Ruane, Cunniff & Goldfarb as of Dec. 31, 2023
Portfolio Holdings for Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb holds 33 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Intercontinental Exchange (ICE) | 11.5 | $720M | 5.6M | 128.43 | |
| Charles Schwab Corporation (SCHW) | 9.3 | $583M | 8.5M | 68.80 | |
| UnitedHealth (UNH) | 9.0 | $563M | 1.1M | 526.47 | |
| Anthem (ELV) | 8.5 | $529M | 1.1M | 471.56 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 6.8 | $424M | 6.7M | 63.13 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 6.8 | $423M | 4.1M | 104.00 | |
| Capital One Financial (COF) | 6.8 | $423M | 3.2M | 131.12 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.6 | $416M | 3.0M | 139.69 | |
| Credit Acceptance (CACC) | 6.4 | $398M | 747k | 532.73 | |
| Jacobs Engineering Group (J) | 5.8 | $363M | 2.8M | 129.80 | |
| CarMax (KMX) | 5.1 | $317M | 4.1M | 76.74 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.0 | $251M | 1.8M | 140.93 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 4.0 | $250M | 3.1M | 80.59 | |
| Meta Platforms Cl A (META) | 3.5 | $221M | 624k | 353.96 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.6 | $163M | 456k | 356.66 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.5 | $91M | 168.00 | 542625.03 | |
| Liberty Broadband Corp Com Ser A (LBRDA) | 1.0 | $63M | 774k | 80.64 | |
| Liberty Media Corp Del Com Lbty One S A (FWONA) | 0.8 | $50M | 866k | 57.98 | |
| Sendas Distribuidora S A Spon Ads (ASAI) | 0.0 | $1.9M | 140k | 13.82 | |
| Equitable Holdings (EQH) | 0.0 | $1.4M | 41k | 33.30 | |
| Stellantis SHS (STLA) | 0.0 | $1.2M | 52k | 23.32 | |
| Mohawk Industries (MHK) | 0.0 | $1.1M | 11k | 103.50 | |
| Group 1 Automotive (GPI) | 0.0 | $838k | 2.8k | 304.74 | |
| Builders FirstSource (BLDR) | 0.0 | $785k | 4.7k | 166.94 | |
| Lithia Motors (LAD) | 0.0 | $777k | 2.4k | 329.28 | |
| Ishares Tr Mrning Sm Cp Etf (ISCV) | 0.0 | $378k | 6.4k | 59.21 | |
| Netflix (NFLX) | 0.0 | $299k | 615.00 | 486.88 | |
| Micron Technology (MU) | 0.0 | $270k | 3.2k | 85.34 | |
| Microsoft Corporation (MSFT) | 0.0 | $260k | 692.00 | 376.04 | |
| Sinclair Cl A (SBGI) | 0.0 | $234k | 18k | 13.03 | |
| S&p Global (SPGI) | 0.0 | $234k | 531.00 | 440.52 | |
| Rimini Str Inc Del (RMNI) | 0.0 | $64k | 20k | 3.27 | |
| Atai Life Sciences Nv SHS (ATAI) | 0.0 | $59k | 42k | 1.41 |
