Ruane, Cunniff & Goldfarb L.P.
Institutional investor · Portfolio as of Q2 2020
Top Holdings37 positions
 Alphabet Inc. | 514,126 | $726.8M | 9.7% | $60.38 | +15.96% | 4 qtrssince 2019-Q3 | Decreased 0 |
 CarMax Inc | 6.7M | $602.6M | 8.1% | $83.48 | +7.28% | 4 qtrssince 2019-Q3 | Decreased 0 |
 Wayfair Inc. | 3M | $586.7M | 7.9% | — | — | 4 qtrssince 2019-Q3 | Decreased 0 |
 Meta Platforms, Inc. | 2.3M | $520.5M | 7.0% | $177.93 | +26.41% | 4 qtrssince 2019-Q3 | Increased 64 |
 Credit Acceptance Corporation | 1.2M | $505.4M | 6.8% | $456.27 | -8.17% | 4 qtrssince 2019-Q3 | Increased 64 |
 UnitedHealth Group Incorporated | 1.4M | $422.9M | 5.7% | $232.93 | +13.57% | 3 qtrssince 2019-Q4 | Increased 62 |
 Arista Networks, Inc. | 2M | $415.4M | 5.6% | $12.71 | +3.28% | 4 qtrssince 2019-Q3 | Decreased 0 |
 Taiwan Semiconductor Manufacturing Company Ltd. | 6.8M | $387.6M | 5.2% | $51.37 | -0.12% | 3 qtrssince 2019-Q4 | Increased 99 |
| 4.2M | $356M | 4.8% | — | — | 4 qtrssince 2019-Q3 | Decreased 0 | |
 Alphabet Inc. | 248,183 | $351.9M | 4.7% | $60.48 | +16.13% | 4 qtrssince 2019-Q3 | Decreased 0 |
 The Charles Schwab Corporation | 9.8M | $331.8M | 4.4% | $35.96 | -13.75% | 4 qtrssince 2019-Q3 | Decreased 0 |
 Liberty Media Corporation | 10.2M | $324.4M | 4.3% | $37.47 | -25.44% | 4 qtrssince 2019-Q3 | Increased 61 |
 Amazon.com, Inc. | 115,343 | $318.2M | 4.3% | $86.80 | +58.93% | 4 qtrssince 2019-Q3 | Decreased 0 |
 The Walt Disney Company | 2.8M | $313.8M | 4.2% | $108.12 | 0.00% | 1 qtr | New 87 |
 Mastercard Incorporated | 997,928 | $295.1M | 4.0% | $260.58 | +9.33% | 4 qtrssince 2019-Q3 | Decreased 0 |
 LIBERTY BROADBAND CORP SERIES C C | 2.2M | $276.7M | 3.7% | — | — | 4 qtrssince 2019-Q3 | Decreased 0 |
 Berkshire Hathaway Inc. | 1,028 | $274.8M | 3.7% | — | — | 4 qtrssince 2019-Q3 | Decreased 0 |
 Berkshire Hathaway Inc. | 1.1M | $197.4M | 2.6% | $209.00 | -14.59% | 4 qtrssince 2019-Q3 | Decreased 0 |
 LIBERTY BROADBAND CORP | 979,772 | $119.7M | 1.6% | — | — | 4 qtrssince 2019-Q3 | Decreased 0 |
 Visa Inc. | 558,702 | $107.9M | 1.4% | $163.31 | +12.84% | 4 qtrssince 2019-Q3 | Decreased 0 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2019-Q4 | $8,086,815,000 | 6.118688733% |
| 2020-Q1 | $6,241,129,000 | -22.8233983342% |
| 2020-Q2 | $7,461,781,000 | 19.5581921156% |
Ruane, Cunniff & Goldfarb L.P. manages $7.5B across 37 positions as of Q2 2020. Top holdings: GOOG (9.7%), KMX (8.1%), W (7.9%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4.5/5.0.
Added DIS; exited BKNG and PGR; increased 7, led by TSM (+3.8M shares); trimmed 23, led by KMX (−2.4M shares). Top move: TSM (INCREASED, conviction 99). Portfolio: $7.5B across 37 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR