Ruane, Cunniff & Goldfarb

Ruane, Cunniff & Goldfarb as of Sept. 30, 2024

Portfolio Holdings for Ruane, Cunniff & Goldfarb

Ruane, Cunniff & Goldfarb holds 37 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Intercontinental Exchange (ICE) 12.6 $805M 5.0M 160.64
UnitedHealth (UNH) 8.8 $565M 966k 584.68
Anthem (ELV) 8.2 $522M 1.0M 520.00
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 7.9 $505M 2.9M 173.67
Charles Schwab Corporation (SCHW) 7.6 $483M 7.5M 64.81
Liberty Media Corp Del Com Lbty One S C (FWONK) 7.4 $471M 6.1M 77.43
Alphabet Cap Stk Cl A (GOOGL) 6.9 $442M 2.7M 165.85
Capital One Financial (COF) 6.5 $415M 2.8M 149.73
Jacobs Engineering Group (J) 5.2 $331M 2.5M 130.90
Meta Platforms Cl A (META) 5.1 $325M 567k 572.44
Credit Acceptance (CACC) 4.7 $302M 682k 443.42
Alphabet Cap Stk Cl C (GOOG) 3.8 $244M 1.5M 167.19
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.1 $200M 434k 460.26
Liberty Broadband Corp Com Ser C (LBRDK) 3.0 $194M 2.5M 77.29
Charter Communications Inc N Cl A (CHTR) 2.3 $148M 455k 324.08
CarMax (KMX) 2.2 $141M 1.8M 77.38
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.4 $93M 134.00 691180.00
Amentum Holdings (AMTM) 1.3 $82M 2.5M 32.25
Liberty Media Corp Del Com Lbty One S A (FWONA) 0.9 $57M 791k 71.53
Liberty Broadband Corp Com Ser A (LBRDA) 0.9 $55M 710k 76.82
Expeditors International of Washington (EXPD) 0.1 $4.5M 34k 131.40
Equitable Holdings (EQH) 0.0 $1.7M 41k 42.03
Group 1 Automotive (GPI) 0.0 $1.3M 3.4k 383.04
Sendas Distribuidora S A Spon Ads (ASAIY) 0.0 $1.0M 151k 6.88
Builders FirstSource (BLDR) 0.0 $911k 4.7k 193.86
Lithia Motors (LAD) 0.0 $867k 2.7k 317.64
Stellantis SHS (STLA) 0.0 $726k 52k 14.05
Netflix (NFLX) 0.0 $430k 606.00 709.27
Ishares Tr Mrning Sm Cp Etf (ISCV) 0.0 $405k 6.4k 63.48
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $302k 1.1k 283.16
Microsoft Corporation (MSFT) 0.0 $279k 649.00 430.30
Sinclair Cl A (SBGI) 0.0 $275k 18k 15.30
S&p Global (SPGI) 0.0 $274k 531.00 516.62
American Express Company (AXP) 0.0 $253k 932.00 271.20
Micron Technology (MU) 0.0 $224k 2.2k 103.71
Rimini Str Inc Del (RMNI) 0.0 $71k 38k 1.85
Atai Life Sciences Nv SHS (ATAI) 0.0 $49k 42k 1.16