Ruane Cunniff 13F holdings, Q4 2000
Holdings as of December 31, 2000 · filings on SEC EDGAR · latest filing →
Ruane Cunniff disclosed 11 US equity positions worth $1.2bn in its Q4 2000 13F filing. The largest position was EXPD at 34.6% of the reported book, followed by TJX and DOV. Against the Q3 2000 filing, it opened 2 new positions, added to 7 and reduced 2 among the top 11 holdings.
What did Ruane Cunniff own in Q4 2000? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2000 |
|---|---|---|---|---|---|---|---|
| 1 | EXPD Expeditors Int'l of Wash. Inc | Industrials | 34.6% | $423.4m | 7,887,011 | -11% | reduced |
| 2 | TJX TJX Cos | Consumer Cyclical | 30.1% | $368.9m | 13,292,173 | 140% | added |
| 3 | DOV Dover Corp | Industrials | 14.0% | $170.9m | 4,212,527 | 57% | added |
| 4 | ETD Ethan Allen Interiors Inc | Consumer Cyclical | 9.4% | $115.0m | 3,434,097 | 2% | added |
| 5 | ITW Illinois Tool Works | Industrials | 7.0% | $85.3m | 1,432,668 | 86% | added |
| 6 | International Speedway Corp Cl | 2.2% | $27.2m | 716,255 | -11% | reduced | |
| 7 | CTAS Cintas Corp | Industrials | 0.9% | $10.8m | 202,772 | 4% | added |
| 8 | Industrie Natuzzi Spa-SP | 0.8% | $9.3m | 757,870 | 67% | added | |
| 9 | DHR Danaher Corp | Healthcare | 0.7% | $8.8m | 128,250 | 3% | added |
| 10 | Prepaid Legal Services Inc | 0.2% | $2.6m | 100,400 | – | new | |
| 11 | Old Kent Financial Corp | 0.2% | $1.9m | 44,000 | – | 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.