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 |