Ruane, Cunniff & Goldfarb as of March 31, 2008
Portfolio Holdings for Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb holds 208 positions in its portfolio as reported in the March 2008 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.A) | 24.3 | $2.8B | 21k | 133400.01 | |
| Mohawk Industries (MHK) | 7.9 | $906M | 13M | 71.61 | |
| Martin Marietta Materials (MLM) | 5.8 | $664M | 6.2M | 106.17 | |
| TJX Companies (TJX) | 5.4 | $619M | 19M | 33.07 | |
| Fastenal Company (FAST) | 5.4 | $619M | 14M | 45.93 | |
| Progressive Corporation (PGR) | 4.6 | $530M | 33M | 16.07 | |
| Target Corporation (TGT) | 4.4 | $510M | 10M | 50.68 | |
| Bed Bath & Beyond | 4.2 | $490M | 17M | 29.50 | |
| IDEXX Laboratories (IDXX) | 3.8 | $442M | 9.0M | 49.26 | |
| Expeditors International of Washington (EXPD) | 3.8 | $440M | 9.7M | 45.18 | |
| Walgreen Company | 2.4 | $279M | 7.3M | 38.09 | |
| Berkshire Hathaway Inc. Class B | 2.0 | $233M | 52k | 4472.90 | |
| Knight Transportation | 2.0 | $228M | 14M | 16.46 | |
| Brown & Brown (BRO) | 1.7 | $196M | 11M | 17.38 | |
| Visa (V) | 1.6 | $187M | 3.0M | 62.36 | |
| Wal-Mart Stores (WMT) | 1.4 | $157M | 3.0M | 52.68 | |
| MasterCard Incorporated (MA) | 1.3 | $149M | 668k | 222.99 | |
| Lowe's Companies (LOW) | 1.2 | $143M | 6.2M | 22.94 | |
| Paccar (PCAR) | 1.2 | $141M | 3.1M | 45.00 | |
| American Express Company (AXP) | 1.1 | $127M | 2.9M | 43.72 | |
| O'Reilly Automotive | 0.9 | $102M | 3.6M | 28.52 | |
| Whole Foods Market | 0.9 | $102M | 3.1M | 32.97 | |
| Vulcan Materials Company (VMC) | 0.7 | $84M | 1.3M | 66.40 | |
| Caterpillar (CAT) | 0.6 | $74M | 942k | 78.29 | |
| Danaher Corporation (DHR) | 0.6 | $67M | 877k | 76.03 | |
| State Street Corporation (STT) | 0.5 | $62M | 781k | 79.00 | |
| Costco Wholesale Corporation (COST) | 0.5 | $53M | 817k | 64.97 | |
| American Intl Group | 0.4 | $50M | 1.2M | 43.25 | |
| Quicksilver Resources | 0.4 | $44M | 1.2M | 36.53 | |
| Axis Capital Holdings (AXS) | 0.4 | $41M | 1.2M | 33.98 | |
| Ubs Ag Cmn | 0.3 | $39M | 1.3M | 28.80 | |
| Concur Technologies | 0.3 | $39M | 1.2M | 31.05 | |
| Chesapeake Energy Corporation | 0.3 | $37M | 811k | 46.15 | |
| Brookfield Asset Management | 0.3 | $33M | 1.2M | 26.83 | |
| Wells Fargo & Company (WFC) | 0.3 | $29M | 1.0M | 29.10 | |
| Robert Half International (RHI) | 0.3 | $30M | 1.1M | 25.74 | |
| Southwestern Energy Company (SWN) | 0.2 | $28M | 844k | 33.69 | |
| Bank of New York Mellon Corporation (BK) | 0.2 | $28M | 665k | 41.73 | |
| Aaron's | 0.2 | $28M | 1.3M | 21.54 | |
| General Electric Company | 0.2 | $27M | 725k | 37.01 | |
| Votorantim Celulose E Papel | 0.2 | $25M | 889k | 28.51 | |
| Ultimate Software | 0.2 | $25M | 831k | 30.06 | |
| Coca-Cola Company (KO) | 0.2 | $25M | 404k | 60.87 | |
| Pioneer Natural Resources (PXD) | 0.2 | $25M | 500k | 49.12 | |
| Willis Group Holdings | 0.2 | $23M | 670k | 33.61 | |
| DISH Network | 0.2 | $22M | 773k | 28.73 | |
| Range Resources (RRC) | 0.2 | $21M | 323k | 63.45 | |
| McGraw-Hill Companies | 0.2 | $19M | 520k | 36.95 | |
| Signature Bank (SBNY) | 0.1 | $17M | 682k | 25.50 | |
| Xto Energy | 0.1 | $18M | 283k | 61.86 | |
| SLM Corporation (SLM) | 0.1 | $16M | 1.1M | 15.35 | |
| Moody's Corporation (MCO) | 0.1 | $16M | 444k | 34.83 | |
| Petroleum Development Corporation | 0.1 | $14M | 200k | 69.27 | |
| Sina Corporation | 0.1 | $14M | 387k | 35.25 | |
| Legg Mason | 0.1 | $13M | 235k | 55.98 | |
| CarMax (KMX) | 0.1 | $13M | 657k | 19.42 | |
| Tiffany & Co. | 0.1 | $12M | 292k | 41.84 | |
| Procter & Gamble Company (PG) | 0.1 | $13M | 180k | 70.07 | |
| Vornado Realty Trust (VNO) | 0.1 | $13M | 149k | 86.21 | |
| Atlas Energy Res Llc Cl B | 0.1 | $12M | 400k | 31.00 | |
| Aracruz Celulose | 0.1 | $12M | 175k | 68.26 | |
| Washington Post Company | 0.1 | $12M | 17k | 661.53 | |
| Cognizant Technology Solutions (CTSH) | 0.1 | $8.6M | 300k | 28.83 | |
| International Business Machines (IBM) | 0.1 | $9.1M | 79k | 115.14 | |
| Cresud (CRESY) | 0.1 | $8.9M | 575k | 15.52 | |
| 51job | 0.1 | $9.8M | 601k | 16.25 | |
| C.H. Robinson Worldwide (CHRW) | 0.1 | $9.0M | 165k | 54.40 | |
| FinishMaster | 0.1 | $9.4M | 376k | 25.00 | |
| Pampa Energia (PAM) | 0.1 | $9.4M | 500k | 18.89 | |
| Penske Automotive (PAG) | 0.1 | $9.3M | 480k | 19.46 | |
| Pepsi (PEP) | 0.1 | $8.4M | 116k | 72.20 | |
| W.R. Berkley Corporation (WRB) | 0.1 | $7.7M | 279k | 27.69 | |
| Exxon Mobil Corp | 0.1 | $7.8M | 93k | 84.58 | |
| IRSA Inversiones Representaciones | 0.1 | $7.6M | 539k | 14.05 | |
| Philip Morris International (PM) | 0.1 | $5.2M | 103k | 50.58 | |
| Citi | 0.1 | $5.7M | 267k | 21.42 | |
| Pool Corporation (POOL) | 0.1 | $5.8M | 308k | 18.89 | |
| Roper Industries (ROP) | 0.1 | $6.3M | 105k | 59.44 | |
| Gra (GGG) | 0.1 | $5.6M | 155k | 36.26 | |
| Pennsylvania Commerce | 0.1 | $5.4M | 203k | 26.85 | |
| Discover Financial Services (DFS) | 0.0 | $4.5M | 277k | 16.37 | |
| McDonald's Corporation (MCD) | 0.0 | $4.4M | 78k | 55.77 | |
| Johnson & Johnson (JNJ) | 0.0 | $5.1M | 78k | 64.87 | |
| J.C. Penney Company | 0.0 | $4.7M | 125k | 37.71 | |
| Anheuser-busch Cos | 0.0 | $5.1M | 108k | 47.45 | |
| CVS Caremark Corporation (CVS) | 0.0 | $4.8M | 117k | 40.51 | |
| Bankatlantic Corp Inc Cl A | 0.0 | $4.7M | 1.2M | 3.91 | |
| Monster Worldwide | 0.0 | $4.8M | 200k | 24.21 | |
| Microsoft Corporation (MSFT) | 0.0 | $3.4M | 119k | 28.38 | |
| Bank of America Corporation (BAC) | 0.0 | $3.5M | 93k | 37.91 | |
| Ryland | 0.0 | $3.6M | 110k | 32.89 | |
| Franklin Electric (FELE) | 0.0 | $3.8M | 112k | 34.17 | |
| BB&T Corporation | 0.0 | $3.2M | 99k | 32.06 | |
| USG Corporation | 0.0 | $3.1M | 84k | 36.82 | |
| Fifth Third Ban (FITB) | 0.0 | $2.9M | 140k | 20.92 | |
| Greenlight Capital Re Ltd cl a (GLRE) | 0.0 | $3.8M | 205k | 18.54 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $2.5M | 59k | 42.94 | |
| Suntrust Banks Inc $1.00 Par Cmn | 0.0 | $2.0M | 37k | 55.15 | |
| Walt Disney Company (DIS) | 0.0 | $2.7M | 87k | 31.38 | |
| Kraft Foods | 0.0 | $1.7M | 56k | 31.00 | |
| Cincinnati Financial Corporation (CINF) | 0.0 | $2.5M | 65k | 38.04 | |
| Altria (MO) | 0.0 | $2.3M | 103k | 22.20 | |
| Royal Dutch Shell | 0.0 | $2.4M | 35k | 68.98 | |
| Illinois Tool Works (ITW) | 0.0 | $2.6M | 53k | 48.23 | |
| D.R. Horton (DHI) | 0.0 | $1.8M | 113k | 15.75 | |
| Alliance Data Systems Corporation (BFH) | 0.0 | $2.4M | 50k | 47.52 | |
| Student Loan (STU) | 0.0 | $1.8M | 18k | 98.90 | |
| Thor Industries (THO) | 0.0 | $2.1M | 71k | 29.77 | |
| First National Bank Alaska (FBAK) | 0.0 | $1.9M | 1.0k | 1849.60 | |
| Collective Brands | 0.0 | $2.7M | 226k | 12.12 | |
| World Acceptance (WRLD) | 0.0 | $2.7M | 84k | 31.84 | |
| Fortress Investment | 0.0 | $2.3M | 190k | 12.28 | |
| Smithfield Foods | 0.0 | $2.0M | 79k | 25.76 | |
| BP (BP) | 0.0 | $1.3M | 22k | 60.66 | |
| HSBC Holdings (HSBC) | 0.0 | $1.4M | 17k | 82.27 | |
| Leucadia National | 0.0 | $1.1M | 25k | 45.20 | |
| SEI Investments Company (SEIC) | 0.0 | $765k | 31k | 24.68 | |
| M&T Bank Corporation (MTB) | 0.0 | $1.3M | 16k | 80.48 | |
| Home Depot (HD) | 0.0 | $1.2M | 43k | 27.96 | |
| Merck & Co | 0.0 | $1.6M | 42k | 37.94 | |
| Chevron Corporation (CVX) | 0.0 | $713k | 8.4k | 85.33 | |
| Heartland Express (HTLD) | 0.0 | $1.4M | 101k | 14.26 | |
| Dow Chemical Company | 0.0 | $1.1M | 31k | 36.86 | |
| Morgan Stanley (MS) | 0.0 | $1.3M | 28k | 45.69 | |
| Nokia Corporation (NOK) | 0.0 | $900k | 28k | 31.83 | |
| General Motors Corp | 0.0 | $883k | 46k | 19.05 | |
| Capital One Financial (COF) | 0.0 | $1.7M | 34k | 49.22 | |
| ConocoPhillips (COP) | 0.0 | $675k | 8.9k | 76.21 | |
| eBay (EBAY) | 0.0 | $697k | 23k | 29.84 | |
| Schlumberger (SLB) | 0.0 | $671k | 7.7k | 87.05 | |
| Jacobs Engineering | 0.0 | $702k | 9.5k | 73.62 | |
| Wrigley | 0.0 | $875k | 14k | 62.87 | |
| Brookfield Infrastructure Part (BIP) | 0.0 | $825k | 49k | 16.96 | |
| Sturm, Ruger & Company (RGR) | 0.0 | $764k | 93k | 8.23 | |
| Drew Industries | 0.0 | $1.1M | 47k | 24.47 | |
| HDFC Bank (HDB) | 0.0 | $1.1M | 11k | 98.28 | |
| Highwoods Properties (HIW) | 0.0 | $592k | 19k | 31.08 | |
| TCF Financial Corporation | 0.0 | $838k | 47k | 17.92 | |
| eLong | 0.0 | $885k | 104k | 8.53 | |
| Aaron's | 0.0 | $1.2M | 62k | 19.00 | |
| Sarbit Asset Management | 0.0 | $701k | 87k | 8.02 | |
| Sears Holdings Corporation | 0.0 | $582k | 5.7k | 102.14 | |
| USA Mobility | 0.0 | $964k | 135k | 7.14 | |
| Kennametal (KMT) | 0.0 | $886k | 30k | 29.41 | |
| Midland | 0.0 | $635k | 9.8k | 64.95 | |
| Chubb Corporation | 0.0 | $550k | 11k | 49.44 | |
| Loews Corporation (L) | 0.0 | $527k | 13k | 40.23 | |
| El Paso Corporation | 0.0 | $174k | 10k | 16.68 | |
| U.S. Bancorp (USB) | 0.0 | $436k | 14k | 32.34 | |
| Total System Services | 0.0 | $490k | 21k | 23.65 | |
| Daimler Ag reg (MBGAF) | 0.0 | $545k | 6.4k | 85.57 | |
| Eli Lilly & Co. (LLY) | 0.0 | $282k | 5.5k | 51.59 | |
| Pfizer (PFE) | 0.0 | $446k | 21k | 20.93 | |
| Comcast Corporation | 0.0 | $274k | 15k | 18.94 | |
| Iac Interactivecorp | 0.0 | $209k | 10k | 20.80 | |
| Beazer Homes USA | 0.0 | $284k | 30k | 9.47 | |
| Pulte (PHM) | 0.0 | $146k | 10k | 14.60 | |
| Medco Health Solutions | 0.0 | $202k | 4.6k | 43.70 | |
| Bristol Myers Squibb (BMY) | 0.0 | $262k | 12k | 21.27 | |
| Apache Corporation | 0.0 | $502k | 4.2k | 120.79 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $289k | 4.5k | 64.61 | |
| PetSmart | 0.0 | $542k | 27k | 20.45 | |
| T. Rowe Price (TROW) | 0.0 | $202k | 4.0k | 49.94 | |
| Sherwin-Williams Company (SHW) | 0.0 | $286k | 5.6k | 51.06 | |
| Automatic Data Processing (ADP) | 0.0 | $207k | 4.9k | 42.30 | |
| Intel Corporation (INTC) | 0.0 | $511k | 24k | 21.19 | |
| Simpson Manufacturing (SSD) | 0.0 | $272k | 10k | 27.20 | |
| Comerica Incorporated (CMA) | 0.0 | $327k | 9.3k | 35.13 | |
| UCBH Holdings | 0.0 | $233k | 30k | 7.77 | |
| Emerson Electric (EMR) | 0.0 | $304k | 5.9k | 51.53 | |
| Mettler-Toledo International (MTD) | 0.0 | $447k | 4.6k | 97.17 | |
| Cabela's Incorporated | 0.0 | $418k | 30k | 14.16 | |
| Health Management Associates | 0.0 | $202k | 38k | 5.30 | |
| Energizer Holdings | 0.0 | $272k | 3.0k | 90.34 | |
| Allstate Corporation (ALL) | 0.0 | $428k | 8.9k | 48.09 | |
| Amgen (AMGN) | 0.0 | $379k | 9.1k | 41.79 | |
| Apple (AAPL) | 0.0 | $392k | 2.7k | 143.59 | |
| Royal Dutch Shell | 0.0 | $250k | 3.7k | 67.26 | |
| Wachovia Corp | 0.0 | $365k | 14k | 26.97 | |
| Stericycle (SRCL) | 0.0 | $433k | 8.4k | 51.55 | |
| Genentech | 0.0 | $215k | 2.7k | 81.13 | |
| Markel Corporation (MKL) | 0.0 | $239k | 543.00 | 440.15 | |
| Merrill Lynch & Co. | 0.0 | $388k | 9.5k | 40.78 | |
| Csk Auto Corp | 0.0 | $389k | 42k | 9.32 | |
| International Speedway Corporation | 0.0 | $440k | 11k | 40.67 | |
| Standard Pacific | 0.0 | $352k | 73k | 4.86 | |
| Countrywide Financial Corp | 0.0 | $412k | 75k | 5.50 | |
| General Growth Properties | 0.0 | $246k | 6.5k | 38.14 | |
| Cousins Properties | 0.0 | $495k | 20k | 24.72 | |
| Applied Materials (AMAT) | 0.0 | $459k | 24k | 19.51 | |
| Aptar (ATR) | 0.0 | $514k | 13k | 38.94 | |
| Cascade Ban (CACB) | 0.0 | $120k | 13k | 9.60 | |
| City National Corporation | 0.0 | $495k | 10k | 49.50 | |
| IDEX Corporation (IEX) | 0.0 | $301k | 9.8k | 30.65 | |
| Oracle Corporation (ORCL) | 0.0 | $200k | 10k | 19.61 | |
| Young Broadcasting | 0.0 | $110k | 145k | 0.76 | |
| Fremont General Corp | 0.0 | $12k | 25k | 0.49 | |
| 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 | $339k | 12k | 27.54 | |
| MFS Intermediate Income Trust (MIN) | 0.0 | $99k | 16k | 6.39 | |
| Central Securities (CET) | 0.0 | $351k | 14k | 24.60 | |
| Wrigley Wm Jr - Cl B | 0.0 | $213k | 3.4k | 62.06 | |
| Marathon Oil Corporation (MRO) | 0.0 | $212k | 4.7k | 45.59 | |
| Research In Motion | 0.0 | $339k | 3.0k | 112.07 | |
| Synovus Financial | 0.0 | $475k | 43k | 11.06 | |
| Advtech | 0.0 | $11k | 18k | 0.62 | |
| Wpp Group Plc New Amer Dep Sha | 0.0 | $203k | 3.4k | 59.57 |
