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, 2002 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 08/14/2002 _______________________ _____________________ _________ [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: 181 Form 13F Information Table Value Total: $8,924,973 [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, 2002 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 AT&T COM 001957109 215 20095 SH SOLE 280 19815 Abbott Laboratories COM 002824100 300 7968 SH SOLE 7968 Adelphia Communications Corp C COM 006848105 190 14500 SH SOLE 14500 Allied Capital Corp COM 01903q108 678 29948 SH SOLE 29948 Allstate COM 020002101 943 25488 SH SOLE 1112 24376 American Express COM 025816109 56651 1559782 SH SOLE 501185 1058597 American Internat'l Group COM 026874107 60242 882920 SH SOLE 244014 638906 Aptargroup COM 038336103 265 8618 SH SOLE 8618 Arctic Cat Inc COM 039670104 967 55600 SH SOLE 2000 53600 Automatic Data Processing COM 053015103 516 11844 SH SOLE 11844 BB&T Corp COM 054937107 4245 109972 SH SOLE 109972 BP Amoco PLC ADR COM 055622104 404 8005 SH SOLE 8005 Bank One COM 059438101 991 25752 SH SOLE 11000 14752 Bank of America Corp COM 060505104 5702 81037 SH SOLE 16325 64712 BankNorth Group Inc COM 06646R107 208 8000 SH SOLE 8000 Bear Stearns Companies COM 073902108 2920 47710 SH SOLE 18759 28951 Bedford Property Investors Inc COM 076446301 570 21025 SH SOLE 21025 Berkshire Hathaway - Cl A COM 084670108 2789117 41753 SH SOLE 27798 13955 Berkshire Hathaway - Cl B COM 084670207 99851 44696 SH SOLE 9803 34893 Bowater COM 102183100 3021 55568 SH SOLE 3053 52515 Briggs & Stratton COM 109043109 215 5600 SH SOLE 2400 3200 Bristol-Myers Squibb COM 110122108 321 12502 SH SOLE 12502 Brown & Brown Inc. COM 115236101 61842 1963247 SH SOLE 566455 1396792 C H Robinson Worldwide Inc COM 12541w100 1006 30000 SH SOLE 28000 2000 CDI COM 125071100 535 16446 SH SOLE 16446 CNA Financial Corp. COM 126117100 213 8052 SH SOLE 8052 CVS Corp. COM 126650100 29057 949560 SH SOLE 262375 687185 Canadian Natural Resources COM 136385101 257 7500 SH SOLE 3500 4000 Carlisle Companies COM 142339100 378 8400 SH SOLE 8400 Charter One Financial Inc. COM 160903100 47566 1383526 SH SOLE 1216384 167142 ChevronTexaco Corp COM 166764100 249 2819 SH SOLE 2819 Chubb COM 171232101 402 5677 SH SOLE 5677 Cintas Corp COM 172908105 31718 641681 SH SOLE 473550 168131 Citigroup Inc COM 172967101 18484 476994 SH SOLE 40467 436527 Coca Cola Co. COM 191216100 13765 245802 SH SOLE 73295 172507 Comcast Corp. Special Cl A COM 200300201 770 32302 SH SOLE 32302 Comerica COM 200340107 3327 54188 SH SOLE 15000 39188 Commerce Bancorp Inc/NJ COM 200519106 60161 1361100 SH SOLE 1173150 187950 Concur Technologies Inc COM 206708109 79 28300 SH SOLE 28300 Costco Wholesale Corp COM 22160k105 31520 816164 SH SOLE 268760 547404 Countrywide Credit Inds Inc COM 222372104 12062 250000 SH SOLE 250000 Cousins Properties Inc. COM 222795106 496 20025 SH SOLE 20025 Crane Co. COM 224399105 5638 222143 SH SOLE 41650 180493 Credit Acceptance Corp-Mich COM 225310101 10690 850400 SH SOLE 796100 54300 D R Horton Inc COM 23331a109 918 35250 SH SOLE 35250 Daimler-Chrysler AG COM d1668r123 6780 140576 SH SOLE 20595 119981 Danaher Corp. COM 235851102 28555 430373 SH SOLE 272600 157773 Delphi Automotive Systems Corp COM 247126105 736 55755 SH SOLE 10797 44958 Delphi Financial Group COM 247131105 216 4991 SH SOLE 4991 Devry Inc COM 251893103 11916 521730 SH SOLE 54100 467630 Disney Walt COM 254687106 926 49000 SH SOLE 49000 Dollar General Corp COM 256669102 318 16686 SH SOLE 16686 Doubleclick Inc COM 258609304 1621 223600 SH SOLE 223600 Dover Corp. COM 260003108 179464 5127540 SH SOLE 3219190 1908350 Du Pont E I De Nemours & Co. COM 263534109 352 7937 SH SOLE 177 7760 EPL Technologies Inc COM 268920204 2 20000 SH SOLE 20000 Emerson Electric COM 291011104 468 8747 SH SOLE 8747 Ethan Allen Interiors Inc COM 297602104 200226 5745361 SH SOLE 3624895 2120466 Exelon Corp COM 30161n101 450 8600 SH SOLE 8600 Expedia Inc Cl A COM 302125109 5040 85000 SH SOLE 85000 Expeditors Int'l of Wash. Inc. COM 302130109 600982 18123717 SH SOLE 8195600 9928117 Exxon Mobil Corp COM 30131g103 1799 43952 SH SOLE 43952 Farmer Bros COM 307675108 254 700 SH SOLE 700 Fastenal Co COM 311900104 331468 8607314 SH SOLE 5774580 2832734 Fifth Third Bancorp COM 316773100 1518708 22786321 SH SOLE 14466321 8320000 First Natl Bank Alaska COM 32112j106 1485 1084 SH SOLE 1084 First Republic Bank (San Fran, COM 336158100 15129 550150 SH SOLE 550000 150 Firstfed Bancorp COM 33761Q102 292 39860 SH SOLE 39860 Fleet Boston Financial Corp COM 339030108 705 21789 SH SOLE 21789 Ford Motor Corp Del COM 345370860 4717 294802 SH SOLE 61979 232823 Fortune Brands Inc COM 349631101 437 7800 SH SOLE 7800 Franklin Electric COM 353514102 29093 618083 SH SOLE 150230 467853 Freddie Mac COM 313400301 641 10479 SH SOLE 10479 Gannett Co. COM 364730101 427 5620 SH SOLE 5620 General Electric COM 369604103 1825 62830 SH SOLE 62830 General Motors COM 370442105 6782 126889 SH SOLE 23752 103137 Gillette COM 375766102 2676 78999 SH SOLE 78999 Gladstone Capital Corp COM 376535100 23729 1314648 SH SOLE 1274043 40605 GlaxoSmithkline PLC Spon ADR COM 37733w105 391 9052 SH SOLE 9052 Golden West Financial COM 381317106 33060 480665 SH SOLE 344600 136065 Grey Global Group Inc COM 39787m108 988 1432 SH SOLE 1432 Harley Davidson COM 412822108 33965 662467 SH SOLE 392345 270122 Heartland Express COM 422347104 1207 50452 SH SOLE 50452 Highwoods Properties Inc COM 431284108 495 19050 SH SOLE 19050 Home Depot COM 437076102 6061 165027 SH SOLE 90000 75027 Household International COM 441815107 160193 3223194 SH SOLE 2217715 1005479 Hub Group Inc. Cl A COM 443320106 126 13617 SH SOLE 13617 IBM COM 459200101 4425 61456 SH SOLE 400 61056 Intel Corp COM 458140100 1724 94338 SH SOLE 94338 Interactive Data Corp COM 45840j107 242 16655 SH SOLE 14000 2655 International Speedway Corp Cl COM 460335300 427 10680 SH SOLE 10680 Interpublic Group COM 460690100 1320 53300 SH SOLE 53300 Investment Technology Group In COM 46145f105 490 15000 SH SOLE 15000 JC Penney COM 708160106 7419 336900 SH SOLE 70400 266500 JP Morgan Chase & Co. COM 46625h100 1638 48276 SH SOLE 6367 41909 Johnson & Johnson COM 478160104 1434 27436 SH SOLE 400 27036 Key3media Group Inc COM 49326r104 87 190100 SH SOLE 180600 9500 Lannett Co. Inc. COM 516012101 91 10000 SH SOLE 10000 Legg Mason COM 524901105 247 5000 SH SOLE 5000 Lennar Corp COM 526057104 1836 30000 SH SOLE 27000 3000 Leucadia Nat'l COM 527288104 260 8200 SH SOLE 8200 Liberty Media Corp Ser A COM 530718105 317 31662 SH SOLE 31662 Lilly Eli & Co. COM 532457108 766 13585 SH SOLE 8400 5185 Liz Claiborne COM 539320101 363 11400 SH SOLE 2000 9400 M & F Worldwide Corp COM 552541104 3019 794525 SH SOLE 635600 158925 MFS Intermediate COM 55273C107 111 15500 SH SOLE 15500 Management Assistance - Liquid COM 561671504 2 10000 SH SOLE 10000 Markel Corp COM 570535104 844 4284 SH SOLE 3750 534 McDonalds COM 580135101 2243 78844 SH SOLE 78844 Mellon Financial Corp COM 58551a108 2150 68411 SH SOLE 68411 Mercantile Bankshares COM 587405101 12487 304327 SH SOLE 266475 37852 Merck & Co. COM 589331107 1696 33492 SH SOLE 300 33192 Merrill Lynch & Co COM 590188108 1517 37450 SH SOLE 18000 19450 Mettler-Toledo Intl Inc COM 592688105 237 6415 SH SOLE 6415 Microsoft COM 594918104 2394 43768 SH SOLE 1200 42568 Millicom International Cellula COM L6388F102 34 21453 SH SOLE 21453 Mohawk Industries COM 608190104 8078 131286 SH SOLE 131286 Molex Inc Cl A COM 608554200 276 10056 SH SOLE 10056 Morgan Stanley Dean Witter Dis COM 617446448 2984 69271 SH SOLE 2950 66321 Nat'l Presto Industries COM 637215104 228 7128 SH SOLE 327 6801 National Commerce Financial COM 63545p104 1842 70024 SH SOLE 70024 National Golf Properties Inc COM 63623G109 748 87490 SH SOLE 87490 Natuzzi Spa - ADR COM 63905a101 9140 601724 SH SOLE 382300 219424 New York Community Bancorp COM 649445103 528 19500 SH SOLE 19500 North Folk Bancorporation COM 659424105 8150 204720 SH SOLE 200000 4720 Orthodontic Centers of America COM 68750p103 27286 1183758 SH SOLE 1102096 81662 PNC Bank - Formerly PNC Financ COM 693475105 371 7100 SH SOLE 7100 Penn West Petroleum Ltd COM 707886602 9463 342100 SH SOLE 300400 41700 PepsiCo COM 713448108 1519 31506 SH SOLE 200 31306 Pfizer COM 717081103 1040 29714 SH SOLE 29714 Pharmacia Corp COM 71713u102 284 7594 SH SOLE 7594 Philip Morris COM 718154107 4063 93018 SH SOLE 93018 Prepaid Legal Services Inc COM 740065107 7042 353850 SH SOLE 343700 10150 Procter & Gamble COM 742718109 2297 25726 SH SOLE 25726 Progressive Corp. Ohio COM 743315103 1052481 18193270 SH SOLE 10701629 7491641 Rouse Co. COM 779273101 445 13500 SH SOLE 13500 Royal Dutch Petroleum NY Reg COM 780257804 555 10045 SH SOLE 10045 Royal Palm Beach Col COM 780908208 11 14000 SH SOLE 14000 SBC Communications (Southweste COM 78387G103 218 7150 SH SOLE 352 6798 Safeway Inc COM 786514208 8040 275437 SH SOLE 125930 149507 Sara Lee COM 803111103 1238 60000 SH SOLE 60000 Sears Roebuck & Co. COM 812387108 7001 128925 SH SOLE 25850 103075 Shell Transport & Trading Co P COM 822703609 489 10866 SH SOLE 10866 Sonoco Products COM 835495102 489 17259 SH SOLE 17259 St. Paul Companies COM 792860108 463 11900 SH SOLE 11900 State Street Corp COM 857477103 1054 23570 SH SOLE 10000 13570 Stora Enso Corp Sponsored ADR COM 86210m106 191 14442 SH SOLE 14442 Student Loan Corp COM 863902102 94413 1139700 SH SOLE 1049600 90100 Sturm Ruger & Co. COM 864159108 2756 194744 SH SOLE 8800 185944 TCF Financial Corp. COM 872275102 21361 435055 SH SOLE 357600 77455 TJX Cos - New COM 872540109 801038 40848435 SH SOLE 25362220 15486215 Target Corp COM 87612e106 581 15246 SH SOLE 15246 Techne Corp COM 878377100 433 15350 SH SOLE 15350 Teletech Holdings Inc COM 879939106 5824 610450 SH SOLE 520650 89800 Tibco Software Inc COM 88632q103 67 12000 SH SOLE 3000 9000 Tiffany & Co COM 886547108 171774 4879948 SH SOLE 2670685 2209263 Time Warner Telecom Inc Cl A COM 887319101 84 50000 SH SOLE 42500 7500 Town & Country Trust COM 892081100 498 22250 SH SOLE 22250 Transact Technologies Inc COM 892918103 59 12000 SH SOLE 12000 Tyco Intl. Ltd. COM 902124106 151 11165 SH SOLE 11165 U.S. Bancorp New - Del. COM 902973304 891 38177 SH SOLE 3795 34382 United Technologies COM 913017109 930 13700 SH SOLE 13700 Verisign Inc COM 92343e102 359 50000 SH SOLE 50000 Verizon Communications COM 077853109 371 9247 SH SOLE 258 8989 Visteon Corp COM 92839u107 229 16143 SH SOLE 3594 12549 Vornado Realty Trust COM 929042109 780 16886 SH SOLE 16886 Vulcan Materials COM 929160109 952 21724 SH SOLE 10800 10924 Wachovia Corp. - New COM 929903102 409 10710 SH SOLE 10710 Wal-Mart Stores COM 931142103 807 14664 SH SOLE 14664 Walgreen COM 931422109 1126 29149 SH SOLE 29149 Wallace Computer Services COM 932270101 1074 49950 SH SOLE 4300 45650 Washington Mutual Inc. COM 939322103 16160 435470 SH SOLE 396000 39470 Washington Post - Class B COM 939640108 4181 7671 SH SOLE 7671 Wells Fargo & Co. New COM 949746101 586 11705 SH SOLE 11705 Wesco Financial COM 950817106 1351 4480 SH SOLE 4480 World Acceptance Corp. COM 981419104 1098 130700 SH SOLE 130700 Wrigley (Wm), Jr. COM 982526105 938 16950 SH SOLE 16950 Wyeth Com COM 983024100 1077 21029 SH SOLE 21029 Young Braodcasting Inc Cl A COM 987434107 9940 559056 SH SOLE 559056 Expedia Inc WTS WAR 302125125 473 16319 SH SOLE 16319