Ruane, Cunniff & Goldfarb

Latest statistics and disclosures from Ruane, Cunniff & Goldfarb's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are KMX, FB, UNH, CACC, ANTM, and represent 34.88% of Ruane, Cunniff & Goldfarb's stock portfolio.
  • Added to shares of these 6 stocks: ANTM (+$257M), MU (+$240M), NFLX (+$56M), UNH (+$20M), IMXI, ANGI.
  • Reduced shares in these 10 stocks: ANET (-$296M), , J (-$112M), , SCHW (-$25M), BRK.A (-$19M), FB (-$14M), KMX (-$11M), TSM (-$8.6M), GOOGL (-$7.9M).
  • Sold out of its positions in MA, V.
  • Ruane, Cunniff & Goldfarb was a net seller of stock by $-228M.
  • Ruane, Cunniff & Goldfarb has $11B in assets under management (AUM), dropping by 6.08%.
  • Central Index Key (CIK): 0001720792

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Portfolio Holdings for Ruane, Cunniff & Goldfarb

Companies in the Ruane, Cunniff & Goldfarb portfolio as of the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
CarMax (KMX) 7.7 $869M 6.7M 129.15
Facebook Cl A (FB) 7.6 $862M 2.5M 347.71
UnitedHealth (UNH) 6.8 $773M +2% 1.9M 400.44
Credit Acceptance (CACC) 6.5 $728M 1.6M 454.11
Anthem (ANTM) 6.2 $704M +57% 1.8M 381.80
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 6.2 $703M 5.8M 120.16
Micron Technology (MU) 6.1 $693M +53% 8.1M 84.98
Charles Schwab Corporation (SCHW) 5.7 $640M -3% 8.8M 72.81
Alphabet Cap Stk Cl C (GOOG) 4.7 $529M 211k 2506.32
Alphabet Cap Stk Cl A (GOOGL) 4.5 $509M 208k 2441.79
Liberty Media Corp Del Com Ser C Frmla (FWONK) 4.4 $497M 10M 48.21
Liberty Broadband Corp Com Ser C (LBRDK) 4.3 $483M 2.8M 173.66
Walt Disney Company (DIS) 4.2 $472M 2.7M 175.77
Netflix (NFLX) 3.7 $423M +15% 800k 528.21

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Wayfair Cl A (W) 3.6 $411M 1.3M 315.71
Jacobs Engineering (J) 3.6 $407M -21% 3.1M 133.42
Intercontinental Exchange (ICE) 3.6 $403M 3.4M 118.70
Berkshire Hathaway Inc Del Cl A (BRK.A) 2.8 $319M -5% 761.00 418600.53
Fidelity National Information Services (FIS) 2.4 $269M 1.9M 141.67
Arista Networks (ANET) 2.0 $225M -56% 620k 362.31
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.5 $169M -2% 607k 277.92
Liberty Broadband Corp Com Ser A (LBRDA) 1.4 $159M 945k 168.17
Liberty Media Corp Del Com Ser A Frmla (FWONA) 0.1 $14M -3% 317k 42.63
Expeditors International of Washington (EXPD) 0.1 $13M 102k 126.60
Builders FirstSource (BLDR) 0.0 $2.9M -3% 69k 42.66
Amazon (AMZN) 0.0 $2.3M -2% 660.00 3440.91
Mohawk Industries (MHK) 0.0 $2.1M 11k 192.19
Equitable Holdings (EQH) 0.0 $927k -2% 31k 30.43
Stellantis SHS (STLA) 0.0 $917k -3% 47k 19.72
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $772k -2% 3.4k 226.73
Sinclair Broadcast Group Cl A (SBGI) 0.0 $589k -14% 18k 33.24
Primerica (PRI) 0.0 $214k 1.4k 152.86
International Money Express (IMXI) 0.0 $184k +10% 12k 14.84
Angi Com Cl A New (ANGI) 0.0 $169k +4% 13k 13.51
Gtt Communications (GTTN) 0.0 $52k -11% 21k 2.44

Past Filings by Ruane, Cunniff & Goldfarb

SEC 13F filings are viewable for Ruane, Cunniff & Goldfarb going back to 2018