Ruane, Cunniff & Goldfarb as of Dec. 31, 2018
Portfolio Holdings for Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb holds 57 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Inc Class A cs (GOOGL) | 9.5 | $861M | 824k | 1044.96 | |
| Alphabet Inc Class C cs (GOOG) | 9.2 | $837M | 808k | 1035.61 | |
| Berkshire Hathaway (BRK.A) | 8.3 | $754M | 2.5k | 306000.00 | |
| CarMax (KMX) | 8.0 | $730M | 12M | 62.73 | |
| Amazon (AMZN) | 5.5 | $498M | 331k | 1501.97 | |
| Credit Acceptance (CACC) | 4.5 | $413M | 1.1M | 381.76 | |
| Fiat Chrysler Auto | 4.5 | $406M | 28M | 14.46 | |
| Liberty Media Corp Series C Li | 4.4 | $398M | 13M | 30.70 | |
| MasterCard Incorporated (MA) | 4.2 | $382M | 2.0M | 188.65 | |
| Jacobs Engineering | 4.0 | $366M | 6.3M | 58.46 | |
| Facebook Inc cl a (META) | 4.0 | $364M | 2.8M | 131.09 | |
| Charles Schwab Corporation (SCHW) | 3.7 | $339M | 8.2M | 41.53 | |
| Berkshire Hathaway (BRK.B) | 3.5 | $320M | 1.6M | 204.18 | |
| Booking Holdings (BKNG) | 3.2 | $290M | 169k | 1722.42 | |
| Electronic Arts (EA) | 3.0 | $275M | 3.5M | 78.91 | |
| Liberty Broadband Cl C (LBRDK) | 2.7 | $245M | 3.4M | 72.03 | |
| Altaba | 2.6 | $233M | 4.0M | 57.94 | |
| Visa (V) | 2.3 | $205M | 1.6M | 131.94 | |
| Jd (JD) | 2.0 | $181M | 8.7M | 20.93 | |
| Mohawk Industries (MHK) | 1.7 | $158M | 1.4M | 116.96 | |
| Alibaba Group Holding (BABA) | 1.7 | $158M | 1.2M | 137.07 | |
| Builders FirstSource (BLDR) | 1.0 | $95M | 8.7M | 10.91 | |
| Liberty Broadband Corporation (LBRDA) | 0.9 | $80M | 1.1M | 71.81 | |
| Yandex Nv-a (YNDX) | 0.8 | $75M | 2.7M | 27.35 | |
| Bmc Stk Hldgs | 0.7 | $62M | 4.0M | 15.48 | |
| Wayfair (W) | 0.6 | $58M | 641k | 90.08 | |
| Gtt Communications | 0.5 | $42M | 1.8M | 23.10 | |
| Sinclair Broadcast | 0.4 | $35M | 1.3M | 26.34 | |
| Baidu (BIDU) | 0.3 | $32M | 200k | 158.60 | |
| Rh (RH) | 0.3 | $28M | 230k | 119.82 | |
| TJX Companies (TJX) | 0.2 | $20M | 443k | 44.74 | |
| Alteryx | 0.2 | $18M | 300k | 59.47 | |
| Meritage Homes Corporation (MTH) | 0.2 | $17M | 470k | 36.72 | |
| D.R. Horton (DHI) | 0.2 | $17M | 480k | 34.66 | |
| Floor & Decor Hldgs Inc cl a (FND) | 0.1 | $12M | 477k | 25.90 | |
| Domo Cl B Ord (DOMO) | 0.1 | $13M | 650k | 19.63 | |
| Liberty Media Corp Del Com Ser | 0.1 | $11M | 358k | 29.72 | |
| Iqiyi (IQ) | 0.1 | $11M | 713k | 14.87 | |
| Appian Corp cl a (APPN) | 0.1 | $9.4M | 354k | 26.71 | |
| Sailpoint Technlgies Hldgs I | 0.1 | $9.4M | 400k | 23.49 | |
| Cresud (CRESY) | 0.1 | $7.8M | 643k | 12.15 | |
| Expeditors International of Washington (EXPD) | 0.1 | $7.4M | 109k | 68.09 | |
| Netshoes Cayman | 0.1 | $4.2M | 2.8M | 1.49 | |
| Coca-Cola Company (KO) | 0.0 | $1.6M | 33k | 47.36 | |
| Union Pacific Corporation (UNP) | 0.0 | $1.5M | 11k | 138.25 | |
| Procter & Gamble Company (PG) | 0.0 | $1.5M | 16k | 91.94 | |
| Edison International (EIX) | 0.0 | $1.4M | 25k | 56.77 | |
| Progressive Corporation (PGR) | 0.0 | $1.0M | 17k | 60.35 | |
| Costco Wholesale Corporation (COST) | 0.0 | $616k | 3.0k | 203.64 | |
| Wells Fargo & Company (WFC) | 0.0 | $811k | 18k | 46.06 | |
| American Electric Power Company (AEP) | 0.0 | $978k | 13k | 74.71 | |
| Vanguard Total Stock Market ETF (VTI) | 0.0 | $654k | 5.1k | 127.56 | |
| IDEXX Laboratories (IDXX) | 0.0 | $296k | 1.6k | 185.93 | |
| Fastenal Company (FAST) | 0.0 | $263k | 5.0k | 52.33 | |
| O'reilly Automotive (ORLY) | 0.0 | $301k | 874.00 | 344.39 | |
| Dentsply Sirona (XRAY) | 0.0 | $283k | 7.6k | 37.19 | |
| Rimini Str Inc Del (RMNI) | 0.0 | $55k | 11k | 5.14 |
