-----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, KVR003+HDTuhSnp7HQd7cN/8sgc+Pd19jhMnae/6PzFdZ2i4Upw+iEGuCfCj6TwE gxbz7Z6gQHdzqxvl3vyzlg== 0000728014-01-500004.txt : 20010516 0000728014-01-500004.hdr.sgml : 20010516 ACCESSION NUMBER: 0000728014-01-500004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20010331 FILED AS OF DATE: 20010515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: RUANE CUNNIFF & CO INC CENTRAL INDEX KEY: 0000728014 STANDARD INDUSTRIAL CLASSIFICATION: [] IRS NUMBER: 132628641 STATE OF INCORPORATION: NY FILING VALUES: FORM TYPE: 13F-HR SEC ACT: SEC FILE NUMBER: 028-00154 FILM NUMBER: 1639050 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 13F-HR 1 table.txt 13F HOLDINGS REPORT, COVER & SUMMARY UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: March 31, 2001 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 & Co., 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 05/15/2001 _______________________ _____________________ _________ [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: 190 Form 13F Information Table Value Total: $5,902,599 [thousands] CONFIDENTIAL TREATMENT REQUESTED: the information for which Ruane, Cunniff & Co., Inc. is requesting confidential treatment has been omitted and filed separately with the Commission. List of Other Included Managers: NONE 3 Ruane, Cunniff & Co., Inc. March 31, 2001 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 - ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- A.G. Edwards Inc. COM 281760108 5550 150000 SH SOLE 150000 AMS Realstar COM 001785104 0 10000 SH SOLE 10000 AT&T COM 001957109 406 19044 SH SOLE 280 18764 AT&T Corp Liberty Media Grp Se COM 001957208 378 27004 SH SOLE 27004 Abbott Laboratories COM 002824100 259 5498 SH SOLE 5498 Akamai Technologies COM 00971t101 4024 470000 SH SOLE 470000 Allstate COM 020002101 1132 26988 SH SOLE 1112 25876 American Express COM 025816109 31027 751268 SH SOLE 227475 523793 American General COM 026351106 17499 457500 SH SOLE 457500 American Home Prods COM 026609107 736 12524 SH SOLE 12524 American Internat'l Group COM 026874107 33001 409947 SH SOLE 111755 298192 Aptargroup COM 038336103 281 9218 SH SOLE 1800 7418 Arctic Cat Inc COM 039670104 868 63400 SH SOLE 4600 58800 Arnold Industries COM 042595108 422 22124 SH SOLE 22124 Automatic Data Processing COM 053015103 530 9744 SH SOLE 9744 BB&T Corp COM 054937107 9025 256598 SH SOLE 256598 BP Amoco PLC ADR COM 055622104 338 6815 SH SOLE 6815 Bank One COM 059438101 456 12616 SH SOLE 11000 1616 Bank of America Corp COM 060505104 4679 85454 SH SOLE 18358 67096 Bank of New York COM 064057102 286 5800 SH SOLE 5800 Bear Stearns Companies COM 073902108 6683 146104 SH SOLE 18759 127345 Berkshire Hathaway - Cl A COM 084670108 1592212 24327 SH SOLE 8663 15664 1286812 19661 SH DEFINED 19661 Berkshire Hathaway - Cl B COM 084670207 93133 42800 SH SOLE 9968 32832 Bowater COM 102183100 2816 59418 SH SOLE 3153 56265 Bowl America - Class A COM 102565108 158 15960 SH SOLE 15960 Briggs & Stratton COM 109043109 215 5600 SH SOLE 2400 3200 Bristol-Myers Squibb COM 110122108 775 13050 SH SOLE 400 12650 Brown & Brown Inc. COM 115236101 36408 1069256 SH SOLE 288900 780356 C H Robinson Worldwide Inc COM 12541w100 274 10000 SH SOLE 10000 CDI COM 125071100 417 32086 SH SOLE 32086 CNA Financial Corp. COM 126117100 252 7200 SH SOLE 7200 CVS Corp. COM 585745102 2350 40175 SH SOLE 40175 Capital Federal Financial COM 14057c106 3857 242000 SH SOLE 242000 Carlisle Companies COM 142339100 274 8400 SH SOLE 8400 Cedar Fair LP-Dep Rcpts Repstg COM 150185106 3462 155940 SH SOLE 155940 Charter One Financial Inc. COM 160903100 283 10000 SH SOLE 10000 Chubb COM 171232101 206 2850 SH SOLE 2850 Citigroup Inc COM 172967101 22492 500053 SH SOLE 44935 455118 Classic Commun Inc - Cl A COM 182728204 1433 716700 SH SOLE 716700 Clayton Homes Inc COM 184190106 15789 1310275 SH SOLE 1310275 Coca Cola COM 191216100 10689 236688 SH SOLE 74350 162338 Comcast Corp. Special Cl A COM 200300201 789 18820 SH SOLE 18820 Comerica COM 200340107 3338 54272 SH SOLE 15000 39272 Crane Co. COM 224399105 6520 250283 SH SOLE 41650 208633 Daimler-Chrysler AG COM d1668r123 5876 131819 SH SOLE 20719 111100 Danielson Hldg COM 236274106 301 65364 SH SOLE 33864 31500 Data Broadcasting COM 237596101 17997 2370000 SH SOLE 2370000 Delphi Automotive Systems Corp COM 247126105 910 64192 SH SOLE 11425 52767 Delphi Financial Group COM 247131105 4407 148874 SH SOLE 148874 Disney Walt COM 254687106 1786 62459 SH SOLE 62459 Dollar General Corp COM 256669102 341 16686 SH SOLE 16686 Donaldson Co. COM 257651109 977 36600 SH SOLE 36600 Doubleclick Inc COM 258609304 2585 223600 SH SOLE 223600 Du Pont E I De Nemours & Co. COM 263534109 408 10027 SH SOLE 177 9850 EPL Technologies Inc COM 268920204 11 16667 SH SOLE 16667 Emerson Electric COM 291011104 201 3250 SH SOLE 3250 Ethan Allen Interiors Inc COM 297602104 115689 3424772 SH SOLE 1301975 2122797 81545 2414000 SH DEFINED 2414000 Expedia Inc Cl A COM 302125109 771 59000 SH SOLE 59000 Exxon Mobil Corp COM 30131g103 1209 14924 SH SOLE 14924 Fannie Mae COM 313586109 7133 89605 SH SOLE 1200 88405 Fifth Third Bancorp COM 316773100 763503 14287779 SH SOLE 5422400 8865379 465462 8710393 SH DEFINED 8710393 First Nat'l Bank Anchorage Ala COM 322387101 1580 1564 SH SOLE 1564 First Union Corp. COM 337358105 211 6390 SH SOLE 6390 Firstfed Bancorp COM 33761Q102 299 39860 SH SOLE 39860 Fleet Boston Financial Corp COM 339030108 253 6693 SH SOLE 6693 Ford Motor Corp Del COM 345370860 8800 312929 SH SOLE 61979 250950 Franklin Electric COM 353514102 26598 371346 SH SOLE 76225 295121 Freddie Mac COM 313400301 18744 289128 SH SOLE 2600 286528 GATX Corp COM 361448103 7286 171600 SH SOLE 171600 Gannett Co. COM 364730101 515 8620 SH SOLE 8620 General Electric COM 369604103 1805 43129 SH SOLE 43129 General Motors COM 370442105 6618 127639 SH SOLE 23852 103787 Gillette COM 375766102 18126 581531 SH SOLE 147344 434187 GlaxoSmithkline PLC Spon ADR COM 37733w105 496 9493 SH SOLE 9493 Grey Global Group Inc COM 39787m108 928 1432 SH SOLE 1432 Harley Davidson COM 412822108 35389 932514 SH SOLE 349520 582994 26220 690900 SH DEFINED 690900 Hearme COM 421903105 5 10000 SH SOLE 10000 Heartland Express COM 422347104 3772 149395 SH SOLE 149395 Herman Miller Inc. COM 600544100 6739 291435 SH SOLE 52250 239185 Hershey Foods COM 427866108 208 3000 SH SOLE 3000 Home Depot COM 437076102 12697 294600 SH SOLE 177000 117600 Household International COM 441815107 104494 1763916 SH SOLE 740566 1023350 90768 1532200 SH DEFINED 1532200 Hub Group Inc. Cl A COM 443320106 564 55837 SH SOLE 55837 Human Genome Sciences Inc COM 444903108 920 20000 SH SOLE 20000 Huttig Building Products Inc COM 448451104 325 77950 SH SOLE 77950 IBM COM 459200101 7412 77068 SH SOLE 8208 68860 IMS Health Inc. COM 449934108 354 14200 SH SOLE 14200 Intel Corp COM 458140100 1993 75744 SH SOLE 800 74944 International Speedway Corp Cl COM 460335300 1825 48180 SH SOLE 48180 Interpublic Group COM 460690100 3489 101580 SH SOLE 101580 Iron Mountain Inc COM 462846106 383 10000 SH SOLE 10000 JP Morgan Chase & Co. COM 46625h100 2132 47486 SH SOLE 6367 41119 Johnson & Johnson COM 478160104 1020 11658 SH SOLE 200 11458 Kimball Internat'l COM 494274103 279 20800 SH SOLE 800 20000 Kimberly Clark COM 494368103 231 3400 SH SOLE 3400 Leeds Federal Bankshares Inc COM 524226107 199 15200 SH SOLE 15200 Legg Mason COM 524901105 210 5000 SH SOLE 5000 Lennar Corp COM 526057104 399 10000 SH SOLE 10000 Leucadia Nat'l COM 527288104 347 10800 SH SOLE 10800 Liberty Digital Inc Cl A COM 530436104 2502 400300 SH SOLE 400300 Lilly Eli & Co. COM 532457108 1007 13140 SH SOLE 8660 4480 Liz Claiborne COM 539320101 339 7200 SH SOLE 1300 5900 Lynch Interactive Corp COM 551146103 401 8400 SH SOLE 8400 M & F Worldwide Corp COM 552541104 4113 839325 SH SOLE 839325 M & T Bank Corp COM 570437103 521 7450 SH SOLE 7450 MFS Intermediate COM 55273C107 106 15500 SH SOLE 15500 MacDermid Inc COM 554273102 12863 711427 SH SOLE 241875 469552 26032 1439800 SH DEFINED 1439800 Management Assistance - Liquid COM 561671504 2 10000 SH SOLE 10000 Manpower COM 56418H100 2622 91025 SH SOLE 16400 74625 Markel Corp COM 570535104 785 4200 SH SOLE 4200 McDonalds COM 580135101 2091 78744 SH SOLE 78744 Mellon Financial Corp COM 58551a108 2326 57411 SH SOLE 57411 Mercantile Bankshares COM 587405101 2492 67352 SH SOLE 23175 44177 9002 243300 SH DEFINED 243300 Merck & Co. COM 589331107 1377 18136 SH SOLE 700 17436 Merrill Lynch & Co COM 590188108 2271 41000 SH SOLE 18000 23000 Microsoft COM 594918104 1186 21691 SH SOLE 1700 19991 Millicom - Escrow COM 600813794 0 55250 SH SOLE 55250 Millicom International Cellula COM L6388F102 841 42590 SH SOLE 42590 Mocon Inc COM 607494101 136 21000 SH SOLE 21000 Morgan Stanley Dean Witter Dis COM 617446448 4360 81488 SH SOLE 7200 74288 Nacco Industries - Class A COM 629579103 6661 106984 SH SOLE 106984 Nat'l Presto Industries COM 637215104 245 8178 SH SOLE 527 7651 OPT Sciences COM 671003101 68 16300 SH SOLE 16300 Old Kent Financial Corp COM 679833103 1672 44000 SH SOLE 44000 PNC Bank - Formerly PNC Financ COM 693475105 481 7100 SH SOLE 7100 PT Pasifik Satelit Nusantara S COM 69365q106 150 100000 SH SOLE 100000 Penton Media Inc COM 709668107 147 10098 SH SOLE 1350 8748 PepsiCo COM 713448108 990 22522 SH SOLE 355 22167 Pfizer COM 717081103 1170 28577 SH SOLE 28577 Pharmacia Corp COM 71713u102 322 6388 SH SOLE 6388 Philip Morris COM 718154107 7295 153732 SH SOLE 153732 Pico Holdings Inc COM 693366205 2846 203275 SH SOLE 203275 Playtex Products COM 72813P100 5042 548600 SH SOLE 548600 Polaris Industries Inc COM 731068102 4045 89500 SH SOLE 6350 83150 Procter & Gamble COM 742718109 1904 30420 SH SOLE 30420 Progressive Corp. Ohio COM 743315103 319526 3292385 SH SOLE 1158206 2134179 235880 2430500 SH DEFINED 2430500 Qwest Communications Internati COM 749121109 221 6301 SH SOLE 179 6122 Ralston-Ralston Purina Group COM 751277302 340 10924 SH SOLE 10924 Reynolds R J Tob Holdings Inc COM 76182k105 4069 72526 SH SOLE 72526 Ross Stores Inc COM 778296103 26098 1391892 SH SOLE 681400 710492 SBC Communications (Southweste COM 78387G103 260 5823 SH SOLE 352 5471 Sara Lee COM 803111103 1450 67200 SH SOLE 1800 65400 Schlumberger Ltd COM 806857108 225 3900 SH SOLE 3900 Schwab Charles CP - New COM 808513105 496 32182 SH SOLE 32182 Sears Roebuck & Co. COM 812387108 1615 45800 SH SOLE 21300 24500 Servicemaster Co. COM 81760n109 1978 176118 SH SOLE 12375 163743 Shell Transport & Trading Co P COM 822703609 224 4800 SH SOLE 4800 Sinclair Broadcast Group Inc. COM 829226109 198 27300 SH SOLE 27300 Sonoco Products COM 835495102 401 18645 SH SOLE 18645 Spherion Corp COM 848420105 10739 1547450 SH SOLE 182250 1365200 State Street Corp COM 857477103 1183 12670 SH SOLE 12670 Stora Enso Corp Sponsored ADR COM 86210m106 134 14442 SH SOLE 14442 Student Loan Corp COM 863902102 51180 732400 SH SOLE 732400 Sturm Ruger & Co. COM 864159108 2952 300567 SH SOLE 30200 270367 Suntrust Banks COM 867914103 311 4800 SH SOLE 4800 Target Corp COM 87612e106 548 15200 SH SOLE 15200 Thor Industries Inc COM 885160101 1346 61900 SH SOLE 61900 Ticketmaster Online-Citysearch COM 88633p203 4282 472500 SH SOLE 472500 Toro Co COM 891092108 796 17300 SH SOLE 3700 13600 Transact Technologies Inc COM 892918103 268 39000 SH SOLE 39000 Tuesday Morning Corp COM 899035505 109 11200 SH SOLE 11200 Tyco Intl Ltd COM 902124106 277 6400 SH SOLE 6400 U.S. Bancorp New - Del. COM 902973304 7417 319693 SH SOLE 45540 274153 USG Corp COM 903293405 1361 89100 SH SOLE 89100 United Stationers Inc COM 913004107 521 21500 SH SOLE 21500 Valspar Corp. COM 920355104 344 12000 SH SOLE 12000 Verizon Communications COM 077853109 404 8187 SH SOLE 258 7929 Visteon Corp COM 92839u107 332 22082 SH SOLE 4640 17442 Vodafone Group PLC Spon ADR COM 92857w100 388 14290 SH SOLE 14290 Vornado Realty Trust COM 929042109 726 20250 SH SOLE 20250 Vulcan Materials COM 929160109 1059 22624 SH SOLE 10800 11824 WCOM Inc GA COM 98157d106 6836 365829 SH SOLE 365829 WTS Golden State Bancrp-Litig COM 381197136 671 511150 SH SOLE 511150 Wal-Mart Stores COM 931142103 765 15141 SH SOLE 15141 Walgreen COM 931422109 1200 29400 SH SOLE 29400 Wallace Computer Services COM 932270101 1111 68350 SH SOLE 5300 63050 Washington Post - Class B COM 939640108 12976 22449 SH SOLE 22449 Wells Fargo & Co. New COM 949746101 597 12075 SH SOLE 12075 Wesco Financial COM 950817106 10113 32940 SH SOLE 32940 World Acceptance Corp. COM 981419104 1806 269950 SH SOLE 269950 Wrigley (Wm), Jr. COM 982526105 1590 32950 SH SOLE 32950 Yankee Candle Inc COM 984757104 6585 500000 SH SOLE 500000
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