13F-HR 1 table.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: September 30, 2009 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 & Goldfarb 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 11/16/2009 _______________________ _____________________ _________ [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: 136 Form 13F Information Table Value Total: $7,705,537 [thousands] List of Other Included Managers: NONE 3 Ruane, Cunniff & Goldfarb Inc. 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 ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- 51 Job Inc Spons ADR COM 316827104 12051 861395 SH SOLE 860000 1395 AT&T Inc COM 00206r102 254 9412 SH SOLE 9412 Advance Auto Parts COM 00751y106 190894 4859820 SH SOLE 3091198 1775127 Alliance Data Sys Corp COM 018581108 3054 50000 SH SOLE 50000 Altria Group Inc COM 02209S103 1898 106585 SH SOLE 7500 99085 American Express COM 025816109 51746 1526442 SH SOLE 671510 855490 Amgen COM 031162100 422 7000 SH SOLE 7000 Aon Corp. COM 037389103 24414 600000 SH SOLE 600000 Apple Computer COM 037833100 376 2030 SH SOLE 2030 Applied Materials COM 038222105 315 23532 SH SOLE 23532 Aptargroup COM 038336103 418 11200 SH SOLE 3000 8200 Atlas Energy Inc. COM 049298102 17929 662320 SH SOLE 662320 Autonomy Corporation PLC COM g0669t101 1718 66600 SH SOLE 66600 BB&T Corp COM 054937107 2548 93527 SH SOLE 2000 91527 BP Amoco PLC ADR COM 055622104 996 18706 SH SOLE 1586 17120 Bank of America Corp COM 060505104 786 46452 SH SOLE 1206 45246 Bankatlantic Corp Inc Cl A COM 065908501 693 238800 SH SOLE 238800 Becton Dickinson & Co. COM 075887109 424 6075 SH SOLE 6075 Berkshire Hathaway - Cl A COM 084670108 1881428 18628 SH SOLE 12544 6117 Berkshire Hathaway - Cl B COM 084670207 176401 53085 SH SOLE 13631 39687 Blue Earth Refineries COM G11999102 16 15000 SH SOLE 15000 Bristol-Myers Squibb COM 110122108 211 9355 SH SOLE 9355 Brown & Brown Inc. COM 115236101 65245 3405279 SH SOLE 2335954 1070726 C H Robinson Worldwide Inc COM 12541w209 242 4182 SH SOLE 4182 CVS Corp. COM 126650100 3822 106944 SH SOLE 11200 95744 Carmax, Inc. COM 143130102 2466 118000 SH SOLE 118000 Cascade Bancorp COM 147154108 15 12500 SH SOLE 12500 Caterpillar COM 149123101 7075 137839 SH SOLE 3198 134742 Chesapeake Energy Corp COM 165167107 60704 2137458 SH SOLE 2118659 19279 ChevronTexaco Corp COM 166764100 509 7234 SH SOLE 1232 6002 Chubb COM 171232101 238 4724 SH SOLE 3200 1524 Citigroup Inc COM 172967101 366 75529 SH SOLE 8200 67329 City National Corp. COM 178566105 389 10000 SH SOLE 10000 Coca Cola Co. COM 191216100 22591 420688 SH SOLE 65405 355550 Concur Technologies Inc COM 206708109 83010 2087784 SH SOLE 2065300 22484 ConocoPhillips COM 20825c104 314 6960 SH SOLE 6960 Costco Wholesale Corp COM 22160k105 42151 746568 SH SOLE 330450 416217 Cousins Properties Inc. COM 222795106 102 12330 SH SOLE 12330 Credit Acceptance Corp-Mich COM 225310101 3219 100000 SH SOLE 100000 Cresud SACIFYA Spon ADR Repstg COM 226406106 7409 574777 SH SOLE 574777 Danaher Corp. COM 235851102 52982 787024 SH SOLE 522401 264623 Dish Network Corp Class A COM 25470m109 16096 835712 SH SOLE 834912 800 Disney Walt COM 254687106 1617 58881 SH SOLE 58881 Drew Industries Inc COM 26168l205 348 16060 SH SOLE 1756 14786 EOG Resources Inc. COM 26875p101 20878 250000 SH SOLE 250000 Ebay Inc COM 278642103 527 22350 SH SOLE 21500 850 El Paso Corporation COM 28336l109 108 10431 SH SOLE 10431 Elong Inc Com Spon ADR COM 290138205 1014 105300 SH SOLE 100500 4800 Emerson Electric COM 291011104 257 6410 SH SOLE 6410 Expeditors Int'l of Wash. Inc. COM 302130109 205310 5840960 SH SOLE 3840319 2008961 Exxon Mobil Corp COM 30131g103 6086 88708 SH SOLE 800 87908 Fastenal Co COM 311900104 454365 11740695 SH SOLE 7409236 4346656 Fifth Third Bancorp COM 316773100 1282 126509 SH SOLE 126509 Finishmaster Inc COM 31787p108 6217 375632 SH SOLE 375032 600 First Natl Bank Alaska COM 32112j106 305 185 SH SOLE 185 Fremont General Corp COM 357288109 6 18179 SH SOLE 1815 16725 GMX Resources Inc COM 38011m108 8216 523000 SH SOLE 523000 General Electric COM 369604103 6455 393143 SH SOLE 110492 282651 General Mills COM 370334104 497 7716 SH SOLE 7716 Google Inc Cl A COM 38259p508 53465 107825 SH SOLE 106081 1816 Greenlight Capital Re Ltd Cl A COM G4095J109 5151 274000 SH SOLE 274000 HDFC Bank Ltd ADR Repstg 3 Shs COM 40415f101 7656 64676 SH SOLE 51343 13599 Heartland Express COM 422347104 1455 101057 SH SOLE 101057 Highwoods Properties Inc COM 431284108 520 16550 SH SOLE 16550 Home Depot COM 437076102 1085 40744 SH SOLE 40744 IBM COM 459200101 7643 63903 SH SOLE 3699 60204 Idex Corp COM 45167R104 247 8822 SH SOLE 8822 Idexx Laboratories Corp. COM 45168D104 645149 12902987 SH SOLE 8114129 4814268 Illinois Tool Works COM 452308109 473 11065 SH SOLE 1266 9867 Intel Corp COM 458140100 366 18708 SH SOLE 13400 5308 Irsa Inversiones y Represen SA COM 450047204 5939 715500 SH SOLE 715500 JP Morgan Chase & Co. COM 46625h100 2041 46588 SH SOLE 46588 Jacobs Engineering Group Inc COM 469814107 275 5978 SH SOLE 5978 Johnson & Johnson COM 478160104 5031 82621 SH SOLE 82621 Kaiser Aluminum Corp COM 483007704 6581 180992 SH SOLE 180992 Kraft Foods Inc Cl A COM 50075n104 1745 66407 SH SOLE 66407 Leucadia Nat'l COM 527288104 496 20073 SH SOLE 20073 Loews COM 540424108 243 7100 SH SOLE 6000 1100 Manpower COM 56418H100 13043 230000 SH SOLE 230000 Martin Marietta Materials Inc. COM 573284106 422367 4587455 SH SOLE 3043967 1544232 Mastercard Inc COM 57636q104 131259 649317 SH SOLE 326661 325086 McDonalds COM 580135101 4294 75244 SH SOLE 75244 McGraw Hill COM 580645109 30104 1197440 SH SOLE 1195800 1640 Merck & Co. COM 58933y105 757 23940 SH SOLE 900 23040 Mettler-Toledo Intl Inc COM 592688105 6575 72575 SH SOLE 51407 21278 Microsoft COM 594918104 2061 79607 SH SOLE 9220 70387 Mohawk Industries COM 608190104 395931 8302181 SH SOLE 5427444 2876884 Nokia Corp-Sponsored ADR Repst COM 654902204 364 24925 SH SOLE 17100 7825 O Reilly Automotive Inc COM 686091109 125500 3472610 SH SOLE 2812137 662646 Omnicom Group COM 681919106 111074 3006885 SH SOLE 2002186 1009358 Paccar Inc. COM 693718108 130208 3452886 SH SOLE 1946003 1507992 Pampa Hldgs SA Spon GDR Reg S COM 697660207 6015 500000 SH SOLE 500000 Penn Va Corp COM 707882106 7467 325927 SH SOLE 324000 1927 PepsiCo COM 713448108 6002 102313 SH SOLE 2000 100313 Petrohawk Energy Corp COM 716495106 9684 400000 SH SOLE 400000 Petroleum Development Corp-Nev COM 716578109 3732 200000 SH SOLE 200000 Petsmart Inc COM 716768106 227 10437 SH SOLE 1444 9420 Pfizer COM 717081103 237 14334 SH SOLE 6000 8334 Philip Morris Intl Inc. COM 718172109 5507 112985 SH SOLE 7500 105485 Pioneer Natural Resources Co. COM 723787107 34098 939590 SH SOLE 937750 1840 Praxair COM 74005P104 87545 1071669 SH SOLE 738329 334807 Precision Castparts Corp COM 740189105 318958 3131032 SH SOLE 2011483 1123878 Procter & Gamble COM 742718109 9938 171590 SH SOLE 10300 161290 Progressive Corp. Ohio COM 743315103 3262 196754 SH SOLE 52469 144285 Quicksilver Resources Inc COM 74837r104 16929 1193000 SH SOLE 1193000 Range Resources Corp COM 75281a109 30327 614400 SH SOLE 613100 1300 Resource America Inc Cl A COM 761195205 3829 796000 SH SOLE 796000 Ritchie Bros Auctioneers Inc COM 767744105 129702 5285350 SH SOLE 3339502 1954702 Roper Industries Inc New COM 776696106 7397 145088 SH SOLE 140000 5088 Royal Dutch Shell PLC Spon ADR COM 780259206 2058 35987 SH SOLE 35987 SEI Investments Co COM 784117103 610 31000 SH SOLE 20000 11000 Sherwin Williams Co. COM 824348106 337 5601 SH SOLE 5601 Simpson Manufacturing Co Inc. COM 829073105 253 10000 SH SOLE 10000 Sina Corporation COM g81477104 9733 256400 SH SOLE 256400 Smucker J M Company COM 832696405 15920 300314 SH SOLE 300000 314 Stericycle Inc. COM 858912108 320 6600 SH SOLE 6600 Student Loan Corp COM 863902102 4900 105600 SH SOLE 105600 Sturm Ruger & Co. COM 864159108 149 11500 SH SOLE 5000 6500 Suntrust Banks COM 867914103 742 32892 SH SOLE 32892 TCF Financial Corp. COM 872275102 493 37792 SH SOLE 37792 TJX Cos - New COM 872540109 624303 16804933 SH SOLE 10968236 5874697 Target Corp COM 87612e106 178256 3818670 SH SOLE 2533760 1285535 Thermadyne Holdiings Corp COM 883435307 2764 400000 SH SOLE 400000 Thor Industries Inc COM 885160101 646 20880 SH SOLE 2123 19371 Total System Services Inc COM 891906109 228 14164 SH SOLE 1290 13169 U.S. Bancorp New - Del. COM 902973304 266 12183 SH SOLE 1915 10268 Ultimate Software Group Inc COM 90385d107 36858 1283360 SH SOLE 1277500 5860 Ultra Petroleum Corp. COM 903914109 4920 100500 SH SOLE 100000 500 Visa Inc Class A COM 92826C839 8480 122700 SH SOLE 122700 Vulcan Materials COM 929160109 55312 1022974 SH SOLE 796272 226702 WR Berkley Corp COM 084423102 39184 1550000 SH SOLE 1550000 Wal-Mart Stores COM 931142103 151903 3094385 SH SOLE 1996224 1099793 Walgreen COM 931422109 257250 6865483 SH SOLE 4574471 2292272 Washington Post - Class B COM 939640108 620 1324 SH SOLE 1324 Willis Group Holdings Ltd COM g96655108 18875 668850 SH SOLE 665850 3000 XTO Energy Inc COM 98385x106 38777 938451 SH SOLE 931268 7456