Ruane, Cunniff & Goldfarb

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

  • Top 5 stock holdings are SCHW, ICE, UNH, FWONK, ELV, and represent 45.12% of Ruane, Cunniff & Goldfarb's stock portfolio.
  • Added to shares of these 6 stocks: IVV, LAD, STLA, ASAI, ANGI, RMNI.
  • Started 2 new stock positions in IVV, LAD.
  • Reduced shares in these 10 stocks: NFLX (-$177M), W (-$153M), UNH (-$101M), ELV (-$83M), FWONK (-$30M), SCHW (-$23M), ICE (-$22M), KMX (-$12M), GOOG (-$12M), META (-$12M).
  • Sold out of its positions in W.
  • Ruane, Cunniff & Goldfarb was a net seller of stock by $-695M.
  • Ruane, Cunniff & Goldfarb has $6.4B in assets under management (AUM), dropping by -4.92%.
  • Central Index Key (CIK): 0001720792

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Portfolio Holdings for Ruane, Cunniff & Goldfarb

Ruane, Cunniff & Goldfarb holds 32 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Charles Schwab Corporation (SCHW) 11.0 $703M -3% 8.4M 83.26
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Intercontinental Exchange (ICE) 10.0 $637M -3% 6.2M 102.59
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UnitedHealth (UNH) 9.4 $599M -14% 1.1M 530.18
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Liberty Media Corp Del Com Ser C Frmla (FWONK) 8.2 $525M -5% 8.8M 59.78
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Anthem (ELV) 6.6 $424M -16% 827k 512.97
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CarMax (KMX) 6.0 $382M -3% 6.3M 60.89
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Credit Acceptance (CACC) 5.9 $379M -2% 799k 474.40
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Meta Platforms Cl A (META) 5.6 $357M -3% 3.0M 120.34
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 5.2 $336M -3% 4.5M 74.49
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Jacobs Engineering Group (J) 5.1 $324M -2% 2.7M 120.07
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Alphabet Cap Stk Cl A (GOOGL) 4.9 $316M -2% 3.6M 88.23
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Capital One Financial (COF) 4.0 $255M -2% 2.7M 92.96
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Micron Technology (MU) 3.7 $238M -3% 4.8M 49.98
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Alphabet Cap Stk Cl C (GOOG) 3.0 $191M -5% 2.2M 88.73
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Netflix (NFLX) 2.9 $186M -48% 629k 294.88
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Liberty Broadband Corp Com Ser C (LBRDK) 2.8 $178M -3% 2.3M 76.27
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.5 $157M -2% 509k 308.90
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Berkshire Hathaway Inc Del Cl A (BRK.A) 1.4 $88M -5% 188.00 468710.96
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Liberty Broadband Corp Com Ser A (LBRDA) 1.0 $63M 836k 75.85
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Liberty Media Corp Del Com Ser A Frmla (FWONA) 0.8 $53M -2% 985k 53.43
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Builders FirstSource (BLDR) 0.0 $2.9M 45k 64.88
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Sendas Distribuidora S A Spon Ads (ASAI) 0.0 $1.9M 101k 18.31
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Mohawk Industries (MHK) 0.0 $1.1M 11k 102.22
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Amazon (AMZN) 0.0 $1.1M 13k 84.00
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Equitable Holdings (EQH) 0.0 $975k 34k 28.70
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Ishares Tr Core S&p500 Etf (IVV) 0.0 $945k NEW 2.5k 384.21
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Stellantis SHS (STLA) 0.0 $776k +6% 55k 14.20
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Lithia Motors (LAD) 0.0 $422k NEW 2.1k 204.74
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Sinclair Broadcast Group Cl A (SBGI) 0.0 $275k 18k 15.51
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Rimini Str Inc Del (RMNI) 0.0 $116k 30k 3.81
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Angi Com Cl A New (ANGI) 0.0 $76k +40% 32k 2.35
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Opendoor Technologies (OPEN) 0.0 $20k 18k 1.16
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Past Filings by Ruane, Cunniff & Goldfarb

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

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