Ruane, Cunniff & Goldfarb as of Sept. 30, 2017
Portfolio Holdings for Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb holds 69 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.A) | 9.2 | $1.1B | 3.8k | 274739.88 | |
| Alphabet Inc Class C cs (GOOG) | 7.0 | $795M | 829k | 959.11 | |
| CarMax (KMX) | 6.4 | $730M | 9.6M | 75.81 | |
| Alphabet Inc Class A cs (GOOGL) | 5.5 | $634M | 651k | 973.72 | |
| MasterCard Incorporated (MA) | 5.0 | $572M | 4.1M | 141.20 | |
| TJX Companies (TJX) | 4.9 | $564M | 7.6M | 73.73 | |
| Liberty Media Corp Series C Li | 4.9 | $561M | 15M | 38.09 | |
| Dentsply Sirona (XRAY) | 4.7 | $532M | 8.9M | 59.81 | |
| Fiat Chrysler Auto | 3.9 | $449M | 25M | 17.91 | |
| Amazon (AMZN) | 3.4 | $388M | 404k | 961.35 | |
| Berkshire Hathaway (BRK.B) | 3.4 | $383M | 2.1M | 183.32 | |
| Wells Fargo & Company (WFC) | 3.2 | $368M | 6.7M | 55.15 | |
| Charles Schwab Corporation (SCHW) | 3.2 | $365M | 8.3M | 43.74 | |
| Mohawk Industries (MHK) | 3.0 | $341M | 1.4M | 247.51 | |
| Jacobs Engineering | 2.9 | $332M | 5.7M | 58.27 | |
| priceline.com Incorporated | 2.8 | $320M | 175k | 1830.82 | |
| Visa (V) | 2.7 | $305M | 2.9M | 105.24 | |
| Credit Acceptance (CACC) | 2.6 | $301M | 1.1M | 280.17 | |
| O'reilly Automotive (ORLY) | 2.5 | $287M | 1.3M | 215.37 | |
| Omni (OMC) | 2.5 | $285M | 3.8M | 74.07 | |
| Waters Corporation (WAT) | 1.8 | $205M | 1.1M | 179.52 | |
| Primerica (PRI) | 1.4 | $164M | 2.0M | 81.55 | |
| Jd (JD) | 1.3 | $153M | 4.0M | 38.20 | |
| IAC/InterActive | 1.2 | $142M | 1.2M | 117.58 | |
| Capital One Financial (COF) | 1.2 | $136M | 1.6M | 84.66 | |
| Goldman Sachs (GS) | 1.2 | $135M | 570k | 237.19 | |
| 58 Com Inc spon adr rep a | 0.9 | $103M | 1.6M | 63.14 | |
| Emcor (EME) | 0.9 | $100M | 1.4M | 69.38 | |
| Builders FirstSource (BLDR) | 0.8 | $97M | 5.4M | 17.99 | |
| Interactive Brokers (IBKR) | 0.7 | $77M | 1.7M | 45.04 | |
| Baidu (BIDU) | 0.7 | $75M | 303k | 247.69 | |
| Bmc Stk Hldgs | 0.5 | $56M | 2.6M | 21.35 | |
| Facebook Inc cl a (META) | 0.5 | $52M | 305k | 170.87 | |
| Trupanion (TRUP) | 0.4 | $47M | 1.8M | 26.41 | |
| Chipotle Mexican Grill (CMG) | 0.4 | $47M | 153k | 307.83 | |
| SPS Commerce (SPSC) | 0.4 | $43M | 765k | 56.71 | |
| Jpmorgan Chase & Co. w exp 10/201 | 0.3 | $32M | 600k | 54.06 | |
| athenahealth | 0.2 | $25M | 197k | 124.36 | |
| D.R. Horton (DHI) | 0.2 | $18M | 455k | 39.93 | |
| Cars (CARS) | 0.1 | $16M | 611k | 26.61 | |
| IRSA Inversiones Representaciones | 0.1 | $14M | 571k | 24.55 | |
| Meritage Homes Corporation (MTH) | 0.1 | $14M | 315k | 44.40 | |
| Toll Brothers (TOL) | 0.1 | $11M | 270k | 41.47 | |
| Cresud (CRESY) | 0.1 | $12M | 617k | 18.67 | |
| Etsy (ETSY) | 0.1 | $10M | 590k | 16.88 | |
| Wayfair (W) | 0.1 | $8.5M | 125k | 67.40 | |
| Expeditors International of Washington (EXPD) | 0.1 | $6.5M | 109k | 59.86 | |
| Cable One (CABO) | 0.1 | $7.2M | 10k | 722.10 | |
| Third Point Reinsurance | 0.1 | $5.7M | 366k | 15.60 | |
| Graham Hldgs (GHC) | 0.1 | $5.9M | 10k | 585.10 | |
| Signet Jewelers (SIG) | 0.0 | $4.3M | 64k | 66.55 | |
| Liberty Media Corp Del Com Ser | 0.0 | $4.5M | 123k | 36.49 | |
| Costco Wholesale Corporation (COST) | 0.0 | $3.5M | 21k | 164.27 | |
| Union Pacific Corporation (UNP) | 0.0 | $3.2M | 27k | 115.97 | |
| Procter & Gamble Company (PG) | 0.0 | $2.9M | 32k | 90.99 | |
| Edison International (EIX) | 0.0 | $2.9M | 38k | 77.18 | |
| West Pharmaceutical Services (WST) | 0.0 | $4.0M | 41k | 96.27 | |
| Coca-Cola Company (KO) | 0.0 | $2.1M | 46k | 45.00 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $2.7M | 33k | 81.99 | |
| Progressive Corporation (PGR) | 0.0 | $850k | 18k | 48.41 | |
| American Express Company (AXP) | 0.0 | $1.2M | 14k | 90.44 | |
| American Electric Power Company (AEP) | 0.0 | $1.0M | 14k | 70.26 | |
| HDFC Bank (HDB) | 0.0 | $874k | 9.1k | 96.32 | |
| Alibaba Group Holding (BABA) | 0.0 | $576k | 3.3k | 172.71 | |
| IDEXX Laboratories (IDXX) | 0.0 | $454k | 2.9k | 155.53 | |
| Trimble Navigation (TRMB) | 0.0 | $478k | 12k | 39.23 | |
| Fastenal Company (FAST) | 0.0 | $233k | 5.1k | 45.49 | |
| Lennox International (LII) | 0.0 | $328k | 1.8k | 179.14 | |
| Ryanair Holdings (RYAAY) | 0.0 | $533k | 5.1k | 105.38 |
