Ruane, Cunniff & Goldfarb

Ruane, Cunniff & Goldfarb as of Dec. 31, 2011

Portfolio Holdings for Ruane, Cunniff & Goldfarb

Ruane, Cunniff & Goldfarb holds 142 positions in its portfolio as reported in the December 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Valeant Pharmaceuticals Int 14.7 $1.7B 36M 46.69
Berkshire Hathaway (BRK.A) 10.4 $1.2B 10k 114754.95
TJX Companies (TJX) 9.6 $1.1B 17M 64.55
Fastenal Company (FAST) 8.3 $954M 22M 43.61
Precision Castparts 4.4 $508M 3.1M 164.79
Advance Auto Parts (AAP) 4.3 $500M 7.2M 69.63
Mohawk Industries (MHK) 4.3 $494M 8.3M 59.85
Google 4.1 $473M 732k 645.90
IDEXX Laboratories (IDXX) 3.8 $433M 5.6M 76.96
O'reilly Automotive (ORLY) 2.4 $274M 3.4M 79.95
International Business Machines (IBM) 2.4 $271M 1.5M 183.88
Berkshire Hathaway (BRK.B) 2.2 $255M 3.3M 76.30
Target Corporation (TGT) 1.9 $225M 4.4M 51.22
MasterCard Incorporated (MA) 1.8 $208M 558k 372.82
Praxair 1.8 $204M 1.9M 106.90
Wal-Mart Stores (WMT) 1.7 $200M 3.3M 59.76
World Fuel Services Corporation (WKC) 1.5 $169M 4.0M 41.98
Perrigo Company 1.5 $169M 1.7M 97.30
Omni (OMC) 1.1 $133M 3.0M 44.58
Goldman Sachs (GS) 1.1 $129M 1.4M 90.43
Visa (V) 1.1 $128M 1.3M 101.53
Waters Corporation (WAT) 1.0 $116M 1.6M 74.05
Corning Incorporated (GLW) 1.0 $111M 8.6M 12.98
Sirona Dental Systems 1.0 $111M 2.5M 44.04
Ritchie Bros. Auctioneers Inco 0.9 $105M 4.8M 22.08
Becton, Dickinson and (BDX) 0.9 $105M 1.4M 74.72
Range Resources (RRC) 0.9 $103M 1.7M 61.94
Primerica (PRI) 0.8 $87M 3.7M 23.24
Trimble Navigation (TRMB) 0.6 $74M 1.7M 43.40
Danaher Corporation (DHR) 0.6 $70M 1.5M 47.04
Brown & Brown (BRO) 0.6 $68M 3.0M 22.63
American Express Company (AXP) 0.6 $65M 1.4M 47.17
Costco Wholesale Corporation (COST) 0.6 $63M 758k 83.32
Chesapeake Energy Corporation 0.5 $58M 2.6M 22.29
Emcor (EME) 0.5 $56M 2.1M 26.81
Concur Technologies 0.4 $47M 923k 50.79
EOG Resources (EOG) 0.3 $39M 400k 98.51
First Solar (FSLR) 0.3 $33M 987k 33.76
Canadian Natural Resources (CNQ) 0.2 $29M 773k 37.37
Coca-Cola Company (KO) 0.2 $28M 401k 69.97
Willis Group Holdings 0.2 $25M 644k 38.80
Amphenol Corporation (APH) 0.2 $25M 540k 45.39
West Pharmaceutical Services (WST) 0.2 $24M 637k 37.95
Manpower (MAN) 0.2 $22M 604k 35.75
Aon Corporation 0.2 $20M 427k 46.80
Ultimate Software 0.2 $20M 300k 65.12
McGraw-Hill Companies 0.2 $18M 406k 44.97
CVS Caremark Corporation (CVS) 0.2 $18M 448k 40.78
Expeditors International of Washington (EXPD) 0.1 $17M 416k 40.96
Ii-vi 0.1 $16M 875k 18.36
Ultra Petroleum 0.1 $15M 502k 29.63
Exxon Mobil Corp 0.1 $14M 166k 84.76
athenahealth 0.1 $12M 250k 49.12
Procter & Gamble Company (PG) 0.1 $10M 151k 66.71
Greenlight Capital Re Ltd cl a (GLRE) 0.1 $11M 442k 23.67
Everest Re Group (EG) 0.1 $8.7M 104k 84.09
Mettler-Toledo International (MTD) 0.1 $9.5M 64k 147.72
McDonald's Corporation (MCD) 0.1 $7.6M 76k 100.33
Philip Morris International (PM) 0.1 $8.3M 105k 78.48
Linear Technology Corporation 0.1 $8.1M 269k 30.03
Quicksilver Resources 0.1 $7.9M 1.2M 6.71
Yahoo! 0.1 $8.1M 500k 16.13
Caterpillar (CAT) 0.1 $6.8M 75k 90.60
Cresud (CRESY) 0.1 $6.9M 605k 11.39
Pampa Energia (PAM) 0.1 $6.5M 606k 10.75
Netflix (NFLX) 0.1 $6.9M 100k 69.29
Solta Medical 0.1 $7.5M 2.4M 3.14
General Electric Company 0.1 $5.5M 308k 17.91
Iac Interactivecorp 0.0 $4.3M 100k 42.60
Pepsi (PEP) 0.0 $4.3M 65k 66.35
Sohu 0.0 $5.0M 100k 50.00
VanceInfo Technologies 0.0 $4.5M 500k 9.07
Via 0.0 $3.1M 68k 45.42
Medco Health Solutions 0.0 $3.7M 67k 55.90
Resource America 0.0 $3.7M 796k 4.66
Progressive Corporation (PGR) 0.0 $2.8M 145k 19.51
Walt Disney Company (DIS) 0.0 $2.0M 54k 37.50
Kraft Foods 0.0 $2.5M 67k 37.37
Altria (MO) 0.0 $2.8M 94k 29.65
Royal Dutch Shell 0.0 $2.6M 36k 73.08
Verisk Analytics (VRSK) 0.0 $2.8M 70k 40.13
Capella Education Company 0.0 $2.1M 57k 36.05
Microsoft Corporation (MSFT) 0.0 $1.7M 65k 25.95
JPMorgan Chase & Co. (JPM) 0.0 $709k 21k 33.25
U.S. Bancorp (USB) 0.0 $844k 31k 27.04
Home Depot (HD) 0.0 $1.1M 26k 42.03
Johnson & Johnson (JNJ) 0.0 $1.2M 18k 65.59
Chevron Corporation (CVX) 0.0 $588k 5.5k 106.35
Heartland Express (HTLD) 0.0 $1.4M 101k 14.29
Apple (AAPL) 0.0 $632k 1.6k 405.13
Directv 0.0 $1.3M 30k 42.76
eBay (EBAY) 0.0 $663k 22k 30.31
Merck & Co (MRK) 0.0 $627k 17k 37.68
Walgreen Company 0.0 $951k 29k 33.07
Washington Post Company 0.0 $1.3M 3.3k 376.77
Fifth Third Ban (FITB) 0.0 $1.6M 126k 12.72
Arch Capital Group (ACGL) 0.0 $1.3M 34k 37.24
Move 0.0 $1.6M 249k 6.32
American Public Education (APEI) 0.0 $898k 21k 43.29
Lennox International (LII) 0.0 $1.1M 32k 33.76
Shengkai Innovations 0.0 $953k 1.5M 0.63
BP (BP) 0.0 $255k 6.0k 42.67
El Paso Corporation 0.0 $269k 10k 26.55
Leucadia National 0.0 $386k 17k 22.75
Bank of America Corporation (BAC) 0.0 $69k 12k 5.59
SEI Investments Company (SEIC) 0.0 $521k 30k 17.37
Suntrust Banks Inc $1.00 Par Cmn 0.0 $556k 31k 17.71
Republic Services (RSG) 0.0 $560k 20k 27.56
Pfizer (PFE) 0.0 $202k 9.4k 21.59
Comcast Corporation 0.0 $486k 21k 23.55
Duke Energy Corporation 0.0 $201k 9.2k 21.97
Bed Bath & Beyond 0.0 $396k 6.8k 58.04
T. Rowe Price (TROW) 0.0 $238k 4.2k 57.01
Sherwin-Williams Company (SHW) 0.0 $464k 5.2k 89.21
Union Pacific Corporation (UNP) 0.0 $256k 2.4k 106.09
Wells Fargo & Company (WFC) 0.0 $242k 8.8k 27.60
Automatic Data Processing (ADP) 0.0 $251k 4.7k 53.97
Intel Corporation (INTC) 0.0 $442k 18k 24.23
Simpson Manufacturing (SSD) 0.0 $337k 10k 33.70
Nokia Corporation (NOK) 0.0 $64k 13k 4.80
Emerson Electric (EMR) 0.0 $218k 4.7k 46.68
Energizer Holdings 0.0 $233k 3.0k 77.38
Lockheed Martin Corporation (LMT) 0.0 $348k 4.3k 80.93
Amgen (AMGN) 0.0 $225k 3.5k 64.29
ConocoPhillips (COP) 0.0 $212k 2.9k 72.80
Royal Dutch Shell 0.0 $238k 3.1k 76.11
Stericycle (SRCL) 0.0 $234k 3.0k 78.00
Lowe's Companies (LOW) 0.0 $216k 8.5k 25.37
Cousins Properties 0.0 $82k 13k 6.39
Ryanair Holdings 0.0 $534k 19k 27.86
Applied Materials (AMAT) 0.0 $191k 18k 10.73
Blue Earth Refineries 0.0 $5.0k 15k 0.33
C.H. Robinson Worldwide (CHRW) 0.0 $263k 3.8k 69.76
City National Corporation 0.0 $442k 10k 44.20
HDFC Bank (HDB) 0.0 $440k 17k 26.31
Highwoods Properties (HIW) 0.0 $387k 13k 29.66
IDEX Corporation (IEX) 0.0 $327k 8.8k 37.07
Robert Half International (RHI) 0.0 $202k 7.1k 28.45
Roper Industries (ROP) 0.0 $375k 4.3k 86.91
Thor Industries (THO) 0.0 $241k 8.8k 27.45
Verizon Communications 0.0 $353k 8.8k 40.06
Young Broadcasting 0.0 $0 145k 0.00