Ruane Cunniff - Sequoia Fund

History Stock Activity Share change % change to portfolio
Q2  2009
BRK.B - Berkshire Hathaway CL B Add 76.25% 43,500 0.13
Q1  2009
BRK.B - Berkshire Hathaway CL B Add 655.63% 49,500 0.15
RBA - Ritchie Bros. Auctioneers Inc. Add 12.96% 174,900 0.18
OMC - Omnicom Group Buy 936,300 1.18
CNQ - Canadian Natural Resources Buy 180,000 0.19
Q4  2008
CMI - Cummins Inc. Add 75.74% 540,000 0.71
PAH3.DE - Porsche Automobil Hldg SE Add 39.81% 493,833 1.85
IDXX - IDEXX Laboratories Add 19.32% 1,180,600 1.04
CAT - Caterpillar Inc. Buy 730,000 1.60
RBA - Ritchie Bros. Auctioneers Inc. Buy 1,350,000 1.42
Q3  2008
PAH3.DE - Porsche Automobil Hldg SE Add 30.62% 290,800 1.17
PCAR - PACCAR Inc. Add 6.97% 54,800 0.08
DLRUF - De La Rue PLC Buy 2,991,000 1.82
CMI - Cummins Inc. Buy 713,000 1.18
Q2  2008
RYCEF - Rolls Royce Holdings plc Add 74.25% 5,287,855 1.27
BMBLF - Brambles Ltd. Buy 4,200,000 1.24
Q1  2008
BRK.B - Berkshire Hathaway CL B Add 151.47% 5,150 0.02
TGT - Target Corp. Add 26.34% 582,467 0.97
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
Q3  2007
MLM - Martin Marietta Buy 1,510,900 5.77
RYCEF - Rolls Royce Holdings plc Buy 7,126,000 2.18
Q2  2007
WFM - Whole Foods Market Buy 1,814,000 1.07