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