Ruane Cunniff

Ruane Cunniff

Last Update: 05-15-2015

Number of Stocks: 155
Number of New Stocks: 6

Total Value: $21,121 Mil
Q/Q Turnover: 1%

Countries: USA SGP
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Plans start from as little as $349/year. 7-Day FREE TRIAL

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
PCP Precision Castparts Corp 2015-03-31 Add0.43%$199.63 - $238.44
($212.18)
$ 216.612%Add 14.05%3,527,635
MRC MRC Global Inc 2015-03-31 Add0.18%$10.37 - $15.34
($12.5)
$ 15.2922%Add 409.94%4,097,935
WUBA 58.com Inc 2015-03-31 Add0.13%$37.35 - $52.88
($42.31)
$ 77.5183%Add 56.98%1,445,845
RRC Range Resources Corp 2015-03-31 Add0.1%$45.29 - $55.4
($49.61)
$ 57.2815%Add 11.09%4,005,407
YNDX Yandex NV 2015-03-31 Add0.07%$14.12 - $18.42
($16.08)
$ 17.9312%Add 35.45%3,942,693
DISCA Discovery Communications Inc 2015-03-31 Add0.06%$28.99 - $34.48
($31.37)
$ 33.106%Add 29.59%1,700,044
SLB Schlumberger NV 2015-03-31 Add0.01%$76.63 - $88.89
($83.25)
$ 91.009%Add 118.35%40,386
BRK.B Berkshire Hathaway Inc 2015-03-31 Add0.01%$143.03 - $151.37
($147.14)
$ 144.75-2%Add 0.22%4,752,589
JEC Jacobs Engineering Group Inc 2015-03-31 Add0.01%$38.1 - $45.16
($42.44)
$ 43.563%Add 0.83%3,986,209
AEP American Electric Power Co Inc 2015-03-31 Add$54.77 - $64.57
($59.33)
$ 56.06-6%Add 1.21%15,485
DUK Duke Energy Corporation 2015-03-31 Add$74.28 - $89.36
($81.17)
$ 76.21-6%Add 5.18%2,640
MA MasterCard Inc 2015-03-31 Add$80.74 - $92.81
($86.75)
$ 92.597%Add 0.09%5,395,235
MDT Medtronic PLC 2015-03-31 Add$71.22 - $79.25
($75.79)
$ 77.322%Add 3.83%4,880
TIF Tiffany & Co 2015-03-31 Add$82.93 - $105.5
($89.45)
$ 94.546%Add 0.30%2,138,248
VZ Verizon Communications Inc 2015-03-31 Add$45.71 - $49.81
($48.26)
$ 49.573%Add 3.00%7,042
WAT Waters Corp 2015-03-31 Add$112.53 - $124.94
($119.29)
$ 134.7213%Add 0.01%2,049,264
HXL Hexcel Corp 2014-12-31 Add0.17%$36.92 - $43.84
($41.29)
$ 50.1521%Add 69.55%2,002,840
YNDX Yandex NV 2014-12-31 Add0.08%$16.82 - $28.62
($24.1)
$ 17.93-26%Add 45.54%2,910,911
SFUN SouFun Holdings Ltd 2014-12-31 Add0.07%$6.83 - $10.6
($8.79)
$ 7.95-10%Add 904.25%2,008,500
MRC MRC Global Inc 2014-12-31 Add0.03%$13.63 - $22.9
($19.43)
$ 15.29-21%Add 116.03%803,615
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)
VRX34,089,3786,770,832
BRK.A9,4972,065,598
TJX26,380,9831,847,988
FAST23,962,800992,899
ORLY3,590,544776,419
PCP3,527,635740,803
BRK.B4,752,589685,894
IDXX4,078,152629,993
MHK2,793,558518,903
MA5,395,235466,094
» More Current Portfolio

Ruane Cunniff's Sector Weightings:


SectorsSector Weightings (%)
Healthcare 73.8% 73.8%
Financial Services 19.8% 19.8%
Consumer Cyclical 18.2% 18.2%
Technology 11% 11%
Consumer Defensive 1.9% 1.9%
Energy 1.6% 1.6%
Basic Materials 1.1% 1.1%
Industrials 0.3% 0.3%
Utilities 0% 0%
Real Estate 0% 0%
Communication Services 0% 0%
» More Sector Weightings


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