Ruane, Cunniff & Goldfarb as of March 31, 2021
Portfolio Holdings for Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb holds 37 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| CarMax (KMX) | 8.5 | $904M | 6.8M | 132.66 | |
| Facebook Cl A (META) | 7.0 | $741M | 2.5M | 294.53 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 6.6 | $700M | 5.9M | 118.28 | |
| UnitedHealth (UNH) | 6.6 | $699M | 1.9M | 372.07 | |
| Charles Schwab Corporation (SCHW) | 5.6 | $596M | 9.1M | 65.18 | |
| Credit Acceptance (CACC) | 5.5 | $584M | 1.6M | 360.23 | |
| Jacobs Engineering | 4.7 | $503M | 3.9M | 129.27 | |
| Walt Disney Company (DIS) | 4.7 | $503M | 2.7M | 184.52 | |
| Micron Technology (MU) | 4.4 | $470M | 5.3M | 88.21 | |
| Liberty Media Corp Del Com Ser C Frmla | 4.3 | $452M | 10M | 43.29 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.2 | $442M | 214k | 2068.63 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.1 | $436M | 212k | 2062.52 | |
| Arista Networks (ANET) | 4.1 | $433M | 1.4M | 301.89 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 4.0 | $422M | 2.8M | 150.15 | |
| Anthem (ELV) | 4.0 | $421M | 1.2M | 358.95 | |
| Wayfair Cl A (W) | 3.9 | $415M | 1.3M | 314.75 | |
| Intercontinental Exchange (ICE) | 3.6 | $382M | 3.4M | 111.68 | |
| Netflix (NFLX) | 3.4 | $362M | 694k | 521.66 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 2.9 | $311M | 806.00 | 385702.23 | |
| Fidelity National Information Services (FIS) | 2.5 | $269M | 1.9M | 140.61 | |
| Mastercard Incorporated Cl A (MA) | 1.7 | $179M | 504k | 356.05 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.5 | $159M | 621k | 255.47 | |
| Liberty Broadband Corp Com Ser A (LBRDA) | 1.3 | $138M | 954k | 145.15 | |
| Visa Com Cl A (V) | 0.7 | $77M | 364k | 211.73 | |
| Liberty Media Corp Del Com Ser A Frmla | 0.1 | $13M | 329k | 38.22 | |
| Expeditors International of Washington (EXPD) | 0.1 | $11M | 102k | 107.69 | |
| Builders FirstSource (BLDR) | 0.0 | $3.3M | 72k | 46.38 | |
| Amazon (AMZN) | 0.0 | $2.1M | 677.00 | 3094.53 | |
| Mohawk Industries (MHK) | 0.0 | $2.1M | 11k | 192.28 | |
| Equitable Holdings (EQH) | 0.0 | $1.0M | 31k | 32.63 | |
| Stellantis SHS (STLA) | 0.0 | $858k | 48k | 17.79 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $795k | 3.5k | 226.82 | |
| Sinclair Broadcast Group Cl A | 0.0 | $609k | 21k | 29.28 | |
| Primerica (PRI) | 0.0 | $207k | 1.4k | 147.86 | |
| International Money Express (IMXI) | 0.0 | $169k | 11k | 15.01 | |
| Angi Com Cl A New (ANGI) | 0.0 | $156k | 12k | 13.03 | |
| Gtt Communications | 0.0 | $44k | 24k | 1.83 |
