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, 2012 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 11/14/2012 _______________________ _____________________ _________ [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: 144 Form 13F Information Table Value Total: $13,155,483 [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 ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- Advance Auto Parts COM 00751y106 494359 7223245 SH SOLE 4618258 2604987 Alleghany Corp COM 017175100 4917 14254 SH SOLE 14254 Altria Group Inc COM 02209S103 2906 87024 SH SOLE 87024 American Electric Power COM 025537101 672 15300 SH SOLE 15300 American Express COM 025816109 78425 1379262 SH SOLE 553206 826056 American Public Ed Inc COM 02913V103 756 20745 SH SOLE 20000 745 Amphenol Corp New Cl A COM 032095101 19530 331695 SH SOLE 207873 123822 Aon PLC COM g0408v102 22310 426650 SH SOLE 425000 1650 Apache Corp COM 037411105 26085 301671 SH SOLE 300000 1671 Apollo Group Inc Cl A COM 037604105 20335 700000 SH SOLE 700000 Apple Computer COM 037833100 1101 1650 SH SOLE 1650 Applied Materials COM 038222105 153 13692 SH SOLE 13692 Arch Capital Group Ltd COM g0450a105 604 14508 SH SOLE 14508 Automatic Data Processing COM 053015103 353 6011 SH SOLE 6011 BP Amoco PLC ADR COM 055622104 244 5762 SH SOLE 5762 Bank of America Corp COM 060505104 147 16648 SH SOLE 16648 Becton Dickinson & Co. COM 075887109 450 5725 SH SOLE 5725 Bed Bath & Beyond Inc COM 075896100 380 6030 SH SOLE 6030 Berkshire Hathaway - Cl A COM 084670108 1454259 10959 SH SOLE 7252 3707 Berkshire Hathaway - Cl B COM 084670702 394306 4470594 SH SOLE 2705959 1764635 Blue Earth Refineries COM G11999102 5 15000 SH SOLE 15000 Brown & Brown Inc. COM 115236101 73146 2805749 SH SOLE 2002697 803052 CVS Corp. COM 126650100 1271 26255 SH SOLE 3200 23055 Capella Education Co. COM 139594105 2002 57110 SH SOLE 55240 1870 Caterpillar COM 149123101 6422 74643 SH SOLE 74643 Chesapeake Energy Corp COM 165167107 49195 2607065 SH SOLE 2600500 6565 ChevronTexaco Corp COM 166764100 649 5568 SH SOLE 1232 4336 Citigroup Inc COM 172967101 201 6153 SH SOLE 6153 Coca Cola Co. COM 191216100 32468 856004 SH SOLE 114258 741746 Cognizant Technology Solutions COM 192446102 10829 154950 SH SOLE 154000 950 Colfax Corp COM 194014106 18460 503400 SH SOLE 500000 3400 Comcast Corp. Spl Cl A COM 20030n200 295 8486 SH SOLE 8486 Concur Technologies Inc COM 206708109 23176 314339 SH SOLE 300700 13639 Corinthian Colleges Inc COM 218868107 2390 1000000 SH SOLE 1000000 Corning COM 219350105 93891 7139991 SH SOLE 5158383 1981608 Costco Wholesale Corp COM 22160k105 75353 752326 SH SOLE 313177 439149 Cousins Properties Inc. COM 222795106 102 12826 SH SOLE 12826 Cresud SACIFYA Spon ADR Repstg COM 226406106 4945 605247 SH SOLE 605247 Danaher Corp. COM 235851102 83024 1505423 SH SOLE 981270 524153 Dice Holdings Inc COM 253017107 4210 500000 SH SOLE 500000 DirectTV COM 25490a309 1797 34264 SH SOLE 14325 19939 Disney Walt COM 254687106 2577 49285 SH SOLE 49285 EOG Resources Inc. COM 26875p101 21514 192000 SH SOLE 192000 Edison International COM 281020107 2115 46300 SH SOLE 46300 Emcor Group Inc COM 29084q100 48858 1711912 SH SOLE 1113327 598585 Emerson Electric COM 291011104 223 4620 SH SOLE 4620 Energizer Holdings Inc COM 29266r108 225 3011 SH SOLE 223 2788 Everest Re Group Ltd COM G3223R108 11124 104000 SH SOLE 104000 Expeditors Int'l of Wash. Inc. COM 302130109 13601 374161 SH SOLE 216600 157561 Express Scripts Holding Co. COM 30219g108 361 5757 SH SOLE 446 5311 Exxon Mobil Corp COM 30231g103 10196 111493 SH SOLE 6382 105111 Fastenal Co COM 311900104 889162 20683003 SH SOLE 13151449 7531554 Fifth Third Bancorp COM 316773100 1942 125238 SH SOLE 125238 First Solar Inc COM 336433107 16713 754712 SH SOLE 528088 226624 General Electric COM 369604103 5524 243230 SH SOLE 52680 190550 Goldman Sachs Group Inc COM 38141g104 160829 1414751 SH SOLE 874901 539850 Google Inc Cl A COM 38259p508 507553 672701 SH SOLE 502462 170239 Greenlight Capital Re Ltd Cl A COM G4095J109 10934 441764 SH SOLE 441764 HDFC Bank Ltd ADR Repstg 3 Shs COM 40415f101 663 17638 SH SOLE 4000 13638 Heartland Express COM 422347104 1350 101057 SH SOLE 101057 Highwoods Properties Inc COM 431284108 426 13050 SH SOLE 13050 Home Depot COM 437076102 1600 26503 SH SOLE 26503 IAC Interactivecorp COM 44919p300 5206 100000 SH SOLE 100000 IBM COM 459200101 308643 1487793 SH SOLE 965031 522762 Idex Corp COM 45167R104 368 8822 SH SOLE 8822 Idexx Laboratories Corp. COM 45168D104 535638 5391420 SH SOLE 3451241 1940179 Intel Corp COM 458140100 342 15082 SH SOLE 13400 1682 Intercontinental Exchange Ange COM 45865v100 1795 13455 SH SOLE 5350 8105 JC Penney COM 708160106 17003 700000 SH SOLE 700000 JP Morgan Chase & Co. COM 46625h100 748 18481 SH SOLE 18481 Johnson & Johnson COM 478160104 1143 16587 SH SOLE 2 16585 Kroger COM 501044101 4237 180000 SH SOLE 180000 Lennox International Inc. COM 526107107 1098 22707 SH SOLE 505 22202 Leucadia Nat'l COM 527288104 375 16471 SH SOLE 16471 Lilly Eli & Co. COM 532457108 205 4321 SH SOLE 4321 Linear Technology Group COM 535678106 8364 262866 SH SOLE 147999 114867 Lockheed Martin Corp. COM 539830109 238 2550 SH SOLE 2550 Lowe's Companies COM 548661107 257 8514 SH SOLE 8514 Manpower COM 56418H100 22208 603480 SH SOLE 600000 3480 Mastercard Inc COM 57636q104 251381 556794 SH SOLE 334876 221918 McDonalds COM 580135101 6614 72086 SH SOLE 12144 59942 McGraw Hill COM 580645109 210 3840 SH SOLE 3840 Media General - Class A COM 584404107 52 10000 SH SOLE 10000 Merck & Co. COM 58933y105 242 5375 SH SOLE 5375 Microsoft COM 594918104 1910 64173 SH SOLE 22689 41484 Mohawk Industries COM 608190104 592423 7403438 SH SOLE 4894077 2509361 Mondelez International COM 50075n104 2604 62971 SH SOLE 62971 Mondelez International- When I COM 609207105 11289 425741 SH SOLE 425741 Move Inc. COM 62458m108 2147 249111 SH SOLE 241722 7389 O Reilly Automotive Inc COM 67103h107 306258 3662492 SH SOLE 2879514 782978 Omnicom Group COM 681919106 153931 2985480 SH SOLE 1940734 1044746 Pampa Hldgs SA Spon GDR Reg S COM 697660207 2236 605980 SH SOLE 600000 5980 PepsiCo COM 713448108 4608 65116 SH SOLE 2000 63116 Perrigo Co COM 714290103 202298 1741395 SH SOLE 1069950 671445 Pfizer COM 717081103 229 9215 SH SOLE 9215 Philip Morris Intl Inc. COM 718172109 9471 105302 SH SOLE 105302 Praxair COM 74005P104 199215 1917739 SH SOLE 1264399 653340 Precision Castparts Corp COM 740189105 505306 3093581 SH SOLE 1965239 1128342 Price T Rowe Group Inc COM 74144t108 260 4110 SH SOLE 4110 Primerica Inc COM 74164M108 106559 3720625 SH SOLE 3705000 15625 Procter & Gamble COM 742718109 8958 129155 SH SOLE 129155 Progressive Corp. Ohio COM 743315103 3017 145474 SH SOLE 145474 Quicksilver Resources Inc COM 74837r104 4818 1178000 SH SOLE 1178000 Range Resources Corp COM 75281a109 116175 1662730 SH SOLE 1660320 2410 Republic Services Inc Cl A COM 760759100 427 15504 SH SOLE 714 14790 Resource America Inc Cl A COM 761195205 5445 796000 SH SOLE 796000 Ritchie Bros Auctioneers Inc COM 767744105 91563 4761452 SH SOLE 3084964 1676488 Roper Industries Inc New COM 776696106 474 4315 SH SOLE 4315 Royal Dutch Shell PLC Spon ADR COM 780259206 2311 33292 SH SOLE 33292 Royal Dutch Shell PLC Spon ADR COM 780259107 223 3127 SH SOLE 3127 SEI Investments Co COM 784117103 214 10000 SH SOLE 10000 Shengkai Innovations Inc COM 82321p203 552 756138 SH SOLE 756138 Sherwin Williams Co. COM 824348106 790 5307 SH SOLE 5307 Sirona Dental Systems Inc COM 82966c103 166244 2918603 SH SOLE 2016823 901780 Solta Med Inc. COM 83438k103 7495 2386937 SH SOLE 2386937 Stericycle Inc. COM 858912108 271 3000 SH SOLE 3000 Suntrust Banks COM 867914103 882 31203 SH SOLE 31203 TE Connectivity Ltd. COM H84989104 1576 46325 SH SOLE 19000 27325 TJX Cos - New COM 872540109 1427074 31861445 SH SOLE 19700146 12161299 Target Corp COM 87612e106 274513 4325084 SH SOLE 2808612 1516472 Tiffany & Co COM 886547108 133161 2151920 SH SOLE 1451480 700440 Timken Co. COM 887389104 34962 940855 SH SOLE 914053 26802 Trimble Navigation Ltd. COM 896239100 81622 1712597 SH SOLE 1181504 531093 U.S. Bancorp New - Del. COM 902973304 908 26481 SH SOLE 26481 Ultra Petroleum Corp. COM 903914109 11033 501940 SH SOLE 500240 1700 Union Pacific COM 907818108 3889 32763 SH SOLE 32763 Valeant Pharmaceuticals Intern COM 91911k102 1924711 34823794 SH SOLE 21423724 13400070 Vanceinfo Technologies Inc ADR COM 921564100 7850 1000000 SH SOLE 1000000 Verisk Analytics Class A COM 92345Y106 3295 69202 SH SOLE 21604 47598 Verizon Communications COM 077853109 207 4540 SH SOLE 4540 Visa Inc Class A COM 92826C839 170432 1269230 SH SOLE 773316 495914 Wal-Mart Stores COM 931142103 224904 3047473 SH SOLE 1979767 1067706 Washington Post - Class B COM 939640108 1206 3323 SH SOLE 2000 1323 Waters Corp COM 941848103 176306 2115760 SH SOLE 1452256 663504 Wells Fargo & Co. New COM 949746101 3047 88243 SH SOLE 88243 Wesco Aircraft Hldgs Inc Com COM 950814103 2937 215000 SH SOLE 215000 West Pharmaceutical Svcs Inc C COM 955306105 29699 559611 SH SOLE 364518 195093 World Fuel Services Corp COM 981475106 223663 6280897 SH SOLE 4555599 1725298 Young Broadcasting Inc Cl A COM 987434107 0 144865 SH SOLE 144865 Jardine Matheson Hldgs COM G50736100 204 3600 SH SOLE 3600 Canadian Natural Resources COM 136385101 25475 827369 SH SOLE 521564 305805 Ryanair Hldgs PLC Spon ADR COM 783513104 285 8851 SH SOLE 784 8067 Storm Resources Ltd. COM 86221r102 1712 1090600 SH SOLE 1090600 WPP PLC Spon ADR COM 92933h101 232 3408 SH SOLE 3408