Ruane, Cunniff & Goldfarb

Ruane, Cunniff & Goldfarb as of Dec. 31, 2012

Portfolio Holdings for Ruane, Cunniff & Goldfarb

Ruane, Cunniff & Goldfarb holds 145 positions in its portfolio as reported in the December 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Valeant Pharmaceuticals Int 15.6 $2.1B 35M 59.77
Berkshire Hathaway (BRK.A) 10.9 $1.5B 11k 134060.03
TJX Companies (TJX) 10.2 $1.3B 32M 42.45
Fastenal Company (FAST) 7.3 $965M 21M 46.65
Mohawk Industries (MHK) 4.5 $593M 6.6M 90.47
Precision Castparts 4.4 $589M 3.1M 189.42
Advance Auto Parts (AAP) 3.9 $523M 7.2M 72.35
IDEXX Laboratories (IDXX) 3.7 $491M 5.3M 92.80
Google 3.6 $475M 671k 707.38
Berkshire Hathaway (BRK.B) 3.1 $413M 4.6M 89.70
O'reilly Automotive (ORLY) 2.5 $327M 3.7M 89.42
International Business Machines (IBM) 2.1 $285M 1.5M 191.55
World Fuel Services Corporation (WKC) 2.0 $273M 6.6M 41.17
MasterCard Incorporated (MA) 2.0 $268M 546k 491.28
Praxair 1.6 $210M 1.9M 109.45
Sirona Dental Systems 1.4 $188M 2.9M 64.46
Waters Corporation (WAT) 1.4 $184M 2.1M 87.12
Goldman Sachs (GS) 1.4 $180M 1.4M 127.56
Perrigo Company 1.4 $180M 1.7M 104.03
Visa (V) 1.3 $174M 1.1M 151.58
Wal-Mart Stores (WMT) 1.2 $166M 2.4M 68.23
Omni (OMC) 1.1 $148M 3.0M 49.96
Tiffany & Co. 0.9 $124M 2.2M 57.34
Primerica (PRI) 0.8 $112M 3.7M 30.01
Range Resources (RRC) 0.8 $105M 1.7M 62.83
Trimble Navigation (TRMB) 0.8 $102M 1.7M 59.78
Ritchie Bros. Auctioneers Inco 0.8 $99M 4.7M 20.89
Danaher Corporation (DHR) 0.6 $83M 1.5M 55.90
Jacobs Engineering 0.6 $84M 2.0M 42.57
American Express Company (AXP) 0.6 $79M 1.4M 57.48
Costco Wholesale Corporation (COST) 0.6 $73M 740k 98.73
Brown & Brown (BRO) 0.5 $71M 2.8M 25.46
Emcor (EME) 0.4 $59M 1.7M 34.61
Corning Incorporated (GLW) 0.4 $53M 4.2M 12.62
Kraft Foods 0.4 $53M 2.1M 25.45
Timken Company (TKR) 0.3 $45M 941k 47.83
Chesapeake Energy Corporation 0.3 $43M 2.6M 16.62
Apollo 0.3 $38M 1.8M 20.92
Coca-Cola Company (KO) 0.2 $31M 852k 36.25
West Pharmaceutical Services (WST) 0.2 $31M 557k 54.75
Manpower (MAN) 0.2 $26M 604k 42.44
Apache Corporation 0.2 $24M 302k 78.50
Canadian Natural Resources (CNQ) 0.2 $24M 819k 28.87
Oracle Corporation (ORCL) 0.2 $23M 701k 33.32
Aon 0.2 $24M 427k 55.61
EOG Resources (EOG) 0.2 $23M 192k 120.79
athenahealth 0.2 $22M 300k 73.29
Concur Technologies 0.2 $21M 311k 67.52
Colfax Corporation 0.1 $20M 503k 40.35
First Solar (FSLR) 0.1 $17M 537k 30.86
Expeditors International of Washington (EXPD) 0.1 $15M 374k 39.55
J.C. Penney Company 0.1 $14M 700k 19.71
Bitauto Hldg 0.1 $13M 1.7M 7.30
Cognizant Technology Solutions (CTSH) 0.1 $11M 155k 73.88
Everest Re Group (EG) 0.1 $11M 104k 109.95
Greenlight Capital Re Ltd cl a (GLRE) 0.1 $10M 442k 23.08
Ultra Petroleum 0.1 $9.1M 502k 18.13
Procter & Gamble Company (PG) 0.1 $8.6M 127k 67.89
Linear Technology Corporation 0.1 $8.7M 255k 34.30
Philip Morris International (PM) 0.1 $8.6M 102k 83.64
Exxon Mobil Corp 0.1 $8.6M 100k 86.55
Pactera Technology- 0.1 $7.9M 1.0M 7.94
Caterpillar (CAT) 0.1 $6.3M 71k 89.60
McDonald's Corporation (MCD) 0.1 $6.4M 72k 88.21
Solta Medical 0.1 $6.4M 2.4M 2.67
Iac Interactivecorp 0.0 $4.7M 100k 47.24
General Electric Company 0.0 $5.1M 241k 20.99
Alleghany Corporation 0.0 $4.8M 14k 335.41
Resource America 0.0 $5.3M 796k 6.67
Enstar Group Ltd./esgr 0.0 $5.6M 50k 111.98
Cresud (CRESY) 0.0 $5.0M 605k 8.32
Union Pacific Corporation (UNP) 0.0 $4.1M 33k 125.72
Kroger (KR) 0.0 $3.6M 140k 26.02
Pepsi (PEP) 0.0 $4.4M 64k 68.43
Quicksilver Resources 0.0 $3.4M 1.2M 2.86
Verisk Analytics (VRSK) 0.0 $3.5M 69k 50.96
Dice Holdings 0.0 $4.6M 500k 9.18
Wesco Aircraft Holdings 0.0 $3.8M 290k 13.21
Progressive Corporation (PGR) 0.0 $3.1M 145k 21.10
Walt Disney Company (DIS) 0.0 $2.4M 49k 49.79
Wells Fargo & Company (WFC) 0.0 $3.0M 89k 34.18
Corinthian Colleges 0.0 $2.5M 1.0M 2.45
Altria (MO) 0.0 $2.7M 86k 31.44
Pampa Energia (PAM) 0.0 $2.1M 606k 3.44
Edison International (EIX) 0.0 $2.1M 46k 45.18
Storm Resources 0.0 $2.1M 1.1M 1.95
Microsoft Corporation (MSFT) 0.0 $1.7M 64k 26.71
JPMorgan Chase & Co. (JPM) 0.0 $756k 17k 43.97
U.S. Bancorp (USB) 0.0 $839k 26k 31.94
Suntrust Banks Inc $1.00 Par Cmn 0.0 $885k 31k 28.36
Home Depot (HD) 0.0 $1.6M 27k 61.84
Johnson & Johnson (JNJ) 0.0 $1.1M 16k 70.12
Heartland Express (HTLD) 0.0 $1.3M 101k 13.07
Sherwin-Williams Company (SHW) 0.0 $816k 5.3k 153.76
CVS Caremark Corporation (CVS) 0.0 $1.3M 26k 48.33
Apple (AAPL) 0.0 $878k 1.7k 532.12
Royal Dutch Shell 0.0 $1.9M 28k 68.95
Washington Post Company 0.0 $1.2M 3.3k 365.33
Fifth Third Ban (FITB) 0.0 $1.7M 115k 15.20
HDFC Bank (HDB) 0.0 $719k 18k 40.73
Move 0.0 $1.9M 249k 7.57
IntercontinentalEx.. 0.0 $1.7M 14k 123.82
American Public Education (APEI) 0.0 $749k 21k 36.11
Capella Education Company 0.0 $1.6M 57k 28.22
Lennox International (LII) 0.0 $1.1M 21k 52.50
Directv 0.0 $1.7M 34k 50.17
Kraft Foods 0.0 $876k 19k 45.46
BP (BP) 0.0 $240k 5.8k 41.65
Leucadia National 0.0 $392k 17k 23.80
Bank of America Corporation (BAC) 0.0 $193k 17k 11.59
SEI Investments Company (SEIC) 0.0 $233k 10k 23.30
Republic Services (RSG) 0.0 $375k 13k 29.35
Pfizer (PFE) 0.0 $231k 9.2k 25.07
Comcast Corporation 0.0 $268k 7.5k 35.86
Chevron Corporation (CVX) 0.0 $591k 5.5k 108.08
Bed Bath & Beyond 0.0 $337k 6.0k 55.89
T. Rowe Price (TROW) 0.0 $268k 4.1k 65.21
McGraw-Hill Companies 0.0 $210k 3.8k 54.69
Automatic Data Processing (ADP) 0.0 $342k 6.0k 56.90
Intel Corporation (INTC) 0.0 $311k 15k 20.62
Emerson Electric (EMR) 0.0 $245k 4.6k 53.03
Becton, Dickinson and (BDX) 0.0 $321k 4.1k 78.31
Energizer Holdings 0.0 $223k 2.8k 80.16
Lockheed Martin Corporation (LMT) 0.0 $235k 2.6k 92.16
Target Corporation (TGT) 0.0 $644k 11k 59.13
American Electric Power Company (AEP) 0.0 $653k 15k 42.68
Citi 0.0 $243k 6.1k 39.54
Stericycle (SRCL) 0.0 $280k 3.0k 93.33
Lowe's Companies (LOW) 0.0 $302k 8.5k 35.47
Cousins Properties 0.0 $107k 13k 8.34
Ryanair Holdings 0.0 $303k 8.8k 34.28
Applied Materials (AMAT) 0.0 $157k 14k 11.47
Arch Capital Group (ACGL) 0.0 $554k 13k 44.01
Blue Earth Refineries 0.0 $5.0k 15k 0.33
Highwoods Properties (HIW) 0.0 $437k 13k 33.49
IDEX Corporation (IEX) 0.0 $372k 8.0k 46.59
Robert Half International (RHI) 0.0 $223k 7.0k 31.86
Roper Industries (ROP) 0.0 $481k 4.3k 111.47
Young Broadcasting 0.0 $0 145k 0.00
Media General 0.0 $43k 10k 4.30
WPP 0.0 $248k 3.4k 72.77
Jardine Matheson Hldgs Ltd Ord (JARLF) 0.0 $232k 3.6k 64.44
Express Scripts Holding 0.0 $311k 5.8k 54.02
Shengkai Innovations (VALV) 0.0 $544k 756k 0.72
Nuveen Ohio Divid Adv Mun Fd P prf 0.0 $101k 10k 10.10