Ruane Cunniff

Ruane Cunniff

Last Update: 11-16-2015

Number of Stocks: 149
Number of New Stocks: 9

Total Value: $19,485 Mil
Q/Q Turnover: 4%

Countries: USA SGP
Details: Top Buys | Top Sales | Top Holdings  Embed:

Ruane Cunniff' s Profile & Performance

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.

Web Page:http://www.sequoiafund.com/

Investing Philosophy

Ruane Cunniff are value investors focused on the intrinsic value of business. They are long-term investors, and will buy a stock and hold it for a long time, even if sometimes the stocks seem to be overvalued. They look at common stocks as units of ownership in a business, and purchase them when the price appears low in relation to the value of the total enterprise. The Firm shuns technical stock market studies, and looks at the balance sheet, earnings history, and prospects of each investment when determining its value.

Total Holding History

Performance of Sequoia Fund

YearReturn (%)S&P500 (%)Excess Gain (%)
20147.5513.69-6.1
201334.5832.392.2
201215.6816-0.3
3-Year Cumulative67.4 (18.7%/year)74.6 (20.4%/year)-7.2 (-1.7%/year)
201113.192.1111.1
201019.515.064.4
5-Year Cumulative126.5 (17.8%/year)105.1 (15.5%/year)21.4 (2.3%/year)
200915.3826.46-11.1
2008-27.03-3710.0
20078.45.492.9
20068.3415.79-7.4
20057.784.912.9
10-Year Cumulative141.4 (9.2%/year)109.4 (7.7%/year)32 (1.5%/year)
20044.6610.88-6.2
200317.1228.68-11.6
2002-2.64-22.119.5
200110.52-11.8922.4
200020.06-9.129.2
15-Year Cumulative282.2 (9.4%/year)86.4 (4.2%/year)195.8 (5.2%/year)
1999-16.5421.04-37.6
199835.2528.586.7
199743.233.369.8
199621.7422.96-1.2
199541.3837.583.8
20-Year Cumulative963.3 (12.5%/year)554.6 (9.8%/year)408.7 (2.7%/year)
19943.341.322.0
199310.7810.080.7
19929.367.621.7
19914030.479.5
1990-3.8-3.1-0.7
25-Year Cumulative1692.9 (12.2%/year)893.3 (9.6%/year)799.6 (2.6%/year)
198927.9131.69-3.8
198811.0516.61-5.6
19877.45.12.3
198613.3818.6-5.2
198527.9531.6-3.6
30-Year Cumulative3867.9 (13.1%/year)2402.2 (11.3%/year)1465.7 (1.8%/year)
198418.56.112.4
198327.3122.44.9
198231.1221.49.7
198121.49-526.5
198012.6632.3-19.6
35-Year Cumulative10642.9 (14.3%/year)4858.2 (11.8%/year)5784.7 (2.5%/year)

Top Ranked Articles

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According to GuruFocus list of five-year lows, these guru stocks have reached their five-year lows: Iron Mountain Inc. (NYSE:IRM), FMC Corp. (NYSE:FMC), Liberty Property Trust (NYSE:LPT), Range Resources Corp. (NYSE:RRC), BOK Financial Corp. (NASDAQ:BOKF). Read more...
Ruane Cunniff's Top New Buys of 3rd Quarter Allergan, Time Warner Cable and Vipshop Holdings have new positions in the portfolio
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The intrinsic value of business is Ruane Cunniff (Trades, Portfolio)’s focus when making investment decisions, and its success is clear. Its Sequoia Fund outperformed the S&P 500 from the time the Fund began in 1970 until September 2007, and its record in recent years hasn’t been bad, either. Last year, the Fund returned 7.55%, but that is a drop in the bucket compared to its returns in 2013 (34.58%). Read more...
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Commentaries and Stories

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5 Stocks Reach 5-Year Lows Prices for Iron Mountain, FMC, Liberty Property Trust, Range Resources, BOK Financial tumble Wallace Weitz,Ruane Cunniff, - 5 Stocks Reach 5-Year Lows
According to GuruFocus list of five-year lows, these guru stocks have reached their five-year lows: Iron Mountain Inc. (NYSE:IRM), FMC Corp. (NYSE:FMC), Liberty Property Trust (NYSE:LPT), Range Resources Corp. (NYSE:RRC), BOK Financial Corp. (NASDAQ:BOKF). More...

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Ruane Cunniff's Top New Buys of 3rd Quarter Allergan, Time Warner Cable and Vipshop Holdings have new positions in the portfolio Ruane Cunniff,Paul Singer,Wallace Weitz,Jim Simons - Ruane Cunniff's Top New Buys Of 3rd Quarter
Ruane Cunniff was founded by William Ruane. The Fund’s investment objective is long-term growth of capital. In pursuing this objective the Fund focuses on investing in equity securities that it believes are undervalued at the time of purchase and have the potential for growth. More...

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Ruane Cunniff's Best Value Holdings Construction firm Jacobs Engineering among the attractive stocks in portfolio Ruane Cunniff - Ruane Cunniff's Best Value Holdings
Ruane Cunniff (Trades, Portfolio) is a value investment fund focused on the intrinsic value of businesses. The company was founded by William Ruane, who died in 2005, and was recognized by Warren Buffett (Trades, Portfolio) as a “superinvestor.” The firm continues his legacy by finding businesses that meet their stringent qualities of high-quality, which should allow investor capital to compound over the long-term. The company has extremely low turnover and will own businesses for a very long period of time, even if the stock appears to be overvalued. The fund has come under flack of late because of its massive position in Valeant (VRX). More...

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Rating: 3.3/5 (3 votes)

Hillary and Citron Research Do Not Scare Goldfarb and Poppe Sequoia Fund recently increased its stake in Valeant and bought into Allergan which is surprising given the controversial nature of these positions Warren Buffett,Ruane Cunniff,Bill Ackman - Hillary And Citron Research Do Not Scare Goldfarb And Poppe
Ruane Cuniff & Goldfarb was founded by William Ruane (1925- 2005). Warren Buffett (Trades, Portfolio) always spoke highly of Ruane, both attended the same class by Graham, but the firm is also considered of guru level because of its long-term track record and strong value investing fundamental approach. The firm is best known for its Sequoia Fund Inc., which has trounced the Standard & Poor's 500 since inception in 1970. One thing to keep in mind is that Ruane Cunniff (Trades, Portfolio) focused on the intrinsic value of business, but they are committed to the long term and will buy a stock and hold it even through periods of modest overvaluation. The fund is managed by Robert Goldfarb, 67, and David Poppe, 47. More...

HEALTHCARE, LONG


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The intrinsic value of business is Ruane Cunniff (Trades, Portfolio)’s focus when making investment decisions, and its success is clear. Its Sequoia Fund outperformed the S&P 500 from the time the Fund began in 1970 until September 2007, and its record in recent years hasn’t been bad, either. Last year, the Fund returned 7.55%, but that is a drop in the bucket compared to its returns in 2013 (34.58%). More...

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