Ruane, Cunniff & Goldfarb as of June 30, 2021
Portfolio Holdings for Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb holds 35 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| CarMax (KMX) | 7.7 | $869M | 6.7M | 129.15 | |
| Facebook Cl A (META) | 7.6 | $862M | 2.5M | 347.71 | |
| UnitedHealth (UNH) | 6.8 | $773M | 1.9M | 400.44 | |
| Credit Acceptance (CACC) | 6.5 | $728M | 1.6M | 454.11 | |
| Anthem (ELV) | 6.2 | $704M | 1.8M | 381.80 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 6.2 | $703M | 5.8M | 120.16 | |
| Micron Technology (MU) | 6.1 | $693M | 8.1M | 84.98 | |
| Charles Schwab Corporation (SCHW) | 5.7 | $640M | 8.8M | 72.81 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.7 | $529M | 211k | 2506.32 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.5 | $509M | 208k | 2441.79 | |
| Liberty Media Corp Del Com Ser C Frmla | 4.4 | $497M | 10M | 48.21 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 4.3 | $483M | 2.8M | 173.66 | |
| Walt Disney Company (DIS) | 4.2 | $472M | 2.7M | 175.77 | |
| Netflix (NFLX) | 3.7 | $423M | 800k | 528.21 | |
| Wayfair Cl A (W) | 3.6 | $411M | 1.3M | 315.71 | |
| Jacobs Engineering | 3.6 | $407M | 3.1M | 133.42 | |
| Intercontinental Exchange (ICE) | 3.6 | $403M | 3.4M | 118.70 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 2.8 | $319M | 761.00 | 418600.53 | |
| Fidelity National Information Services (FIS) | 2.4 | $269M | 1.9M | 141.67 | |
| Arista Networks (ANET) | 2.0 | $225M | 620k | 362.31 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.5 | $169M | 607k | 277.92 | |
| Liberty Broadband Corp Com Ser A (LBRDA) | 1.4 | $159M | 945k | 168.17 | |
| Liberty Media Corp Del Com Ser A Frmla | 0.1 | $14M | 317k | 42.63 | |
| Expeditors International of Washington (EXPD) | 0.1 | $13M | 102k | 126.60 | |
| Builders FirstSource (BLDR) | 0.0 | $2.9M | 69k | 42.66 | |
| Amazon (AMZN) | 0.0 | $2.3M | 660.00 | 3440.91 | |
| Mohawk Industries (MHK) | 0.0 | $2.1M | 11k | 192.19 | |
| Equitable Holdings (EQH) | 0.0 | $927k | 31k | 30.43 | |
| Stellantis SHS (STLA) | 0.0 | $917k | 47k | 19.72 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $772k | 3.4k | 226.73 | |
| Sinclair Broadcast Group Cl A | 0.0 | $589k | 18k | 33.24 | |
| Primerica (PRI) | 0.0 | $214k | 1.4k | 152.86 | |
| International Money Express (IMXI) | 0.0 | $184k | 12k | 14.84 | |
| Angi Com Cl A New (ANGI) | 0.0 | $169k | 13k | 13.51 | |
| Gtt Communications | 0.0 | $52k | 21k | 2.44 |
