75
Chubb Corporation 0.0 $341k 4.8k 71.38
Leucadia National 0.0 $256k 8.2k 31.22
Abbott Laboratories (ABT) 0.0 $285k 5.5k 51.84
Pharmacia Corp 0.0 $306k 7.5k 40.62
Kimberly-Clark Corporation (KMB) 0.0 $215k 3.5k 62.05
Liz Claiborne 0.0 $271k 7.2k 37.64
Emerson Electric (EMR) 0.0 $226k 4.8k 46.97
Sbc Communications 0.0 $366k 7.8k 47.13
Wachovia Corp 0.0 $332k 11k 31.00
Vodafone Group Plc-sp 0.0 $250k 11k 21.99
Liberty Media Corp-a 0.0 $374k 30k 12.69
Shell Transport & Trading Adr adr ny 0.0 $243k 5.5k 44.46
Gannett 0.0 $338k 5.6k 60.14
Ralston Purina Group 0.0 $358k 11k 32.77
International Speedway Corporation 0.0 $365k 11k 34.18
Aol Time Warner 0.0 $248k 7.5k 33.06
At&t Corp 0.0 $375k 19k 19.31
Aptar (ATR) 0.0 $255k 8.0k 31.80
Royal Palm Beach Col 0.0 $11k 14k 0.79
MFS Intermediate Income Trust (MIN) 0.0 $107k 16k 6.90
CNA Financial Corporation (CNA) 0.0 $238k 8.8k 27.09
Carlisle Companies (CSL) 0.0 $235k 8.4k 27.98
Ams Realstar 0.0 $0 10k 0.00
Dollar General Corp 0.0 $195k 17k 11.69
National Presto Industries (NPK) 0.0 $209k 7.8k 26.87
Fleet Boston Financial Corp 0.0 $242k 6.6k 36.73
Hub (HUBG) 0.0 $145k 14k 10.63
Management Assistance - Liquid 0.0 $2.0k 10k 0.20
Firstfed Bancorp 0.0 $259k 40k 6.50
Time Warner Telecom Inc Cl A 0.0 $362k 50k 7.24
TransAct Technologies Incorporated (TACT) 0.0 $60k 12k 5.00
Millicom International Cellula 0.0 $222k 21k 10.59
Visteon Corp 0.0 $280k 22k 12.77
Epl Technologies 0.0 $4.0k 20k 0.20
Stora Enso OYJ (SEOAY) 0.0 $166k 14k 11.49
Danielson Hldg 0.0 $244k 65k 3.73
dae Duck Gds Co Ltd Comm 0.0 $62k 11k 5.77
Arnold Industries 0.0 $231k 11k 20.67
Classic Commun Inc - Cl A 0.0 $100k 717k 0.14
Liberty Digital Inc Cl A 0.0 $168k 42k 4.00