13F-HR 1 table.txt 13F 9/30/2001 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, 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 11/14/2001 _______________________ _____________________ _________ [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: $7,800,217 [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. September 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 248 7502 SH SOLE 7502 AT&T COM 001957109 375 19424 SH SOLE 280 19144 Abbott Laboratories COM 002824100 285 5498 SH SOLE 5498 Allstate COM 020002101 974 26088 SH SOLE 1112 24976 American Express COM 025816109 52033 1790534 SH SOLE 503885 1286649 American Home Prods COM 026609107 869 14918 SH SOLE 14918 American Internat'l Group COM 026874107 48688 624209 SH SOLE 112060 512149 Aptargroup COM 038336103 255 8018 SH SOLE 600 7418 Arctic Cat Inc COM 039670104 778 57700 SH SOLE 2650 55050 Arnold Industries COM 042595108 231 11174 SH SOLE 11174 Automatic Data Processing COM 053015103 642 13650 SH SOLE 13650 BB&T Corp COM 054937107 4008 109972 SH SOLE 109972 BP Amoco PLC ADR COM 055622104 442 8989 SH SOLE 8989 Bank One COM 059438101 397 12616 SH SOLE 11000 1616 Bank of America Corp COM 060505104 4850 83044 SH SOLE 18001 65043 Bear Stearns Companies COM 073902108 2306 46104 SH SOLE 18759 27345 Berkshire Hathaway - Cl A COM 084670108 3015961 43085 SH SOLE 28284 14801 Berkshire Hathaway - Cl B COM 084670207 99696 42788 SH SOLE 9917 32871 Bowater COM 102183100 2585 58718 SH SOLE 3153 55565 Bristol-Myers Squibb COM 110122108 753 13546 SH SOLE 13546 Brown & Brown Inc. COM 115236101 53578 1028365 SH SOLE 287065 741300 C H Robinson Worldwide Inc COM 12541w100 869 30000 SH SOLE 30000 CDI COM 125071100 491 30586 SH SOLE 30586 CNA Financial Corp. COM 126117100 238 8784 SH SOLE 8784 CVS Corp. COM 126650100 31898 960776 SH SOLE 262375 698401 Canadian Natural Resources COM 136385101 11544 474300 SH SOLE 474300 Capital Federal Financial COM 14057c106 4625 242000 SH SOLE 242000 Carlisle Companies COM 142339100 235 8400 SH SOLE 8400 Cedar Fair LP-Dep Rcpts Repstg COM 150185106 3242 165850 SH SOLE 165850 Charter One Financial Inc. COM 160903100 38989 1381626 SH SOLE 1381626 Chubb COM 171232101 341 4777 SH SOLE 4777 Cintas Corp COM 172908105 26158 649070 SH SOLE 479550 169520 Citigroup Inc COM 172967101 30300 748154 SH SOLE 43421 704733 Classic Commun Inc - Cl A COM 182728204 100 716700 SH SOLE 716700 Coca Cola Co. COM 191216100 11048 235818 SH SOLE 73895 161923 Comcast Corp. Special Cl A COM 200300201 665 18535 SH SOLE 18535 Comerica COM 200340107 3006 54263 SH SOLE 15000 39263 Cooper Industries Inc. COM 216669101 435 10500 SH SOLE 500 10000 Costco Wholesale Corp COM 22160k105 27124 762759 SH SOLE 269810 492949 Crane Co. COM 224399105 5377 245293 SH SOLE 41650 203643 Daimler-Chrysler AG COM d1668r123 4230 141083 SH SOLE 20719 120364 Danaher Corp. COM 235851102 20417 432748 SH SOLE 272600 160148 Danielson Hldg COM 236274106 244 65364 SH SOLE 33864 31500 Delphi Automotive Systems Corp COM 247126105 752 64030 SH SOLE 11425 52605 Delphi Financial Group COM 247131105 5032 148874 SH SOLE 148874 Disney Walt COM 254687106 926 49730 SH SOLE 49730 Dollar General Corp COM 256669102 195 16686 SH SOLE 16686 Doubleclick Inc COM 258609304 1275 223600 SH SOLE 223600 Dover Corp. COM 260003108 224738 7463895 SH SOLE 4633200 2830695 Du Pont E I De Nemours & Co. COM 263534109 391 10413 SH SOLE 177 10236 EGL Inc. COM 268484102 3553 400600 SH SOLE 400600 EPL Technologies Inc COM 268920204 4 20000 SH SOLE 20000 Emerson Electric COM 291011104 226 4812 SH SOLE 4812 Ethan Allen Interiors Inc COM 297602104 160776 5846394 SH SOLE 3713495 2132899 Everest Re Group Ltd COM g3223r108 3882 60000 SH SOLE 60000 Exxon Mobil Corp COM 30131g103 1618 41068 SH SOLE 41068 Fastenal Co COM 311900104 248924 4368613 SH SOLE 2943265 1425348 Fifth Third Bancorp COM 316773100 1410248 22938328 SH SOLE 14122318 8816010 First Natl Bank Alaska COM 32112j106 1230 1084 SH SOLE 1084 Firstfed Bancorp COM 33761Q102 259 39860 SH SOLE 39860 Fleet Boston Financial Corp COM 339030108 242 6589 SH SOLE 6589 Ford Motor Corp Del COM 345370860 5260 303187 SH SOLE 61979 241208 Franklin Electric COM 353514102 24860 345271 SH SOLE 75715 269556 Freddie Mac COM 313400301 674 10374 SH SOLE 10374 Gannett Co. COM 364730101 338 5620 SH SOLE 5620 General Electric COM 369604103 1898 51015 SH SOLE 51015 General Motors COM 370442105 5459 127239 SH SOLE 23852 103387 Gillette COM 375766102 17244 578674 SH SOLE 146174 432500 GlaxoSmithkline PLC Spon ADR COM 37733w105 491 8752 SH SOLE 8752 Grey Global Group Inc COM 39787m108 792 1432 SH SOLE 1432 Harley Davidson COM 412822108 26895 664069 SH SOLE 393045 271024 Heartland Express COM 422347104 736 31995 SH SOLE 31995 Home Depot COM 437076102 5601 145970 SH SOLE 90000 55970 Household International COM 441815107 183510 3254869 SH SOLE 2268116 986753 Hub Group Inc. Cl A COM 443320106 145 13637 SH SOLE 13637 Human Genome Sciences Inc COM 444903108 927 30000 SH SOLE 30000 IBM COM 459200101 6942 75688 SH SOLE 8208 67480 Illinois Tool Works COM 452308109 16792 310337 SH SOLE 130925 179412 Industrie Natuzzi Spa-SP ADR COM 456478106 21223 1938165 SH SOLE 1938165 Intel Corp COM 458140100 1601 78339 SH SOLE 78339 Interactive Data Corp COM 45840j107 22990 1755000 SH SOLE 1755000 International Speedway Corp Cl COM 460335201 54406 1562053 SH SOLE 1201540 360513 International Speedway Corp Cl COM 460335300 365 10680 SH SOLE 10680 Interpublic Group COM 460690100 1191 58380 SH SOLE 58380 Investment Technology Group In COM 46145f105 555 10000 SH SOLE 10000 Iron Mountain Inc COM 462846106 6039 145700 SH SOLE 12700 133000 JP Morgan Chase & Co. COM 46625h100 1613 47226 SH SOLE 6367 40859 Johnson & Johnson COM 478160104 1320 23819 SH SOLE 400 23419 Key3media Group Inc COM 49326r104 753 190100 SH SOLE 190100 Kimberly Clark COM 494368103 215 3465 SH SOLE 3465 Knight Trading Group Inc COM 499063105 771 100000 SH SOLE 100000 Leeds Federal Bankshares Inc COM 524226107 472 15200 SH SOLE 15200 Lennar Corp COM 526057104 1081 30000 SH SOLE 30000 Leucadia Nat'l COM 527288104 256 8200 SH SOLE 8200 Liberty Digital Inc Cl A COM 530436104 168 42000 SH SOLE 42000 Liberty Media Corp Ser A COM 530718105 374 29469 SH SOLE 29469 Lilly Eli & Co. COM 532457108 1169 14485 SH SOLE 8400 6085 Liz Claiborne COM 539320101 271 7200 SH SOLE 1300 5900 M & F Worldwide Corp COM 552541104 3818 795325 SH SOLE 795325 M & T Bank Corp COM 570437103 551 7448 SH SOLE 7448 MFS Intermediate COM 55273C107 107 15500 SH SOLE 15500 Management Assistance - Liquid COM 561671504 2 10000 SH SOLE 10000 Manpower COM 56418H100 2060 78225 SH SOLE 16400 61825 Markel Corp COM 570535104 819 4200 SH SOLE 4200 McDonalds COM 580135101 2077 76544 SH SOLE 76544 Mellon Financial Corp COM 58551a108 1856 57411 SH SOLE 57411 Mercantile Bankshares COM 587405101 12336 310727 SH SOLE 266475 44252 Merck & Co. COM 589331107 1359 20408 SH SOLE 300 20108 Merrill Lynch & Co COM 590188108 1494 36800 SH SOLE 18000 18800 Microsoft COM 594918104 1261 24645 SH SOLE 1200 23445 Millicom International Cellula COM L6388F102 222 20969 SH SOLE 20969 Mohawk Industries COM 608190104 4717 128350 SH SOLE 128350 Molex Inc Cl A COM 608554200 55099 2267464 SH SOLE 1366422 901042 Morgan Stanley Dean Witter Dis COM 617446448 2680 57821 SH SOLE 3750 54071 Nacco Industries - Class A COM 629579103 855 15336 SH SOLE 15336 Nat'l Presto Industries COM 637215104 209 7778 SH SOLE 527 7251 National Commerce Financial COM 63545p104 1828 70024 SH SOLE 70024 National Golf Properties Inc COM 63623G109 477 29690 SH SOLE 29690 Orthalliance Inc Cl A COM 687913103 1191 467300 SH SOLE 467300 Orthodontic Centers of America COM 68750p103 16253 659360 SH SOLE 659360 PNC Bank - Formerly PNC Financ COM 693475105 406 7100 SH SOLE 7100 Penn West Petroleum Ltd COM 707886602 6958 343900 SH SOLE 343900 PepsiCo COM 713448108 1283 26456 SH SOLE 200 26256 Pfizer COM 717081103 1253 31252 SH SOLE 31252 Pharmacia Corp COM 71713u102 306 7533 SH SOLE 7533 Philip Morris COM 718154107 4343 89932 SH SOLE 89932 Polaris Industries Inc COM 731068102 2894 75400 SH SOLE 5850 69550 Procter & Gamble COM 742718109 2238 30749 SH SOLE 30749 Progressive Corp. Ohio COM 743315103 770235 5752314 SH SOLE 3599611 2152703 Ralston-Ralston Purina Group COM 751277302 358 10924 SH SOLE 10924 Royal Palm Beach Col COM 780908208 11 14000 SH SOLE 14000 SBC Communications (Southweste COM 78387G103 366 7766 SH SOLE 352 7414 Sara Lee COM 803111103 1278 60000 SH SOLE 60000 Sears Roebuck & Co. COM 812387108 1587 45800 SH SOLE 21300 24500 Servicemaster Co. COM 81760n109 1214 109482 SH SOLE 8300 101182 Shell Transport & Trading Co P COM 822703609 243 5466 SH SOLE 5466 Sonoco Products COM 835495102 411 17490 SH SOLE 17490 Spherion Corp COM 848420105 5747 798148 SH SOLE 798148 State Street Corp COM 857477103 1066 23420 SH SOLE 23420 Stora Enso Corp Sponsored ADR COM 86210m106 166 14442 SH SOLE 14442 Student Loan Corp COM 863902102 51634 732400 SH SOLE 732400 Sturm Ruger & Co. COM 864159108 2858 275351 SH SOLE 27200 248151 TJX Cos - New COM 872540109 689057 20943988 SH SOLE 12896910 8047078 Target Corp COM 87612e106 483 15200 SH SOLE 15200 Teletech Holdings Inc COM 879939106 6326 810000 SH SOLE 810000 Tibco Software Inc COM 88632q103 440 60000 SH SOLE 60000 Time Warner Telecom Inc Cl A COM 887319101 362 50000 SH SOLE 50000 Toro Co COM 891092108 728 17300 SH SOLE 3700 13600 Transact Technologies Inc COM 892918103 60 12000 SH SOLE 12000 Tyco Intl. Ltd. COM 902124106 417 9165 SH SOLE 9165 U.S. Bancorp New - Del. COM 902973304 1238 55819 SH SOLE 3795 52024 Verizon Communications COM 077853109 519 9592 SH SOLE 258 9334 Visteon Corp COM 92839u107 280 21925 SH SOLE 4640 17285 Vodafone Group PLC Spon ADR COM 92857w100 250 11370 SH SOLE 11370 Vornado Realty Trust COM 929042109 670 16886 SH SOLE 16886 Vulcan Materials COM 929160109 969 22424 SH SOLE 10800 11624 WTS Golden State Bancrp-Litig COM 381197136 644 511150 SH SOLE 511150 Wachovia Corp. - New COM 929903102 332 10710 SH SOLE 10710 Wal-Mart Stores COM 931142103 645 13039 SH SOLE 13039 Walgreen COM 931422109 3069 89149 SH SOLE 89149 Wallace Computer Services COM 932270101 810 50950 SH SOLE 4300 46650 Washington Post - Class B COM 939640108 4099 7885 SH SOLE 7885 Wells Fargo & Co. New COM 949746101 522 11735 SH SOLE 11735 Wesco Financial COM 950817106 1300 4480 SH SOLE 4480 World Acceptance Corp. COM 981419104 915 130750 SH SOLE 130750 Wrigley (Wm), Jr. COM 982526105 1177 22950 SH SOLE 22950 ***CJ39 Shopping Co KRW5000 COM 619975 4683 380861 SH SOLE 380861 ***Coreana Cosmetics Co Ltd COM 619498 1511 476870 SH SOLE 476870 ***Dae Duck GDS Co Ltd Comm COM 614939 62 10743 SH SOLE 10743 ***Dae Duck GDS Co Ltd Pfd COM 614940 885 358100 SH SOLE 358100 ***Dongwon Securities-Pfd 2 COM 626563 1309 601334 SH SOLE 601334 ***Dongwon Securities-Pfd KW 5 COM 640970 783 390790 SH SOLE 390790 ***Fursys Inc COM 635541 1595 69164 SH SOLE 69164 ***Hite Brewery Co Ltd PFD KW5 COM 620388 914 102255 SH SOLE 102255 ***Il Dong Pharm KRW5000 COM 645530 830 139330 SH SOLE 139330 ***Ilsung Pharm KRW 5000 COM 645531 1812 130000 SH SOLE 130000 ***Jeil Pharmaceutical Co COM 647338 947 52990 SH SOLE 52990 ***Korea Circuit Co Common KRW COM 615284 1804 750000 SH SOLE 750000 ***Korea Circuit PFD KRW500 COM 615285 1126 877330 SH SOLE 877330 ***LG AD KRW1000 COM 636707 3461 566500 SH SOLE 566500 ***Lotte Confectionery Co COM 653543 8685 55476 SH SOLE 55476 ***Lotte Samkang Co COM 653545 1074 33740 SH SOLE 33740 ***Maeil Dairy Indust KRW5000 COM 632666 4330 1000000 SH SOLE 1000000 ***Namyang Dairy Products KW 5 COM 662120 13075 60076 SH SOLE 60076 ***Namyang Dairy Products PFD COM 661787 12859 87702 SH SOLE 87702 ***Pacific Corp - PFD KW 5000 COM 666749 14131 587430 SH SOLE 587430 ***Pacific Corp KW 5000 Par COM 666593 20542 280200 SH SOLE 280200 ***Samchully Co COM 677105 4086 133760 SH SOLE 133760 ***Samchundang KRW5000 COM 629271 1063 96000 SH SOLE 96000 ***Samil Pharm KRW5000 COM 677190 1458 76690 SH SOLE 76690 ***Shinyoung Secs COM 680521 3845 479470 SH SOLE 479470 ***Shinyoung Secs PFD KRW5000 COM 680339 11113 1753360 SH SOLE 1753360 ***Yuhan Corp KRW5000 COM 698833 6696 149120 SH SOLE 149120 ***Yuhan Corp Pfd KRW5000 COM 698824 905 28210 SH SOLE 28210