Ruane, Cunniff & Goldfarb as of Dec. 31, 2007
Portfolio Holdings for Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb holds 204 positions in its portfolio as reported in the December 2007 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.A) | 24.4 | $3.1B | 22k | 141599.98 | |
| Mohawk Industries (MHK) | 7.5 | $948M | 13M | 74.40 | |
| Martin Marietta Materials (MLM) | 6.6 | $829M | 6.3M | 132.60 | |
| TJX Companies (TJX) | 5.5 | $695M | 24M | 28.73 | |
| Progressive Corporation (PGR) | 5.2 | $660M | 35M | 19.16 | |
| IDEXX Laboratories (IDXX) | 4.2 | $526M | 9.0M | 58.63 | |
| Bed Bath & Beyond | 4.1 | $513M | 18M | 29.39 | |
| Fastenal Company (FAST) | 4.1 | $513M | 13M | 40.42 | |
| Expeditors International of Washington (EXPD) | 3.9 | $487M | 11M | 44.68 | |
| Target Corporation (TGT) | 3.5 | $442M | 8.8M | 50.00 | |
| Wal-Mart Stores (WMT) | 2.4 | $299M | 6.3M | 47.53 | |
| Walgreen Company | 2.2 | $282M | 7.4M | 38.08 | |
| Brown & Brown (BRO) | 2.1 | $265M | 11M | 23.50 | |
| MasterCard Incorporated (MA) | 2.1 | $265M | 1.2M | 215.20 | |
| Berkshire Hathaway Inc. Class B | 2.0 | $250M | 53k | 4736.00 | |
| Knight Transportation | 1.8 | $225M | 15M | 14.81 | |
| Paccar (PCAR) | 1.3 | $164M | 3.0M | 54.48 | |
| American Express Company (AXP) | 1.2 | $151M | 2.9M | 52.02 | |
| O'Reilly Automotive | 1.2 | $147M | 4.5M | 32.43 | |
| Lowe's Companies (LOW) | 1.1 | $143M | 6.3M | 22.62 | |
| Whole Foods Market | 1.1 | $138M | 3.4M | 40.80 | |
| Vulcan Materials Company (VMC) | 0.8 | $100M | 1.3M | 79.09 | |
| Danaher Corporation (DHR) | 0.6 | $74M | 837k | 87.74 | |
| Caterpillar (CAT) | 0.5 | $69M | 948k | 72.56 | |
| American Intl Group | 0.5 | $69M | 1.2M | 58.30 | |
| State Street Corporation (STT) | 0.5 | $64M | 785k | 81.20 | |
| Costco Wholesale Corporation (COST) | 0.5 | $57M | 822k | 69.76 | |
| Ubs Ag Cmn | 0.4 | $56M | 1.2M | 46.00 | |
| Votorantim Celulose E Papel | 0.4 | $53M | 1.8M | 29.81 | |
| Axis Capital Holdings (AXS) | 0.4 | $47M | 1.2M | 38.97 | |
| Brookfield Asset Management | 0.3 | $44M | 1.2M | 35.93 | |
| Capital One Financial (COF) | 0.3 | $37M | 779k | 47.26 | |
| Quicksilver Resources | 0.3 | $36M | 597k | 59.59 | |
| WellPoint | 0.3 | $34M | 387k | 87.73 | |
| Kaiser Aluminum (KALU) | 0.3 | $33M | 409k | 79.48 | |
| Bank of New York Mellon Corporation (BK) | 0.2 | $32M | 653k | 48.76 | |
| Wells Fargo & Company (WFC) | 0.2 | $31M | 1.0M | 30.19 | |
| Chesapeake Energy Corporation | 0.2 | $31M | 793k | 39.20 | |
| Robert Half International (RHI) | 0.2 | $30M | 1.1M | 27.04 | |
| DISH Network | 0.2 | $29M | 755k | 37.72 | |
| Concur Technologies | 0.2 | $28M | 784k | 36.21 | |
| General Electric Company | 0.2 | $26M | 705k | 37.07 | |
| Coca-Cola Company (KO) | 0.2 | $25M | 409k | 61.37 | |
| Willis Group Holdings | 0.2 | $25M | 645k | 37.97 | |
| Southwestern Energy Company (SWN) | 0.2 | $24M | 422k | 55.72 | |
| Aaron's | 0.2 | $24M | 1.3M | 19.24 | |
| Signature Bank (SBNY) | 0.2 | $23M | 674k | 33.75 | |
| Altria (MO) | 0.2 | $23M | 304k | 75.58 | |
| SLM Corporation (SLM) | 0.2 | $20M | 1.0M | 20.13 | |
| Legg Mason | 0.1 | $16M | 225k | 73.15 | |
| Sina Corporation | 0.1 | $17M | 381k | 44.31 | |
| Moody's Corporation (MCO) | 0.1 | $16M | 439k | 35.70 | |
| Xto Energy | 0.1 | $15M | 283k | 51.36 | |
| McGraw-Hill Companies | 0.1 | $14M | 308k | 43.81 | |
| Washington Post Company | 0.1 | $14M | 17k | 791.41 | |
| CarMax (KMX) | 0.1 | $12M | 629k | 19.75 | |
| Aracruz Celulose | 0.1 | $12M | 165k | 74.35 | |
| Procter & Gamble Company (PG) | 0.1 | $13M | 181k | 73.42 | |
| Vornado Realty Trust (VNO) | 0.1 | $13M | 144k | 87.95 | |
| Ultimate Software | 0.1 | $13M | 421k | 31.47 | |
| Pool Corporation (POOL) | 0.1 | $11M | 555k | 19.83 | |
| FinishMaster | 0.1 | $11M | 376k | 28.50 | |
| Pampa Energia (PAM) | 0.1 | $10M | 500k | 19.92 | |
| Lennar Corporation (LEN) | 0.1 | $8.4M | 470k | 17.89 | |
| International Business Machines (IBM) | 0.1 | $8.8M | 81k | 108.10 | |
| Pepsi (PEP) | 0.1 | $9.0M | 118k | 75.90 | |
| Citi | 0.1 | $8.4M | 287k | 29.44 | |
| Exxon Mobil Corp | 0.1 | $8.7M | 93k | 93.69 | |
| C H Robinson Worldwide | 0.1 | $9.0M | 166k | 54.12 | |
| Anheuser-busch Cos | 0.1 | $7.0M | 133k | 52.34 | |
| W.R. Berkley Corporation (WRB) | 0.1 | $8.0M | 269k | 29.81 | |
| Cresud (CRESY) | 0.1 | $7.1M | 358k | 19.90 | |
| IRSA Inversiones Representaciones | 0.1 | $7.6M | 522k | 14.56 | |
| Penske Automotive (PAG) | 0.1 | $7.7M | 440k | 17.46 | |
| J.C. Penney Company | 0.1 | $5.9M | 134k | 43.99 | |
| Roper Industries (ROP) | 0.1 | $6.6M | 106k | 62.54 | |
| Petroleum Development Corporation | 0.1 | $5.9M | 100k | 59.13 | |
| Gra (GGG) | 0.1 | $6.0M | 160k | 37.26 | |
| Pennsylvania Commerce | 0.1 | $6.5M | 233k | 27.85 | |
| Monster Worldwide | 0.1 | $6.5M | 200k | 32.40 | |
| McDonald's Corporation (MCD) | 0.0 | $4.6M | 78k | 58.91 | |
| Johnson & Johnson (JNJ) | 0.0 | $5.4M | 81k | 66.69 | |
| CVS Caremark Corporation (CVS) | 0.0 | $4.7M | 119k | 39.75 | |
| 51job | 0.0 | $5.4M | 301k | 18.02 | |
| Bankatlantic Corp Inc Cl A | 0.0 | $4.9M | 1.2M | 4.10 | |
| Cognizant Technology Solutions (CTSH) | 0.0 | $4.0M | 119k | 33.94 | |
| Microsoft Corporation (MSFT) | 0.0 | $4.3M | 120k | 35.60 | |
| Bank of America Corporation (BAC) | 0.0 | $4.1M | 98k | 41.26 | |
| Discover Financial Services (DFS) | 0.0 | $4.2M | 278k | 15.08 | |
| Franklin Electric (FELE) | 0.0 | $4.3M | 112k | 38.27 | |
| Fifth Third Ban (FITB) | 0.0 | $3.5M | 140k | 25.13 | |
| Greenlight Capital Re Ltd cl a (GLRE) | 0.0 | $4.2M | 200k | 20.79 | |
| Alliance Data Systems Corporation (BFH) | 0.0 | $3.8M | 50k | 75.00 | |
| Collective Brands | 0.0 | $3.9M | 226k | 17.39 | |
| Accuride Corp | 0.0 | $3.5M | 450k | 7.86 | |
| Orascom Telecom S A E Gdr | 0.0 | $3.7M | 45k | 82.82 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $1.9M | 44k | 43.64 | |
| Suntrust Banks Inc $1.00 Par Cmn | 0.0 | $2.3M | 37k | 62.50 | |
| Merck & Co | 0.0 | $2.5M | 43k | 58.12 | |
| Walt Disney Company (DIS) | 0.0 | $2.8M | 87k | 32.28 | |
| Ryland | 0.0 | $3.0M | 110k | 27.55 | |
| Tiffany & Co. | 0.0 | $2.0M | 43k | 46.03 | |
| Cincinnati Financial Corporation (CINF) | 0.0 | $2.6M | 66k | 39.53 | |
| BB&T Corporation | 0.0 | $3.0M | 99k | 30.67 | |
| Royal Dutch Shell | 0.0 | $2.9M | 35k | 84.20 | |
| Illinois Tool Works (ITW) | 0.0 | $2.8M | 53k | 53.54 | |
| USG Corporation | 0.0 | $3.0M | 84k | 35.79 | |
| Thor Industries (THO) | 0.0 | $2.5M | 66k | 38.01 | |
| First National Bank Alaska (FBAK) | 0.0 | $2.0M | 1.0k | 2000.00 | |
| USA Mobility | 0.0 | $1.9M | 135k | 14.30 | |
| World Acceptance (WRLD) | 0.0 | $2.3M | 84k | 26.99 | |
| Smithfield Foods | 0.0 | $2.4M | 82k | 28.92 | |
| BP (BP) | 0.0 | $1.6M | 22k | 73.19 | |
| Loews Corporation (L) | 0.0 | $659k | 13k | 50.31 | |
| HSBC Holdings (HSBC) | 0.0 | $1.4M | 17k | 83.71 | |
| Leucadia National | 0.0 | $1.2M | 25k | 47.11 | |
| SEI Investments Company (SEIC) | 0.0 | $997k | 31k | 32.16 | |
| M&T Bank Corporation (MTB) | 0.0 | $1.4M | 17k | 81.56 | |
| Daimler Ag reg (MBGAF) | 0.0 | $715k | 7.5k | 95.61 | |
| Home Depot (HD) | 0.0 | $1.1M | 43k | 26.95 | |
| Chevron Corporation (CVX) | 0.0 | $780k | 8.4k | 93.35 | |
| Heartland Express (HTLD) | 0.0 | $1.4M | 101k | 14.18 | |
| Kraft Foods | 0.0 | $1.8M | 56k | 32.58 | |
| Dow Chemical Company | 0.0 | $1.2M | 31k | 39.42 | |
| Intel Corporation (INTC) | 0.0 | $721k | 27k | 26.67 | |
| Morgan Stanley (MS) | 0.0 | $1.5M | 28k | 53.11 | |
| Nokia Corporation (NOK) | 0.0 | $1.1M | 28k | 38.40 | |
| General Motors Corp | 0.0 | $1.2M | 47k | 24.90 | |
| ConocoPhillips (COP) | 0.0 | $782k | 8.9k | 88.29 | |
| Schlumberger (SLB) | 0.0 | $758k | 7.7k | 98.34 | |
| Jacobs Engineering | 0.0 | $953k | 10k | 95.63 | |
| Wrigley | 0.0 | $830k | 14k | 58.58 | |
| Sturm, Ruger & Company (RGR) | 0.0 | $781k | 94k | 8.28 | |
| D.R. Horton (DHI) | 0.0 | $1.6M | 119k | 13.17 | |
| Countrywide Financial Corp | 0.0 | $679k | 76k | 8.89 | |
| Drew Industries | 0.0 | $1.3M | 49k | 27.40 | |
| TCF Financial Corporation | 0.0 | $1.0M | 57k | 17.93 | |
| eLong | 0.0 | $860k | 104k | 8.28 | |
| Aaron's | 0.0 | $1.1M | 62k | 17.25 | |
| Sarbit Asset Management | 0.0 | $701k | 87k | 8.02 | |
| Kennametal (KMT) | 0.0 | $1.1M | 29k | 37.85 | |
| Synovus Financial | 0.0 | $1.1M | 46k | 24.09 | |
| Midland | 0.0 | $1.6M | 25k | 64.71 | |
| Bear Stearns Companies | 0.0 | $1.7M | 19k | 88.25 | |
| Resources Connection (RGP) | 0.0 | $1.8M | 100k | 18.16 | |
| Chubb Corporation | 0.0 | $607k | 11k | 54.57 | |
| El Paso Corporation | 0.0 | $180k | 10k | 17.26 | |
| U.S. Bancorp (USB) | 0.0 | $364k | 12k | 31.70 | |
| Total System Services | 0.0 | $618k | 22k | 28.02 | |
| Eli Lilly & Co. (LLY) | 0.0 | $297k | 5.6k | 53.46 | |
| Pfizer (PFE) | 0.0 | $578k | 25k | 22.72 | |
| Comcast Corporation | 0.0 | $262k | 15k | 18.12 | |
| Iac Interactivecorp | 0.0 | $271k | 10k | 26.97 | |
| Beazer Homes USA | 0.0 | $223k | 30k | 7.43 | |
| Pulte (PHM) | 0.0 | $105k | 10k | 10.50 | |
| Medco Health Solutions | 0.0 | $234k | 2.3k | 101.25 | |
| Bristol Myers Squibb (BMY) | 0.0 | $356k | 13k | 26.53 | |
| Apache Corporation | 0.0 | $447k | 4.2k | 107.56 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $311k | 4.5k | 69.30 | |
| PetSmart | 0.0 | $623k | 27k | 23.54 | |
| T. Rowe Price (TROW) | 0.0 | $280k | 4.6k | 60.80 | |
| Sherwin-Williams Company (SHW) | 0.0 | $325k | 5.6k | 58.03 | |
| Automatic Data Processing (ADP) | 0.0 | $220k | 4.9k | 44.50 | |
| Simpson Manufacturing (SSD) | 0.0 | $266k | 10k | 26.60 | |
| Comerica Incorporated (CMA) | 0.0 | $431k | 9.9k | 43.50 | |
| Millipore Corp. | 0.0 | $433k | 5.9k | 73.15 | |
| UCBH Holdings | 0.0 | $425k | 30k | 14.17 | |
| Emerson Electric (EMR) | 0.0 | $334k | 5.9k | 56.61 | |
| Mettler-Toledo International (MTD) | 0.0 | $523k | 4.6k | 113.70 | |
| Cabela's Incorporated | 0.0 | $425k | 28k | 15.06 | |
| Health Management Associates | 0.0 | $228k | 38k | 5.98 | |
| Energizer Holdings | 0.0 | $338k | 3.0k | 112.26 | |
| Allstate Corporation (ALL) | 0.0 | $485k | 9.3k | 52.24 | |
| Amgen (AMGN) | 0.0 | $421k | 9.1k | 46.42 | |
| Apple (AAPL) | 0.0 | $541k | 2.7k | 198.17 | |
| Royal Dutch Shell | 0.0 | $309k | 3.7k | 83.13 | |
| Wachovia Corp | 0.0 | $515k | 14k | 38.05 | |
| Stericycle (SRCL) | 0.0 | $499k | 8.4k | 59.40 | |
| Markel Corporation (MKL) | 0.0 | $295k | 600.00 | 491.67 | |
| Merrill Lynch & Co. | 0.0 | $511k | 9.5k | 53.71 | |
| Csk Auto Corp | 0.0 | $222k | 44k | 5.01 | |
| International Speedway Corporation | 0.0 | $444k | 11k | 41.04 | |
| Standard Pacific | 0.0 | $243k | 73k | 3.35 | |
| General Growth Properties | 0.0 | $266k | 6.5k | 41.24 | |
| Cousins Properties | 0.0 | $443k | 20k | 22.12 | |
| Applied Materials (AMAT) | 0.0 | $418k | 24k | 17.76 | |
| Aptar (ATR) | 0.0 | $565k | 14k | 40.94 | |
| Cascade Ban (CACB) | 0.0 | $174k | 13k | 13.92 | |
| City National Corporation | 0.0 | $596k | 10k | 59.60 | |
| Highwoods Properties (HIW) | 0.0 | $560k | 19k | 29.40 | |
| IDEX Corporation (IEX) | 0.0 | $355k | 9.8k | 36.14 | |
| Oracle Corporation (ORCL) | 0.0 | $230k | 10k | 22.55 | |
| Young Broadcasting | 0.0 | $152k | 145k | 1.05 | |
| Fremont General Corp | 0.0 | $90k | 26k | 3.50 | |
| Royal Palm Beach Col | 0.0 | $11k | 14k | 0.79 | |
| Genzyme Corporation | 0.0 | $253k | 3.4k | 74.41 | |
| Hugoton Royalty Trust (HGTXU) | 0.0 | $276k | 12k | 22.42 | |
| MFS Intermediate Income Trust (MIN) | 0.0 | $94k | 16k | 6.06 | |
| Central Securities (CET) | 0.0 | $383k | 14k | 26.84 | |
| Sears Holdings Corporation | 0.0 | $581k | 5.7k | 101.97 | |
| Wrigley Wm Jr - Cl B | 0.0 | $202k | 3.4k | 58.86 | |
| Marathon Oil Corporation (MRO) | 0.0 | $283k | 4.7k | 60.86 | |
| Research In Motion | 0.0 | $343k | 3.0k | 113.39 | |
| Wpp Group Plc New Amer Dep Sha | 0.0 | $219k | 3.4k | 64.26 |
