Ruane, Cunniff & Goldfarb as of June 30, 2023
Portfolio Holdings for Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb holds 34 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Intercontinental Exchange (ICE) | 10.6 | $672M | 5.9M | 113.08 | |
| UnitedHealth (UNH) | 8.6 | $543M | 1.1M | 480.64 | |
| Liberty Media Corp Del Com Ser C Frmla | 8.4 | $534M | 7.1M | 75.28 | |
| Charles Schwab Corporation (SCHW) | 8.0 | $507M | 8.9M | 56.68 | |
| CarMax (KMX) | 8.0 | $505M | 6.0M | 83.70 | |
| Anthem (ELV) | 7.4 | $466M | 1.0M | 444.29 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 6.9 | $436M | 4.3M | 100.92 | |
| Credit Acceptance (CACC) | 6.3 | $401M | 788k | 507.93 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.2 | $391M | 3.3M | 119.70 | |
| Capital One Financial (COF) | 5.9 | $372M | 3.4M | 109.37 | |
| Jacobs Engineering Group (J) | 5.5 | $351M | 3.0M | 118.89 | |
| Meta Platforms Cl A (META) | 4.2 | $265M | 924k | 286.98 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 4.2 | $263M | 3.3M | 80.11 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.8 | $238M | 2.0M | 120.97 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.6 | $167M | 491k | 341.00 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.4 | $90M | 174.00 | 517810.00 | |
| Liberty Broadband Corp Com Ser A (LBRDA) | 1.0 | $65M | 813k | 79.73 | |
| Liberty Media Corp Del Com Ser A Frmla | 1.0 | $62M | 921k | 67.62 | |
| Sendas Distribuidora S A Spon Ads (ASAI) | 0.0 | $2.0M | 139k | 14.41 | |
| Equitable Holdings (EQH) | 0.0 | $1.1M | 41k | 27.16 | |
| Mohawk Industries (MHK) | 0.0 | $1.1M | 11k | 103.16 | |
| Stellantis SHS (STLA) | 0.0 | $977k | 56k | 17.54 | |
| Netflix (NFLX) | 0.0 | $855k | 1.9k | 440.49 | |
| Builders FirstSource (BLDR) | 0.0 | $789k | 5.8k | 136.00 | |
| Amazon (AMZN) | 0.0 | $785k | 6.0k | 130.36 | |
| Lithia Motors (LAD) | 0.0 | $722k | 2.4k | 304.11 | |
| Group 1 Automotive (GPI) | 0.0 | $676k | 2.6k | 258.10 | |
| Micron Technology (MU) | 0.0 | $441k | 7.0k | 63.11 | |
| Ishares Tr Mrning Sm Cp Etf (ISCV) | 0.0 | $345k | 6.4k | 54.02 | |
| Sinclair Cl A (SBGI) | 0.0 | $248k | 18k | 13.82 | |
| Microsoft Corporation (MSFT) | 0.0 | $236k | 692.00 | 340.54 | |
| S&p Global (SPGI) | 0.0 | $213k | 531.00 | 400.89 | |
| Rimini Str Inc Del (RMNI) | 0.0 | $115k | 24k | 4.79 | |
| Atai Life Sciences Nv SHS (ATAI) | 0.0 | $72k | 42k | 1.72 |
