Ruane, Cunniff & Goldfarb as of Sept. 30, 2022
Portfolio Holdings for Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb holds 31 positions in its portfolio as reported in the September 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
UnitedHealth (UNH) | 9.9 | $667M | 1.3M | 505.04 | |
Charles Schwab Corporation (SCHW) | 9.3 | $627M | 8.7M | 71.87 | |
Intercontinental Exchange (ICE) | 8.6 | $580M | 6.4M | 90.35 | |
Liberty Media Corp Del Com Ser C Frmla | 8.1 | $544M | 9.3M | 58.50 | |
Anthem (ELV) | 6.7 | $449M | 988k | 454.24 | |
CarMax (KMX) | 6.3 | $427M | 6.5M | 66.02 | |
Meta Platforms Cl A (META) | 6.2 | $415M | 3.1M | 135.68 | |
Credit Acceptance (CACC) | 5.4 | $360M | 823k | 438.00 | |
Alphabet Cap Stk Cl A (GOOGL) | 5.2 | $351M | 3.7M | 95.65 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 4.7 | $319M | 4.7M | 68.56 | |
Jacobs Engineering Group (J) | 4.5 | $302M | 2.8M | 108.49 | |
Netflix (NFLX) | 4.3 | $289M | 1.2M | 235.44 | |
Capital One Financial (COF) | 3.9 | $261M | 2.8M | 92.17 | |
Micron Technology (MU) | 3.7 | $247M | 4.9M | 50.10 | |
Alphabet Cap Stk Cl C (GOOG) | 3.3 | $220M | 2.3M | 96.15 | |
Liberty Broadband Corp Com Ser C (LBRDK) | 2.7 | $179M | 2.4M | 73.80 | |
Wayfair Cl A (W) | 2.3 | $153M | 4.7M | 32.55 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.1 | $139M | 522k | 267.02 | |
Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.2 | $81M | 199.00 | 406472.36 | |
Liberty Broadband Corp Com Ser A (LBRDA) | 0.9 | $63M | 849k | 74.60 | |
Liberty Media Corp Del Com Ser A Frmla | 0.8 | $53M | 1.0M | 52.52 | |
Builders FirstSource (BLDR) | 0.0 | $2.7M | 46k | 58.91 | |
Sendas Distribuidora S A Spon Ads (ASAI) | 0.0 | $1.6M | 100k | 16.13 | |
Amazon (AMZN) | 0.0 | $1.5M | 13k | 113.01 | |
Mohawk Industries (MHK) | 0.0 | $988k | 11k | 91.20 | |
Equitable Holdings (EQH) | 0.0 | $895k | 34k | 26.35 | |
Stellantis SHS (STLA) | 0.0 | $607k | 51k | 11.84 | |
Sinclair Broadcast Group Cl A | 0.0 | $321k | 18k | 18.12 | |
Rimini Str Inc Del (RMNI) | 0.0 | $142k | 30k | 4.67 | |
Angi Com Cl A New (ANGI) | 0.0 | $68k | 23k | 2.95 | |
Opendoor Technologies (OPEN) | 0.0 | $54k | 18k | 3.09 |