Ruane, Cunniff & Goldfarb

Ruane, Cunniff & Goldfarb as of June 30, 2012

Portfolio Holdings for Ruane, Cunniff & Goldfarb

Ruane, Cunniff & Goldfarb holds 134 positions in its portfolio as reported in the June 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Valeant Pharmaceuticals Int 12.8 $1.6B 35M 44.81
TJX Companies (TJX) 11.3 $1.4B 32M 42.93
Berkshire Hathaway (BRK.A) 10.7 $1.3B 11k 124945.00
Fastenal Company (FAST) 6.8 $836M 21M 40.31
IDEXX Laboratories (IDXX) 4.2 $523M 5.4M 96.13
Mohawk Industries (MHK) 4.2 $523M 7.5M 69.83
Precision Castparts 4.1 $509M 3.1M 164.49
Advance Auto Parts (AAP) 4.0 $494M 7.2M 68.22
Google 3.5 $430M 741k 580.07
Berkshire Hathaway (BRK.B) 2.8 $346M 4.2M 83.33
O'reilly Automotive (ORLY) 2.5 $308M 3.7M 83.77
International Business Machines (IBM) 2.4 $291M 1.5M 195.58
Target Corporation (TGT) 2.1 $256M 4.4M 58.19
MasterCard Incorporated (MA) 2.0 $241M 559k 430.11
Wal-Mart Stores (WMT) 1.8 $216M 3.1M 69.72
Praxair 1.7 $209M 1.9M 108.73
Perrigo Company 1.7 $206M 1.7M 117.93
World Fuel Services Corporation (WKC) 1.6 $201M 5.3M 38.03
Waters Corporation (WAT) 1.4 $168M 2.1M 79.47
Visa (V) 1.3 $157M 1.3M 123.63
Omni (OMC) 1.2 $146M 3.0M 48.60
Goldman Sachs (GS) 1.1 $137M 1.4M 95.86
C.H. Robinson Worldwide (CHRW) 1.1 $135M 2.3M 58.53
Sirona Dental Systems 1.1 $132M 2.9M 45.01
Tiffany & Co. 0.9 $114M 2.2M 52.95
Range Resources (RRC) 0.8 $103M 1.7M 61.87
Ritchie Bros. Auctioneers Inco 0.8 $102M 4.8M 21.41
Primerica (PRI) 0.8 $100M 3.7M 26.73
Corning Incorporated (GLW) 0.8 $93M 7.2M 12.93
Becton, Dickinson and (BDX) 0.7 $83M 1.1M 74.75
American Express Company (AXP) 0.7 $80M 1.4M 58.21
Trimble Navigation (TRMB) 0.6 $79M 1.7M 46.01
Danaher Corporation (DHR) 0.6 $79M 1.5M 52.08
Brown & Brown (BRO) 0.6 $77M 2.8M 27.27
Costco Wholesale Corporation (COST) 0.6 $72M 755k 95.00
Emcor (EME) 0.4 $49M 1.8M 27.82
Chesapeake Energy Corporation 0.4 $49M 2.6M 18.60
Coca-Cola Company (KO) 0.2 $31M 399k 78.19
Amphenol Corporation (APH) 0.2 $30M 538k 54.92
West Pharmaceutical Services (WST) 0.2 $28M 561k 50.49
Canadian Natural Resources (CNQ) 0.2 $23M 841k 26.80
Manpower (MAN) 0.2 $22M 604k 36.65
Concur Technologies 0.2 $21M 314k 68.10
Aon 0.2 $20M 427k 46.78
McGraw-Hill Companies 0.1 $18M 406k 45.00
EOG Resources (EOG) 0.1 $17M 192k 90.11
Expeditors International of Washington (EXPD) 0.1 $15M 375k 38.75
Colfax Corporation 0.1 $14M 503k 27.57
First Solar (FSLR) 0.1 $12M 815k 15.06
Ultra Petroleum 0.1 $12M 502k 23.07
Everest Re Group (EG) 0.1 $11M 104k 103.49
Greenlight Capital Re Ltd cl a (GLRE) 0.1 $11M 442k 25.42
Exxon Mobil Corp 0.1 $11M 125k 85.57
Cognizant Technology Solutions (CTSH) 0.1 $9.3M 155k 60.00
Procter & Gamble Company (PG) 0.1 $9.2M 151k 61.25
athenahealth 0.1 $10M 130k 79.17
VanceInfo Technologies 0.1 $9.6M 1.0M 9.58
Philip Morris International (PM) 0.1 $9.2M 105k 87.26
Linear Technology Corporation 0.1 $8.6M 275k 31.33
Mettler-Toledo International (MTD) 0.1 $7.0M 45k 155.85
Solta Medical 0.1 $7.0M 2.4M 2.93
Caterpillar (CAT) 0.1 $6.3M 75k 84.91
McDonald's Corporation (MCD) 0.1 $6.4M 72k 88.53
Quicksilver Resources 0.1 $6.4M 1.2M 5.42
Iac Interactivecorp 0.0 $4.6M 100k 45.60
General Electric Company 0.0 $5.2M 248k 20.84
Pepsi (PEP) 0.0 $4.6M 65k 70.66
Alleghany Corporation 0.0 $4.8M 14k 339.76
Resource America 0.0 $5.1M 796k 6.38
Cresud (CRESY) 0.0 $4.3M 605k 7.17
Dice Holdings 0.0 $4.7M 500k 9.39
Progressive Corporation (PGR) 0.0 $3.1M 148k 20.83
Washington Post Company 0.0 $3.2M 8.5k 373.76
Verisk Analytics (VRSK) 0.0 $3.4M 70k 49.25
Microsoft Corporation (MSFT) 0.0 $2.0M 65k 30.60
Walt Disney Company (DIS) 0.0 $2.4M 49k 48.49
Kraft Foods 0.0 $2.5M 64k 38.62
Altria (MO) 0.0 $3.0M 88k 34.55
Royal Dutch Shell 0.0 $2.3M 34k 67.42
Move 0.0 $2.3M 249k 9.09
Pampa Energia (PAM) 0.0 $2.5M 606k 4.15
Capella Education Company 0.0 $2.0M 57k 34.76
JPMorgan Chase & Co. (JPM) 0.0 $742k 21k 35.75
U.S. Bancorp (USB) 0.0 $884k 28k 32.17
Suntrust Banks Inc $1.00 Par Cmn 0.0 $756k 31k 24.23
Home Depot (HD) 0.0 $1.4M 27k 52.98
Johnson & Johnson (JNJ) 0.0 $1.2M 17k 67.58
Heartland Express (HTLD) 0.0 $1.4M 101k 14.31
Sherwin-Williams Company (SHW) 0.0 $702k 5.3k 132.28
CVS Caremark Corporation (CVS) 0.0 $1.4M 31k 46.74
Apple (AAPL) 0.0 $972k 1.7k 583.78
Directv 0.0 $1.7M 34k 48.83
Fifth Third Ban (FITB) 0.0 $1.7M 126k 13.40
Arch Capital Group (ACGL) 0.0 $1.0M 26k 39.69
IntercontinentalEx.. 0.0 $1.8M 14k 136.01
American Public Education (APEI) 0.0 $664k 21k 32.01
Lennox International (LII) 0.0 $1.1M 24k 46.65
Te Connectivity Ltd for (TEL) 0.0 $1.5M 46k 31.90
Storm Resources 0.0 $1.7M 1.1M 1.52
BP (BP) 0.0 $242k 6.0k 40.50
Leucadia National 0.0 $350k 17k 21.25
Bank of America Corporation (BAC) 0.0 $136k 17k 8.17
SEI Investments Company (SEIC) 0.0 $199k 10k 19.90
Republic Services (RSG) 0.0 $537k 20k 26.44
Pfizer (PFE) 0.0 $212k 9.2k 23.01
Comcast Corporation 0.0 $266k 8.5k 31.35
Chevron Corporation (CVX) 0.0 $593k 5.6k 105.55
Bed Bath & Beyond 0.0 $373k 6.0k 61.86
T. Rowe Price (TROW) 0.0 $263k 4.2k 62.99
Union Pacific Corporation (UNP) 0.0 $288k 2.4k 119.35
Wells Fargo & Company (WFC) 0.0 $293k 8.8k 33.42
Automatic Data Processing (ADP) 0.0 $346k 6.2k 55.71
Intel Corporation (INTC) 0.0 $406k 15k 26.65
Emerson Electric (EMR) 0.0 $218k 4.7k 46.68
Energizer Holdings 0.0 $227k 3.0k 75.39
Lockheed Martin Corporation (LMT) 0.0 $279k 3.2k 87.19
Merck & Co (MRK) 0.0 $224k 5.4k 41.67
Royal Dutch Shell 0.0 $219k 3.1k 70.04
Stericycle (SRCL) 0.0 $275k 3.0k 91.67
Lowe's Companies (LOW) 0.0 $242k 8.5k 28.42
Cousins Properties 0.0 $99k 13k 7.72
Ryanair Holdings 0.0 $272k 9.0k 30.37
Applied Materials (AMAT) 0.0 $157k 14k 11.47
Blue Earth Refineries 0.0 $5.0k 15k 0.33
HDFC Bank (HDB) 0.0 $575k 18k 32.60
Highwoods Properties (HIW) 0.0 $439k 13k 33.64
IDEX Corporation (IEX) 0.0 $344k 8.8k 38.99
Roper Industries (ROP) 0.0 $425k 4.3k 98.49
Verizon Communications 0.0 $215k 4.8k 44.37
Young Broadcasting 0.0 $0 145k 0.00
WPP 0.0 $207k 3.4k 60.74
Express Scripts Holding 0.0 $321k 5.8k 55.76
Shengkai Innovations (VALV) 0.0 $552k 756k 0.73
Duke Energy (DUK) 0.0 $205k 8.9k 23.03