-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, Bk77V48j8Kg5RqyR+MvNHAsmpBE0E823HAySSsSQwz++HrlIUHNnkp+ITEvqMA30 R0bcZ32SuBiUXHekNv3XUQ== 0000728014-08-000016.txt : 20080814 0000728014-08-000016.hdr.sgml : 20080814 20080814153905 ACCESSION NUMBER: 0000728014-08-000016 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20080630 FILED AS OF DATE: 20080814 DATE AS OF CHANGE: 20080814 EFFECTIVENESS DATE: 20080814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: RUANE, CUNNIFF & GOLDFARB INC CENTRAL INDEX KEY: 0000728014 IRS NUMBER: 132628641 STATE OF INCORPORATION: NY FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-00154 FILM NUMBER: 081018633 BUSINESS ADDRESS: STREET 1: 767 FIFTH AVENUE SUITE 4701 CITY: NEW YORK STATE: NY ZIP: 10153-4798 BUSINESS PHONE: 2128325280 MAIL ADDRESS: STREET 1: 767 FIFTH AVE STREET 2: SUITE 4701 CITY: NEW YORK STATE: NY ZIP: 10153 FORMER COMPANY: FORMER CONFORMED NAME: RUANE CUNNIFF & CO INC DATE OF NAME CHANGE: 19970618 13F-HR 1 table.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: June 30, 2008 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Ruane, Cunniff & Goldfarb Inc. Address: 767 Fifth Avenue New York, New York 10153 Form 13F File Number: 28-154 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Mr. Joseph Quinones, Jr. Title: Chief Financial Officer Phone: (212) 832-5280 Signature, Place, and Date of Signing: /s/ Joseph Quinones, Jr. New York, NY 08/14/2008 _______________________ _____________________ _________ [Signature] [City, State] [Date] Report Type (Check only one.): [ X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [ ] 13F NOTICE. (Check her if no holdings reported are in this report, and all holdings are reported by other reporting manger(s).) [ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) List of Other Managers Reporting for this Manager: NONE 2 Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: None Form 13F Information Table Entry Total: 211 Form 13F Information Table Value Total: $10,511,312 [thousands] List of Other Included Managers: NONE 3 Ruane, Cunniff & Goldfarb Inc. FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE - ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- 51 Job Inc Spons ADR COM 316827104 15411 841220 SH SOLE 840000 1220 Aaron Rents Inc COM 002535201 22378 1002163 SH SOLE 948482 53681 Aaron Rents Inc - Cl A COM 002535300 1202 60023 SH SOLE 50401 9622 Alliance Data Sys Corp COM 018581108 2828 50000 SH SOLE 50000 Allstate COM 020002101 406 8900 SH SOLE 8900 Altria Group Inc COM 02209S103 2126 103388 SH SOLE 7500 95888 American Express COM 025816109 63122 1675660 SH SOLE 808223 867437 American Internat'l Group COM 026874107 30319 1145853 SH SOLE 817010 328843 Amgen COM 031162100 380 8050 SH SOLE 8050 Anheuser Busch COM 035229103 6056 97483 SH SOLE 97483 Apache Corp COM 037411105 578 4156 SH SOLE 4156 Apple Computer COM 037833100 457 2730 SH SOLE 2730 Applied Materials COM 038222105 449 23532 SH SOLE 23532 Aptargroup COM 038336103 503 12000 SH SOLE 3000 9000 Assurant Inc. COM 04621X108 660 10000 SH SOLE 10000 Atlas Energy Res LLC Cl B LLC COM 049303100 15260 400000 SH SOLE 400000 Automatic Data Processing COM 053015103 205 4894 SH SOLE 4894 Axis Capital Holdings Ltd COM g0692u109 35923 1205080 SH SOLE 1197600 7480 BB&T Corp COM 054937107 2246 98646 SH SOLE 4000 94646 BP Amoco PLC ADR COM 055622104 1532 22022 SH SOLE 1586 20436 Bank of America Corp COM 060505104 2145 89854 SH SOLE 6138 83716 Bank of New York Mellon Corp COM 064058100 25128 664234 SH SOLE 653500 10734 Bankatlantic Corp Inc Cl A COM 065908501 2101 1194000 SH SOLE 1194000 Beazer Homes USA Inc COM 07556q105 167 30000 SH SOLE 30000 Bed Bath & Beyond Inc COM 075896100 360193 12818246 SH SOLE 8456630 4361616 Berkshire Hathaway - Cl A COM 084670108 2505080 20746 SH SOLE 13911 6835 Berkshire Hathaway - Cl B COM 084670207 207669 51762 SH SOLE 12383 39379 Blue Earth Refineries COM G11999102 45 15000 SH SOLE 15000 Bristol-Myers Squibb COM 110122108 224 10920 SH SOLE 10920 Brookfield Asset Mgt Inc Cl A COM 112585104 27049 831250 SH SOLE 831250 Brookfield Infrastructure Ptrs COM G16252101 951 48650 SH SOLE 48650 Brown & Brown Inc. COM 115236101 161466 9285014 SH SOLE 6253640 3031374 C H Robinson Worldwide Inc COM 12541w209 229 4182 SH SOLE 4182 CSK Auto COM 125965103 411 39262 SH SOLE 6206 33056 CVS Corp. COM 126650100 4580 115744 SH SOLE 11200 104544 Cabelas Inc. Cl A COM 126804301 321 29121 SH SOLE 3087 26034 Carmax, Inc. COM 143130102 5272 371496 SH SOLE 351650 19846 Cascade Bancorp COM 147154108 96 12500 SH SOLE 12500 Cascade Corp COM 147195101 4232 100000 SH SOLE 100000 Caterpillar COM 149123101 69176 937091 SH SOLE 561942 375149 Central Securities Corp COM 155123102 368 14271 SH SOLE 14271 Chesapeake Energy Corp COM 165167107 64335 975369 SH SOLE 951648 23721 ChevronTexaco Corp COM 166764100 915 9234 SH SOLE 1232 8002 Chubb COM 171232101 545 11124 SH SOLE 3200 7924 Cincinnati Financial COM 172062101 1142 44960 SH SOLE 7953 37007 Citigroup Inc COM 172967101 2941 175454 SH SOLE 11450 164004 City National Corp. COM 178566105 421 10000 SH SOLE 10000 Coca Cola Co. COM 191216100 21038 404728 SH SOLE 74871 329857 Cognizant Technology Solutions COM 192446102 9753 300000 SH SOLE 300000 Collective Brands Inc COM 19421W100 2631 226265 SH SOLE 225350 915 Comcast Corp. Spl Cl A COM 20030n200 252 13451 SH SOLE 13451 Comerica COM 200340107 231 9009 SH SOLE 9009 Concur Technologies Inc COM 206708109 41252 1241420 SH SOLE 1240550 870 ConocoPhillips COM 20825c104 729 7723 SH SOLE 7723 Costco Wholesale Corp COM 22160k105 57014 812862 SH SOLE 354788 458074 Countrywide Financial Corp COM 222372104 305 71723 SH SOLE 9547 62176 Cousins Properties Inc. COM 222795106 463 20025 SH SOLE 20025 Cresud SACIFYA Spon ADR Repstg COM 226406106 8541 574777 SH SOLE 574777 D R Horton Inc COM 23331a109 1191 109731 SH SOLE 14499 95232 Daimler-Chrysler AG COM d1668r123 385 6244 SH SOLE 1000 5244 Danaher Corp. COM 235851102 59287 766973 SH SOLE 554061 212912 Discover Financial Services COM 254709108 3645 276735 SH SOLE 271100 5635 Dish Network Corp Class A COM 25470m109 22625 772700 SH SOLE 772700 Disney Walt COM 254687106 2692 86293 SH SOLE 86293 Dow Chemical COM 260543103 1064 30491 SH SOLE 3000 27491 Drew Industries Inc COM 26168l205 758 47519 SH SOLE 8038 39481 Eaton Corp COM 278058102 340 4000 SH SOLE 4000 Ebay Inc COM 278642103 638 23357 SH SOLE 20000 3357 El Paso Corporation COM 28336l109 227 10431 SH SOLE 10431 Elong Inc Com Spon ADR COM 290138205 739 103800 SH SOLE 100500 3300 Emerson Electric COM 291011104 389 7860 SH SOLE 7860 Energizer Holdings Inc COM 29266r108 209 2864 SH SOLE 2864 Exco Res Inc COM 269279402 7382 200000 SH SOLE 200000 Expeditors Int'l of Wash. Inc. COM 302130109 401961 9347926 SH SOLE 5577256 3770670 Exxon Mobil Corp COM 30131g103 8877 100721 SH SOLE 800 99921 Fastenal Co COM 311900104 579938 13436931 SH SOLE 9027830 4409101 Fifth Third Bancorp COM 316773100 1380 135594 SH SOLE 6000 129594 Finishmaster Inc COM 31787p108 8264 375632 SH SOLE 375032 600 First Natl Bank Alaska COM 32112j106 1857 1004 SH SOLE 1004 Fortress Invt Grp LLC Del Cl A COM 34958B106 2341 190000 SH SOLE 190000 Franklin Electric COM 353514102 4204 108416 SH SOLE 1200 107216 Franklin Resources COM 354613101 405 4416 SH SOLE 4000 416 Fremont General Corp COM 357288109 3 23232 SH SOLE 2991 20241 GMX Resources Inc COM 38011m108 36976 499000 SH SOLE 499000 Genentech Inc COM 368710406 201 2650 SH SOLE 2650 General Electric COM 369604103 15069 564583 SH SOLE 234492 330091 General Growth Properties Inc COM 370021107 226 6450 SH SOLE 6450 General Motors COM 370442105 664 57750 SH SOLE 8000 49750 Genzyme COM 372917104 244 3400 SH SOLE 3400 Graco Inc COM 384109104 5853 153733 SH SOLE 2765 150968 Greenlight Capital Re Ltd Cl A COM G4095J109 4686 205000 SH SOLE 205000 HDFC Bank Ltd ADR Repstg 3 Shs COM 40415f101 2207 30805 SH SOLE 30000 805 HSBC Holdings PLC COM 404280406 1283 16725 SH SOLE 2016 14709 Health Management Associates I COM 421933102 248 38130 SH SOLE 38130 Heartland Express COM 422347104 1507 101057 SH SOLE 101057 Highwoods Properties Inc COM 431284108 599 19050 SH SOLE 19050 Home Depot COM 437076102 954 40744 SH SOLE 40744 Hugoton Royalty Tr Texas Unit COM 444717102 455 12308 SH SOLE 12294 14 IAC Interactivecorp COM 44919p300 194 10050 SH SOLE 10000 50 IBM COM 459200101 8968 75663 SH SOLE 3699 71964 Idex Corp COM 45167R104 325 8822 SH SOLE 8822 Idexx Laboratories Corp. COM 45168D104 459738 9432456 SH SOLE 6391641 3040815 Illinois Tool Works COM 452308109 2486 52328 SH SOLE 34554 17774 Ingersoll Rand Co Ltd CL A COM g4776g101 382 10200 SH SOLE 10000 200 Intel Corp COM 458140100 490 22815 SH SOLE 13400 9415 International Speedway Corp Cl COM 460335300 425 10820 SH SOLE 10680 140 Irsa Inversiones y Represen SA COM 450047204 6078 539300 SH SOLE 539300 JC Penney COM 708160106 4017 110680 SH SOLE 3000 107680 JP Morgan Chase & Co. COM 46625h100 2029 59139 SH SOLE 59139 Jacobs Engineering Group Inc COM 469814107 748 9264 SH SOLE 9264 Johnson & Johnson COM 478160104 4932 76651 SH SOLE 76651 Kennametal Inc. COM 489170100 940 28887 SH SOLE 6514 22373 Kimberly Clark COM 494368103 267 4473 SH SOLE 4473 Knight Transportation COM 499064103 218253 11926414 SH SOLE 7988164 3938250 Kraft Foods Inc Cl A COM 50075n104 1589 55865 SH SOLE 55865 Legg Mason COM 524901105 10219 234546 SH SOLE 229800 4746 Leucadia Nat'l COM 527288104 1155 24600 SH SOLE 12000 12600 Loews COM 540424108 648 13100 SH SOLE 6000 7100 Lowe's Companies COM 548661107 126910 6116166 SH SOLE 4038396 2077770 M & T Bank Corp COM 55261f104 1111 15756 SH SOLE 2512 13244 MFS Intermediate COM 55273C107 97 15500 SH SOLE 15500 Marathon Oil Corp COM 565849106 241 4650 SH SOLE 4650 Martin Marietta Materials Inc. COM 573284106 644603 6222640 SH SOLE 4076459 2146181 Mastercard Inc COM 57636q104 171555 646108 SH SOLE 321048 325060 McDonalds COM 580135101 4395 78181 SH SOLE 7000 71181 McGraw Hill COM 580645109 20860 519940 SH SOLE 519400 540 Merck & Co. COM 589331107 1571 41674 SH SOLE 900 40774 Merrill Lynch & Co COM 590188108 264 8330 SH SOLE 8330 Mettler-Toledo Intl Inc COM 592688105 436 4600 SH SOLE 4600 Microsoft COM 594918104 3268 118792 SH SOLE 9220 109572 Mohawk Industries COM 608190104 807687 12600422 SH SOLE 8943100 3657322 Moody's Corp COM 615369105 15306 444413 SH SOLE 438700 5713 Morgan Stanley COM 617446448 999 27691 SH SOLE 4600 23091 Nokia Corp-Sponsored ADR Repst COM 654902204 693 28271 SH SOLE 17100 11171 O Reilly Automotive Inc COM 686091109 80390 3596881 SH SOLE 2880924 715957 Oracle Corp. COM 68389X105 214 10200 SH SOLE 10200 Paccar Inc. COM 693718108 130719 3125011 SH SOLE 1908821 1216190 Pampa Hldgs SA Spon GDR Reg S COM 697660207 6275 500000 SH SOLE 500000 Penn Va Corp COM 707882106 22671 300595 SH SOLE 300000 595 Pennsylvania Commerce COM 708677109 1178 48972 SH SOLE 48972 Penske Auto Group Inc COM 70959w103 7075 480000 SH SOLE 480000 PepsiCo COM 713448108 7383 116096 SH SOLE 2000 114096 Petroleum Development Corp-Nev COM 716578109 13298 200000 SH SOLE 200000 Petsmart Inc COM 716768106 525 26335 SH SOLE 4594 21741 Pfizer COM 717081103 324 18549 SH SOLE 6000 12549 Philip Morris Intl Inc. COM 718172109 5106 103388 SH SOLE 7500 95888 Pioneer Natural Resources Co. COM 723787107 58711 750015 SH SOLE 750000 15 Pool Corporation COM 73278l105 3842 216322 SH SOLE 98567 117755 Price T Rowe Group Inc COM 74144t108 228 4045 SH SOLE 4045 Procter & Gamble COM 742718109 10953 180120 SH SOLE 10300 169820 Progressive Corp. Ohio COM 743315103 479393 25608604 SH SOLE 16009315 9599289 Pulte Homes Inc COM 745867101 96 10000 SH SOLE 10000 Quicksilver Resources Inc COM 74837r104 46098 1193000 SH SOLE 1193000 Range Resources Corp COM 75281a109 21139 322530 SH SOLE 320000 2530 Research In Motion Ltd COM 760975102 354 3025 SH SOLE 3025 Resource America Inc Cl A COM 761195205 7419 796000 SH SOLE 796000 Robert Half Internat'l COM 770323103 27433 1144480 SH SOLE 1139000 5480 Roper Industries Inc New COM 776696106 6943 105388 SH SOLE 100000 5388 Royal Dutch Shell PLC Spon ADR COM 780259206 2835 34691 SH SOLE 34691 Royal Dutch Shell PLC Spon ADR COM 780259107 298 3717 SH SOLE 3717 Royal Palm Beach Col COM 780908208 11 14000 SH SOLE 14000 Ryland Group COM 783764103 2399 110000 SH SOLE 110000 SEI Investments Co COM 784117103 729 31000 SH SOLE 20000 11000 SLM Corporation COM 78442p106 20318 1050000 SH SOLE 1050000 Sarbit Asset Management Inc (R COM 803993906 701 87355 SH SOLE 87355 Schlumberger Ltd COM 806857108 828 7708 SH SOLE 7708 Sears Holding Corp COM 812350106 416 5643 SH SOLE 3147 2496 Sherwin Williams Co. COM 824348106 257 5601 SH SOLE 5601 Signature Bank COM 82669g104 17557 681559 SH SOLE 681559 Simpson Manufacturing Co Inc. COM 829073105 237 10000 SH SOLE 10000 Sina Corporation COM g81477104 16458 386800 SH SOLE 386800 Smithfield Foods Inc. COM 832248108 1524 76670 SH SOLE 9286 67384 Southwestern Energy Co COM 845467109 39985 839855 SH SOLE 785208 54647 Standard Pacific - New COM 85375C101 245 72500 SH SOLE 72500 State Street Corp COM 857477103 49977 781006 SH SOLE 777000 4006 Stericycle Inc. COM 858912108 434 8400 SH SOLE 8400 Student Loan Corp COM 863902102 1775 18100 SH SOLE 18100 Sturm Ruger & Co. COM 864159108 655 92775 SH SOLE 5000 87775 Suntrust Banks COM 867914103 1340 36993 SH SOLE 731 36262 Synovus Financial Corp COM 87161c105 363 41568 SH SOLE 5457 36111 TCF Financial Corp. COM 872275102 561 46637 SH SOLE 46637 TJX Cos - New COM 872540109 581236 18469524 SH SOLE 12260532 6208992 Target Corp COM 87612e106 464216 9985279 SH SOLE 6381650 3603629 Thor Industries Inc COM 885160101 1446 68019 SH SOLE 8630 59389 Tiffany & Co COM 886547108 11878 291482 SH SOLE 71000 220482 Total System Services Inc COM 891906109 447 20120 SH SOLE 2635 17485 U.S. Bancorp New - Del. COM 902973304 376 13483 SH SOLE 2915 10568 UBS AG COM h89231338 39228 1898738 SH SOLE 1894480 4258 UCBH Holdings Inc COM 90262t308 68 30000 SH SOLE 30000 USA Mobility Inc COM 90341g103 1019 135000 SH SOLE 135000 USG Corp COM 903293405 2471 83550 SH SOLE 80100 3450 Ultimate Software Group Inc COM 90385d107 29591 830500 SH SOLE 830500 Union Pacific COM 907818108 219 2906 SH SOLE 2906 Visa Inc Class A COM 92826C839 89428 1099840 SH SOLE 1095000 4840 Vornado Realty Trust COM 929042109 13002 147752 SH SOLE 145200 2552 Votorantim Cellulose E Papel S COM 92906p106 23743 888925 SH SOLE 888325 600 Vulcan Materials COM 929160109 79346 1327296 SH SOLE 932795 394501 WR Berkley Corp COM 084423102 7272 301000 SH SOLE 301000 Wachovia Corp. - New COM 929903102 210 13535 SH SOLE 13535 Wal-Mart Stores COM 931142103 165111 2937922 SH SOLE 1971193 966729 Walgreen COM 931422109 238827 7346276 SH SOLE 4894490 2451786 Washington Post - Class B COM 939640108 8612 14673 SH SOLE 14673 Wellpoint Inc COM 94973V107 957 20080 SH SOLE 20000 80 Wells Fargo & Co. New COM 949746101 23520 990320 SH SOLE 419139 571181 Whole Food Markets COM 966837106 89526 3779082 SH SOLE 2465045 1314037 Willis Group Holdings Ltd COM g96655108 21001 669450 SH SOLE 665850 3600 World Acceptance Corp. COM 981419104 2820 83750 SH SOLE 83750 Wrigley (Wm), Jr. COM 982526105 1083 13918 SH SOLE 13918 Wrigley Wm Jr - Cl B COM 982526204 267 3432 SH SOLE 3432 XTO Energy Inc COM 98385x106 19396 283119 SH SOLE 282807 312 Young Broadcasting Inc Cl A COM 987434107 20 144865 SH SOLE 144865
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