Ruane Cunniff 13F holdings, Q1 2000
Holdings as of March 31, 2000 · filings on SEC EDGAR · latest filing →
Ruane Cunniff disclosed 184 US equity positions worth $4.6bn in its Q1 2000 13F filing. The largest position was BRK/A at 32.7% of the reported book, followed by FITB and Freddie Mac. Against the Q4 1999 filing, it opened 4 new positions, added to 14 and reduced 26 among the top 50 holdings.
What did Ruane Cunniff own in Q1 2000? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 1999 |
|---|---|---|---|---|---|---|---|
| 1 | BRK/A Berkshire Hathaway | 32.7% | $1.5bn | 26,055 | -1% | reduced | |
| 2 | FITB Fifth Third Bancorp | Financial Services | 13.2% | $602.9m | 9,569,093 | 4% | added |
| 3 | Freddie Mac | 8.8% | $402.7m | 9,112,634 | -17% | reduced | |
| 4 | EXPD Expeditors Int'l of Wash. Inc | Industrials | 8.1% | $370.9m | 9,331,886 | -3% | reduced |
| 5 | PGR Progressive Corp. Ohio | Financial Services | 7.6% | $346.1m | 4,549,818 | 2% | added |
| 6 | HOG Harley Davidson | Consumer Cyclical | 3.2% | $144.6m | 1,822,253 | -48% | reduced |
| 7 | DOV Dover Corp | Industrials | 2.8% | $128.4m | 2,681,747 | -0% | held |
| 8 | Interim Services | 2.6% | $117.9m | 6,350,868 | -3% | reduced | |
| 9 | Berkshire Hathaway | 2.3% | $103.8m | 57,007 | 1% | added | |
| 10 | U.S. Bancorp New - Del | 2.0% | $90.2m | 4,123,145 | -1% | reduced | |
| 11 | Household International | 1.5% | $68.2m | 1,826,626 | -1% | reduced | |
| 12 | Nat'l Commerce Bancorp | 1.2% | $53.8m | 2,905,508 | 2% | added | |
| 13 | American Internat'l Group | 1.0% | $44.0m | 401,523 | -5% | reduced | |
| 14 | AXP American Express | Financial Services | 0.9% | $42.3m | 284,029 | -8% | reduced |
| 15 | Gillette | 0.5% | $24.8m | 657,377 | -2% | reduced | |
| 16 | Philip Morris | 0.5% | $23.2m | 1,098,657 | 0% | held | |
| 17 | Citigroup Inc | 0.5% | $22.9m | 382,635 | -7% | reduced | |
| 18 | Clayton Homes Inc | 0.5% | $21.9m | 2,158,809 | 22% | added | |
| 19 | MacDermid Inc | 0.5% | $21.8m | 823,805 | 13% | added | |
| 20 | BRO Brown & Brown Inc | Financial Services | 0.5% | $21.3m | 550,287 | -0% | held |
| 21 | HD Home Depot | Consumer Cyclical | 0.5% | $20.6m | 319,050 | 0% | held |
| 22 | FELE Franklin Electric | Industrials | 0.4% | $18.7m | 292,937 | 2% | added |
| 23 | Fannie Mae | 0.3% | $15.5m | 273,849 | -4% | reduced | |
| 24 | Charter One Financial Inc | 0.3% | $14.1m | 673,179 | – | new | |
| 25 | M & T Bank Corp | 0.3% | $13.7m | 30,672 | – | new | |
| 26 | KO Coca Cola | Consumer Defensive | 0.3% | $13.3m | 282,354 | -2% | reduced |
| 27 | BB & T Corp | 0.2% | $11.1m | 397,102 | -1% | reduced | |
| 28 | Reinsurance Group of America | 0.2% | $10.7m | 450,480 | -18% | reduced | |
| 29 | CVS Corp | 0.2% | $10.6m | 282,890 | 4060% | added | |
| 30 | CHH Choice Hotels Int'l Inc- New | Consumer Cyclical | 0.2% | $10.2m | 703,097 | -23% | reduced |
| 31 | IBM IBM | Technology | 0.2% | $9.2m | 77,668 | -0% | held |
| 32 | General Motors | 0.2% | $9.1m | 109,739 | -5% | reduced | |
| 33 | Commerce Bancorp Inc/NJ | 0.2% | $8.3m | 224,800 | 652% | added | |
| 34 | Ford Motor | 0.2% | $8.2m | 177,855 | -2% | reduced | |
| 35 | Wesco Financial | 0.2% | $8.2m | 31,988 | 3% | added | |
| 36 | CTAS Cintas Corp | Industrials | 0.2% | $7.8m | 199,547 | – | new |
| 37 | MS Morgan Stanley Dean Witter Dis | Financial Services | 0.2% | $7.7m | 92,512 | -37% | reduced |
| 38 | MLKN Herman Miller Inc | Consumer Cyclical | 0.2% | $7.6m | 271,800 | -19% | reduced |
| 39 | CR Crane Co | Industrials | 0.1% | $6.6m | 282,004 | 104% | added |
| 40 | DHR Danaher Corp | Healthcare | 0.1% | $6.5m | 128,000 | 753% | added |
| 41 | Triad Guaranty Inc | 0.1% | $6.4m | 317,300 | -4% | reduced | |
| 42 | International Speedway Corp Cl | 0.1% | $6.4m | 141,672 | – | new | |
| 43 | GE General Electric | Industrials | 0.1% | $6.1m | 39,321 | -10% | reduced |
| 44 | IPG Interpublic Group | 0.1% | $5.6m | 118,724 | -2% | reduced | |
| 45 | NC Nacco Industries | 0.1% | $5.4m | 113,581 | 4% | added | |
| 46 | INTC Intel Corp | Technology | 0.1% | $5.3m | 40,302 | -0% | held |
| 47 | HUBG Hub Group Inc | Industrials | 0.1% | $4.9m | 318,481 | -8% | reduced |
| 48 | Chemed Corp | 0.1% | $4.8m | 158,600 | 53% | added | |
| 49 | FICO Fair Isaac & Company Inc | Technology | 0.1% | $4.7m | 121,200 | -20% | reduced |
| 50 | BAC Bank of America Corp | Financial Services | 0.1% | $4.7m | 88,844 | -1% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.