Ruane, Cunniff & Goldfarb

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

  • Top 5 stock holdings are UNH, ELV, TSM, SCHW, FWONK, and represent 38.14% of Ruane, Cunniff & Goldfarb's stock portfolio.
  • Added to shares of these 10 stocks: NFLX (+$245M), META (+$42M), W (+$32M), FWONA, LBRDA, VCTR, RMNI, ANGI, EQH, ASAI.
  • Started 1 new stock positions in VCTR.
  • Reduced shares in these 10 stocks: DIS (-$385M), UNH (-$26M), SCHW (-$21M), FWONK (-$20M), TSM (-$20M), CACC (-$18M), GOOG (-$16M), BRK.A (-$11M), KMX (-$6.9M), LBRDK (-$6.7M).
  • Sold out of its positions in PRI.
  • Ruane, Cunniff & Goldfarb was a net seller of stock by $-236M.
  • Ruane, Cunniff & Goldfarb has $10B in assets under management (AUM), dropping by -13.29%.
  • Central Index Key (CIK): 0001720792

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Portfolio Holdings for Ruane, Cunniff & Goldfarb

Ruane, Cunniff & Goldfarb holds 34 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
UnitedHealth (UNH) 9.1 $928M -2% 1.8M 509.97
Anthem (ELV) 8.5 $863M 1.8M 491.22
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 7.0 $708M -2% 6.8M 104.26
Charles Schwab Corporation (SCHW) 6.8 $695M -2% 8.2M 84.31
Liberty Media Corp Del Com Ser C Frmla (FWONK) 6.7 $677M -2% 9.7M 69.84
CarMax (KMX) 6.6 $666M 6.9M 96.48
Meta Platforms Cl A (META) 6.2 $630M +7% 2.8M 222.36
Micron Technology (MU) 5.9 $600M 7.7M 77.89
Alphabet Cap Stk Cl A (GOOGL) 5.7 $582M 209k 2781.35
Netflix (NFLX) 5.3 $535M +84% 1.4M 374.59
Alphabet Cap Stk Cl C (GOOG) 5.0 $508M -3% 182k 2792.99
Credit Acceptance (CACC) 4.7 $474M -3% 862k 550.37
Intercontinental Exchange (ICE) 4.5 $459M 3.5M 132.12
Jacobs Engineering 3.9 $400M 2.9M 137.81
Wayfair Cl A (W) 3.8 $381M +9% 3.4M 110.78
Liberty Broadband Corp Com Ser C (LBRDK) 3.6 $361M 2.7M 135.32
Berkshire Hathaway Inc Del Cl A (BRK.A) 3.0 $305M -3% 576.00 528920.14
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.7 $178M 503k 352.91
Liberty Broadband Corp Com Ser A (LBRDA) 1.1 $114M 866k 131.06
Liberty Media Corp Del Com Ser A Frmla (FWONA) 0.7 $67M 1.1M 63.13
Expeditors International of Washington (EXPD) 0.1 $11M 102k 103.16
Builders FirstSource (BLDR) 0.0 $3.1M 48k 64.53
Amazon (AMZN) 0.0 $2.1M 657.00 3260.27
Sendas Distribuidora S A Spon Ads (ASAI) 0.0 $1.7M 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 -30% 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 +24% 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

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