Ruane, Cunniff & Goldfarb

Companies in the Ruane, Cunniff & Goldfarb portfolio as of December 2014 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Valeant Pharmaceuticals Int (VRX) 25.03 34.33M 143.11
Berkshire Hathaway (BRK.A) 11.31 9824 226000.00
TJX Companies (TJX) 9.32 26.67M 68.58
Fastenal Company (FAST) 5.82 24.03M 47.56
Precision Castparts (PCP) 3.80 3.09M 240.88
Berkshire Hathaway (BRK.B) 3.63 4.74M 150.15
O'reilly Automotive Inc 3.54 3.61M 192.62
IDEXX Laboratories (IDXX) 3.36 4.45M 148.27
MasterCard Incorporated (MA) 2.37 5.39M 86.16
Mohawk Industries (MHK) 2.24 2.83M 155.36
Google Inc Class C 1.62 604407 526.40
Google (GOOG) 1.58 585805 530.66
Perrigo Company 1.45 1.70M 167.16
Sirona Dental Systems (SIRO) 1.26 2.83M 87.37
Goldman Sachs (GS) 1.25 1.26M 193.83
Praxair (PX) 1.25 1.89M 129.56
Waters Corporation (WAT) 1.18 2.05M 112.72
Tiffany & Co. (TIF) 1.16 2.13M 106.86
International Business Machines (IBM) 1.15 1.41M 160.44
Visa (V) 1.15 858546 262.20
Omni (OMC) 1.13 2.87M 77.47
Primerica (PRI) 1.03 3.72M 54.26
Range Resources (RRC) 0.98 3.61M 53.45
World Fuel Services Corporation (INT) 0.98 4.10M 46.93
Wal-Mart Stores (WMT) 0.97 2.22M 85.88
Cabela's Incorporated (CAB) 0.92 3.43M 52.71
Jacobs Engineering (JEC) 0.90 3.95M 44.69
American Express Company (AXP) 0.66 1.40M 93.04
Danaher Corporation (DHR) 0.64 1.47M 85.71
Southwestern Energy Company (SWN) 0.56 4.01M 27.29
Costco Wholesale Corporation (COST) 0.54 741246 141.75
Trimble Navigation (TRMB) 0.46 3.44M 26.54
Brown & Brown (BRO) 0.44 2.64M 32.91
Qihoo 360 Technologies Co Lt 0.44 1.50M 57.26
Hexcel Corporation (HXL) 0.42 2.00M 41.49
Constellation Software 0.39 257168 298.28
EMCOR (EME) 0.38 1.67M 44.49
Iac Interactivecorp 0.37 1.20M 60.79
West Pharmaceutical Services (WST) 0.28 1.02M 53.24
Yandex Nv-a 0.27 2.91M 17.96
Interactive Brokers (IBKR) 0.26 1.74M 29.16
McGraw-Hill Companies (MHP) 0.23 505350 88.98
Discovery Holding Co-a 0.23 1.31M 34.45
Coca-Cola Company (KO) 0.21 988876 42.22
58 Com Inc spon adr rep a 0.19 921045 41.55
athenahealth (ATHN) 0.15 200000 145.70
Discovery Communications (DISCK) 0.14 835044 33.72
Pioneer Natural Resources (PXD) 0.13 174962 148.85
Colfax Corporation (CFX) 0.13 501400 51.57
Groupon 0.13 3.00M 8.26
Canadian Natural Resources 0.12 767846 30.88
QUALCOMM (QCOM) 0.11 302267 74.33
Fossil 0.11 200000 110.74
Pepsi (PEP) 0.09 187735 94.56
SouFun Holdings (SFUN) 0.08 2.01M 7.39
McDonald's Corporation (MCD) 0.07 136767 93.70
Wells Fargo & Company (WFC) 0.07 234530 54.82
Procter & Gamble Company (PG) 0.07 160473 91.09
Greenlight Capital Re Ltd cl a 0.07 441764 32.65
Third Point Reinsurance 0.07 1.01M 14.49
Union Pacific Corporation (UNP) 0.06 100846 119.13
Mrc Global Inc cmn 0.06 803615 15.15
Bank of America Corporation (BAC) 0.05 541253 17.89
Johnson & Johnson (JNJ) 0.04 75946 104.57
Philip Morris International (PM) 0.04 91317 81.45
Resource America (REXI) 0.04 897297 9.04
InnerWorkings (INWK) 0.04 1000000 7.79
Exxon Mobil Corp 0.04 86707 92.45
Zoetis Inc Cl A 0.04 173423 43.03
Caterpillar (CAT) 0.03 68881 91.53
Expeditors International of Washington (EXPD) 0.03 121851 44.61
Walt Disney Company (DIS) 0.03 57374 94.19
General Electric Company (GE) 0.03 229211 25.27
ConocoPhillips (COP) 0.03 79026 69.07
Linear Technology Corporation (LLTC) 0.03 135795 45.60
Cresud (CRESY) 0.03 612147 10.09
Home Depot (HD) 0.02 28728 104.98
E.I. du Pont de Nemours & Company (DD) 0.02 55762 73.94
Altria (MO) 0.02 85174 49.28
Diageo (DEO) 0.02 32225 114.10
Novo Nordisk A/S (NVO) 0.02 82192 42.32
Verisk Analytics (VRSK) 0.02 59385 64.06
Ctrip.com International (CTRP) 0.02 100000 45.50
Rbc Cad Com 0.02 50400 69.07
Directv 0.02 47354 86.71
Microsoft Corporation (MSFT) 0.01 63149 46.45
JPMorgan Chase & Co. (JPM) 0.01 23514 62.60
Progressive Corporation (PGR) 0.01 64940 26.99
U.S. Ban (USB) 0.01 28069 44.96
Suntrust Banks Inc $1.00 Par Cmn 0.01 31203 41.89
Heartland Express (HTLD) 0.01 101057 27.01
Kraft Foods (KFT) 0.01 56680 36.33
Sherwin-Williams Company (SHW) 0.01 5307 263.05
CVS Caremark Corporation (CVS) 0.01 24953 96.30
Apple (AAPL) 0.01 13406 110.40
General Mills (GIS) 0.01 40567 53.32
Royal Dutch Shell (RDS.A) 0.01 21299 66.95
Schlumberger (SLB) 0.01 18496 85.42
Fifth Third Ban (FITB) 0.01 114508 20.37
Oracle Corporation (ORCL) 0.01 62693 44.97
Edison International (EIX) 0.01 42900 65.48
Lennox International (LII) 0.01 19533 95.07
Phillips 66 0.01 39491 71.71
Kraft Foods 0.01 17424 62.67
Graham Hldgs 0.01 3256 863.64
BP (BP) 0.00 5948 38.16
Chubb Corporation (CB) 0.00 3422 103.45
Leucadia National (LUK) 0.00 16471 22.40
SEI Investments Company (SEIC) 0.00 10000 40.00
Devon Energy Corporation (DVN) 0.00 3645 61.18
Republic Services (RSG) 0.00 12555 40.22
Pfizer (PFE) 0.00 10967 31.18
Comcast Corporation (CMCSK) 0.00 7474 57.53
Chevron Corporation (CVX) 0.00 4716 112.17
Bristol Myers Squibb (BMY) 0.00 3670 59.13
3M Company (MMM) 0.00 2021 164.28
Bed Bath & Beyond (BBBY) 0.00 6075 76.21
Public Storage (PSA) 0.00 2493 184.92
T. Rowe Price (TROW) 0.00 4045 85.78
Automatic Data Processing (ADP) 0.00 6091 83.40
Boeing Company (BA) 0.00 1790 130.17
Intel Corporation (INTC) 0.00 7311 36.25
Medtronic (MDT) 0.00 4700 72.13
Verizon Communications (VZ) 0.00 6837 46.80
Emerson Electric (EMR) 0.00 5150 61.75
Thermo Fisher Scientific (TMO) 0.00 2873 125.30
Energizer Holdings (ENR) 0.00 1644 128.35
Lockheed Martin Corporation (LMT) 0.00 2750 192.73
Amgen (AMGN) 0.00 1617 159.55
Colgate-Palmolive Company (CL) 0.00 3548 69.05
eBay (EBAY) 0.00 4220 56.16
Merck & Co (MRK) 0.00 4784 56.86
United Technologies Corporation (UTX) 0.00 1873 114.79
American Electric Power Company (AEP) 0.00 15300 60.72
Stericycle (SRCL) 0.00 3000 131.00
Illinois Tool Works (ITW) 0.00 2248 94.75
Lowe's Companies (LOW) 0.00 10114 68.82
Advance Auto Parts (AAP) 0.00 1289 159.04
Ryanair Holdings (RYAAY) 0.00 8121 71.30
Applied Materials (AMAT) 0.00 13692 24.91
Arch Capital Group Ltd 0.00 10788 59.14
HDFC Bank (HDB) 0.00 18473 50.78
IDEX Corporation (IEX) 0.00 5225 77.89
Robert Half International (RHI) 0.00 7000 58.43
Roper Industries (ROP) 0.00 4465 156.33
Young Broadcasting (YBTVQ) 0.00 144865 0.00
TRW Automotive Holdings (TRW) 0.00 7500 102.80
Banco Itau Holding Financeira S.A. (ITUB) 0.00 14263 13.04
iShares S&P; India Nifty 50 Index Fund (INDY) 0.00 7750 29.94
Jardine Matheson Hldgs Ltd Ord 0.00 3600 61.11
Kinder Morgan Inc. 0.00 9630 42.26
Citigroup Inc 0.00 6016 54.19
Express Scripts Holding 0.00 4905 84.61
Duke Energy 0.00 2510 83.67
Wpp Plc- 0.00 2840 104.23
Bio-techne Corporation 0.00 2540 92.52