Ruane, Cunniff & Goldfarb as of March 31, 2024
Portfolio Holdings for Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb holds 34 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Intercontinental Exchange (ICE) | 11.4 | $736M | 5.4M | 137.43 | |
| Charles Schwab Corporation (SCHW) | 9.1 | $588M | 8.1M | 72.34 | |
| Anthem (ELV) | 8.7 | $557M | 1.1M | 518.54 | |
| UnitedHealth (UNH) | 7.9 | $509M | 1.0M | 494.70 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 7.8 | $506M | 3.7M | 136.05 | |
| Capital One Financial (COF) | 6.8 | $440M | 3.0M | 148.89 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.8 | $438M | 2.9M | 150.93 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 6.6 | $422M | 6.4M | 65.60 | |
| Jacobs Engineering Group (J) | 6.4 | $413M | 2.7M | 153.73 | |
| Credit Acceptance (CACC) | 6.1 | $396M | 718k | 551.55 | |
| CarMax (KMX) | 5.4 | $346M | 4.0M | 87.11 | |
| Meta Platforms Cl A (META) | 4.5 | $292M | 601k | 485.58 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.7 | $241M | 1.6M | 152.26 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.9 | $190M | 451k | 420.52 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 2.6 | $169M | 3.0M | 57.23 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.5 | $95M | 149.00 | 634440.00 | |
| Liberty Media Corp Del Com Lbty One S A (FWONA) | 0.8 | $50M | 857k | 58.74 | |
| Liberty Broadband Corp Com Ser A (LBRDA) | 0.7 | $44M | 766k | 57.12 | |
| Sendas Distribuidora S A Spon Ads (ASAI) | 0.0 | $2.0M | 138k | 14.78 | |
| Equitable Holdings (EQH) | 0.0 | $1.6M | 41k | 38.01 | |
| Mohawk Industries (MHK) | 0.0 | $1.4M | 11k | 130.89 | |
| Stellantis SHS (STLA) | 0.0 | $1.4M | 48k | 28.30 | |
| Builders FirstSource (BLDR) | 0.0 | $980k | 4.7k | 208.55 | |
| Group 1 Automotive (GPI) | 0.0 | $814k | 2.8k | 292.23 | |
| Lithia Motors (LAD) | 0.0 | $701k | 2.3k | 300.86 | |
| Ishares Tr Mrning Sm Cp Etf (ISCV) | 0.0 | $391k | 6.4k | 61.20 | |
| Netflix (NFLX) | 0.0 | $374k | 615.00 | 607.33 | |
| Micron Technology (MU) | 0.0 | $373k | 3.2k | 117.89 | |
| Microsoft Corporation (MSFT) | 0.0 | $273k | 649.00 | 420.72 | |
| Sinclair Cl A (SBGI) | 0.0 | $242k | 18k | 13.47 | |
| S&p Global (SPGI) | 0.0 | $226k | 531.00 | 425.45 | |
| American Express Company (AXP) | 0.0 | $212k | 932.00 | 227.69 | |
| Atai Life Sciences Nv SHS (ATAI) | 0.0 | $83k | 42k | 1.97 | |
| Rimini Str Inc Del (RMNI) | 0.0 | $60k | 18k | 3.26 |
