Ruane Cunniff 13F holdings, Q2 2000
Holdings as of June 30, 2000 · filings on SEC EDGAR · latest filing →
Ruane Cunniff disclosed 167 US equity positions worth $3.4bn in its Q2 2000 13F filing. The largest position was BRK/A at 40.5% of the reported book, followed by FITB and PGR. Against the Q1 2000 filing, it opened 3 new positions, added to 7 and reduced 25 among the top 50 holdings.
What did Ruane Cunniff own in Q2 2000? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2000 |
|---|---|---|---|---|---|---|---|
| 1 | BRK/A Berkshire Hathaway | 40.5% | $1.4bn | 25,264 | -3% | reduced | |
| 2 | FITB Fifth Third Bancorp | Financial Services | 17.7% | $595.1m | 9,408,079 | -2% | reduced |
| 3 | PGR Progressive Corp. Ohio | Financial Services | 9.4% | $314.7m | 4,252,384 | -7% | reduced |
| 4 | Spherion Corp | 3.4% | $112.9m | 6,360,036 | – | new | |
| 5 | Freddie Mac | 3.1% | $104.1m | 2,571,379 | -72% | reduced | |
| 6 | Berkshire Hathaway | 2.9% | $98.0m | 55,683 | -2% | reduced | |
| 7 | U.S. Bancorp New - Del | 2.3% | $78.5m | 4,078,162 | -1% | reduced | |
| 8 | Household International | 2.2% | $74.5m | 1,793,429 | -2% | reduced | |
| 9 | Nat'l Commerce Bancorp | 1.4% | $45.8m | 2,851,767 | -2% | reduced | |
| 10 | American Internat'l Group | 1.3% | $44.9m | 382,366 | -5% | reduced | |
| 11 | AXP American Express | Financial Services | 1.3% | $42.1m | 807,812 | 184% | added |
| 12 | Philip Morris | 0.8% | $28.5m | 1,071,167 | -3% | reduced | |
| 13 | BRO Brown & Brown Inc | Financial Services | 0.8% | $28.3m | 544,303 | -1% | reduced |
| 14 | Gillette | 0.7% | $22.0m | 629,161 | -4% | reduced | |
| 15 | Citigroup Inc | 0.6% | $20.5m | 338,643 | -11% | reduced | |
| 16 | FELE Franklin Electric | Industrials | 0.6% | $19.8m | 291,647 | -0% | held |
| 17 | HD Home Depot | Consumer Cyclical | 0.5% | $15.9m | 319,050 | 0% | held |
| 18 | Charter One Financial Inc | 0.5% | $15.5m | 672,879 | -0% | held | |
| 19 | KO Coca Cola | Consumer Defensive | 0.4% | $15.0m | 260,560 | -8% | reduced |
| 20 | M & T Bank Corp | 0.4% | $13.7m | 30,531 | -0% | held | |
| 21 | Clayton Homes Inc | 0.4% | $13.6m | 1,703,256 | -21% | reduced | |
| 22 | Washington Post | 0.4% | $13.2m | 27,713 | 259% | added | |
| 23 | Fannie Mae | 0.4% | $12.3m | 235,819 | -14% | reduced | |
| 24 | NC Nacco Industries | 0.3% | $10.5m | 298,427 | 163% | added | |
| 25 | Commerce Bancorp Inc/NJ | 0.3% | $10.3m | 224,800 | 0% | held | |
| 26 | BB & T Corp | 0.3% | $9.5m | 396,802 | -0% | held | |
| 27 | IBM IBM | Technology | 0.2% | $8.4m | 76,268 | -2% | reduced |
| 28 | Honeywell Intl Inc | 0.2% | $7.9m | 235,700 | – | new | |
| 29 | F Ford Motor Corp Del | Consumer Cyclical | 0.2% | $7.7m | 178,555 | – | new |
| 30 | MS Morgan Stanley Dean Witter Dis | Financial Services | 0.2% | $7.6m | 90,938 | -2% | reduced |
| 31 | General Motors | 0.2% | $7.4m | 127,889 | 17% | added | |
| 32 | Triad Guaranty Inc | 0.2% | $7.3m | 317,300 | 0% | held | |
| 33 | CHH Choice Hotels Int'l Inc- New | Consumer Cyclical | 0.2% | $6.9m | 695,347 | -1% | reduced |
| 34 | MLKN Herman Miller Inc | Consumer Cyclical | 0.2% | $6.9m | 265,800 | -2% | reduced |
| 35 | CR Crane Co | Industrials | 0.2% | $6.9m | 282,115 | 0% | held |
| 36 | Wesco Financial | 0.2% | $6.8m | 33,373 | 4% | added | |
| 37 | INTC Intel Corp | Technology | 0.2% | $5.4m | 40,352 | 0% | held |
| 38 | FICO Fair Isaac & Company Inc | Technology | 0.2% | $5.3m | 121,200 | 0% | held |
| 39 | Delphi Financial Group | 0.2% | $5.1m | 149,134 | 0% | held | |
| 40 | IPG Interpublic Group | 0.1% | $4.9m | 113,924 | -4% | reduced | |
| 41 | PII Polaris Industries Inc | Consumer Cyclical | 0.1% | $4.8m | 149,424 | -2% | reduced |
| 42 | HUBG Hub Group Inc | Industrials | 0.1% | $4.7m | 316,337 | -1% | reduced |
| 43 | M & F Worldwide Corp | 0.1% | $4.7m | 839,325 | 0% | held | |
| 44 | Walgreen | 0.1% | $4.5m | 139,400 | 374% | added | |
| 45 | Chemed Corp | 0.1% | $4.5m | 158,600 | 0% | held | |
| 46 | Cedar Fair LP-Dep Rcpts Repstg | 0.1% | $4.4m | 226,951 | -2% | reduced | |
| 47 | L Loews | Financial Services | 0.1% | $3.9m | 65,118 | 781% | added |
| 48 | BAC Bank of America Corp | Financial Services | 0.1% | $3.8m | 88,028 | -1% | reduced |
| 49 | Ihop Corp | 0.1% | $3.6m | 215,515 | 0% | held | |
| 50 | HTLD Heartland Express | Industrials | 0.1% | $3.2m | 190,307 | -0% | held |
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.