Ruane, Cunniff & Co as of March 31, 2003
Portfolio Holdings for Ruane, Cunniff & Co
Ruane, Cunniff & Co holds 172 positions in its portfolio as reported in the March 2003 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.A) | 29.1 | $2.6B | 41k | 63800.15 | |
| Progressive Corporation (PGR) | 17.5 | $1.6B | 27M | 59.31 | |
| Fifth Third Ban (FITB) | 14.2 | $1.3B | 26M | 50.23 | |
| TJX Companies (TJX) | 8.0 | $726M | 41M | 17.60 | |
| Expeditors International of Washington (EXPD) | 6.6 | $595M | 17M | 35.95 | |
| Mohawk Industries (MHK) | 5.7 | $516M | 11M | 47.94 | |
| Fastenal Company (FAST) | 2.4 | $216M | 7.7M | 28.19 | |
| Ethan Allen Interiors (ETD) | 1.9 | $169M | 5.7M | 29.43 | |
| Tiffany & Co. | 1.5 | $133M | 5.3M | 25.00 | |
| Walgreen Company | 1.4 | $130M | 4.4M | 29.48 | |
| Berkshire Hathaway Inc. Class B | 1.2 | $110M | 52k | 2137.01 | |
| Student Loan (STU) | 1.2 | $111M | 1.1M | 97.60 | |
| Dover Corporation (DOV) | 1.1 | $97M | 4.0M | 24.22 | |
| Brown & Brown (BRO) | 0.9 | $84M | 2.7M | 31.31 | |
| Commerce Bancorp | 0.7 | $59M | 1.5M | 39.74 | |
| American Express Company (AXP) | 0.5 | $46M | 1.4M | 33.23 | |
| American Intl Group | 0.5 | $42M | 847k | 49.45 | |
| Golden West Financial Corp | 0.4 | $34M | 465k | 71.93 | |
| Costco Wholesale Corporation (COST) | 0.3 | $29M | 964k | 30.03 | |
| Danaher Corporation (DHR) | 0.3 | $29M | 434k | 65.76 | |
| Franklin Electric (FELE) | 0.3 | $27M | 582k | 46.98 | |
| Harley-Davidson (HOG) | 0.3 | $28M | 696k | 39.71 | |
| Gladstone Capital Corporation | 0.3 | $26M | 1.6M | 16.18 | |
| Cintas Corporation (CTAS) | 0.2 | $21M | 639k | 32.90 | |
| United Surgical Partners Int | 0.2 | $20M | 1.1M | 18.49 | |
| Citi | 0.2 | $15M | 440k | 34.45 | |
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $14M | 550k | 24.55 | |
| Charter One Financial | 0.1 | $14M | 501k | 27.66 | |
| Target Corporation (TGT) | 0.1 | $12M | 411k | 29.26 | |
| Orthodontic Centers Of America | 0.1 | $12M | 2.3M | 5.21 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.1 | $11M | 272k | 40.05 | |
| Health Management Associates | 0.1 | $9.8M | 514k | 19.00 | |
| Mercantile Bankshares | 0.1 | $10M | 294k | 33.94 | |
| Coca-Cola Company (KO) | 0.1 | $9.2M | 228k | 40.48 | |
| Penn West Petroleum | 0.1 | $8.8M | 342k | 25.87 | |
| North Fork Bancorporation Ny | 0.1 | $6.1M | 208k | 29.45 | |
| Young Broadcasting | 0.1 | $6.4M | 521k | 12.23 | |
| Alberto Culver - Class A | 0.1 | $6.5M | 136k | 47.95 | |
| J.C. Penney Company | 0.1 | $5.5M | 279k | 19.64 | |
| Washington Post Company | 0.1 | $5.6M | 8.2k | 681.30 | |
| American Woodmark Corporation (AMWD) | 0.1 | $5.4M | 123k | 44.11 | |
| Countrywide Financial Corp | 0.1 | $5.8M | 100k | 57.50 | |
| Triad Hospitals | 0.1 | $5.4M | 200k | 26.90 | |
| Natuzzi, S.p.A | 0.1 | $5.5M | 677k | 8.07 | |
| Home Depot (HD) | 0.1 | $4.1M | 168k | 24.36 | |
| Willis Group Holdings | 0.1 | $4.2M | 150k | 27.70 | |
| International Business Machines (IBM) | 0.1 | $4.6M | 59k | 78.44 | |
| Credit Acceptance (CACC) | 0.1 | $4.3M | 878k | 4.90 | |
| TCF Financial Corporation | 0.1 | $4.5M | 113k | 40.04 | |
| Usa Interactive | 0.1 | $4.9M | 185k | 26.79 | |
| Bank of America Corporation (BAC) | 0.0 | $3.8M | 57k | 66.84 | |
| Daimler Ag reg (MBGAF) | 0.0 | $3.3M | 113k | 29.31 | |
| General Motors Corp | 0.0 | $3.7M | 111k | 33.62 | |
| CVS Caremark Corporation (CVS) | 0.0 | $3.7M | 155k | 23.85 | |
| BB&T Corporation | 0.0 | $3.4M | 109k | 31.43 | |
| TeleTech Holdings | 0.0 | $3.3M | 606k | 5.43 | |
| Choicepoint | 0.0 | $3.4M | 100k | 33.90 | |
| Merck & Co | 0.0 | $2.5M | 46k | 54.78 | |
| Lennar Corporation (LEN) | 0.0 | $2.6M | 48k | 53.54 | |
| General Electric Company | 0.0 | $2.5M | 100k | 25.50 | |
| Copart (CPRT) | 0.0 | $2.4M | 310k | 7.68 | |
| Safeway | 0.0 | $3.1M | 165k | 18.93 | |
| DeVry | 0.0 | $2.4M | 129k | 18.67 | |
| Altria (MO) | 0.0 | $2.7M | 89k | 29.96 | |
| Procter & Gamble Company (PG) | 0.0 | $2.4M | 26k | 89.05 | |
| Gillette Company | 0.0 | $2.4M | 77k | 30.94 | |
| Sears Roebuck & Co. | 0.0 | $3.0M | 123k | 24.15 | |
| Johnson & Johnson (JNJ) | 0.0 | $2.0M | 34k | 57.86 | |
| Walt Disney Company (DIS) | 0.0 | $2.2M | 128k | 17.02 | |
| Morgan Stanley (MS) | 0.0 | $2.0M | 52k | 38.36 | |
| Mellon Financial Corp. | 0.0 | $1.4M | 66k | 21.26 | |
| Ford Motor Company (F) | 0.0 | $1.7M | 227k | 7.52 | |
| Americredit Corp. | 0.0 | $1.4M | 423k | 3.30 | |
| M & F Worldwide (MFW) | 0.0 | $1.9M | 282k | 6.66 | |
| Sturm, Ruger & Company (RGR) | 0.0 | $1.5M | 168k | 8.76 | |
| Exxon Mobil Corp | 0.0 | $1.8M | 52k | 34.95 | |
| First National Bank Alaska (FBAK) | 0.0 | $1.5M | 1.0k | 1475.10 | |
| Bowater | 0.0 | $1.8M | 49k | 37.16 | |
| National Commerce Financial | 0.0 | $1.7M | 70k | 23.70 | |
| Patterson Dental Company | 0.0 | $2.1M | 46k | 45.93 | |
| BP (BP) | 0.0 | $553k | 14k | 38.61 | |
| Microsoft Corporation (MSFT) | 0.0 | $1.3M | 54k | 24.20 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $1.2M | 49k | 23.71 | |
| State Street Corporation (STT) | 0.0 | $747k | 24k | 31.64 | |
| U.S. Bancorp (USB) | 0.0 | $874k | 46k | 18.97 | |
| McDonald's Corporation (MCD) | 0.0 | $1.2M | 81k | 14.45 | |
| Wal-Mart Stores (WMT) | 0.0 | $783k | 15k | 52.03 | |
| Abbott Laboratories (ABT) | 0.0 | $536k | 14k | 37.62 | |
| Eli Lilly & Co. (LLY) | 0.0 | $753k | 13k | 57.13 | |
| Pfizer (PFE) | 0.0 | $1.0M | 32k | 31.15 | |
| Wyeth | 0.0 | $981k | 26k | 37.80 | |
| Comcast Corporation | 0.0 | $586k | 21k | 27.51 | |
| Washington Mutual | 0.0 | $706k | 20k | 35.25 | |
| Heartland Express (HTLD) | 0.0 | $969k | 51k | 19.18 | |
| Wells Fargo & Company (WFC) | 0.0 | $506k | 11k | 45.02 | |
| Intel Corporation (INTC) | 0.0 | $1.3M | 79k | 16.28 | |
| Vulcan Materials Company (VMC) | 0.0 | $657k | 22k | 30.24 | |
| Comerica Incorporated (CMA) | 0.0 | $943k | 25k | 37.89 | |
| Allstate Corporation (ALL) | 0.0 | $787k | 24k | 33.18 | |
| Amgen (AMGN) | 0.0 | $665k | 12k | 57.53 | |
| Pepsi (PEP) | 0.0 | $1.2M | 31k | 39.99 | |
| Wrigley | 0.0 | $858k | 15k | 56.52 | |
| Federal Home Loan Mortgage (FMCC) | 0.0 | $521k | 9.8k | 53.11 | |
| Allied Capital | 0.0 | $595k | 30k | 19.97 | |
| Markel Corporation (MKL) | 0.0 | $958k | 4.3k | 223.62 | |
| Sara Lee | 0.0 | $714k | 38k | 18.69 | |
| Wesco Financial Corporation | 0.0 | $1.2M | 4.0k | 297.99 | |
| Merrill Lynch & Co. | 0.0 | $689k | 20k | 35.42 | |
| D.R. Horton (DHI) | 0.0 | $679k | 35k | 19.21 | |
| Vornado Realty Trust (VNO) | 0.0 | $605k | 17k | 35.83 | |
| Cousins Properties | 0.0 | $518k | 20k | 25.87 | |
| Applied Materials (AMAT) | 0.0 | $567k | 45k | 12.57 | |
| World Acceptance (WRLD) | 0.0 | $1.2M | 131k | 9.00 | |
| Bear Stearns Companies | 0.0 | $1.3M | 19k | 65.62 | |
| C H Robinson Worldwide | 0.0 | $981k | 30k | 32.70 | |
| Arctic Cat | 0.0 | $830k | 53k | 15.60 | |
| Bedford Property Investors | 0.0 | $550k | 21k | 26.16 | |
| Grey Global Group | 0.0 | $884k | 1.4k | 617.32 | |
| Travelers Group Prop & Cas Cor | 0.0 | $479k | 34k | 14.10 | |
| Travelers Group Prop & Cas Cor | 0.0 | $976k | 69k | 14.11 | |
| Rouse | 0.0 | $466k | 14k | 34.52 | |
| Household International | 0.0 | $1.2M | 41k | 28.28 | |
| Wallace Computer Services | 0.0 | $1.1M | 45k | 24.91 | |
| Hartford Financial Services (HIG) | 0.0 | $374k | 11k | 35.28 | |
| Leucadia National | 0.0 | $293k | 8.2k | 35.73 | |
| PNC Financial Services (PNC) | 0.0 | $301k | 7.1k | 42.39 | |
| Legg Mason | 0.0 | $244k | 5.0k | 48.80 | |
| SEI Investments Company (SEIC) | 0.0 | $262k | 10k | 26.20 | |
| Bristol Myers Squibb (BMY) | 0.0 | $356k | 17k | 21.16 | |
| Pharmacia Corp | 0.0 | $203k | 4.7k | 43.30 | |
| H&R Block (HRB) | 0.0 | $450k | 11k | 42.67 | |
| Interactive Data Corporation | 0.0 | $209k | 14k | 14.93 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $291k | 6.4k | 45.47 | |
| Sonoco Products Company (SON) | 0.0 | $259k | 12k | 20.95 | |
| Automatic Data Processing (ADP) | 0.0 | $368k | 12k | 30.83 | |
| Briggs & Stratton Corporation | 0.0 | $218k | 5.6k | 38.93 | |
| Liz Claiborne | 0.0 | $355k | 12k | 30.96 | |
| E.I. du Pont de Nemours & Company | 0.0 | $300k | 7.7k | 38.82 | |
| Emerson Electric (EMR) | 0.0 | $362k | 8.0k | 45.39 | |
| Clayton Homes | 0.0 | $110k | 10k | 11.00 | |
| Varco International | 0.0 | $407k | 20k | 20.20 | |
| GlaxoSmithKline | 0.0 | $211k | 6.0k | 35.17 | |
| Wachovia Corp | 0.0 | $370k | 11k | 34.07 | |
| Exelon Corporation (EXC) | 0.0 | $434k | 8.6k | 50.47 | |
| Bank Of New York | 0.0 | $236k | 12k | 20.54 | |
| Liberty Media Corp-a | 0.0 | $306k | 31k | 9.73 | |
| Delphi Corp | 0.0 | $261k | 38k | 6.82 | |
| Royal Dutch Petroleum Co ny reg | 0.0 | $265k | 6.5k | 40.79 | |
| Gannett | 0.0 | $264k | 3.8k | 70.40 | |
| First Health Group | 0.0 | $254k | 10k | 25.40 | |
| International Speedway Corporation | 0.0 | $423k | 11k | 39.61 | |
| Aptar (ATR) | 0.0 | $259k | 8.0k | 32.30 | |
| City National Corporation | 0.0 | $439k | 10k | 43.90 | |
| Concur Technologies | 0.0 | $144k | 28k | 5.09 | |
| Highwoods Properties (HIW) | 0.0 | $389k | 19k | 20.42 | |
| Robert Half International (RHI) | 0.0 | $133k | 10k | 13.30 | |
| Royal Palm Beach Col | 0.0 | $11k | 14k | 0.79 | |
| MFS Intermediate Income Trust (MIN) | 0.0 | $114k | 16k | 7.35 | |
| Carlisle Companies (CSL) | 0.0 | $364k | 9.0k | 40.44 | |
| Ams Realstar | 0.0 | $0 | 10k | 0.00 | |
| Dollar General Corp | 0.0 | $204k | 17k | 12.23 | |
| Farmer Brothers (FARM) | 0.0 | $215k | 700.00 | 307.14 | |
| Hub (HUBG) | 0.0 | $90k | 14k | 6.61 | |
| Lannett Company | 0.0 | $166k | 15k | 11.07 | |
| Management Assistance - Liquid | 0.0 | $2.0k | 10k | 0.20 | |
| Corvis Corp | 0.0 | $16k | 25k | 0.64 | |
| Firstfed Bancorp | 0.0 | $237k | 38k | 6.29 | |
| National City Corp. | 0.0 | $340k | 12k | 27.87 | |
| Wendys Internat'l | 0.0 | $206k | 7.5k | 27.47 | |
| Investment Technology | 0.0 | $210k | 15k | 14.00 | |
| Time Warner Telecom Inc Cl A | 0.0 | $162k | 50k | 3.24 | |
| TransAct Technologies Incorporated (TACT) | 0.0 | $59k | 11k | 5.36 |
