Richard T. Cunniff – Sequoia Q4/2011 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 Q4/2011 (December 31, 2011). In total, he has 37 stocks with a total portfolio worth of USD 3,651,210,000.
Dividend Income orientated Blog. Ideas and Thoughts about Stocks, Dividends and Growth Opportunities.
Showing posts with label Richard T. Cunniff. Show all posts
Showing posts with label Richard T. Cunniff. Show all posts
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
Richard T. Cunniff – Sequoia Q2-2011 Fund Portfolio
Richard T. Cunniff – Sequoia Q2-2011 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 Q2/2011 (June 30, 2011). In total, he has 34 stocks with a total portfolio worth of USD 3,345,103,000.
Richard T. Cunniff’s fund positions as of Q2/2011 with actual share movements:
Related Stock Ticker:
VSX, BRK.A, TJX, FAST, IDXX, MHK, PCP, AAP, RYCEF, ORLY, MA, GOOG, IBM, TGT, GS, BRK.B, WMT, SMTGF, PRGO, FSLR, OMC, QNTQF, HCXLF, RBA, DHR, PX, BDX, BRO, EXPD, CNQ, MTD, COST, TRMB, CRSK
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