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Ron Baron Buys Realogy Corp, Verisk Analytics Inc., Riskmetrics Group, Sells Sunpower Corporation, Mead Johnson Nutriti, Marvel Entertainment Inc.

Ron Baron of the Baron Funds likes to buy companies when they are small, and wait until they grow big. He got many multiple baggers from this. Ron worked with Soros before, and Peter Lynch used his investment analysis while at Fidelity. This is the Q4 portfolio update for Baron Funds.

Ron Baron owns 244 stocks with a total value of $14.6 billion. These are the details of the buys and sells.

For the details of Ron Baron's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Ron+Baron

This is the sector weightings of his portfolio:

Consumer Services 25.6%
Industrials 20.7%
Financials 14.6%
Health Care 12.1%
Oil & Gas 8.8%
Technology 6.5%
Consumer Goods 5.6%
Utilities 3%
Basic Materials 1.2%
Telecommunications 0.3%


These are the top 5 holdings of Ron Baron

  1. DeVry Inc. (DV) - 6,963,450 shares, 2.71% of the total portfolio
  2. Arch Capital Group Ltd. (ACGL) - 4,743,134 shares, 2.33% of the total portfolio
  3. Equinix Inc. (EQIX) - 3,073,482 shares, 2.24% of the total portfolio
  4. Community Health Systems Inc. (CYH) - 8,795,431 shares, 2.15% of the total portfolio
  5. MSCI INC (MXB) - 9,739,375 shares, 2.12% of the total portfolio


Added: Tetra Tech Inc. (TTEK)

Ron Baron added to his holdings in Tetra Tech Inc. by 35.23%. His purchase prices were between $25.41 and $27.53, with an estimated average price of $26.6. The impact to his portfolio due to this purchase was 0.22%. His holdings were 4,593,285 shares as of 12/31/2009.

Added: Webmd Health Corp. (WBMD)

Ron Baron added to his holdings in Webmd Health Corp. by 52.49%. His purchase prices were between $31.52 and $38.96, with an estimated average price of $35.81. The impact to his portfolio due to this purchase was 0.18%. His holdings were 2,014,269 shares as of 12/31/2009.

Added: Interactive Brokers Group Inc. (IBKR)

Ron Baron added to his holdings in Interactive Brokers Group Inc. by 74.3%. His purchase prices were between $16.01 and $20.6, with an estimated average price of $17.68. The impact to his portfolio due to this purchase was 0.18%. His holdings were 3,472,642 shares as of 12/31/2009.

Added: Treehouse Foods Inc. (THS)

Ron Baron added to his holdings in Treehouse Foods Inc. by 351.1%. His purchase prices were between $33.49 and $40.15, with an estimated average price of $35.93. The impact to his portfolio due to this purchase was 0.16%. His holdings were 799,800 shares as of 12/31/2009.

Added: Discovery Communications, Inc (DISCA)

Ron Baron added to his holdings in Discovery Communications, Inc by 41.58%. His purchase prices were between $27.28 and $32.39, with an estimated average price of $30.64. The impact to his portfolio due to this purchase was 0.11%. His holdings were 1,821,353 shares as of 12/31/2009.

Added: Brookdale Senior Living Inc. (BKD)

Ron Baron added to his holdings in Brookdale Senior Living Inc. by 29.09%. His purchase prices were between $15.14 and $19.96, with an estimated average price of $17.57. The impact to his portfolio due to this purchase was 0.1%. His holdings were 3,550,000 shares as of 12/31/2009.

Added: Gartner Inc. (IT)

Ron Baron added to his holdings in Gartner Inc. by 9.45%. His purchase prices were between $17.38 and $20.16, with an estimated average price of $18.8. The impact to his portfolio due to this purchase was 0.1%. His holdings were 9,081,186 shares as of 12/31/2009.

Added: Citrix Systems Inc. (CTXS)

Ron Baron added to his holdings in Citrix Systems Inc. by 227.24%. His purchase prices were between $36.76 and $42.34, with an estimated average price of $39.32. The impact to his portfolio due to this purchase was 0.09%. His holdings were 461,414 shares as of 12/31/2009.

Added: Nii Holdings Inc (NIHD)

Ron Baron added to his holdings in Nii Holdings Inc by 45.85%. His purchase prices were between $26.83 and $34.48, with an estimated average price of $30.6. The impact to his portfolio due to this purchase was 0.08%. His holdings were 1,064,019 shares as of 12/31/2009.

Added: Liberty Media Corp. Capital Common Serie (LCAPA)

Ron Baron added to his holdings in Liberty Media Corp. Capital Common Serie by 35.69%. His purchase prices were between $20.58 and $24.85, with an estimated average price of $22.84. The impact to his portfolio due to this purchase was 0.07%. His holdings were 1,500,000 shares as of 12/31/2009.

Added: Priceline.com Inc. (PCLN)

Ron Baron added to his holdings in Priceline.com Inc. by 48.39%. His purchase prices were between $157.79 and $229.24, with an estimated average price of $197.73. The impact to his portfolio due to this purchase was 0.07%. His holdings were 142,257 shares as of 12/31/2009.

Added: Crown Holdings Inc. (CCK)

Ron Baron added to his holdings in Crown Holdings Inc. by 1130.6%. His purchase prices were between $25.01 and $28.62, with an estimated average price of $26.11. The impact to his portfolio due to this purchase was 0.06%. His holdings were 338,415 shares as of 12/31/2009.

Added: Ultra Petroleum Corp (UPL)

Ron Baron added to his holdings in Ultra Petroleum Corp by 51.01%. His purchase prices were between $45.05 and $56.31, with an estimated average price of $49.45. The impact to his portfolio due to this purchase was 0.05%. His holdings were 476,345 shares as of 12/31/2009.

Added: Orion Marine Group Inc. (ORN)

Ron Baron added to his holdings in Orion Marine Group Inc. by 25.45%. His purchase prices were between $18.34 and $23.92, with an estimated average price of $20.16. The impact to his portfolio due to this purchase was 0.04%. His holdings were 1,380,000 shares as of 12/31/2009.

Added: National Instruments Corp. (NATI)

Ron Baron added to his holdings in National Instruments Corp. by 40%. His purchase prices were between $26.64 and $29.85, with an estimated average price of $28.26. The impact to his portfolio due to this purchase was 0.02%. His holdings were 350,000 shares as of 12/31/2009.

Added: Qualcomm Inc. (QCOM)

Ron Baron added to his holdings in Qualcomm Inc. by 32.88%. His purchase prices were between $40.68 and $46.86, with an estimated average price of $43.98. The impact to his portfolio due to this purchase was 0.02%. His holdings were 244,500 shares as of 12/31/2009.

Added: Mcdonald's Corp. (MCD)

Ron Baron added to his holdings in Mcdonald's Corp. by 66.18%. His purchase prices were between $56.61 and $64.53, with an estimated average price of $61.31. The impact to his portfolio due to this purchase was 0.02%. His holdings were 113,000 shares as of 12/31/2009.

Added: Seneca Foods Corp. (SENEA)

Ron Baron added to his holdings in Seneca Foods Corp. by 28.9%. His purchase prices were between $21.95 and $28.9, with an estimated average price of $24.93. The impact to his portfolio due to this purchase was 0.01%. His holdings were 258,700 shares as of 12/31/2009.

Added: Costco Wholesale Corp. (COST)

Ron Baron added to his holdings in Costco Wholesale Corp. by 27.06%. His purchase prices were between $56.47 and $61.12, with an estimated average price of $59.19. The impact to his portfolio due to this purchase was 0.01%. His holdings were 108,000 shares as of 12/31/2009.

Added: Republic Services Inc. (RSG)

Ron Baron added to his holdings in Republic Services Inc. by 56.08%. His purchase prices were between $25.77 and $29.57, with an estimated average price of $27.71. The impact to his portfolio due to this purchase was 0.01%. His holdings were 231,000 shares as of 12/31/2009.

Added: Gsi Commerce Inc. (GSIC)

Ron Baron added to his holdings in Gsi Commerce Inc. by 40.82%. His purchase prices were between $18.37 and $25.81, with an estimated average price of $21.83. The impact to his portfolio due to this purchase was 0.01%. His holdings were 138,000 shares as of 12/31/2009.

Added: Ryanair Holdings Plc (RYAAY)

Ron Baron added to his holdings in Ryanair Holdings Plc by 33.33%. His purchase prices were between $24.97 and $30.6, with an estimated average price of $27.2. The impact to his portfolio due to this purchase was less than 0.01%. His holdings were 24,000 shares as of 12/31/2009.

Added: Diageo Plc (DEO)

Ron Baron added to his holdings in Diageo Plc by 25.64%. His purchase prices were between $60.71 and $69.66, with an estimated average price of $66.68. The impact to his portfolio due to this purchase was less than 0.01%. His holdings were 49,000 shares as of 12/31/2009.

Added: Vistaprint Ltd. (VPRT)

Ron Baron added to his holdings in Vistaprint Ltd. by 21.43%. His purchase prices were between $48.13 and $59.02, with an estimated average price of $54.04. The impact to his portfolio due to this purchase was less than 0.01%. His holdings were 42,500 shares as of 12/31/2009.

Added: Pulte Homes Inc. (PHM)

Ron Baron added to his holdings in Pulte Homes Inc. by 22.95%. His purchase prices were between $8.83 and $10.61, with an estimated average price of $9.61. The impact to his portfolio due to this purchase was less than 0.01%. His holdings were 359,000 shares as of 12/31/2009.

New Purchase: Realogy Corp (H)

Ron Baron initiated holdings in Realogy Corp. His purchase prices were between $27.9 and $30.31, with an estimated average price of $29.25. The impact to his portfolio due to this purchase was 0.74%. His holdings were 3,598,270 shares as of 12/31/2009.

New Purchase: Verisk Analytics Inc. (VRSK)

Ron Baron initiated holdings in Verisk Analytics Inc.. His purchase prices were between $26.4 and $31, with an estimated average price of $28.47. The impact to his portfolio due to this purchase was 0.6%. His holdings were 2,895,363 shares as of 12/31/2009.

New Purchase: Riskmetrics Group (RMG)

Ron Baron initiated holdings in Riskmetrics Group. His purchase prices were between $13.85 and $15.83, with an estimated average price of $14.98. The impact to his portfolio due to this purchase was 0.47%. His holdings were 4,265,920 shares as of 12/31/2009.

New Purchase: Dole Food Company Inc (DOLE)

Ron Baron initiated holdings in Dole Food Company Inc. His purchase prices were between $11.37 and $12.5, with an estimated average price of $11.99. The impact to his portfolio due to this purchase was 0.46%. His holdings were 5,406,524 shares as of 12/31/2009.

New Purchase: St. Mary Land & Exploration Company (SM)

Ron Baron initiated holdings in St. Mary Land & Exploration Company. His purchase prices were between $30.59 and $37.22, with an estimated average price of $33.91. The impact to his portfolio due to this purchase was 0.28%. His holdings were 1,175,000 shares as of 12/31/2009.

New Purchase: Watson Wyatt Worldwide Inc. (WW)

Ron Baron initiated holdings in Watson Wyatt Worldwide Inc.. His purchase prices were between $41.34 and $47.73, with an estimated average price of $44.65. The impact to his portfolio due to this purchase was 0.28%. His holdings were 862,819 shares as of 12/31/2009.

New Purchase: Blackboard Inc. (BBBB)

Ron Baron initiated holdings in Blackboard Inc.. His purchase prices were between $35.47 and $46.3, with an estimated average price of $41.24. The impact to his portfolio due to this purchase was 0.26%. His holdings were 835,664 shares as of 12/31/2009.

New Purchase: Mistras Group Inc (MG)

Ron Baron initiated holdings in Mistras Group Inc. His purchase prices were between $11.45 and $14.85, with an estimated average price of $12.8. The impact to his portfolio due to this purchase was 0.21%. His holdings were 2,000,000 shares as of 12/31/2009.

New Purchase: Brigham Exploration Company (BEXP)

Ron Baron initiated holdings in Brigham Exploration Company. His purchase prices were between $8.46 and $14.67, with an estimated average price of $11.14. The impact to his portfolio due to this purchase was 0.21%. His holdings were 2,250,000 shares as of 12/31/2009.

New Purchase: Carbo Ceramics Inc. (CRR)

Ron Baron initiated holdings in Carbo Ceramics Inc.. His purchase prices were between $48.94 and $70.77, with an estimated average price of $59.97. The impact to his portfolio due to this purchase was 0.16%. His holdings were 346,000 shares as of 12/31/2009.

New Purchase: Telvent Git S.a. (TLVT)

Ron Baron initiated holdings in Telvent Git S.a.. His purchase prices were between $27.51 and $38.88, with an estimated average price of $33.12. The impact to his portfolio due to this purchase was 0.15%. His holdings were 550,638 shares as of 12/31/2009.

New Purchase: Reckson Associates Realty Corp (RA)

Ron Baron initiated holdings in Reckson Associates Realty Corp. His purchase prices were between $11.58 and $14.4, with an estimated average price of $12.89. The impact to his portfolio due to this purchase was 0.13%. His holdings were 1,500,000 shares as of 12/31/2009.

New Purchase: Vitacost.com Inc. (VITC)

Ron Baron initiated holdings in Vitacost.com Inc.. His purchase prices were between $7.14 and $10.9, with an estimated average price of $9.16. The impact to his portfolio due to this purchase was 0.12%. His holdings were 1,679,300 shares as of 12/31/2009.

New Purchase: Georesources Inc. (GEOI)

Ron Baron initiated holdings in Georesources Inc.. His purchase prices were between $10.4 and $13.79, with an estimated average price of $11.62. The impact to his portfolio due to this purchase was 0.09%. His holdings were 1,000,000 shares as of 12/31/2009.

New Purchase: Whiting Petroleum Corp. (WLL)

Ron Baron initiated holdings in Whiting Petroleum Corp.. His purchase prices were between $54.43 and $74.68, with an estimated average price of $63.54. The impact to his portfolio due to this purchase was 0.07%. His holdings were 136,670 shares as of 12/31/2009.

New Purchase: Pebblebrook Hotel Trust (PEB)

Ron Baron initiated holdings in Pebblebrook Hotel Trust. His purchase prices were between $20.45 and $22.27, with an estimated average price of $21.41. The impact to his portfolio due to this purchase was 0.07%. His holdings were 469,900 shares as of 12/31/2009.

New Purchase: Nordson Corp. (NDSN)

Ron Baron initiated holdings in Nordson Corp.. His purchase prices were between $52.09 and $63.87, with an estimated average price of $56.41. The impact to his portfolio due to this purchase was 0.06%. His holdings were 132,500 shares as of 12/31/2009.

New Purchase: Hms Holdings Corp (HMSY)

Ron Baron initiated holdings in Hms Holdings Corp. His purchase prices were between $38.03 and $49.73, with an estimated average price of $44.16. The impact to his portfolio due to this purchase was 0.04%. His holdings were 130,000 shares as of 12/31/2009.

New Purchase: Occidental Petroleum Corp. (OXY)

Ron Baron initiated holdings in Occidental Petroleum Corp.. His purchase prices were between $74.33 and $84.48, with an estimated average price of $80.39. The impact to his portfolio due to this purchase was 0.03%. His holdings were 49,000 shares as of 12/31/2009.

New Purchase: Green Mountain Coffee Roasters Inc. (GMCR)

Ron Baron initiated holdings in Green Mountain Coffee Roasters Inc.. His purchase prices were between $59.95 and $80, with an estimated average price of $68.72. The impact to his portfolio due to this purchase was 0.03%. His holdings were 55,100 shares as of 12/31/2009.

New Purchase: Diamond Foods Inc. (DMND)

Ron Baron initiated holdings in Diamond Foods Inc.. His purchase prices were between $29.48 and $36.17, with an estimated average price of $31.95. The impact to his portfolio due to this purchase was 0.02%. His holdings were 82,577 shares as of 12/31/2009.

New Purchase: Palm Inc. (PALM)

Ron Baron initiated holdings in Palm Inc.. His purchase prices were between $10.16 and $17.07, with an estimated average price of $12.43. The impact to his portfolio due to this purchase was 0.02%. His holdings were 252,000 shares as of 12/31/2009.

New Purchase: Apollo Group Inc. (APOL)

Ron Baron initiated holdings in Apollo Group Inc.. His purchase prices were between $53.86 and $75.52, with an estimated average price of $60.73. The impact to his portfolio due to this purchase was 0.01%. His holdings were 28,500 shares as of 12/31/2009.

New Purchase: Successfactors Inc. (SFSF)

Ron Baron initiated holdings in Successfactors Inc.. His purchase prices were between $14.82 and $17.26, with an estimated average price of $15.98. The impact to his portfolio due to this purchase was 0.01%. His holdings were 60,000 shares as of 12/31/2009.

New Purchase: Neogen Corp. (NEOG)

Ron Baron initiated holdings in Neogen Corp.. His purchase prices were between $45.345 and $52.605, with an estimated average price of $39.84. The impact to his portfolio due to this purchase was 0.01%. His holdings were 87,500 shares as of 12/31/2009.

New Purchase: Fortinet Inc. (FTNT)

Ron Baron initiated holdings in Fortinet Inc.. His purchase prices were between $16.55 and $18.36, with an estimated average price of $17.25. The impact to his portfolio due to this purchase was 0.01%. His holdings were 75,000 shares as of 12/31/2009.

New Purchase: Expedia Inc. (EXPE)

Ron Baron initiated holdings in Expedia Inc.. His purchase prices were between $22.43 and $27.09, with an estimated average price of $25.02. The impact to his portfolio due to this purchase was 0.01%. His holdings were 70,000 shares as of 12/31/2009.

New Purchase: Ebay Inc. (EBAY)

Ron Baron initiated holdings in Ebay Inc.. His purchase prices were between $22.27 and $25.15, with an estimated average price of $23.42. The impact to his portfolio due to this purchase was 0.01%. His holdings were 80,000 shares as of 12/31/2009.

New Purchase: China Automotive Systems Inc. (CAAS)

Ron Baron initiated holdings in China Automotive Systems Inc.. His purchase prices were between $8.42 and $21.11, with an estimated average price of $15.59. The impact to his portfolio due to this purchase was less than 0.01%. His holdings were 30,000 shares as of 12/31/2009.

Reduced: Alliancebernstein Holding L.p. Units (AB)

Ron Baron reduced to his holdings in Alliancebernstein Holding L.p. Units by 61.75%. His sale prices were between $24.52 and $28.07, with an estimated average price of $26.59. The impact to his portfolio due to this sale was less than 0.01%. Ron Baron still held 10,262 shares as of 12/31/2009.

Reduced: Aixtron Aktiengesellschaft (AIXG)

Ron Baron reduced to his holdings in Aixtron Aktiengesellschaft by 43.75%. His sale prices were between $25.14 and $38.24, with an estimated average price of $32.84. The impact to his portfolio due to this sale was less than 0.01%. Ron Baron still held 9,000 shares as of 12/31/2009.

Reduced: Net Servicos De Comunicacao S.a. - American Deposi (NETC)

Ron Baron reduced to his holdings in Net Servicos De Comunicacao S.a. - American Deposi by 37.5%. His sale prices were between $12.11 and $14.72, with an estimated average price of $13.54. The impact to his portfolio due to this sale was less than 0.01%. Ron Baron still held 15,000 shares as of 12/31/2009.

Reduced: Clarient Inc. (CLRT)

Ron Baron reduced to his holdings in Clarient Inc. by 22.78%. His sale prices were between $2.26 and $4.3, with an estimated average price of $2.82. The impact to his portfolio due to this sale was less than 0.01%. Ron Baron still held 695,000 shares as of 12/31/2009.

Reduced: Nuance Communications Inc. (NUAN)

Ron Baron reduced to his holdings in Nuance Communications Inc. by 25.26%. His sale prices were between $13.11 and $16.16, with an estimated average price of $14.62. The impact to his portfolio due to this sale was -0.01%. Ron Baron still held 255,201 shares as of 12/31/2009.

Reduced: Devon Energy Corp. (DVN)

Ron Baron reduced to his holdings in Devon Energy Corp. by 28.99%. His sale prices were between $63.46 and $74.2, with an estimated average price of $68.3. The impact to his portfolio due to this sale was -0.01%. Ron Baron still held 49,000 shares as of 12/31/2009.

Reduced: Research In Motion Ltd. (RIMM)

Ron Baron reduced to his holdings in Research In Motion Ltd. by 36.68%. His sale prices were between $55.74 and $70, with an estimated average price of $63.13. The impact to his portfolio due to this sale was -0.01%. Ron Baron still held 68,500 shares as of 12/31/2009.

Reduced: Techtarget Inc. (TTGT)

Ron Baron reduced to his holdings in Techtarget Inc. by 26.31%. His sale prices were between $5.4 and $6.78, with an estimated average price of $6.14. The impact to his portfolio due to this sale was -0.01%. Ron Baron still held 536,449 shares as of 12/31/2009.

Reduced: Team Inc. (TISI)

Ron Baron reduced to his holdings in Team Inc. by 25.29%. His sale prices were between $15.68 and $19.54, with an estimated average price of $17.21. The impact to his portfolio due to this sale was -0.01%. Ron Baron still held 350,000 shares as of 12/31/2009.

Reduced: Berkshire Hathaway Inc. (BRK-A)

Ron Baron reduced to his holdings in Berkshire Hathaway Inc. by 33.33%. His sale prices were between $98399 and $103895, with an estimated average price of $100504. The impact to his portfolio due to this sale was -0.01%. Ron Baron still held 34 shares as of 12/31/2009.

Reduced: Kennametal Inc. (KMT)

Ron Baron reduced to his holdings in Kennametal Inc. by 22.81%. His sale prices were between $21.95 and $28.11, with an estimated average price of $24.71. The impact to his portfolio due to this sale was -0.02%. Ron Baron still held 389,100 shares as of 12/31/2009.

Reduced: Emdeon Inc. (EM)

Ron Baron reduced to his holdings in Emdeon Inc. by 45.1%. His sale prices were between $14.56 and $16.2, with an estimated average price of $15.24. The impact to his portfolio due to this sale was -0.02%. Ron Baron still held 413,921 shares as of 12/31/2009.

Reduced: Phi Inc. (PHIIK)

Ron Baron reduced to his holdings in Phi Inc. by 41.87%. His sale prices were between $17.18 and $21.14, with an estimated average price of $19.02. The impact to his portfolio due to this sale was -0.03%. Ron Baron still held 500,000 shares as of 12/31/2009.

Reduced: People's United Financial Inc. (PBCT)

Ron Baron reduced to his holdings in People's United Financial Inc. by 22.78%. His sale prices were between $15.31 and $17.03, with an estimated average price of $16.3. The impact to his portfolio due to this sale was -0.03%. Ron Baron still held 1,288,350 shares as of 12/31/2009.

Reduced: Energysolutions Inc (ES)

Ron Baron reduced to his holdings in Energysolutions Inc by 22.39%. His sale prices were between $8.33 and $9.5, with an estimated average price of $8.79. The impact to his portfolio due to this sale was -0.03%. Ron Baron still held 2,134,266 shares as of 12/31/2009.

Reduced: Equifax Inc. (EFX)

Ron Baron reduced to his holdings in Equifax Inc. by 34.19%. His sale prices were between $27.38 and $31.5, with an estimated average price of $29.26. The impact to his portfolio due to this sale was -0.05%. Ron Baron still held 689,101 shares as of 12/31/2009.

Reduced: Heico Corp. (HEI-A)

Ron Baron reduced to his holdings in Heico Corp. by 33.82%. His sale prices were between $30.53 and $36.09, with an estimated average price of $32.42. The impact to his portfolio due to this sale was -0.05%. Ron Baron still held 661,806 shares as of 12/31/2009.

Reduced: Dentsply International Inc. (XRAY)

Ron Baron reduced to his holdings in Dentsply International Inc. by 21.57%. His sale prices were between $32.78 and $36.57, with an estimated average price of $34.41. The impact to his portfolio due to this sale was -0.05%. Ron Baron still held 922,425 shares as of 12/31/2009.

Reduced: Zimmer Holdings Inc. (ZMH)

Ron Baron reduced to his holdings in Zimmer Holdings Inc. by 21.42%. His sale prices were between $50.95 and $60.34, with an estimated average price of $56.3. The impact to his portfolio due to this sale was -0.05%. Ron Baron still held 551,480 shares as of 12/31/2009.

Reduced: Monsanto Company (MON)

Ron Baron reduced to his holdings in Monsanto Company by 39.83%. His sale prices were between $67.18 and $83.53, with an estimated average price of $77.36. The impact to his portfolio due to this sale was -0.06%. Ron Baron still held 281,000 shares as of 12/31/2009.

Reduced: Rubicon Technology, Inc. (RBCN)

Ron Baron reduced to his holdings in Rubicon Technology, Inc. by 47.81%. His sale prices were between $13.51 and $21.8, with an estimated average price of $17. The impact to his portfolio due to this sale was -0.07%. Ron Baron still held 1,000,000 shares as of 12/31/2009.

Reduced: Precision Castparts Corp. (PCP)

Ron Baron reduced to his holdings in Precision Castparts Corp. by 45.59%. His sale prices were between $95.53 and $114.83, with an estimated average price of $105.1. The impact to his portfolio due to this sale was -0.08%. Ron Baron still held 239,080 shares as of 12/31/2009.

Reduced: Xto Energy Inc. (XTO)

Ron Baron reduced to his holdings in Xto Energy Inc. by 22.05%. His sale prices were between $38.96 and $47.86, with an estimated average price of $43.48. The impact to his portfolio due to this sale was -0.12%. Ron Baron still held 1,748,113 shares as of 12/31/2009.

Reduced: Tiffany & Co. (TIF)

Ron Baron reduced to his holdings in Tiffany & Co. by 39.62%. His sale prices were between $37.71 and $43.95, with an estimated average price of $41.76. The impact to his portfolio due to this sale was -0.14%. Ron Baron still held 1,171,305 shares as of 12/31/2009.

Reduced: Whole Foods Market Inc. (WFMI)

Ron Baron reduced to his holdings in Whole Foods Market Inc. by 23.23%. His sale prices were between $25.3 and $34.19, with an estimated average price of $28.81. The impact to his portfolio due to this sale was -0.14%. Ron Baron still held 3,292,465 shares as of 12/31/2009.

Reduced: Wynn Resorts Ltd. (WYNN)

Ron Baron reduced to his holdings in Wynn Resorts Ltd. by 34.85%. His sale prices were between $53.73 and $69.91, with an estimated average price of $62.78. The impact to his portfolio due to this sale was -0.16%. Ron Baron still held 1,166,575 shares as of 12/31/2009.

Reduced: Lamar Advertising Company (LAMR)

Ron Baron reduced to his holdings in Lamar Advertising Company by 26.63%. His sale prices were between $24.3 and $32.04, with an estimated average price of $28.65. The impact to his portfolio due to this sale was -0.17%. Ron Baron still held 2,984,360 shares as of 12/31/2009.

Reduced: Fmc Technologies Inc. (FTI)

Ron Baron reduced to his holdings in Fmc Technologies Inc. by 47.33%. His sale prices were between $49.96 and $58.84, with an estimated average price of $56.04. The impact to his portfolio due to this sale was -0.24%. Ron Baron still held 1,268,560 shares as of 12/31/2009.

Sold Out: Dts Inc. (DTSI)

Ron Baron sold out his holdings in Dts Inc.. His sale prices were between $25.65 and $34.82, with an estimated average price of $30.86.

Sold Out: Ata Inc. (ATAI)

Ron Baron sold out his holdings in Ata Inc.. His sale prices were between $4.18 and $6.05, with an estimated average price of $5.07.

Sold Out: Sunpower Corporation (SPWRB)

Ron Baron sold out his holdings in Sunpower Corporation. His sale prices were between $17.6 and $29.19, with an estimated average price of $22.09.

Sold Out: Solarwinds Inc. (SWI)

Ron Baron sold out his holdings in Solarwinds Inc.. His sale prices were between $16.94 and $23.3, with an estimated average price of $20.17.

Sold Out: Natus Medical Inc. (BABY)

Ron Baron sold out his holdings in Natus Medical Inc.. His sale prices were between $12.78 and $15.94, with an estimated average price of $14.41.

Sold Out: Corrections Corp. Of America New (CXW)

Ron Baron sold out his holdings in Corrections Corp. Of America New. His sale prices were between $22.71 and $26.2, with an estimated average price of $24.86.

Sold Out: Ace, Ltd. (new) (ACE)

Ron Baron sold out his holdings in Ace, Ltd. (new). His sale prices were between $48.18 and $55.14, with an estimated average price of $51.24.

Sold Out: Actuant Corp. (ATU)

Ron Baron sold out his holdings in Actuant Corp.. His sale prices were between $15.12 and $19.43, with an estimated average price of $16.87.

Sold Out: Iron Mountain Inc. (IRM)

Ron Baron sold out his holdings in Iron Mountain Inc.. His sale prices were between $23 and $27.5, with an estimated average price of $24.77.

Sold Out: Medidata Solutions Inc. (MDSO)

Ron Baron sold out his holdings in Medidata Solutions Inc.. His sale prices were between $14.89 and $17.78, with an estimated average price of $15.93.

Sold Out: Pepsico Inc. (PEP)

Ron Baron sold out his holdings in Pepsico Inc.. His sale prices were between $59.48 and $64.23, with an estimated average price of $61.59.

Sold Out: Mead Johnson Nutriti (MJN)

Ron Baron sold out his holdings in Mead Johnson Nutriti. His sale prices were between $41.5 and $47.24, with an estimated average price of $43.51.

Sold Out: Opentable, Inc. (OPEN)

Ron Baron sold out his holdings in Opentable, Inc.. His sale prices were between $24.66 and $28.06, with an estimated average price of $26.8.


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