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Richard T. Cunniff – Sequoia Q3-2011 Fund Portfolio

Richard T. Cunniff – Sequoia Q3-2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Richard T. Cunniff’s - Sequoia - portfolio movements as of Q3/2011 (September 30, 2011). In total, he has 35 stocks with a total portfolio worth of USD 3,000,849,000.

Richard T. Cunniff’s fund positions as of Q3/2011 with actual share movements:

Sym - Stock
Portfolio Weight
Recent activity
Reported Price*
VRX - Valeant Pharmaceuticals Int'l
14
0
$37.12
BRK.A - Berkshire Hathaway CL A
11.69
Add 0.34%
$106799.94
TJX - TJX Companies Inc.
9.49
Add 4.05%
$55.47
FAST - Fastenal
7.71
0
$33.28
IDXX - IDEXX Laboratories
5.06
Reduce 12.86%
$68.97
PCP - Precision Castparts
4.91
0
$155.46
AAP - Advance Auto Parts
4.84
Add 2.07%
$58.10
RYCEF - Rolls-Royce GP Plc
3.83
0
$9.28
MHK - Mohawk Industries
3.8
0
$42.91
ORLY - O'Reilly Automotive
3.68
0
$66.63
MA - Mastercard Inc.
3.15
0
$317.16
GOOG - Google Inc.
2.78
0
$514.38
IBM - International Bus. Machines
2.78
0
$175.03
BRK.B - Berkshire Hathaway CL B
2.77
Add 66.86%
$71.04
TGT - Target Corp.
2.4
0
$49.04
PRGO - Perrigo Co.
1.71
0
$97.11
WMT - Wal-Mart Stores
1.64
0
$51.90
PX - Praxair Inc.
1.42
Add 27.21%
$93.48
QNTQF - Qinetiq Group Plc.
1.4
0
$1.82
GS - Goldman Sachs Group
1.37
0
$94.55
GLW - Corning Inc.
1.24
Buy
$12.36
HCXLF - Hiscox Ltd.
1.2
0
$5.75
OMC - Omnicom Group
1.15
0
$36.84
DHR - Danaher Corp.
1.07
0
$41.94
BDX - Becton Dickinson
1.02
0
$73.32
RBA - Ritchie Bros. Auctioneers Inc.
1.02
0
$20.19
FSLR - First Solar Inc.
0.72
0
$63.21
BRO - Brown & Brown Inc.
0.67
0
$17.80
TRMB - Trimble Navigation Ltd.
0.53
Add 510.74%
$33.55
EXPD - Expeditors Int'l
0.35
0
$40.55
SMTGF - SMA Solar Technology AG
0.19
Reduce 75.35%
$52.75
CNQ - Canadian Natural Resources
0.18
0
$29.27
COST - Costco Co.
0.11
0
$82.11
MTD - Mettler-Toledo International Inc.
0.09
0
$139.97
VRSK - Verisk Analytics Inc.
0.02
0
$34.76





Related Stock Ticker:
VRX, BRK.A, TJX, FAST, IDXX, PCP, AAP, RYCEF, MHK, ORLY, MA, GOOG, IBM, BRK.B, THT, PRGO, WMT, PX, QNTQF, GS, GLW, HCXLF, OMC, DHR, BDX, RBA, FSLR, BRO, TRMB, EXPD, SMTGF, CNQ, COST, MTD, VRSK

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