Ruane Cunniff 13F holdings, Q3 2001
Holdings as of September 30, 2001 · filings on SEC EDGAR · latest filing →
Ruane Cunniff disclosed 149 US equity positions worth $8.2bn in its Q3 2001 13F filing. The largest position was BRK/A at 36.9% of the reported book, followed by FITB and PGR. Against the Q2 2001 filing, it opened 3 new positions, added to 12 and reduced 18 among the top 50 holdings.
What did Ruane Cunniff own in Q3 2001? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2001 |
|---|---|---|---|---|---|---|---|
| 1 | BRK/A Berkshire Hathaway | 36.9% | $3.0bn | 43,085 | -0% | held | |
| 2 | FITB Fifth Third Bancorp | Financial Services | 17.2% | $1.4bn | 22,938,328 | 0% | held |
| 3 | PGR Progressive Corp. Ohio | Financial Services | 9.4% | $770.2m | 5,752,314 | 2% | added |
| 4 | TJX TJX Cos - New | Consumer Cyclical | 8.4% | $689.1m | 20,943,988 | -0% | held |
| 5 | EXPD Expeditors Int'l of Wash. Inc | Industrials | 5.5% | $447.7m | 9,455,588 | 13% | added |
| 6 | FAST Fastenal Co | Industrials | 3.0% | $248.9m | 4,368,613 | -6% | reduced |
| 7 | DOV Dover Corp | Industrials | 2.7% | $224.7m | 7,463,895 | -7% | reduced |
| 8 | Household International | 2.2% | $183.5m | 3,254,869 | -0% | held | |
| 9 | ETD Ethan Allen Interiors Inc | Consumer Cyclical | 2.0% | $160.8m | 5,846,394 | 0% | held |
| 10 | Tiffany & Co | 1.3% | $105.3m | 4,865,150 | – | new | |
| 11 | Berkshire Hathaway | 1.2% | $99.7m | 42,788 | 1% | added | |
| 12 | Molex Inc | 0.7% | $55.1m | 2,267,464 | -37% | reduced | |
| 13 | International Speedway Corp Cl | 0.7% | $54.4m | 1,562,053 | -3% | reduced | |
| 14 | BRO Brown & Brown Inc | Financial Services | 0.7% | $53.6m | 1,028,365 | -0% | held |
| 15 | AXP American Express | Financial Services | 0.6% | $52.0m | 1,790,534 | 139% | added |
| 16 | Student Loan Corp | 0.6% | $51.6m | 732,400 | 0% | held | |
| 17 | American Internat'l Group | 0.6% | $48.7m | 624,209 | 53% | added | |
| 18 | Charter One Financial Inc | 0.5% | $39.0m | 1,381,626 | 13716% | added | |
| 19 | CVS CVS Corp | Healthcare | 0.4% | $31.9m | 960,776 | 57% | added |
| 20 | Citigroup Inc | 0.4% | $30.3m | 748,154 | 58% | added | |
| 21 | HOG Harley Davidson | Consumer Cyclical | 0.3% | $26.9m | 664,069 | -42% | reduced |
| 22 | CTAS Cintas Corp | Industrials | 0.3% | $26.2m | 649,070 | -0% | held |
| 23 | FELE Franklin Electric | Industrials | 0.3% | $24.9m | 345,271 | -3% | reduced |
| 24 | Golden West Financial | 0.3% | $23.9m | 411,210 | – | new | |
| 25 | Industrie Natuzzi Spa-SP | 0.3% | $21.2m | 1,938,165 | 26% | added | |
| 26 | DHR Danaher Corp | Healthcare | 0.2% | $20.4m | 432,748 | 12% | added |
| 27 | Gillette | 0.2% | $17.2m | 578,674 | 0% | held | |
| 28 | ITW Illinois Tool Works | Industrials | 0.2% | $16.8m | 310,337 | -24% | reduced |
| 29 | Mercantile Bankshares | 0.2% | $12.3m | 310,727 | -0% | held | |
| 30 | CNQ Canadian Natural Resources | Energy | 0.1% | $11.5m | 474,300 | -17% | reduced |
| 31 | KO Coca Cola Co | Consumer Defensive | 0.1% | $11.0m | 235,818 | -0% | held |
| 32 | MacDermid Inc | 0.1% | $9.1m | 714,155 | -51% | reduced | |
| 33 | Hotel Reservation Network | 0.1% | $9.1m | 400,000 | – | new | |
| 34 | Penn West Petroleum Ltd | 0.1% | $7.0m | 343,900 | 5% | added | |
| 35 | IBM IBM | Technology | 0.1% | $6.9m | 75,688 | 1% | added |
| 36 | Teletech Holdings Inc | 0.1% | $6.3m | 810,000 | 0% | held | |
| 37 | Iron Mountain Inc | 0.1% | $6.0m | 145,700 | -1% | reduced | |
| 38 | Spherion Corp | 0.1% | $5.7m | 798,148 | -47% | reduced | |
| 39 | HD Home Depot | Consumer Cyclical | 0.1% | $5.6m | 145,970 | -5% | reduced |
| 40 | General Motors | 0.1% | $5.5m | 127,239 | -0% | held | |
| 41 | CR Crane Co | Industrials | 0.1% | $5.4m | 245,293 | -2% | reduced |
| 42 | F Ford Motor Corp Del | Consumer Cyclical | 0.1% | $5.3m | 303,187 | -1% | reduced |
| 43 | Prepaid Legal Services Inc | 0.1% | $5.2m | 301,400 | 0% | held | |
| 44 | Delphi Financial Group | 0.1% | $5.0m | 148,874 | 0% | held | |
| 45 | BAC Bank of America Corp | Financial Services | 0.1% | $4.8m | 83,044 | -1% | reduced |
| 46 | MHK Mohawk Industries | Consumer Cyclical | 0.1% | $4.7m | 128,350 | -31% | reduced |
| 47 | Philip Morris | 0.1% | $4.3m | 89,932 | -27% | reduced | |
| 48 | Washington Post | 0.1% | $4.1m | 7,885 | 0% | held | |
| 49 | BB&T Corp | 0.0% | $4.0m | 109,972 | 0% | held | |
| 50 | M & F Worldwide Corp | 0.0% | $3.8m | 795,325 | -4% | 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.