Ruane Cunniff 13F holdings, Q1 2001
Holdings as of March 31, 2001 · filings on SEC EDGAR · latest filing →
Ruane Cunniff disclosed 160 US equity positions worth $3.6bn in its Q1 2001 13F filing. The largest position was BRK/A at 43.7% of the reported book, followed by FITB and PGR. Against the Q4 2000 filing, it opened 49 new positions, added to 0 and reduced 0 among the top 50 holdings.
What did Ruane Cunniff own in Q1 2001? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2000 |
|---|---|---|---|---|---|---|---|
| 1 | BRK/A Berkshire Hathaway | 43.7% | $1.6bn | 24,327 | – | new | |
| 2 | FITB Fifth Third Bancorp | Financial Services | 21.0% | $763.5m | 14,287,779 | – | new |
| 3 | PGR Progressive Corp. Ohio | Financial Services | 8.8% | $319.5m | 3,292,385 | – | new |
| 4 | ETD Ethan Allen Interiors Inc | Consumer Cyclical | 3.2% | $115.7m | 3,424,772 | -0% | held |
| 5 | Household International | 2.9% | $104.5m | 1,763,916 | – | new | |
| 6 | Berkshire Hathaway | 2.6% | $93.1m | 42,800 | – | new | |
| 7 | Student Loan Corp | 1.4% | $51.2m | 732,400 | – | new | |
| 8 | BRO Brown & Brown Inc | Financial Services | 1.0% | $36.4m | 1,069,256 | – | new |
| 9 | HOG Harley Davidson | Consumer Cyclical | 1.0% | $35.4m | 932,514 | – | new |
| 10 | American Internat'l Group | 0.9% | $33.0m | 409,947 | – | new | |
| 11 | AXP American Express | Financial Services | 0.9% | $31.0m | 751,268 | – | new |
| 12 | FELE Franklin Electric | Industrials | 0.7% | $26.6m | 371,346 | – | new |
| 13 | ROST Ross Stores Inc | Consumer Cyclical | 0.7% | $26.1m | 1,391,892 | – | new |
| 14 | Citigroup Inc | 0.6% | $22.5m | 500,053 | – | new | |
| 15 | Freddie Mac | 0.5% | $18.7m | 289,128 | – | new | |
| 16 | Gillette | 0.5% | $18.1m | 581,531 | – | new | |
| 17 | Data Broadcasting | 0.5% | $18.0m | 2,370,000 | – | new | |
| 18 | American General | 0.5% | $17.5m | 457,500 | – | new | |
| 19 | Clayton Homes Inc | 0.4% | $15.8m | 1,310,275 | – | new | |
| 20 | Washington Post | 0.4% | $13.0m | 22,449 | – | new | |
| 21 | MacDermid Inc | 0.4% | $12.9m | 711,427 | – | new | |
| 22 | HD Home Depot | Consumer Cyclical | 0.3% | $12.7m | 294,600 | – | new |
| 23 | Spherion Corp | 0.3% | $10.7m | 1,547,450 | – | new | |
| 24 | KO Coca Cola | Consumer Defensive | 0.3% | $10.7m | 236,688 | – | new |
| 25 | Wesco Financial | 0.3% | $10.1m | 32,940 | – | new | |
| 26 | BB&T Corp | 0.2% | $9.0m | 256,598 | – | new | |
| 27 | F Ford Motor Corp Del | Consumer Cyclical | 0.2% | $8.8m | 312,929 | – | new |
| 28 | USB U.S. Bancorp New - Del | Financial Services | 0.2% | $7.4m | 319,693 | – | new |
| 29 | IBM IBM | Technology | 0.2% | $7.4m | 77,068 | – | new |
| 30 | Philip Morris | 0.2% | $7.3m | 153,732 | – | new | |
| 31 | GATX GATX Corp | Industrials | 0.2% | $7.3m | 171,600 | – | new |
| 32 | Fannie Mae | 0.2% | $7.1m | 89,605 | – | new | |
| 33 | MLKN Herman Miller Inc | Consumer Cyclical | 0.2% | $6.7m | 291,435 | – | new |
| 34 | Bear Stearns Companies | 0.2% | $6.7m | 146,104 | – | new | |
| 35 | NC Nacco Industries | 0.2% | $6.7m | 106,984 | – | new | |
| 36 | General Motors | 0.2% | $6.6m | 127,639 | – | new | |
| 37 | Yankee Candle Inc | 0.2% | $6.6m | 500,000 | – | new | |
| 38 | CR Crane Co | Industrials | 0.2% | $6.5m | 250,283 | – | new |
| 39 | A.G. Edwards Inc | 0.2% | $5.5m | 150,000 | – | new | |
| 40 | Playtex Products | 0.1% | $5.0m | 548,600 | – | new | |
| 41 | BAC Bank of America Corp | Financial Services | 0.1% | $4.7m | 85,454 | – | new |
| 42 | Delphi Financial Group | 0.1% | $4.4m | 148,874 | – | new | |
| 43 | MS Morgan Stanley Dean Witter Dis | Financial Services | 0.1% | $4.4m | 81,488 | – | new |
| 44 | M & F Worldwide Corp | 0.1% | $4.1m | 839,325 | – | new | |
| 45 | PII Polaris Industries Inc | Consumer Cyclical | 0.1% | $4.0m | 89,500 | – | new |
| 46 | HTLD Heartland Express | Industrials | 0.1% | $3.8m | 149,395 | – | new |
| 47 | IPG Interpublic Group | 0.1% | $3.5m | 101,580 | – | new | |
| 48 | Cedar Fair LP-Dep Rcpts Repstg | 0.1% | $3.5m | 155,940 | – | new | |
| 49 | CMA Comerica | 0.1% | $3.3m | 54,272 | – | new | |
| 50 | RGR Sturm Ruger & Co | Industrials | 0.1% | $3.0m | 300,567 | – | 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.