Ruane, Cunniff & Goldfarb

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

  • Top 5 stock holdings are UNH, ANTM, TSM, SCHW, FWONK, and represent 38.14% of Ruane, Cunniff & Goldfarb's stock portfolio.
  • Added to shares of these 10 stocks: NFLX (+$238M), W (+$117M), FB (+$25M), BRK.B (+$12M), GOOGL (+$8.6M), FWONA, ASAI, VCTR, RMNI, STLA.
  • Started 2 new stock positions in ASAI, VCTR.
  • Reduced shares in these 10 stocks: DIS (-$389M), CACC (-$252M), BRK.A (-$86M), UNH (-$41M), GOOG (-$39M), SCHW (-$36M), FWONK (-$32M), ANTM (-$31M), TSM (-$29M), MU (-$26M).
  • Sold out of its positions in PRI.
  • Ruane, Cunniff & Goldfarb was a net seller of stock by $-620M.
  • Ruane, Cunniff & Goldfarb has $10B in assets under management (AUM), dropping by -8.76%.
  • 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 March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
UnitedHealth (UNH) 9.1 $928M -4% 1.8M 509.97
Anthem (ANTM) 8.5 $863M -3% 1.8M 491.22
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 7.0 $708M -3% 6.8M 104.26
Charles Schwab Corporation (SCHW) 6.8 $695M -4% 8.2M 84.31
Liberty Media Corp Del Com Ser C Frmla (FWONK) 6.7 $677M -4% 9.7M 69.84
CarMax (KMX) 6.6 $666M -3% 6.9M 96.48
Meta Platforms Cl A (FB) 6.2 $630M +4% 2.8M 222.36
Micron Technology (MU) 5.9 $600M -4% 7.7M 77.89
Alphabet Cap Stk Cl A (GOOGL) 5.7 $582M 209k 2781.35
Netflix (NFLX) 5.3 $535M +80% 1.4M 374.59
Alphabet Cap Stk Cl C (GOOG) 5.0 $508M -7% 182k 2792.99
Credit Acceptance (CACC) 4.7 $474M -34% 862k 550.37
Intercontinental Exchange (ICE) 4.5 $459M 3.5M 132.12
Jacobs Engineering (J) 3.9 $400M -3% 2.9M 137.81

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Wayfair Cl A (W) 3.8 $381M +44% 3.4M 110.78
Liberty Broadband Corp Com Ser C (LBRDK) 3.6 $361M -3% 2.7M 135.32
Berkshire Hathaway Inc Del Cl A (BRK.A) 3.0 $305M -21% 576.00 528920.14
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.7 $178M +7% 503k 352.91
Liberty Broadband Corp Com Ser A (LBRDA) 1.1 $114M -6% 866k 131.06
Liberty Media Corp Del Com Ser A Frmla (FWONA) 0.7 $67M +5% 1.1M 63.13
Expeditors International of Washington (EXPD) 0.1 $11M 102k 103.16
Builders FirstSource (BLDR) 0.0 $3.1M -30% 48k 64.53
Amazon (AMZN) 0.0 $2.1M 657.00 3260.27
Sendas Distribuidora S A Spon Ads (ASAI) 0.0 $1.7M NEW 98k 17.18
Mohawk Industries (MHK) 0.0 $1.3M 11k 124.16
Equitable Holdings (EQH) 0.0 $984k +2% 32k 30.92
Stellantis SHS (STLA) 0.0 $657k +4% 40k 16.26
Sinclair Broadcast Group Cl A (SBGI) 0.0 $496k 18k 27.99
Walt Disney Company (DIS) 0.0 $273k -99% 2.0k 137.32
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $257k -31% 2.4k 108.90
Victory Cap Hldgs Com Cl A (VCTR) 0.0 $207k NEW 7.2k 28.83
Rimini Str Inc Del (RMNI) 0.0 $200k +54% 35k 5.79
Opendoor Technologies (OPEN) 0.0 $192k 22k 8.65
Angi Com Cl A New (ANGI) 0.0 $118k +30% 21k 5.67

Past Filings by Ruane, Cunniff & Goldfarb

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