Ruane Cunniff - Sequoia Fund
| History | Stock | Activity ▼ | Share change | % change to portfolio |
| Q1 2008 | ≡ | WMT - Walmart Inc. | Reduce 59.28% | 4,193,100 | 2.43 |
| Q4 2007 | ≡ | BRK.B - Berkshire Hathaway CL B | Add 223.81% | 2,350 | 0.01 | ≡ | KNX - Knight-Swift Transportation | Add 19.94% | 797,605 | 0.35 | ≡ | MLM - Martin Marietta | Add 16.27% | 245,849 | 0.96 | ≡ | FAST - Fastenal | Add 1.21% | 193,628 | 0.06 | ≡ | PCAR - PACCAR Inc. | Buy | 785,772 | 1.26 | ≡ | VMC - Vulcan Materials | Buy | 419,772 | 0.97 | ≡ | BBBYQ-OLD - Bed Bath & Beyond | Reduce 0.05% | 2,704 | 0.00 | ≡ | BRO - Brown & Brown Inc. | Reduce 0.05% | 3,126 | 0.00 | ≡ | DHR - Danaher Corp. | Reduce 0.05% | 416 | 0.00 | ≡ | EXPD - Expeditors Int'l | Reduce 0.05% | 1,621 | 0.00 | ≡ | IDXX - IDEXX Laboratories | Reduce 0.05% | 3,308 | 0.00 | ≡ | LOW - Lowe's Cos. | Reduce 0.05% | 995 | 0.00 | ≡ | MA - Mastercard Inc. | Reduce 0.05% | 2,040 | 0.00 | ≡ | MHK - Mohawk Industries | Reduce 0.05% | 1,771 | 0.00 | ≡ | ORLY - O'Reilly Automotive | Reduce 0.05% | 919 | 0.00 | ≡ | PAH3.DE - Porsche Automobil Hldg SE | Reduce 0.05% | 520 | 0.00 | ≡ | RYCEF - Rolls Royce Holdings plc | Reduce 0.05% | 3,855 | 0.00 | ≡ | TGT - Target Corp. | Reduce 0.05% | 1,197 | 0.00 | ≡ | 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 | ≡ | MLM - Martin Marietta | Buy | 1,510,900 | 5.77 | ≡ | RYCEF - Rolls Royce Holdings plc | Buy | 7,126,000 | 2.18 | ≡ | 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 | ≡ | WFM - Whole Foods Market | Buy | 1,814,000 | 1.07 | ≡ | 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 |