Ruane Cunniff

Ruane Cunniff

Last Update: 2014-12-10

Number of Stocks: 161
Number of New Stocks: 17

Total Value: $18,881 Mil
Q/Q Turnover: 2%

Countries: USA SGP
Details: Top Buys | Top Sales | Top Holdings  Embed:
Please Subscribe to see portfolio changes after 2014-09-30.

Plans start from as little as $349/year. 7-Day FREE TRIAL

Ruane Cunniff Latest Trades these stocks:

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)


View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
FAST Fastenal Co 2014-09-30 Add0.78%$43.74 - $50.08
($45.68)
$ 47.314%Add 15.78%24,086,459
CNSWF Constellation Softwa... 2014-09-30 Buy 0.34%$234.087 - $256.076
($247.67)
$ 282.514%New holding, 256800 sh.256,800
HXL Hexcel Corp 2014-09-30 Buy 0.25%$37.03 - $41.73
($39.42)
$ 40.854%New holding, 1181280 sh.1,181,280
QIHU Qihoo 360 Technology... 2014-09-30 Add0.24%$70.62 - $104.26
($89.41)
$ 58.86-34%Add 78.57%1,500,000
VRX Valeant Pharmaceutic... 2014-09-30 Add0.14%$106.73 - $130.26
($118.9)
$ 146.0623%Add 0.57%34,494,015
MRC MRC Global Inc 2014-09-30 Buy 0.05%$23.33 - $28.1
($25.64)
$ 15.22-41%New holding, 372000 sh.372,000
WUBA 58.com Inc 2014-09-30 Add0.03%$34.91 - $55.35
($46.2)
$ 42.12-9%Add 21.64%973,085
SLB Schlumberger NV 2014-09-30 Add0.03%$101.01 - $117.73
($108.91)
$ 87.52-20%Add 2284.92%64,536
DIS Walt Disney Co 2014-09-30 Add0.01%$85.03 - $90.94
($88.28)
$ 92.895%Add 105.71%57,374
JPM JPMorgan Chase & Co 2014-09-30 Add0.01%$55.56 - $61.63
($58.44)
$ 61.936%Add 154.56%50,299
CB Chubb Corp 2014-09-30 Buy 0.01%$86.82 - $94.04
($91.07)
$ 103.6214%New holding, 11922 sh.11,922
DOW Dow Chemical Co 2014-09-30 Buy 0.01%$50.97 - $54.8
($52.74)
$ 45.84-13%New holding, 41000 sh.41,000
BAC Bank of America Corp... 2014-09-30 Add0.01%$14.98 - $17.18
($15.93)
$ 17.6211%Add 22.78%538,077
C Citigroup Inc 2014-09-30 Add$46.9 - $53.66
($50.28)
$ 54.017%Add 44.71%8,706
ALL Allstate Corp 2014-09-30 Buy $56.89 - $62.32
($60.09)
$ 69.8916%New holding, 12000 sh.12,000
AMGN Amgen Inc 2014-09-30 Buy $115.39 - $144.01
($130.57)
$ 170.1730%New holding, 1617 sh.1,617
T AT&T Inc 2014-09-30 Buy $34.21 - $36.59
($35.2)
$ 33.54-5%New holding, 5780 sh.5,780
BBY Best Buy Co Inc 2014-09-30 Buy $29.03 - $34.96
($31.41)
$ 39.0124%New holding, 10000 sh.10,000
DDAIF Daimler AG 2014-09-30 Buy $76.595 - $95.72
($84.11)
$ 84.721%New holding, 3864 sh.3,864
CVX Chevron Corp 2014-09-30 Add$120.55 - $134.85
($127.69)
$ 112.93-12%Add 27.45%5,998
Premium Real Time Picks are included for Premium Members only!!
*The price and date might not be the actual time and price at which the transactions were made. In the case of institutional owners, the date is stated as the last day of their fiscal quarter. The prices are estimates if no accurate information available. Foreign holdings may not be included.

Ruane Cunniff's Profile:

This is the firm founded by William Ruane, who died in Oct. 2005. We continue to track its stock picks. The current investment committee is directed by Richard T. Cunniff. William Ruane is a Graham-and-Doddsville superinvestor recognized by Warren Buffett. William Ruane was founder and Chairman of Sequoia Fund, Inc. (SEQUX). Since inception in 1970 through September 30, 2007, the Fund has returned 15.57% average annually. During the same period the S&P 500 returned an average 11.86% annually. He is a student of Benjamin Graham, and attended his class at the same time as Warren Buffett.



Ruane Cunniff's Performance:

Average Annual Return of Sequoia Fund
5 Yrs 10 Yrs Since Inception
19.4% 8.9% 14.5%
» More Profile & Performance

Ruane Cunniff's Current Portfolio:

Ticker Shares Value ($1000)
VRX34,494,0154,525,620
BRK.A10,2232,115,140
TJX30,332,5261,794,780
FAST24,086,4591,081,480
PCP3,064,648725,954
BRK.B4,916,475679,162
IDXX5,197,081612,372
ORLY3,634,125546,427
MA5,446,115402,577
MHK2,830,730381,639
» More Current Portfolio

Ruane Cunniff's Sector Weightings:


SectorsSector Weightings (%)
Healthcare 31.3% 31.3%
Financial Services 22% 22%
Consumer Cyclical 19% 19%
Technology 12.5% 12.5%
Energy 2.4% 2.4%
Consumer Defensive 2% 2%
Industrials 1.4% 1.4%
Basic Materials 1.3% 1.3%
Communication Services 0% 0%
Utilities 0% 0%
Real Estate 0% 0%
» More Sector Weightings

Ruane Cunniff's News:

» More Related News


Add Notes, Comments

If you want to ask a question, or report a bug, please create a support ticket.

User Comments

No comment yet
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Free 7-day Trial
FEEDBACK