Ruane, Cunniff & Goldfarb L.P.
Institutional investor · Portfolio as of Q2 2022
Top Holdings31 positions
 UnitedHealth Group Incorporated | 1.3M | $689M | 9.0% | $248.76 | +90.48% | 11 qtrssince 2019-Q4 | Decreased 0 |
 Intercontinental Exchange Inc. | 6.5M | $613.5M | 8.0% | $91.15 | -2.50% | 8 qtrssince 2020-Q3 | Increased 97 |
 CarMax Inc | 6.7M | $606.9M | 7.9% | $87.93 | +2.90% | 12 qtrssince 2019-Q3 | Decreased 0 |
 Liberty Media Corporation | 9.4M | $598.4M | 7.8% | $37.29 | +48.84% | 12 qtrssince 2019-Q3 | Decreased 0 |
 The Charles Schwab Corporation | 8.9M | $559.3M | 7.3% | $37.59 | +58.38% | 12 qtrssince 2019-Q3 | Increased 67 |
 Taiwan Semiconductor Manufacturing Company Ltd. | 6.6M | $539.7M | 7.0% | $60.30 | +26.93% | 11 qtrssince 2019-Q4 | Decreased 0 |
 Elevance Health, Inc. | 1M | $489.3M | 6.4% | $339.73 | +33.12% | 6 qtrssince 2021-Q1 | Decreased 0 |
 Meta Platforms, Inc. | 2.8M | $446.6M | 5.8% | $205.37 | -22.23% | 12 qtrssince 2019-Q3 | Decreased 0 |
 Micron Technology, Inc. | 7.5M | $413.8M | 5.4% | $84.91 | -36.28% | 6 qtrssince 2021-Q1 | Decreased 0 |
 Credit Acceptance Corporation | 837,551 | $396.5M | 5.2% | $427.87 | +10.64% | 12 qtrssince 2019-Q3 | Decreased 0 |
 Alphabet Inc. | 181,812 | $396.2M | 5.2% | $62.04 | +73.97% | 12 qtrssince 2019-Q3 | Decreased 0 |
 Netflix, Inc. | 2.1M | $359.4M | 4.7% | $37.57 | -53.46% | 7 qtrssince 2020-Q4 | Increased 78 |
| 2.8M | $359.4M | 4.7% | — | — | 12 qtrssince 2019-Q3 | Decreased 0 | |
 Alphabet Inc. | 136,806 | $299.3M | 3.9% | $60.38 | +79.45% | 12 qtrssince 2019-Q3 | Decreased 0 |
 LIBERTY BROADBAND CORP SERIES C C | 2.6M | $298.2M | 3.9% | — | — | 12 qtrssince 2019-Q3 | Decreased 0 |
 Wayfair Inc. | 4.9M | $214.8M | 2.8% | — | — | 12 qtrssince 2019-Q3 | Increased 72 |
 Berkshire Hathaway Inc. | 509,622 | $139.1M | 1.8% | $217.17 | +25.72% | 12 qtrssince 2019-Q3 | Increased 49 |
 LIBERTY BROADBAND CORP | 856,008 | $97.2M | 1.3% | — | — | 12 qtrssince 2019-Q3 | Decreased 0 |
 Berkshire Hathaway Inc. | 217 | $88.7M | 1.2% | — | — | 12 qtrssince 2019-Q3 | Decreased 0 |
 Liberty Media Corporation | 1M | $60.6M | 0.8% | $43.53 | +27.50% | 12 qtrssince 2019-Q3 | Decreased 0 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2021-Q1 | $10,634,986,000 | 13.3943356922% |
| 2021-Q2 | $11,281,101,000 | 6.07537236062% |
| 2021-Q3 | $11,127,141,000 | -1.36476040769% |
| 2021-Q4 | $11,708,715,000 | 5.22662559951% |
| 2022-Q1 | $10,152,832,000 | -13.2882472586% |
| 2022-Q2 | $7,674,831,000 | -24.4069930439% |
Ruane, Cunniff & Goldfarb L.P. manages $7.7B across 31 positions as of Q2 2022. Top holdings: UNH (9.0%), ICE (8.0%), KMX (7.9%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4.5/5.0.
Exited EXPD, DIS and VCTR; increased 9, led by ICE (+3.1M shares); trimmed 17, led by ELV (−743,441 shares). Top move: ICE (INCREASED, conviction 97). Portfolio: $7.7B across 31 positions.
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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