Ruane, Cunniff & Goldfarb

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

  • Top 5 stock holdings are KMX, FB, TSM, UNH, SCHW, and represent 34.23% of Ruane, Cunniff & Goldfarb's stock portfolio.
  • Added to shares of these 10 stocks: MU (+$470M), ANTM (+$421M), LBRDK (+$109M), FB (+$88M), KMX (+$35M), UNH (+$16M), CACC (+$6.6M), STLA, BABA, EQH.
  • Started 6 new stock positions in PRI, MU, IMXI, ANTM, STLA, BABA.
  • Reduced shares in these 10 stocks: MA (-$162M), ANET (-$151M), W (-$149M), BRK.B (-$109M), TSM (-$91M), BRK.A (-$73M), V (-$33M), SCHW (-$13M), J (-$12M), GOOG (-$9.5M).
  • Sold out of its positions in AEP, KO, EIX, PG, PGR, UNP, Fiat Chrysler Auto.
  • Ruane, Cunniff & Goldfarb was a net buyer of stock by $303M.
  • Ruane, Cunniff & Goldfarb has $11B in assets under management (AUM), dropping by 13.39%.
  • 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 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
CarMax (KMX) 8.5 $904M +4% 6.8M 132.66
Facebook Cl A (FB) 7.0 $741M +13% 2.5M 294.53
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 6.6 $700M -11% 5.9M 118.28
UnitedHealth (UNH) 6.6 $699M +2% 1.9M 372.07
Charles Schwab Corporation (SCHW) 5.6 $596M -2% 9.1M 65.18
Credit Acceptance (CACC) 5.5 $584M 1.6M 360.23
Jacobs Engineering (J) 4.7 $503M -2% 3.9M 129.27
Walt Disney Company (DIS) 4.7 $503M 2.7M 184.52
Micron Technology (MU) 4.4 $470M NEW 5.3M 88.21
Liberty Media Corp Del Com Ser C Frmla (FWONK) 4.3 $452M 10M 43.29
Alphabet Cap Stk Cl C (GOOG) 4.2 $442M -2% 214k 2068.63
Alphabet Cap Stk Cl A (GOOGL) 4.1 $436M 212k 2062.52
Arista Networks (ANET) 4.1 $433M -25% 1.4M 301.89
Liberty Broadband Corp Com Ser C (LBRDK) 4.0 $422M +34% 2.8M 150.15

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Anthem (ANTM) 4.0 $421M NEW 1.2M 358.95
Wayfair Cl A (W) 3.9 $415M -26% 1.3M 314.75
Intercontinental Exchange (ICE) 3.6 $382M 3.4M 111.68
Netflix (NFLX) 3.4 $362M 694k 521.66
Berkshire Hathaway Inc Del Cl A (BRK.A) 2.9 $311M -18% 806.00 385702.23
Fidelity National Information Services (FIS) 2.5 $269M 1.9M 140.61
Mastercard Incorporated Cl A (MA) 1.7 $179M -47% 504k 356.05
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.5 $159M -40% 621k 255.47
Liberty Broadband Corp Com Ser A (LBRDA) 1.3 $138M 954k 145.15
Visa Com Cl A (V) 0.7 $77M -30% 364k 211.73
Liberty Media Corp Del Com Ser A Frmla (FWONA) 0.1 $13M -2% 329k 38.22
Expeditors International of Washington (EXPD) 0.1 $11M 102k 107.69
Builders FirstSource (BLDR) 0.0 $3.3M -8% 72k 46.38
Amazon (AMZN) 0.0 $2.1M 677.00 3094.53
Mohawk Industries (MHK) 0.0 $2.1M 11k 192.28
Equitable Holdings (EQH) 0.0 $1.0M +110% 31k 32.63
Stellantis SHS (STLA) 0.0 $858k NEW 48k 17.79
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $795k NEW 3.5k 226.82
Sinclair Broadcast Group Cl A (SBGI) 0.0 $609k -2% 21k 29.28
Primerica (PRI) 0.0 $207k NEW 1.4k 147.86
International Money Express (IMXI) 0.0 $169k NEW 11k 15.01
Angi Com Cl A New (ANGI) 0.0 $156k 12k 13.03
Gtt Communications (GTTN) 0.0 $44k 24k 1.83

Past Filings by Ruane, Cunniff & Goldfarb

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