Ruane, Cunniff & Goldfarb as of Sept. 30, 2020
Portfolio Holdings for Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb holds 35 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wayfair Cl A (W) | 8.1 | $680M | 2.3M | 291.01 | |
| Alphabet Cap Stk Cl C (GOOG) | 8.0 | $673M | 458k | 1469.60 | |
| CarMax (KMX) | 7.2 | $605M | 6.6M | 91.91 | |
| Facebook Cl A (META) | 7.0 | $591M | 2.3M | 261.90 | |
| UnitedHealth (UNH) | 6.9 | $576M | 1.8M | 311.77 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 6.5 | $547M | 6.7M | 81.07 | |
| Credit Acceptance (CACC) | 5.2 | $437M | 1.3M | 338.64 | |
| Arista Networks (ANET) | 4.8 | $403M | 1.9M | 206.93 | |
| Liberty Media Corp Del Com Ser C Frmla | 4.6 | $384M | 11M | 36.27 | |
| Jacobs Engineering | 4.6 | $383M | 4.1M | 92.77 | |
| Intercontinental Exchange (ICE) | 4.1 | $349M | 3.5M | 100.05 | |
| Charles Schwab Corporation (SCHW) | 4.1 | $348M | 9.6M | 36.23 | |
| Disney Walt Com Disney (DIS) | 4.1 | $347M | 2.8M | 124.08 | |
| Mastercard Incorporated Cl A (MA) | 4.0 | $337M | 996k | 338.17 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 3.8 | $321M | 1.0k | 320001.00 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.8 | $316M | 216k | 1465.60 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 3.7 | $313M | 2.2M | 142.87 | |
| Fidelity National Information Services (FIS) | 3.4 | $287M | 2.0M | 147.21 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.8 | $234M | 1.1M | 212.94 | |
| Liberty Broadband Corp Com Ser A (LBRDA) | 1.6 | $138M | 970k | 141.81 | |
| Visa Com Cl A (V) | 1.3 | $106M | 531k | 199.97 | |
| Liberty Media Corp Del Com Ser A Frmla | 0.1 | $11M | 338k | 33.51 | |
| Expeditors International of Washington (EXPD) | 0.1 | $9.2M | 102k | 90.52 | |
| Builders FirstSource (BLDR) | 0.0 | $2.6M | 80k | 32.62 | |
| Amazon (AMZN) | 0.0 | $2.2M | 692.00 | 3148.84 | |
| Mohawk Industries (MHK) | 0.0 | $1.1M | 11k | 97.57 | |
| Fiat Chrysler Automobiles N SHS | 0.0 | $476k | 39k | 12.21 | |
| Procter & Gamble Company (PG) | 0.0 | $451k | 3.2k | 138.94 | |
| Sinclair Broadcast Group Cl A | 0.0 | $410k | 21k | 19.23 | |
| Union Pacific Corporation (UNP) | 0.0 | $405k | 2.1k | 196.89 | |
| American Electric Power Company (AEP) | 0.0 | $308k | 3.8k | 81.78 | |
| Coca-Cola Company (KO) | 0.0 | $274k | 5.6k | 49.29 | |
| Angi Homeservices Com Cl A (ANGI) | 0.0 | $136k | 12k | 11.08 | |
| Gtt Communications | 0.0 | $124k | 24k | 5.15 | |
| Waitr Hldgs | 0.0 | $39k | 12k | 3.26 |
