Ruane, Cunniff & Goldfarb

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

  • Top 5 stock holdings are ICE, FWONK, SCHW, GOOGL, UNH, and represent 44.95% of Ruane, Cunniff & Goldfarb's stock portfolio.
  • Added to shares of these 6 stocks: ICLR (+$265M), ELV (+$51M), CPA, AAPL, VTI, ASAIY.
  • Started 3 new stock positions in ICLR, CPA, AAPL.
  • Reduced shares in these 10 stocks: TSM (-$192M), J (-$176M), KMX (-$147M), COF (-$106M), UNH (-$65M), GOOGL (-$52M), SCHW (-$41M), BRK.B (-$39M), ICE (-$31M), META (-$27M).
  • Sold out of its position in MU.
  • Ruane, Cunniff & Goldfarb was a net seller of stock by $-639M.
  • Ruane, Cunniff & Goldfarb has $5.9B in assets under management (AUM), dropping by -7.86%.
  • Central Index Key (CIK): 0001720792

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Portfolio Holdings for Ruane, Cunniff & Goldfarb

Ruane, Cunniff & Goldfarb holds 39 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Intercontinental Exchange (ICE) 12.2 $716M -4% 4.8M 149.01
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Liberty Media Corp Del Com Lbty One S C (FWONK) 9.2 $544M -3% 5.9M 92.66
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Charles Schwab Corporation (SCHW) 8.7 $511M -7% 6.9M 74.01
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Alphabet Cap Stk Cl A (GOOGL) 7.7 $453M -10% 2.4M 189.30
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UnitedHealth (UNH) 7.2 $424M -13% 838k 505.86
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Anthem (ELV) 7.2 $422M +13% 1.1M 368.90
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Capital One Financial (COF) 6.6 $388M -21% 2.2M 178.32
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 6.5 $382M -33% 1.9M 197.49
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Credit Acceptance (CACC) 5.2 $308M -3% 655k 469.46
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Meta Platforms Cl A (META) 5.2 $305M -8% 522k 585.51
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Icon SHS (ICLR) 4.5 $265M NEW 1.3M 209.71
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Alphabet Cap Stk Cl C (GOOG) 4.5 $265M -4% 1.4M 190.44
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Liberty Broadband Corp Com Ser C (LBRDK) 3.1 $180M -4% 2.4M 74.76
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Jacobs Engineering Group (J) 2.7 $162M -52% 1.2M 133.62
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.7 $158M -19% 348k 453.28
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Charter Communications Inc N Cl A (CHTR) 2.4 $142M -8% 414k 342.77
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Berkshire Hathaway Inc Del Cl A (BRK.A) 1.5 $86M -5% 126.00 680920.00
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Liberty Media Corp Del Com Lbty One S A (FWONA) 1.1 $63M -5% 749k 84.04
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Amentum Holdings (AMTM) 0.9 $51M -3% 2.4M 21.03
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Liberty Broadband Corp Com Ser A (LBRDA) 0.9 $51M -3% 683k 74.36
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Expeditors International of Washington (EXPD) 0.0 $2.4M -36% 22k 110.77
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CarMax (KMX) 0.0 $2.3M -98% 28k 81.76
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Equitable Holdings (EQH) 0.0 $1.9M 41k 47.17
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Group 1 Automotive (GPI) 0.0 $1.4M 3.4k 421.48
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Lithia Motors (LAD) 0.0 $971k 2.7k 357.43
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Sendas Distribuidora S A Spon Ads (ASAIY) 0.0 $682k 153k 4.47
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Stellantis SHS (STLA) 0.0 $674k 52k 13.05
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Builders FirstSource (BLDR) 0.0 $672k 4.7k 142.93
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Netflix (NFLX) 0.0 $540k 606.00 891.32
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Ishares Tr Mrning Sm Cp Etf (ISCV) 0.0 $405k 6.4k 63.41
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Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $336k +8% 1.2k 289.81
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Sinclair Cl A (SBGI) 0.0 $290k 18k 16.14
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American Express Company (AXP) 0.0 $277k 932.00 296.79
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Microsoft Corporation (MSFT) 0.0 $274k 649.00 421.50
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S&p Global (SPGI) 0.0 $265k 531.00 498.03
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Copa Holdings Sa Cl A (CPA) 0.0 $225k NEW 2.6k 87.88
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Apple (AAPL) 0.0 $206k NEW 821.00 250.42
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Rimini Str Inc Del (RMNI) 0.0 $101k 38k 2.67
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Atai Life Sciences Nv SHS (ATAI) 0.0 $56k 42k 1.33
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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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