Ruane Cunniff

Ruane Cunniff

Last Update: 02-17-2015

Number of Stocks: 156
Number of New Stocks: 9

Total Value: $19,627 Mil
Q/Q Turnover: 1%

Countries: USA SGP
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Ruane Cunniff Bought 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
HXL Hexcel Corp 2014-12-31 Add0.17%$36.92 - $43.84
($41.29)
$ 50.1318%Add 69.55%2,002,840
YNDX Yandex NV 2014-12-31 Add0.08%$16.82 - $28.62
($24.1)
$ 15.45-56%Add 45.54%2,910,911
SFUN SouFun Holdings Ltd 2014-12-31 Add0.07%$6.83 - $10.6
($8.79)
$ 5.96-47%Add 904.25%2,008,500
MRC MRC Global Inc 2014-12-31 Add0.03%$13.63 - $22.9
($19.43)
$ 12.02-62%Add 116.03%803,615
FAST Fastenal Co 2014-09-30 Add0.78%$43.74 - $50.08
($45.68)
$ 41.17-11%Add 15.78%24,086,459
QIHU Qihoo 360 Technology Co Ltd 2014-09-30 Add0.24%$70.62 - $104.26
($89.41)
$ 52.09-72%Add 78.57%1,500,000
VRX Valeant Pharmaceuticals International Inc 2014-09-30 Add0.14%$106.73 - $130.26
($118.9)
$ 197.8440%Add 0.57%34,494,015
SLB Schlumberger NV 2014-09-30 Add0.03%$101.01 - $117.73
($108.91)
$ 83.31-31%Add 2284.92%64,536
WUBA 58.com Inc 2014-09-30 Add0.03%$34.91 - $55.35
($46.2)
$ 49.837%Add 21.64%973,085
BAC Bank of America Corporation 2014-09-30 Add0.01%$14.98 - $17.18
($15.93)
$ 15.31-4%Add 22.78%538,077
DIS Walt Disney Co 2014-09-30 Add0.01%$85.03 - $90.94
($88.28)
$ 105.4816%Add 105.71%57,374
JPM JPMorgan Chase & Co 2014-09-30 Add0.01%$55.56 - $61.63
($58.44)
$ 59.552%Add 154.56%50,299
JEC Jacobs Engineering Group Inc 2014-06-30 Add0.56%$52.92 - $64.62
($57.62)
$ 44.28-30%Add 102.02%3,945,718
CAB Cabela's Inc 2014-06-30 Add0.41%$58.55 - $69.05
($63.4)
$ 56.78-12%Add 59.07%3,414,705
CNQR Concur Technologies Inc 2014-06-30 Add0.16%$75.9 - $101.67
($87.48)
$ 128.7832%Add 3371.63%311,544
BAC Bank of America Corporation 2014-06-30 Add0.03%$14.51 - $17.34
($15.53)
$ 15.31-1%Add 2414.04%438,247
REXI Resource America Inc 2014-06-30 Add0.01%$8.2 - $9.51
($8.69)
$ 8.953%Add 48.76%897,297
QIHU Qihoo 360 Technology Co Ltd 2014-03-31 Add0.29%$79.78 - $121.53
($99.15)
$ 52.09-90%Add 180.00%840,000
WFC Wells Fargo & Co 2014-03-31 Add0.05%$44.23 - $49.29
($46.49)
$ 54.1214%Add 220.66%287,710
UNP Union Pacific Corp 2014-03-31 Add0.02%$82.58 - $94.7
($88.57)
$ 108.4418%Add 53.80%100,626
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
17.8% 9.2% 14.3%
» More Profile & Performance

Ruane Cunniff's Current Portfolio:

Ticker Shares Value ($1000)
VRX04,913,250
BRK.A02,220,220
TJX01,829,270
FAST01,142,650
PCP0745,033
BRK.B0712,040
ORLY0694,836
IDXX0659,565
MA0464,436
MHK0439,198
» More Current Portfolio

Ruane Cunniff's Sector Weightings:


select * from (select sec,round(sum(position),1) as secweight, round(sum(if(impact>0 or null,impact,0)),1) as buyimpact, round(sum(if(impact<0 or NULL, impact,0)),1) as sellimpact from (SELECT round(stock_list.industry/100000,0) as sec , `inst_holdings`.* FROM `inst_holdings`,stock_list where `inst_holdings`.symbol=stock_list.symbol and stock_list.exchange=inst_holdings.exchange and inst_holdings.guru_id = 14 and portdate='2014-12-31' and inst_holdings.verified=1) as a group by sec) as b, (select sector,sectorcode from morn_industry group by sectorcode) as c where b.sec=c.sectorcode order by secweight desc
SectorsSector Weightings (%)
Healthcare 32.7% 32.7%
Financial Services 22.3% 22.3%
Consumer Cyclical 18.9% 18.9%
Technology 12.5% 12.5%
Consumer Defensive 2% 2%
Energy 1.9% 1.9%
Basic Materials 1.2% 1.2%
Industrials 1.1% 1.1%
Communication Services 0% 0%
Utilities 0% 0%
Real Estate 0% 0%
» More Sector Weightings

Ruane Cunniff's News:

» More Related News


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