Ruane, Cunniff & Goldfarb L.P.
Institutional investor · Portfolio as of Q3 2019
Top Holdings40 positions
 Alphabet Inc. | 752,617 | $917.4M | 12.0% | $60.38 | 0.00% | 1 qtr | First report 0 |
 CarMax Inc | 9.8M | $864.5M | 11.3% | $88.00 | 0.00% | 1 qtr | First report 0 |
 Berkshire Hathaway Inc. | 2,219 | $692M | 9.1% | — | — | 1 qtr | First report 0 |
| 5.8M | $532.7M | 7.0% | — | — | 1 qtr | First report 0 | |
 Liberty Media Corporation | 12.1M | $503M | 6.6% | $37.90 | 0.00% | 1 qtr | First report 0 |
 Credit Acceptance Corporation | 1.1M | $498M | 6.5% | $461.31 | 0.00% | 1 qtr | First report 0 |
 Meta Platforms, Inc. | 2.3M | $412.3M | 5.4% | $176.39 | 0.00% | 1 qtr | First report 0 |
 Mastercard Incorporated | 1.4M | $385.5M | 5.1% | $260.58 | 0.00% | 1 qtr | First report 0 |
 Amazon.com, Inc. | 215,250 | $373.7M | 4.9% | $86.80 | 0.00% | 1 qtr | First report 0 |
 The Charles Schwab Corporation | 8.7M | $364M | 4.8% | $37.95 | 0.00% | 1 qtr | First report 0 |
 Booking Holdings Inc. | 175,009 | $343.5M | 4.5% | $76.69 | 0.00% | 1 qtr | First report 0 |
 Alphabet Inc. | 278,288 | $339.8M | 4.5% | $60.48 | 0.00% | 1 qtr | First report 0 |
 LIBERTY BROADBAND CORP SERIES C C | 3.1M | $325.3M | 4.3% | — | — | 1 qtr | First report 0 |
 Wayfair Inc. | 2.9M | $323M | 4.2% | — | — | 1 qtr | First report 0 |
 Berkshire Hathaway Inc. | 1.4M | $282.8M | 3.7% | $208.02 | 0.00% | 1 qtr | First report 0 |
 Mohawk Industries, Inc. | 1.4M | $174.4M | 2.3% | $124.07 | 0.00% | 1 qtr | First report 0 |
 Visa Inc. | 855,103 | $147.1M | 1.9% | $163.31 | 0.00% | 1 qtr | First report 0 |
 LIBERTY BROADBAND CORP | 1M | $107M | 1.4% | — | — | 1 qtr | First report 0 |
 Liberty Media Corporation | 372,465 | $14.7M | 0.2% | $37.90 | 0.00% | 1 qtr | First report 0 |
 Expeditors International of Washington, Inc. | 102,132 | $7.6M | 0.1% | $68.46 | 0.00% | 1 qtr | First report 0 |
First report: nothing earlier to compare
Ruane, Cunniff & Goldfarb L.P. manages $7.6B across 40 positions as of Q3 2019. Top holdings: GOOG (12.0%), KMX (11.3%), BRK/A (9.1%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4.5/5.0.
First quarter we have for this fund: 40 positions, nothing earlier to compare. No standout high-conviction moves this quarter. Portfolio: $7.6B across 40 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Losers
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