Ruane, Cunniff & Goldfarb
Latest statistics and disclosures from Ruane, Cunniff & Goldfarb's latest quarterly 13F-HR filing:
- Top 5 stock holdings are KMX, Alphabet Inc Class C cs, BRK.A, MA, CACC, and represent 46.43% of Ruane, Cunniff & Goldfarb's stock portfolio.
- Added to shares of these 4 stocks: Arista Networks, MA, Dentsply Sirona, Waitr Hldgs Inc.
- Started 3 new stock positions in Waitr Hldgs Inc, Arista Networks, Dentsply Sirona.
- Reduced shares in these 10 stocks: Alphabet Inc Class A cs (-$586.75M), Fiat Chrysler Auto (-$386.92M), Altaba (-$277.40M), Jd (-$248.13M), Alibaba Group Holding Ltd Spon (-$218.03M), AMZN (-$200.25M), BLDR (-$145.00M), KMX (-$134.39M), , Wayfair (-$74.28M).
- Sold out of its positions in Alibaba Group Holding Ltd Spon, Alteryx, Appian Corp cl a, Bmc Stk Hldgs Inc Com Added, BIDU, Cargurus Inc, CRESY, DHI, Domo Cl B Ord, ERTS. Gtt Communications, Iqiyi Inc., Rh Com Npv, SBGI, Wayfair, Netshoes Cayman, Yandex Nv-a.
- Ruane, Cunniff & Goldfarb was a net seller of stock by $2.84B.
- Ruane, Cunniff & Goldfarb has $7.43B in assets under management (AUM), dropping by -24.23%.
Companies in the Ruane, Cunniff & Goldfarb portfolio as of June 2019 quarter
| Company (Ticker) | Portfolio Weight | Share Count | Change in Shares | Price |
|---|---|---|---|---|
| CarMax (KMX) | 11.60 | 9.92M | -13% | 86.83 |
| Alphabet Inc Class C cs | 10.89 | 748033 | 1080.91 | |
| Berkshire Hathaway (BRK.A) | 9.67 | 2256 | 318350.18 | |
| MasterCard Incorporated (MA) | 7.19 | 2.02M | 264.53 | |
| Credit Acceptance (CACC) | 7.08 | 1.09M | 483.83 | |
| Jacobs Engineering (JEC) | 6.68 | 5.88M | -8% | 84.39 |
| Liberty Media Corp Series C Li | 6.18 | 12.27M | 37.41 | |
| Amazon (AMZN) | 5.54 | 217297 | -32% | 1893.63 |
| Facebook Inc cl a | 5.49 | 2.11M | 193.00 | |
| Charles Schwab Corporation (SCHW) | 4.74 | 8.76M | 40.19 | |
| Booking Holdings | 4.45 | 176426 | 1874.71 | |
| Liberty Broadband Cl C | 4.41 | 3.14M | 104.22 | |
| Alphabet Inc Class A cs | 4.06 | 278424 | -66% | 1082.80 |
| Berkshire Hathaway (BRK.B) | 3.94 | 1.37M | -3% | 213.17 |
| Visa (V) | 3.38 | 1.45M | -2% | 173.55 |
| Mohawk Industries (MHK) | 2.81 | 1.41M | 147.47 | |
| Liberty Broadband Corporation | 1.43 | 1.03M | 102.84 | |
| Liberty Media Corp Del Com Ser | 0.18 | 372740 | -2% | 35.86 |
| Expeditors International of Washington (EXPD) | 0.10 | 102132 | 75.86 | |
| Coca-Cola Company (KO) | 0.02 | 22888 | 50.90 | |
| Union Pacific Corporation (UNP) | 0.02 | 6731 | -11% | 169.07 |
| Procter & Gamble Company (PG) | 0.02 | 10971 | -17% | 109.65 |
| American Electric Power Company (AEP) | 0.02 | 13090 | 88.01 | |
| Edison International (EIX) | 0.02 | 18939 | -11% | 67.43 |
| Builders FirstSource (BLDR) | 0.02 | 73480 | -99% | 16.86 |
| Costco Wholesale Corporation (COST) | 0.01 | 2479 | -14% | 264.22 |
| TJX Companies (TJX) | 0.01 | 17364 | -45% | 52.87 |
| Jd | 0.01 | 13319 | -99% | 30.26 |
| Arista Networks | 0.01 | 3600 | NEW | 259.72 |
| Fiat Chrysler Auto | 0.01 | 38165 | -99% | 13.81 |
| Altaba | 0.01 | 15068 | -99% | 69.35 |
| IDEXX Laboratories (IDXX) | 0.00 | 1146 | 275.74 | |
| Wells Fargo & Company (WFC) | 0.00 | 4899 | -16% | 47.36 |
| Dentsply Sirona | 0.00 | 4018 | NEW | 58.24 |
| Sailpoint Technlgies Hldgs I | 0.00 | 14000 | -96% | 20.07 |
| Rimini Str Inc Del | 0.00 | 10779 | 5.29 | |
| Waitr Hldgs Inc | 0.00 | 14882 | NEW | 6.32 |
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Past 13F-HR SEC Filings by Ruane, Cunniff & Goldfarb
- Ruane, Cunniff & Goldfarb 2019 Q1 filed May 15, 2019
- Ruane, Cunniff & Goldfarb 2018 Q4 filed Feb. 14, 2019
- Ruane, Cunniff & Goldfarb 2018 Q3 filed Nov. 14, 2018
- Ruane, Cunniff & Goldfarb 2018 Q2 filed Aug. 14, 2018
- Ruane, Cunniff & Goldfarb 2018 Q1 filed May 15, 2018