Ruane, Cunniff & Goldfarb as of March 31, 2022
Portfolio Holdings for Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb holds 34 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| UnitedHealth (UNH) | 9.1 | $928M | 1.8M | 509.97 | |
| Anthem (ELV) | 8.5 | $863M | 1.8M | 491.22 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 7.0 | $708M | 6.8M | 104.26 | |
| Charles Schwab Corporation (SCHW) | 6.8 | $695M | 8.2M | 84.31 | |
| Liberty Media Corp Del Com Ser C Frmla | 6.7 | $677M | 9.7M | 69.84 | |
| CarMax (KMX) | 6.6 | $666M | 6.9M | 96.48 | |
| Meta Platforms Cl A (META) | 6.2 | $630M | 2.8M | 222.36 | |
| Micron Technology (MU) | 5.9 | $600M | 7.7M | 77.89 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.7 | $582M | 209k | 2781.35 | |
| Netflix (NFLX) | 5.3 | $535M | 1.4M | 374.59 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.0 | $508M | 182k | 2792.99 | |
| Credit Acceptance (CACC) | 4.7 | $474M | 862k | 550.37 | |
| Intercontinental Exchange (ICE) | 4.5 | $459M | 3.5M | 132.12 | |
| Jacobs Engineering | 3.9 | $400M | 2.9M | 137.81 | |
| Wayfair Cl A (W) | 3.8 | $381M | 3.4M | 110.78 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 3.6 | $361M | 2.7M | 135.32 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 3.0 | $305M | 576.00 | 528920.14 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.7 | $178M | 503k | 352.91 | |
| Liberty Broadband Corp Com Ser A (LBRDA) | 1.1 | $114M | 866k | 131.06 | |
| Liberty Media Corp Del Com Ser A Frmla | 0.7 | $67M | 1.1M | 63.13 | |
| Expeditors International of Washington (EXPD) | 0.1 | $11M | 102k | 103.16 | |
| Builders FirstSource (BLDR) | 0.0 | $3.1M | 48k | 64.53 | |
| Amazon (AMZN) | 0.0 | $2.1M | 657.00 | 3260.27 | |
| Sendas Distribuidora S A Spon Ads (ASAI) | 0.0 | $1.7M | 98k | 17.18 | |
| Mohawk Industries (MHK) | 0.0 | $1.3M | 11k | 124.16 | |
| Equitable Holdings (EQH) | 0.0 | $984k | 32k | 30.92 | |
| Stellantis SHS (STLA) | 0.0 | $657k | 40k | 16.26 | |
| Sinclair Broadcast Group Cl A | 0.0 | $496k | 18k | 27.99 | |
| Walt Disney Company (DIS) | 0.0 | $273k | 2.0k | 137.32 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $257k | 2.4k | 108.90 | |
| Victory Cap Hldgs Com Cl A (VCTR) | 0.0 | $207k | 7.2k | 28.83 | |
| Rimini Str Inc Del (RMNI) | 0.0 | $200k | 35k | 5.79 | |
| Opendoor Technologies (OPEN) | 0.0 | $192k | 22k | 8.65 | |
| Angi Com Cl A New (ANGI) | 0.0 | $118k | 21k | 5.67 |
