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: June 30, 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 08/14/2001 _______________________ _____________________ _________ [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: 195 Form 13F Information Table Value Total: $7,968,258 [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. June 30, 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 ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- AMS Realstar COM 001785104 0 10000 SH SOLE 10000 AOL Time Warner Inc COM 00184a105 266 5027 SH SOLE 5027 AT&T COM 001957109 418 18996 SH SOLE 280 18716 Abbott Laboratories COM 002824100 264 5498 SH SOLE 5498 Allstate COM 020002101 1184 26904 SH SOLE 1112 25792 American Express COM 025816109 29044 748568 SH SOLE 226875 521693 American Home Prods COM 026609107 738 12628 SH SOLE 12628 American Internat'l Group COM 026874107 35160 408839 SH SOLE 111440 297399 Aptargroup COM 038336103 299 9218 SH SOLE 1800 7418 Arctic Cat Inc COM 039670104 905 62400 SH SOLE 4600 57800 Arnold Industries COM 042595108 274 14174 SH SOLE 14174 Automatic Data Processing COM 053015103 604 12144 SH SOLE 12144 BB&T Corp COM 054937107 4036 109972 SH SOLE 109972 BP Amoco PLC ADR COM 055622104 366 7343 SH SOLE 7343 Bank One COM 059438101 452 12616 SH SOLE 11000 1616 Bank of America Corp COM 060505104 5028 83754 SH SOLE 18358 65396 Bank of New York COM 064057102 240 5000 SH SOLE 5000 Bear Stearns Companies COM 073902108 2719 46104 SH SOLE 18759 27345 Berkshire Hathaway - Cl A COM 084670108 3000728 43238 SH SOLE 28300 14938 Berkshire Hathaway - Cl B COM 084670207 97669 42465 SH SOLE 9899 32566 Bowater COM 102183100 2623 58618 SH SOLE 3153 55465 Briggs & Stratton COM 109043109 236 5600 SH SOLE 2400 3200 Bristol-Myers Squibb COM 110122108 685 13090 SH SOLE 13090 Brown & Brown Inc. COM 115236101 43200 1028820 SH SOLE 288200 740620 C H Robinson Worldwide Inc COM 12541w100 837 30000 SH SOLE 30000 CDI COM 125071100 545 32086 SH SOLE 32086 CNA Financial Corp. COM 126117100 284 7200 SH SOLE 7200 CVS Corp. COM 126650100 23556 610265 SH SOLE 76475 533790 Canadian Natural Resources COM 136385101 17028 574300 SH SOLE 574300 Capital Federal Financial COM 14057c106 4678 242000 SH SOLE 242000 Carlisle Companies COM 142339100 293 8400 SH SOLE 8400 Cedar Fair LP-Dep Rcpts Repstg COM 150185106 3856 169440 SH SOLE 169440 Charter One Financial Inc. COM 160903100 319 10000 SH SOLE 10000 Chubb COM 171232101 221 2850 SH SOLE 2850 Cintas Corp COM 172908105 30158 652072 SH SOLE 479550 172522 Citigroup Inc COM 172967101 25030 473690 SH SOLE 44935 428755 Classic Commun Inc - Cl A COM 182728204 638 716700 SH SOLE 716700 Clayton Homes Inc COM 184190106 9124 580381 SH SOLE 580381 Coca Cola COM 191216100 10629 236208 SH SOLE 74350 161858 Comcast Corp. Special Cl A COM 200300201 765 17635 SH SOLE 17635 Comerica COM 200340107 3126 54272 SH SOLE 15000 39272 Costco Wholesale Corp COM 22160k105 35428 862410 SH SOLE 250225 612185 Crane Co. COM 224399105 7753 250093 SH SOLE 41650 208443 Daimler-Chrysler AG COM d1668r123 6049 131208 SH SOLE 20719 110489 Danaher Corp. COM 235851102 21697 387450 SH SOLE 272450 115000 Danielson Hldg COM 236274106 291 65364 SH SOLE 33864 31500 Delphi Automotive Systems Corp COM 247126105 1021 64100 SH SOLE 11425 52675 Delphi Financial Group COM 247131105 5732 148874 SH SOLE 148874 Disney Walt COM 254687106 1433 49600 SH SOLE 49600 Dollar General Corp COM 256669102 325 16686 SH SOLE 16686 Donaldson Co. COM 257651109 1115 35800 SH SOLE 35800 Doubleclick Inc COM 258609304 3121 223600 SH SOLE 223600 Dover Corp. COM 260003108 303420 8058962 SH SOLE 4635925 3423037 Du Pont E I De Nemours & Co. COM 263534109 484 10027 SH SOLE 177 9850 EGL Inc. COM 268484102 6994 400600 SH SOLE 400600 EPL Technologies Inc COM 268920204 7 16667 SH SOLE 16667 Emerson Electric COM 291011104 216 3570 SH SOLE 3570 Ethan Allen Interiors Inc COM 297602104 189702 5836972 SH SOLE 3715175 2121797 Exxon Mobil Corp COM 30131g103 1512 17308 SH SOLE 17308 Fastenal Co COM 311900104 286887 4628700 SH SOLE 2944790 1683910 Fifth Third Bancorp COM 316773100 1374746 22893354 SH SOLE 14130458 8762896 First Nat'l Bank Anchorage Ala COM 322387101 1219 1084 SH SOLE 1084 First Union Corp. COM 337358105 223 6390 SH SOLE 6390 Firstfed Bancorp COM 33761Q102 279 39860 SH SOLE 39860 Fleet Boston Financial Corp COM 339030108 260 6589 SH SOLE 6589 Ford Motor Corp Del COM 345370860 7530 306735 SH SOLE 61979 244756 Franklin Electric COM 353514102 27069 356646 SH SOLE 76225 280421 Freddie Mac COM 313400301 955 13640 SH SOLE 13640 GATX Corp COM 361448103 6881 171600 SH SOLE 171600 Gannett Co. COM 364730101 370 5620 SH SOLE 5620 General Electric COM 369604103 2083 42719 SH SOLE 42719 General Motors COM 370442105 8194 127339 SH SOLE 23852 103487 Gillette COM 375766102 16770 578471 SH SOLE 146744 431727 GlaxoSmithkline PLC Spon ADR COM 37733w105 511 9093 SH SOLE 9093 Grey Global Group Inc COM 39787m108 952 1432 SH SOLE 1432 Harley Davidson COM 412822108 54173 1150669 SH SOLE 737875 412794 Heartland Express COM 422347104 729 31995 SH SOLE 31995 Herman Miller Inc. COM 600544100 6114 252650 SH SOLE 52250 200400 Home Depot COM 437076102 7180 154249 SH SOLE 100000 54249 Household International COM 441815107 217592 3262244 SH SOLE 2269366 992878 Hub Group Inc. Cl A COM 443320106 381 29337 SH SOLE 29337 Human Genome Sciences Inc COM 444903108 1205 20000 SH SOLE 20000 IBM COM 459200101 8510 75308 SH SOLE 8208 67100 Illinois Tool Works COM 452308109 25990 410588 SH SOLE 230925 179663 Intel Corp COM 458140100 2241 76627 SH SOLE 76627 Interactive Data Corp COM 45840j107 21330 2370000 SH SOLE 2370000 International Speedway Corp Cl COM 460335201 67406 1604905 SH SOLE 1202300 402605 International Speedway Corp Cl COM 460335300 443 10680 SH SOLE 10680 Interpublic Group COM 460690100 1713 58380 SH SOLE 58380 Iron Mountain Inc COM 462846106 6591 147000 SH SOLE 12700 134300 JP Morgan Chase & Co. COM 46625h100 2073 46486 SH SOLE 6367 40119 Johnson & Johnson COM 478160104 1193 23860 SH SOLE 400 23460 Key3media Group Inc COM 49326r104 2207 190100 SH SOLE 190100 Kimball Internat'l COM 494274103 269 16800 SH SOLE 800 16000 Knight Trading Group Inc COM 499063105 267 25000 SH SOLE 25000 Leeds Federal Bankshares Inc COM 524226107 239 15200 SH SOLE 15200 Legg Mason COM 524901105 249 5000 SH SOLE 5000 Lennar Corp COM 526057104 417 10000 SH SOLE 10000 Leucadia Nat'l COM 527288104 266 8200 SH SOLE 8200 Liberty Digital Inc Cl A COM 530436104 2438 400300 SH SOLE 400300 Liberty Media Corp Ser A COM 530718105 472 27004 SH SOLE 27004 Lilly Eli & Co. COM 532457108 972 13140 SH SOLE 8400 4740 Liz Claiborne COM 539320101 363 7200 SH SOLE 1300 5900 M & F Worldwide Corp COM 552541104 3174 824325 SH SOLE 824325 M & T Bank Corp COM 570437103 562 7450 SH SOLE 7450 MFS Intermediate COM 55273C107 106 15500 SH SOLE 15500 Management Assistance - Liquid COM 561671504 2 10000 SH SOLE 10000 Manpower COM 56418H100 2361 78975 SH SOLE 16400 62575 Markel Corp COM 570535104 825 4200 SH SOLE 4200 McDonalds COM 580135101 2074 76644 SH SOLE 76644 Mellon Financial Corp COM 58551a108 2641 57411 SH SOLE 57411 Mercantile Bankshares COM 587405101 12165 310877 SH SOLE 266475 44402 Merck & Co. COM 589331107 1190 18619 SH SOLE 300 18319 Merrill Lynch & Co COM 590188108 2429 41000 SH SOLE 18000 23000 Microsoft COM 594918104 1591 21790 SH SOLE 1200 20590 Millicom International Cellula COM L6388F102 526 20969 SH SOLE 20969 Mohawk Industries COM 608190104 6538 185750 SH SOLE 35100 150650 Molex Inc Cl A COM 608554200 107670 3610654 SH SOLE 2068312 1542342 Morgan Stanley Dean Witter Dis COM 617446448 3749 58371 SH SOLE 3750 54621 Nacco Industries - Class A COM 629579103 1820 23336 SH SOLE 23336 Nat'l Presto Industries COM 637215104 237 7978 SH SOLE 527 7451 National Commerce Financial COM 63545p104 22261 913467 SH SOLE 252663 660804 PNC Bank - Formerly PNC Financ COM 693475105 467 7100 SH SOLE 7100 PT Pasifik Satelit Nusantara S COM 69365q106 67 100000 SH SOLE 100000 Penn West Petroleum Ltd COM 707886602 8470 328700 SH SOLE 328700 Penton Media Inc COM 709668107 177 10098 SH SOLE 1350 8748 PepsiCo COM 713448108 995 22522 SH SOLE 200 22322 Pfizer COM 717081103 1162 29012 SH SOLE 29012 Pharmacia Corp COM 71713u102 294 6388 SH SOLE 6388 Philip Morris COM 718154107 6231 122782 SH SOLE 122782 Playtex Products COM 72813P100 5870 548600 SH SOLE 548600 Polaris Industries Inc COM 731068102 4099 89500 SH SOLE 6350 83150 Procter & Gamble COM 742718109 1839 28832 SH SOLE 28832 Progressive Corp. Ohio COM 743315103 760239 5623488 SH SOLE 3587656 2035832 Ralston-Ralston Purina Group COM 751277302 328 10924 SH SOLE 10924 Reynolds R J Tob Holdings Inc COM 76182k105 3960 72526 SH SOLE 72526 Royal Palm Beach Col COM 780908208 11 14000 SH SOLE 14000 SBC Communications (Southweste COM 78387G103 249 6216 SH SOLE 352 5864 Sara Lee COM 803111103 1273 67200 SH SOLE 1800 65400 Schlumberger Ltd COM 806857108 205 3900 SH SOLE 3900 Sears Roebuck & Co. COM 812387108 1934 45700 SH SOLE 21300 24400 Servicemaster Co. COM 81760n109 2059 171618 SH SOLE 12375 159243 Shell Transport & Trading Co P COM 822703609 242 4800 SH SOLE 4800 Sonoco Products COM 835495102 435 17490 SH SOLE 17490 Spherion Corp COM 848420105 13581 1517448 SH SOLE 180450 1336998 State Street Corp COM 857477103 1155 23340 SH SOLE 23340 Stora Enso Corp Sponsored ADR COM 86210m106 153 14442 SH SOLE 14442 Student Loan Corp COM 863902102 51085 732400 SH SOLE 732400 Sturm Ruger & Co. COM 864159108 2763 281951 SH SOLE 27200 254751 TJX Cos - New COM 872540109 670021 21023573 SH SOLE 12903275 8120298 Target Corp COM 87612e106 526 15200 SH SOLE 15200 Toro Co COM 891092108 778 17300 SH SOLE 3700 13600 Transact Technologies Inc COM 892918103 108 12000 SH SOLE 12000 Tyco Intl. Ltd. COM 902124106 349 6400 SH SOLE 6400 U.S. Bancorp New - Del. COM 902973304 6705 294221 SH SOLE 45540 248681 USG Corp COM 903293405 376 89100 SH SOLE 89100 United Stationers Inc COM 913004107 679 21500 SH SOLE 21500 Valspar Corp. COM 920355104 213 6000 SH SOLE 6000 Verizon Communications COM 077853109 441 8247 SH SOLE 258 7989 Visteon Corp COM 92839u107 404 22004 SH SOLE 4640 17364 Vornado Realty Trust COM 929042109 791 20250 SH SOLE 20250 Vulcan Materials COM 929160109 1168 21724 SH SOLE 10800 10924 WTS Golden State Bancrp-Litig COM 381197136 670 511150 SH SOLE 511150 Wal-Mart Stores COM 931142103 563 11530 SH SOLE 11530 Walgreen COM 931422109 3039 89000 SH SOLE 89000 Wallace Computer Services COM 932270101 944 57050 SH SOLE 5300 51750 Washington Post - Class B COM 939640108 4526 7885 SH SOLE 7885 Wells Fargo & Co. New COM 949746101 539 11605 SH SOLE 11605 Wesco Financial COM 950817106 9338 26840 SH SOLE 26840 World Acceptance Corp. COM 981419104 1611 174950 SH SOLE 174950 Wrigley (Wm), Jr. COM 982526105 1075 22950 SH SOLE 22950 ***CJ39 Shopping Co KRW5000 COM 619975 5184 380861 SH SOLE 380861 ***Coreana Cosmetics Co Ltd COM 619498 1687 476870 SH SOLE 476870 ***Dae Duck GDS Co Ltd Comm COM 614939 75 10743 SH SOLE 10743 ***Dae Duck GDS Co Ltd Pfd COM 614940 1030 358100 SH SOLE 358100 ***Dongwon Securities-Pfd 2 COM 626563 1514 601334 SH SOLE 601334 ***Dongwon Securities-Pfd KW 5 COM 640970 984 390790 SH SOLE 390790 ***Fursys Inc COM 635541 673 25450 SH SOLE 25450 ***Hite Brewery Co Ltd PFD KW5 COM 620388 1117 102255 SH SOLE 102255 ***Jeil Pharmaceutical Co COM 647338 332 20000 SH SOLE 20000 ***Korea Circuit Co Common KRW COM 615284 2376 750000 SH SOLE 750000 ***Korea Circuit PFD KRW500 COM 615285 1349 877330 SH SOLE 877330 ***LG AD KRW5000 COM 616698 4609 113300 SH SOLE 113300 ***Lotte Confectionery Co COM 653543 3545 26196 SH SOLE 26196 ***Lotte Samkang Co COM 653545 545 17030 SH SOLE 17030 ***Maeil Dairy Indust KRW5000 COM 632666 5729 1000000 SH SOLE 1000000 ***Namyang Dairy Products KW 5 COM 662120 15064 59452 SH SOLE 59452 ***Namyang Dairy Products PFD COM 661787 12813 87702 SH SOLE 87702 ***Pacific Corp - PFD KW 5000 COM 666749 12630 586580 SH SOLE 586580 ***Pacific Corp KW 5000 Par COM 666593 13854 280200 SH SOLE 280200 ***Samchully Co COM 677105 894 31270 SH SOLE 31270 ***Shinyoung Secs COM 680521 4483 455470 SH SOLE 455470 ***Shinyoung Secs PFD KRW5000 COM 680339 11313 1732790 SH SOLE 1732790 ***Yuhan Corp KRW5000 COM 698833 6869 149120 SH SOLE 149120 ***Yuhan Corp Pfd KRW5000 COM 698824 980 28210 SH SOLE 28210