Ruane, Cunniff & Goldfarb as of Dec. 31, 2020
Portfolio Holdings for Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb holds 38 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 7.8 | $730M | 6.7M | 109.04 | |
| UnitedHealth (UNH) | 6.9 | $644M | 1.8M | 350.68 | |
| CarMax (KMX) | 6.6 | $619M | 6.5M | 94.46 | |
| Facebook Inc Cl A Cl A (META) | 6.5 | $606M | 2.2M | 273.16 | |
| Arista Networks (ANET) | 6.0 | $563M | 1.9M | 290.57 | |
| Credit Acceptance (CACC) | 5.9 | $555M | 1.6M | 346.14 | |
| Walt Disney Company (DIS) | 5.3 | $502M | 2.8M | 181.18 | |
| Charles Schwab Corporation (SCHW) | 5.3 | $495M | 9.3M | 53.04 | |
| Liberty Media Corp Del Com Ser C Frmla | 4.8 | $450M | 11M | 42.60 | |
| Jacobs Engineering | 4.6 | $434M | 4.0M | 108.96 | |
| Wayfair Cl A (W) | 4.3 | $405M | 1.8M | 225.81 | |
| Intercontinental Exchange (ICE) | 4.3 | $400M | 3.5M | 115.29 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.1 | $383M | 219k | 1751.88 | |
| Netflix (NFLX) | 4.0 | $379M | 701k | 540.73 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.0 | $378M | 216k | 1752.64 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 3.7 | $346M | 995.00 | 347815.08 | |
| Mastercard Incorporated Cl A (MA) | 3.7 | $343M | 960k | 356.94 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 3.5 | $331M | 2.1M | 158.37 | |
| Fidelity National Information Services (FIS) | 2.9 | $275M | 1.9M | 141.46 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.6 | $243M | 1.0M | 231.87 | |
| Liberty Broadband Corp Com Ser A (LBRDA) | 1.6 | $152M | 965k | 157.58 | |
| Visa Com Cl A (V) | 1.2 | $114M | 521k | 218.73 | |
| Liberty Media Corp Del Com Ser A Frmla | 0.1 | $13M | 336k | 37.99 | |
| Expeditors International of Washington (EXPD) | 0.1 | $9.7M | 102k | 95.11 | |
| Builders FirstSource (BLDR) | 0.0 | $3.2M | 78k | 40.81 | |
| Amazon (AMZN) | 0.0 | $2.2M | 685.00 | 3256.93 | |
| Mohawk Industries (MHK) | 0.0 | $1.5M | 11k | 140.96 | |
| Fiat Chrysler Automobiles NV s SHS | 0.0 | $759k | 42k | 18.09 | |
| Sinclair Broadcast Group Cl A | 0.0 | $679k | 21k | 31.85 | |
| Procter & Gamble Company (PG) | 0.0 | $452k | 3.2k | 139.25 | |
| Union Pacific Corporation (UNP) | 0.0 | $428k | 2.1k | 208.07 | |
| Equitable Holdings (EQH) | 0.0 | $380k | 15k | 25.57 | |
| American Electric Power Company (AEP) | 0.0 | $314k | 3.8k | 83.38 | |
| Coca-Cola Company (KO) | 0.0 | $305k | 5.6k | 54.87 | |
| Edison International (EIX) | 0.0 | $213k | 3.4k | 62.92 | |
| Progressive Corporation (PGR) | 0.0 | $205k | 2.1k | 98.75 | |
| Angi Homeservices Com Cl A (ANGI) | 0.0 | $158k | 12k | 13.20 | |
| Gtt Communications | 0.0 | $86k | 24k | 3.57 |
