Ruane Cunniff - Sequoia Fund

History Stock Activity Share change % change to portfolio
Q4  2007
TJX - TJX Companies Inc. Reduce 0.05% 16,508 0.00
WBA - Walgreens Boots Alliance Reduce 0.05% 1,147 0.00
WFM - Whole Foods Market Reduce 0.05% 982 0.00
WMT - Walmart Inc. Reduce 0.05% 3,828 0.00
COST - Costco Co. Reduce 0.06% 22 0.00
PGR - Progressive Corp. Reduce 0.59% 55,054 0.03
BRK.A - Berkshire Hathaway CL A Reduce 23.53% 1,890 7.86
Q3  2007
FAST - Fastenal Reduce 1.25% 202,400 0.07
BRK.A - Berkshire Hathaway CL A Reduce 3.53% 294 1.00
PGR - Progressive Corp. Reduce 13.87% 1,513,000 0.84
BRK.B - Berkshire Hathaway CL B Reduce 75.58% 3,250 0.01
Q2  2007
BRK.A - Berkshire Hathaway CL A Reduce 1.21% 102 0.34
PGR - Progressive Corp. Reduce 42.68% 8,123,652 5.99
APOL - Apollo Education Group Inc. Sell 100.00% 730,356 0.98
PDCO - Patterson Cos. Inc. Sell 100.00% 120,075 0.13
Q1  2007
BRK.A - Berkshire Hathaway CL A Reduce 4.70% 416 1.39
PGR - Progressive Corp. Reduce 10.38% 2,205,200 1.47
BRK.B - Berkshire Hathaway CL B Reduce 14.85% 750 0.00
TIF - Tiffany & Co. Sell 100.00% 1,145,572 1.33