Ruane, Cunniff & Goldfarb as of Dec. 31, 2008
Portfolio Holdings for Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb holds 166 positions in its portfolio as reported in the December 2008 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.A) | 27.8 | $1.9B | 20k | 96599.98 | |
| Martin Marietta Materials (MLM) | 8.2 | $574M | 5.9M | 97.05 | |
| Fastenal Company (FAST) | 6.9 | $484M | 14M | 34.84 | |
| IDEXX Laboratories (IDXX) | 6.9 | $480M | 13M | 36.08 | |
| Mohawk Industries (MHK) | 6.2 | $435M | 10M | 42.96 | |
| TJX Companies (TJX) | 5.1 | $358M | 17M | 20.56 | |
| Expeditors International of Washington (EXPD) | 4.5 | $315M | 9.5M | 33.23 | |
| Walgreen Company | 2.5 | $175M | 7.1M | 24.67 | |
| Berkshire Hathaway Inc. Class B | 2.5 | $172M | 53k | 3213.99 | |
| Wal-Mart Stores (WMT) | 2.3 | $163M | 2.9M | 56.06 | |
| Target Corporation (TGT) | 2.3 | $164M | 4.7M | 34.53 | |
| Cummins (CMI) | 1.6 | $114M | 4.3M | 26.73 | |
| Caterpillar (CAT) | 1.6 | $112M | 2.5M | 44.67 | |
| O'Reilly Automotive | 1.6 | $109M | 3.6M | 30.74 | |
| Ritchie Bros. Auctioneers Inco | 1.5 | $104M | 4.9M | 21.42 | |
| Paccar (PCAR) | 1.5 | $104M | 3.6M | 28.60 | |
| Brown & Brown (BRO) | 1.4 | $100M | 4.8M | 20.89 | |
| MasterCard Incorporated (MA) | 1.3 | $92M | 642k | 142.93 | |
| Knight Transportation | 1.1 | $81M | 5.0M | 16.11 | |
| Vulcan Materials Company (VMC) | 1.0 | $72M | 1.0M | 69.58 | |
| Concur Technologies | 0.7 | $46M | 1.4M | 32.82 | |
| 0.6 | $45M | 145k | 307.65 | ||
| Danaher Corporation (DHR) | 0.6 | $44M | 779k | 56.61 | |
| Costco Wholesale Corporation (COST) | 0.6 | $42M | 808k | 52.50 | |
| Axis Capital Holdings (AXS) | 0.6 | $39M | 1.3M | 29.12 | |
| Xto Energy | 0.5 | $35M | 1.0M | 35.27 | |
| American Express Company (AXP) | 0.4 | $29M | 1.6M | 18.55 | |
| Chesapeake Energy Corporation | 0.4 | $29M | 1.8M | 16.17 | |
| McGraw-Hill Companies | 0.4 | $28M | 1.2M | 23.19 | |
| Whole Foods Market | 0.3 | $24M | 2.6M | 9.44 | |
| Range Resources (RRC) | 0.3 | $21M | 615k | 34.39 | |
| Coca-Cola Company (KO) | 0.3 | $19M | 412k | 45.27 | |
| Ultimate Software | 0.3 | $19M | 1.3M | 14.60 | |
| Votorantim Celulose E Papel | 0.2 | $17M | 2.1M | 7.93 | |
| Willis Group Holdings | 0.2 | $17M | 670k | 24.88 | |
| Manpower (MAN) | 0.2 | $15M | 446k | 33.99 | |
| Pioneer Natural Resources (PXD) | 0.2 | $15M | 940k | 16.18 | |
| Expedia | 0.2 | $15M | 1.8M | 8.24 | |
| W.R. Berkley Corporation (WRB) | 0.2 | $14M | 465k | 31.00 | |
| GMX Resources | 0.2 | $13M | 524k | 25.32 | |
| Central European Media Enterpr | 0.2 | $13M | 585k | 21.72 | |
| Legg Mason | 0.2 | $12M | 524k | 21.91 | |
| MercadoLibre (MELI) | 0.2 | $11M | 694k | 16.41 | |
| Procter & Gamble Company (PG) | 0.1 | $11M | 171k | 61.82 | |
| DISH Network | 0.1 | $9.3M | 836k | 11.09 | |
| priceline.com Incorporated | 0.1 | $8.7M | 118k | 73.65 | |
| Continental Resources | 0.1 | $8.3M | 400k | 20.71 | |
| Tiffany & Co. | 0.1 | $8.7M | 367k | 23.63 | |
| Penn Virginia Corporation | 0.1 | $8.7M | 333k | 25.98 | |
| General Electric Company | 0.1 | $7.0M | 433k | 16.20 | |
| Exxon Mobil Corp | 0.1 | $7.2M | 91k | 79.83 | |
| Quicksilver Resources | 0.1 | $6.6M | 1.2M | 5.57 | |
| FinishMaster | 0.1 | $6.2M | 376k | 16.50 | |
| Petrohawk Energy Corporation | 0.1 | $6.3M | 400k | 15.63 | |
| Roper Industries (ROP) | 0.1 | $6.3M | 145k | 43.41 | |
| Sina Corporation | 0.1 | $5.9M | 256k | 23.15 | |
| Cognizant Technology Solutions (CTSH) | 0.1 | $5.6M | 311k | 18.06 | |
| International Business Machines (IBM) | 0.1 | $5.7M | 68k | 84.15 | |
| Pepsi (PEP) | 0.1 | $5.9M | 108k | 54.77 | |
| Washington Post Company | 0.1 | $5.7M | 15k | 390.24 | |
| 51job | 0.1 | $5.3M | 862k | 6.16 | |
| Atlas Amer | 0.1 | $5.8M | 390k | 14.85 | |
| Progressive Corporation (PGR) | 0.1 | $4.7M | 315k | 14.81 | |
| Cresud (CRESY) | 0.1 | $5.1M | 575k | 8.95 | |
| Petroleum Development Corporation | 0.1 | $4.8M | 200k | 24.07 | |
| McDonald's Corporation (MCD) | 0.1 | $4.4M | 71k | 62.19 | |
| Johnson & Johnson (JNJ) | 0.1 | $4.1M | 69k | 59.84 | |
| Philip Morris International (PM) | 0.1 | $4.5M | 103k | 43.51 | |
| Student Loan (STU) | 0.1 | $4.3M | 106k | 41.00 | |
| Atlas Energy Res Llc Cl B | 0.1 | $4.0M | 310k | 12.77 | |
| CVS Caremark Corporation (CVS) | 0.1 | $3.3M | 116k | 28.74 | |
| Canadian Natural Resources (CNQ) | 0.1 | $3.4M | 86k | 39.97 | |
| Resource America | 0.1 | $3.2M | 796k | 4.00 | |
| Greenlight Capital Re Ltd cl a (GLRE) | 0.1 | $3.6M | 274k | 12.99 | |
| Pampa Energia (PAM) | 0.1 | $3.6M | 500k | 7.17 | |
| Gra (GGG) | 0.1 | $3.4M | 142k | 23.73 | |
| Storm Gas Res Corp **restricte | 0.1 | $3.7M | 570k | 6.44 | |
| Penske Automotive (PAG) | 0.1 | $3.7M | 480k | 7.68 | |
| Discover Financial Services (DFS) | 0.0 | $2.6M | 276k | 9.53 | |
| BB&T Corporation | 0.0 | $2.6M | 96k | 27.46 | |
| Magna Intl Inc cl a (MGA) | 0.0 | $3.0M | 100k | 29.93 | |
| IRSA Inversiones Representaciones | 0.0 | $2.5M | 589k | 4.33 | |
| Thermadyne Holdings (THMD) | 0.0 | $2.7M | 400k | 6.87 | |
| Collective Brands | 0.0 | $2.7M | 226k | 11.72 | |
| Walt Disney Company (DIS) | 0.0 | $1.9M | 86k | 22.69 | |
| Bed Bath & Beyond | 0.0 | $2.2M | 88k | 25.42 | |
| Franklin Electric (FELE) | 0.0 | $2.4M | 86k | 28.11 | |
| Royal Dutch Shell | 0.0 | $2.0M | 38k | 52.94 | |
| Alliance Data Systems Corporation (BFH) | 0.0 | $2.3M | 50k | 46.54 | |
| Microsoft Corporation (MSFT) | 0.0 | $1.7M | 87k | 19.44 | |
| Suntrust Banks Inc $1.00 Par Cmn | 0.0 | $1.0M | 35k | 29.55 | |
| Heartland Express (HTLD) | 0.0 | $1.6M | 101k | 15.76 | |
| Kraft Foods | 0.0 | $1.5M | 56k | 26.86 | |
| Akamai Technologies (AKAM) | 0.0 | $1.5M | 100k | 15.09 | |
| Altria (MO) | 0.0 | $1.6M | 103k | 15.06 | |
| Illinois Tool Works (ITW) | 0.0 | $1.2M | 34k | 35.05 | |
| Fifth Third Ban (FITB) | 0.0 | $1.1M | 133k | 8.26 | |
| Bankatlantic Corp Inc Cl A | 0.0 | $1.4M | 239k | 5.80 | |
| First National Bank Alaska (FBAK) | 0.0 | $1.5M | 913.00 | 1590.36 | |
| InnerWorkings | 0.0 | $1.6M | 243k | 6.55 | |
| Southwestern Energy Company (SWN) | 0.0 | $1.7M | 58k | 28.96 | |
| BP (BP) | 0.0 | $968k | 21k | 46.75 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $858k | 27k | 31.55 | |
| Bank of America Corporation (BAC) | 0.0 | $637k | 45k | 14.09 | |
| SEI Investments Company (SEIC) | 0.0 | $487k | 31k | 15.71 | |
| Home Depot (HD) | 0.0 | $938k | 41k | 23.02 | |
| Merck & Co | 0.0 | $753k | 25k | 30.42 | |
| Chevron Corporation (CVX) | 0.0 | $683k | 9.2k | 73.97 | |
| CarMax (KMX) | 0.0 | $930k | 118k | 7.88 | |
| Franklin Resources (BEN) | 0.0 | $473k | 7.4k | 63.78 | |
| PetSmart | 0.0 | $451k | 25k | 18.43 | |
| Nokia Corporation (NOK) | 0.0 | $439k | 28k | 15.61 | |
| Amgen (AMGN) | 0.0 | $404k | 7.0k | 57.71 | |
| ConocoPhillips (COP) | 0.0 | $396k | 7.6k | 51.78 | |
| eBay (EBAY) | 0.0 | $350k | 25k | 13.94 | |
| Citi | 0.0 | $554k | 83k | 6.71 | |
| Jacobs Engineering | 0.0 | $350k | 7.3k | 48.08 | |
| Lowe's Companies (LOW) | 0.0 | $427k | 20k | 21.52 | |
| Pool Corporation (POOL) | 0.0 | $386k | 22k | 17.99 | |
| Abercrombie & Fitch (ANF) | 0.0 | $761k | 33k | 23.06 | |
| FactSet Research Systems (FDS) | 0.0 | $840k | 19k | 44.23 | |
| Visa (V) | 0.0 | $944k | 18k | 52.44 | |
| Aptar (ATR) | 0.0 | $423k | 12k | 35.25 | |
| City National Corporation | 0.0 | $487k | 10k | 48.70 | |
| Drew Industries | 0.0 | $520k | 43k | 11.99 | |
| Highwoods Properties (HIW) | 0.0 | $508k | 19k | 27.39 | |
| TCF Financial Corporation | 0.0 | $606k | 44k | 13.66 | |
| Thor Industries (THO) | 0.0 | $851k | 65k | 13.18 | |
| eLong | 0.0 | $748k | 105k | 7.10 | |
| Cache (CACH) | 0.0 | $586k | 290k | 2.02 | |
| Chubb Corporation | 0.0 | $261k | 5.1k | 50.94 | |
| Loews Corporation (L) | 0.0 | $201k | 7.1k | 28.31 | |
| El Paso Corporation | 0.0 | $82k | 10k | 7.86 | |
| Leucadia National | 0.0 | $249k | 13k | 19.76 | |
| U.S. Bancorp (USB) | 0.0 | $330k | 13k | 25.03 | |
| Total System Services | 0.0 | $256k | 18k | 14.03 | |
| Pfizer (PFE) | 0.0 | $261k | 15k | 17.71 | |
| Bristol Myers Squibb (BMY) | 0.0 | $218k | 9.4k | 23.30 | |
| Apache Corporation | 0.0 | $328k | 4.4k | 74.44 | |
| Sherwin-Williams Company (SHW) | 0.0 | $335k | 5.6k | 59.81 | |
| Intel Corporation (INTC) | 0.0 | $315k | 22k | 14.65 | |
| Simpson Manufacturing (SSD) | 0.0 | $278k | 10k | 27.80 | |
| Emerson Electric (EMR) | 0.0 | $251k | 6.9k | 36.59 | |
| Mettler-Toledo International (MTD) | 0.0 | $310k | 4.6k | 67.39 | |
| Cabela's Incorporated | 0.0 | $129k | 22k | 5.82 | |
| Health Management Associates | 0.0 | $68k | 38k | 1.78 | |
| Apple (AAPL) | 0.0 | $233k | 2.7k | 85.35 | |
| News Corporation | 0.0 | $92k | 11k | 8.53 | |
| Schlumberger (SLB) | 0.0 | $209k | 4.9k | 42.31 | |
| Stericycle (SRCL) | 0.0 | $344k | 6.6k | 52.12 | |
| Genentech | 0.0 | $207k | 2.5k | 82.80 | |
| Sturm, Ruger & Company (RGR) | 0.0 | $69k | 12k | 6.00 | |
| Cousins Properties | 0.0 | $180k | 13k | 13.82 | |
| Applied Materials (AMAT) | 0.0 | $238k | 24k | 10.11 | |
| Blue Earth Refineries | 0.0 | $14k | 15k | 0.93 | |
| C.H. Robinson Worldwide (CHRW) | 0.0 | $230k | 4.2k | 55.00 | |
| Cascade Ban (CACB) | 0.0 | $84k | 13k | 6.72 | |
| IDEX Corporation (IEX) | 0.0 | $213k | 8.8k | 24.14 | |
| Oracle Corporation (ORCL) | 0.0 | $188k | 11k | 17.74 | |
| Young Broadcasting | 0.0 | $4.3k | 145k | 0.03 | |
| Fremont General Corp | 0.0 | $901.760000 | 23k | 0.04 | |
| Kaiser Aluminum (KALU) | 0.0 | $225k | 10k | 22.50 | |
| Royal Palm Beach Col | 0.0 | $11k | 14k | 0.79 | |
| Genzyme Corporation | 0.0 | $226k | 3.4k | 66.47 | |
| Hugoton Royalty Trust (HGTXU) | 0.0 | $198k | 12k | 16.09 | |
| MFS Intermediate Income Trust (MIN) | 0.0 | $97k | 16k | 6.26 |
