Ruane Cunniff 13F holdings, Q3 2000
Holdings as of September 30, 2000 · filings on SEC EDGAR · latest filing →
Ruane Cunniff disclosed 188 US equity positions worth $4.7bn in its Q3 2000 13F filing. The largest position was BRK/A at 33.4% of the reported book, followed by FITB and EXPD. Against the Q2 2000 filing, it opened 17 new positions, added to 9 and reduced 14 among the top 50 holdings.
What did Ruane Cunniff own in Q3 2000? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2000 |
|---|---|---|---|---|---|---|---|
| 1 | BRK/A Berkshire Hathaway | 33.4% | $1.6bn | 24,556 | -3% | reduced | |
| 2 | FITB Fifth Third Bancorp | Financial Services | 15.9% | $753.2m | 13,979,883 | 49% | added |
| 3 | EXPD Expeditors Int'l of Wash. Inc | Industrials | 8.5% | $401.2m | 8,904,174 | – | new |
| 4 | PGR Progressive Corp. Ohio | Financial Services | 7.3% | $344.6m | 4,208,664 | -1% | reduced |
| 5 | DOV Dover Corp | Industrials | 2.7% | $126.0m | 2,683,637 | – | new |
| 6 | TJX TJX Cos - New | Consumer Cyclical | 2.6% | $124.4m | 5,531,025 | – | new |
| 7 | Berkshire Hathaway | 2.3% | $109.7m | 52,995 | -5% | reduced | |
| 8 | Household International | 2.1% | $101.0m | 1,783,825 | -1% | reduced | |
| 9 | ETD Ethan Allen Interiors Inc | Consumer Cyclical | 2.0% | $94.9m | 3,350,800 | – | new |
| 10 | U.S. Bancorp New - Del | 1.9% | $92.0m | 4,042,440 | -1% | reduced | |
| 11 | Spherion Corp | 1.6% | $75.8m | 6,353,036 | -0% | held | |
| 12 | Nat'l Commerce Bancorp | 1.4% | $66.8m | 3,352,367 | 18% | added | |
| 13 | American Internat'l Group | 1.1% | $52.5m | 549,086 | 44% | added | |
| 14 | HOG Harley Davidson | Consumer Cyclical | 1.0% | $48.7m | 1,016,600 | – | new |
| 15 | AXP American Express | Financial Services | 1.0% | $46.6m | 767,787 | -5% | reduced |
| 16 | ITW Illinois Tool Works | Industrials | 0.9% | $43.0m | 768,750 | – | new |
| 17 | BRO Brown & Brown Inc | Financial Services | 0.7% | $34.5m | 1,084,156 | 99% | added |
| 18 | Freddie Mac | 0.7% | $32.5m | 601,337 | -77% | reduced | |
| 19 | International Speedway Corp Cl | 0.7% | $31.3m | 803,359 | – | new | |
| 20 | Philip Morris | 0.6% | $28.3m | 961,592 | -10% | reduced | |
| 21 | Citigroup Inc | 0.5% | $24.5m | 453,028 | 34% | added | |
| 22 | ROST Ross Stores Inc | Consumer Cyclical | 0.5% | $23.0m | 1,602,200 | – | new |
| 23 | BB & T Corp | 0.5% | $21.9m | 725,944 | 83% | added | |
| 24 | FELE Franklin Electric | Industrials | 0.4% | $20.1m | 291,297 | -0% | held |
| 25 | Gillette | 0.4% | $19.1m | 619,211 | -2% | reduced | |
| 26 | Charter One Financial Inc | 0.4% | $17.2m | 706,313 | 5% | added | |
| 27 | Clayton Homes Inc | 0.4% | $17.0m | 1,702,881 | -0% | held | |
| 28 | HD Home Depot | Consumer Cyclical | 0.4% | $16.9m | 319,050 | 0% | held |
| 29 | MacDermid Inc | 0.4% | $16.7m | 793,162 | – | new | |
| 30 | M & T Bank Corp | 0.3% | $15.3m | 30,050 | -2% | reduced | |
| 31 | KO Coca Cola | Consumer Defensive | 0.3% | $14.4m | 260,652 | 0% | held |
| 32 | Student Loan Corp | 0.3% | $13.6m | 279,300 | – | new | |
| 33 | Commerce Bancorp Inc/NJ | 0.3% | $13.1m | 224,700 | -0% | held | |
| 34 | NC Nacco Industries | 0.3% | $12.5m | 297,189 | -0% | held | |
| 35 | Fannie Mae | 0.2% | $11.6m | 162,219 | -31% | reduced | |
| 36 | CVS Corp | 0.2% | $10.9m | 235,975 | – | new | |
| 37 | Sealed Air Corp - New | 0.2% | $9.4m | 208,800 | – | new | |
| 38 | IBM IBM | Technology | 0.2% | $8.7m | 77,068 | 1% | added |
| 39 | CTAS Cintas Corp | Industrials | 0.2% | $8.5m | 194,672 | – | new |
| 40 | Wesco Financial | 0.2% | $8.4m | 33,373 | 0% | held | |
| 41 | General Motors | 0.2% | $8.3m | 127,739 | -0% | held | |
| 42 | MLKN Herman Miller Inc | Consumer Cyclical | 0.2% | $8.1m | 252,650 | -5% | reduced |
| 43 | F Ford Motor Corp Del | Consumer Cyclical | 0.2% | $8.0m | 313,674 | 76% | added |
| 44 | CHH Choice Hotels Int'l Inc- New | Consumer Cyclical | 0.2% | $7.6m | 692,427 | -0% | held |
| 45 | MS Morgan Stanley Dean Witter Dis | Financial Services | 0.2% | $7.5m | 81,772 | -10% | reduced |
| 46 | PH Parker Hannifin Corp | Industrials | 0.1% | $6.8m | 200,000 | – | new |
| 47 | Playtex Products | 0.1% | $6.5m | 548,600 | – | new | |
| 48 | CR Crane Co | Industrials | 0.1% | $6.4m | 280,015 | -1% | reduced |
| 49 | About.com | 0.1% | $6.3m | 194,500 | – | new | |
| 50 | DHR Danaher Corp | Healthcare | 0.1% | $6.2m | 124,250 | – | new |
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.