Ruane, Cunniff & Co as of Sept. 30, 2002
Portfolio Holdings for Ruane, Cunniff & Co
Ruane, Cunniff & Co holds 185 positions in its portfolio as reported in the September 2002 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.A) | 32.7 | $3.1B | 42k | 73900.46 | |
| Fifth Third Ban (FITB) | 15.6 | $1.5B | 24M | 61.23 | |
| Progressive Corporation (PGR) | 13.8 | $1.3B | 25M | 50.63 | |
| TJX Companies (TJX) | 7.5 | $697M | 41M | 17.00 | |
| Expeditors International of Washington (EXPD) | 5.3 | $495M | 18M | 27.94 | |
| Mohawk Industries (MHK) | 5.2 | $488M | 9.8M | 49.65 | |
| Fastenal Company (FAST) | 2.9 | $270M | 8.5M | 31.58 | |
| Ethan Allen Interiors (ETD) | 2.0 | $187M | 5.8M | 32.36 | |
| Dover Corporation (DOV) | 1.3 | $121M | 4.8M | 25.38 | |
| Berkshire Hathaway Inc. Class B | 1.2 | $117M | 47k | 2464.99 | |
| Tiffany & Co. | 1.2 | $112M | 5.2M | 21.43 | |
| Household International | 1.1 | $108M | 3.8M | 28.31 | |
| Student Loan (STU) | 1.1 | $103M | 1.1M | 90.48 | |
| Brown & Brown (BRO) | 0.8 | $71M | 2.4M | 30.00 | |
| Commerce Bancorp | 0.7 | $61M | 1.5M | 41.51 | |
| American Intl Group | 0.7 | $61M | 1.1M | 54.70 | |
| American Express Company (AXP) | 0.5 | $46M | 1.5M | 31.18 | |
| Golden West Financial Corp | 0.3 | $33M | 530k | 62.18 | |
| Harley-Davidson (HOG) | 0.3 | $30M | 640k | 46.45 | |
| Usa Interactive | 0.3 | $30M | 1.5M | 19.38 | |
| Costco Wholesale Corporation (COST) | 0.3 | $29M | 904k | 32.37 | |
| Franklin Electric (FELE) | 0.3 | $27M | 640k | 42.75 | |
| Cintas Corporation (CTAS) | 0.3 | $27M | 640k | 41.92 | |
| Gladstone Capital Corporation | 0.3 | $27M | 1.6M | 16.88 | |
| Danaher Corporation (DHR) | 0.3 | $25M | 434k | 56.85 | |
| CVS Caremark Corporation (CVS) | 0.2 | $22M | 881k | 25.35 | |
| Orthodontic Centers Of America | 0.2 | $22M | 2.1M | 10.70 | |
| Charter One Financial | 0.2 | $22M | 755k | 29.72 | |
| TCF Financial Corporation | 0.2 | $20M | 460k | 42.33 | |
| Pre-Paid Legal Services | 0.2 | $15M | 754k | 19.88 | |
| Citi | 0.1 | $14M | 482k | 29.65 | |
| Countrywide Financial Corp | 0.1 | $12M | 250k | 47.15 | |
| First Republic Bank | 0.1 | $12M | 550k | 21.75 | |
| Coca-Cola Company (KO) | 0.1 | $11M | 225k | 47.96 | |
| Mercantile Bankshares | 0.1 | $12M | 304k | 38.17 | |
| Sears Roebuck & Co. | 0.1 | $12M | 296k | 39.00 | |
| Expedia Inc Cl A | 0.1 | $9.4M | 185k | 50.65 | |
| North Fork Bancorporation Ny | 0.1 | $7.7M | 205k | 37.84 | |
| Credit Acceptance (CACC) | 0.1 | $7.1M | 866k | 8.20 | |
| Penn West Petroleum | 0.1 | $7.7M | 342k | 22.38 | |
| Natuzzi, S.p.A | 0.1 | $7.2M | 661k | 10.92 | |
| American Woodmark Corporation (AMWD) | 0.1 | $6.2M | 123k | 50.74 | |
| Alberto Culver - Class A | 0.1 | $6.3M | 137k | 46.10 | |
| Safeway | 0.1 | $5.9M | 264k | 22.30 | |
| Target Corporation (TGT) | 0.1 | $5.9M | 199k | 29.52 | |
| Daimler Ag reg (MBGAF) | 0.1 | $4.4M | 132k | 33.51 | |
| Home Depot (HD) | 0.1 | $4.3M | 166k | 26.10 | |
| J.C. Penney Company | 0.1 | $4.9M | 308k | 15.92 | |
| DaVita (DVA) | 0.1 | $4.3M | 180k | 23.60 | |
| General Motors Corp | 0.1 | $4.7M | 121k | 38.90 | |
| Crane | 0.1 | $4.3M | 220k | 19.76 | |
| Washington Post Company | 0.1 | $4.3M | 6.6k | 648.97 | |
| Young Broadcasting | 0.1 | $4.8M | 551k | 8.67 | |
| Bank of America Corporation (BAC) | 0.0 | $4.2M | 66k | 63.80 | |
| Copart (CPRT) | 0.0 | $3.4M | 310k | 10.85 | |
| BB&T Corporation | 0.0 | $3.8M | 110k | 35.04 | |
| International Business Machines (IBM) | 0.0 | $3.6M | 61k | 58.31 | |
| Philip Morris Cos. | 0.0 | $3.7M | 94k | 38.80 | |
| M & F Worldwide (MFW) | 0.0 | $3.7M | 783k | 4.75 | |
| TeleTech Holdings | 0.0 | $3.8M | 606k | 6.25 | |
| Merck & Co | 0.0 | $2.4M | 53k | 45.70 | |
| Lennar Corporation (LEN) | 0.0 | $2.6M | 46k | 55.77 | |
| Morgan Stanley (MS) | 0.0 | $2.3M | 69k | 33.87 | |
| DeVry | 0.0 | $2.4M | 130k | 18.62 | |
| Procter & Gamble Company (PG) | 0.0 | $2.4M | 27k | 89.39 | |
| Ford Motor Company (F) | 0.0 | $2.5M | 252k | 9.80 | |
| Sturm, Ruger & Company (RGR) | 0.0 | $2.4M | 194k | 12.20 | |
| Johnson & Johnson (JNJ) | 0.0 | $1.8M | 34k | 54.08 | |
| Walt Disney Company (DIS) | 0.0 | $1.5M | 99k | 15.14 | |
| General Electric Company | 0.0 | $2.0M | 81k | 24.65 | |
| Comerica Incorporated (CMA) | 0.0 | $1.9M | 39k | 48.23 | |
| Mellon Financial Corp. | 0.0 | $1.8M | 68k | 25.93 | |
| Gillette Company | 0.0 | $2.3M | 79k | 29.60 | |
| Americredit Corp. | 0.0 | $1.8M | 220k | 8.07 | |
| Exxon Mobil Corp | 0.0 | $1.5M | 48k | 31.90 | |
| First National Bank Alaska (FBAK) | 0.0 | $1.4M | 1.1k | 1320.11 | |
| Bear Stearns Companies | 0.0 | $1.6M | 29k | 56.41 | |
| Bowater | 0.0 | $1.9M | 54k | 35.30 | |
| National Commerce Financial | 0.0 | $1.8M | 70k | 25.05 | |
| BP (BP) | 0.0 | $496k | 12k | 39.90 | |
| Microsoft Corporation (MSFT) | 0.0 | $1.1M | 25k | 43.73 | |
| Hartford Financial Services (HIG) | 0.0 | $845k | 21k | 41.02 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $1.1M | 56k | 18.98 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.0 | $767k | 20k | 37.78 | |
| State Street Corporation (STT) | 0.0 | $912k | 24k | 38.63 | |
| U.S. Bancorp (USB) | 0.0 | $770k | 42k | 18.57 | |
| McDonald's Corporation (MCD) | 0.0 | $1.4M | 78k | 17.66 | |
| Wal-Mart Stores (WMT) | 0.0 | $726k | 15k | 49.22 | |
| Eli Lilly & Co. (LLY) | 0.0 | $785k | 14k | 55.34 | |
| Pfizer (PFE) | 0.0 | $999k | 34k | 29.02 | |
| Wyeth | 0.0 | $711k | 22k | 31.80 | |
| Washington Mutual | 0.0 | $756k | 24k | 31.46 | |
| Unocal Corp | 0.0 | $785k | 25k | 31.40 | |
| Heartland Express (HTLD) | 0.0 | $945k | 51k | 18.73 | |
| Wells Fargo & Company (WFC) | 0.0 | $537k | 11k | 48.20 | |
| Intel Corporation (INTC) | 0.0 | $1.3M | 96k | 13.89 | |
| Vulcan Materials Company (VMC) | 0.0 | $786k | 22k | 36.18 | |
| Interpublic Group of Companies (IPG) | 0.0 | $813k | 51k | 15.85 | |
| Allstate Corporation (ALL) | 0.0 | $895k | 25k | 35.56 | |
| Amgen (AMGN) | 0.0 | $482k | 12k | 41.70 | |
| Pepsi (PEP) | 0.0 | $1.2M | 33k | 36.95 | |
| Walgreen Company | 0.0 | $960k | 31k | 30.75 | |
| Wrigley | 0.0 | $840k | 17k | 49.47 | |
| Federal Home Loan Mortgage (FMCC) | 0.0 | $554k | 9.9k | 55.90 | |
| Allied Capital | 0.0 | $630k | 29k | 21.88 | |
| Markel Corporation (MKL) | 0.0 | $853k | 4.3k | 199.11 | |
| Sara Lee | 0.0 | $1.1M | 61k | 18.30 | |
| Wesco Financial Corporation | 0.0 | $1.4M | 4.5k | 307.59 | |
| Merrill Lynch & Co. | 0.0 | $692k | 21k | 32.95 | |
| D.R. Horton (DHI) | 0.0 | $658k | 35k | 18.61 | |
| Vornado Realty Trust (VNO) | 0.0 | $666k | 17k | 39.44 | |
| World Acceptance (WRLD) | 0.0 | $1.0M | 131k | 7.92 | |
| C H Robinson Worldwide | 0.0 | $811k | 30k | 27.03 | |
| Arctic Cat | 0.0 | $776k | 56k | 13.96 | |
| Bedford Property Investors | 0.0 | $521k | 21k | 24.78 | |
| Grey Global Group | 0.0 | $845k | 1.4k | 590.08 | |
| Doubleclick | 0.0 | $1.1M | 224k | 5.14 | |
| Travelers Group Prop & Cas Cor | 0.0 | $493k | 37k | 13.20 | |
| Travelers Group Prop & Cas Cor | 0.0 | $1.0M | 77k | 13.53 | |
| Techne Corporation | 0.0 | $503k | 15k | 32.77 | |
| Wallace Computer Services | 0.0 | $835k | 47k | 17.65 | |
| Comcast Corp. Special Cl A | 0.0 | $674k | 32k | 20.87 | |
| Chubb Corporation | 0.0 | $311k | 5.7k | 54.78 | |
| Leucadia National | 0.0 | $279k | 8.2k | 34.02 | |
| PNC Financial Services (PNC) | 0.0 | $299k | 7.1k | 42.11 | |
| Legg Mason | 0.0 | $213k | 5.0k | 42.60 | |
| SEI Investments Company (SEIC) | 0.0 | $239k | 10k | 23.90 | |
| Abbott Laboratories (ABT) | 0.0 | $419k | 10k | 40.41 | |
| Tyco Intl | 0.0 | $210k | 15k | 14.09 | |
| Bristol Myers Squibb (BMY) | 0.0 | $406k | 17k | 23.81 | |
| Pharmacia Corp | 0.0 | $248k | 6.4k | 38.82 | |
| Interactive Data Corporation | 0.0 | $171k | 14k | 12.21 | |
| Sonoco Products Company (SON) | 0.0 | $209k | 9.8k | 21.30 | |
| Automatic Data Processing (ADP) | 0.0 | $415k | 12k | 34.76 | |
| Verisign (VRSN) | 0.0 | $252k | 50k | 5.04 | |
| Briggs & Stratton Corporation | 0.0 | $210k | 5.6k | 37.50 | |
| Liz Claiborne | 0.0 | $281k | 11k | 24.94 | |
| E.I. du Pont de Nemours & Company | 0.0 | $281k | 7.8k | 36.11 | |
| Emerson Electric (EMR) | 0.0 | $350k | 8.0k | 43.89 | |
| Adelphia Communications Corpor | 0.0 | $2.0k | 15k | 0.14 | |
| Varco International | 0.0 | $424k | 20k | 21.04 | |
| Wolverine World Wide (WWW) | 0.0 | $300k | 20k | 15.00 | |
| GlaxoSmithKline | 0.0 | $332k | 8.6k | 38.43 | |
| Wachovia Corp | 0.0 | $350k | 11k | 32.68 | |
| Exelon Corporation (EXC) | 0.0 | $408k | 8.6k | 47.44 | |
| Bank Of New York | 0.0 | $326k | 11k | 28.70 | |
| Liberty Media Corp-a | 0.0 | $239k | 33k | 7.17 | |
| Delphi Corp | 0.0 | $396k | 46k | 8.56 | |
| Royal Dutch Petroleum Co ny reg | 0.0 | $275k | 6.8k | 40.18 | |
| Gannett | 0.0 | $406k | 5.6k | 72.24 | |
| International Speedway Corporation | 0.0 | $422k | 11k | 39.51 | |
| Key 3 Media | 0.0 | $9.5k | 190k | 0.05 | |
| Cousins Properties | 0.0 | $461k | 20k | 23.02 | |
| At&t Corp | 0.0 | $230k | 19k | 12.00 | |
| Applied Materials (AMAT) | 0.0 | $369k | 32k | 11.54 | |
| Aptar (ATR) | 0.0 | $215k | 8.0k | 26.81 | |
| Concur Technologies | 0.0 | $49k | 28k | 1.73 | |
| Highwoods Properties (HIW) | 0.0 | $446k | 19k | 23.41 | |
| Robert Half International (RHI) | 0.0 | $159k | 10k | 15.90 | |
| Royal Palm Beach Col | 0.0 | $11k | 14k | 0.79 | |
| MFS Intermediate Income Trust (MIN) | 0.0 | $111k | 16k | 7.16 | |
| CNA Financial Corporation (CNA) | 0.0 | $201k | 8.1k | 24.96 | |
| Carlisle Companies (CSL) | 0.0 | $330k | 9.0k | 36.67 | |
| Ams Realstar | 0.0 | $0 | 10k | 0.00 | |
| Dollar General Corp | 0.0 | $224k | 17k | 13.42 | |
| National Presto Industries (NPK) | 0.0 | $206k | 7.1k | 28.90 | |
| Farmer Brothers (FARM) | 0.0 | $228k | 700.00 | 325.71 | |
| Hub (HUBG) | 0.0 | $86k | 14k | 6.32 | |
| Lannett Company | 0.0 | $91k | 10k | 9.10 | |
| Management Assistance - Liquid | 0.0 | $2.0k | 10k | 0.20 | |
| Rouse | 0.0 | $431k | 14k | 31.93 | |
| Corvis Corp | 0.0 | $14k | 25k | 0.56 | |
| Firstfed Bancorp | 0.0 | $299k | 40k | 7.50 | |
| National City Corp. | 0.0 | $350k | 12k | 28.50 | |
| Investment Technology | 0.0 | $439k | 15k | 29.27 | |
| Time Warner Telecom Inc Cl A | 0.0 | $40k | 50k | 0.80 | |
| TransAct Technologies Incorporated (TACT) | 0.0 | $111k | 22k | 5.05 | |
| Millicom International Cellula | 0.0 | $14k | 22k | 0.65 | |
| Visteon Corp | 0.0 | $129k | 14k | 9.48 | |
| Boston Capital Tax Credit Fund | 0.0 | $25k | 25k | 1.00 | |
| Epl Technologies | 0.0 | $1.0k | 20k | 0.05 | |
| Ivillage | 0.0 | $12k | 20k | 0.60 | |
| Stora Enso OYJ (SEOAY) | 0.0 | $139k | 14k | 9.62 | |
| Tibco Software | 0.0 | $45k | 12k | 3.75 | |
| Expedia Inc Wts war | 0.0 | $331k | 16k | 20.28 |
