Ruane, Cunniff & Goldfarb as of March 31, 2020
Portfolio Holdings for Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb holds 38 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Inc Class C cs (GOOG) | 11.9 | $740M | 637k | 1162.81 | |
| CarMax (KMX) | 7.9 | $493M | 9.2M | 53.83 | |
| Arista Networks | 6.5 | $406M | 2.0M | 202.55 | |
| Charles Schwab Corporation (SCHW) | 6.4 | $398M | 12M | 33.62 | |
| Facebook Inc cl a (META) | 5.9 | $370M | 2.2M | 166.80 | |
| UnitedHealth (UNH) | 5.7 | $353M | 1.4M | 249.38 | |
| Jacobs Engineering | 5.4 | $336M | 4.2M | 79.27 | |
| Alphabet Inc Class A cs (GOOGL) | 5.1 | $316M | 272k | 1161.95 | |
| Berkshire Hathaway (BRK.A) | 5.0 | $313M | 1.2k | 272000.00 | |
| Credit Acceptance (CACC) | 4.8 | $298M | 1.2M | 255.69 | |
| MasterCard Incorporated (MA) | 4.8 | $298M | 1.2M | 241.56 | |
| Wayfair (W) | 4.4 | $277M | 5.2M | 53.44 | |
| Booking Holdings (BKNG) | 4.3 | $270M | 201k | 1345.32 | |
| Liberty Media Corp Series C Li | 4.3 | $266M | 9.8M | 27.23 | |
| Liberty Broadband Cl C (LBRDK) | 4.0 | $250M | 2.3M | 110.72 | |
| Berkshire Hathaway (BRK.B) | 3.8 | $238M | 1.3M | 182.83 | |
| Amazon (AMZN) | 3.7 | $228M | 117k | 1949.72 | |
| Taiwan Semiconductor Mfg (TSM) | 2.3 | $146M | 3.0M | 47.79 | |
| Visa (V) | 1.9 | $117M | 724k | 161.12 | |
| Liberty Broadband Corporation (LBRDA) | 1.7 | $106M | 988k | 107.00 | |
| Liberty Media Corp Del Com Ser | 0.1 | $9.0M | 350k | 25.82 | |
| Expeditors International of Washington (EXPD) | 0.1 | $6.8M | 102k | 66.72 | |
| Builders FirstSource (BLDR) | 0.0 | $989k | 81k | 12.23 | |
| Mohawk Industries (MHK) | 0.0 | $826k | 11k | 76.25 | |
| Procter & Gamble Company (PG) | 0.0 | $594k | 5.4k | 110.02 | |
| American Electric Power Company (AEP) | 0.0 | $565k | 7.1k | 79.99 | |
| Union Pacific Corporation (UNP) | 0.0 | $499k | 3.5k | 140.92 | |
| Coca-Cola Company (KO) | 0.0 | $497k | 11k | 44.27 | |
| Jd (JD) | 0.0 | $486k | 12k | 40.50 | |
| Edison International (EIX) | 0.0 | $461k | 8.4k | 54.82 | |
| Alibaba Group Holding (BABA) | 0.0 | $378k | 1.9k | 194.34 | |
| Sinclair Broadcast | 0.0 | $335k | 21k | 16.07 | |
| Fiat Chrysler Auto | 0.0 | $273k | 38k | 7.19 | |
| Progressive Corporation (PGR) | 0.0 | $261k | 3.5k | 73.75 | |
| Sailpoint Technlgies Hldgs I | 0.0 | $222k | 15k | 15.19 | |
| Gtt Communications | 0.0 | $192k | 24k | 7.97 | |
| Angi Homeservices | 0.0 | $64k | 12k | 5.26 | |
| Waitr Hldgs | 0.0 | $37k | 30k | 1.24 |
