Ruane, Cunniff & Goldfarb L.P.
Institutional investor · Portfolio as of Q3 2020
Top Holdings35 positions
 Wayfair Inc. | 2.3M | $679.6M | 8.1% | — | — | 5 qtrssince 2019-Q3 | Decreased 0 |
 Alphabet Inc. | 458,102 | $673.2M | 8.0% | $60.38 | +20.56% | 5 qtrssince 2019-Q3 | Decreased 0 |
 CarMax Inc | 6.6M | $604.6M | 7.2% | $83.48 | +10.10% | 5 qtrssince 2019-Q3 | Decreased 0 |
 Meta Platforms, Inc. | 2.3M | $590.8M | 7.0% | $177.93 | +45.80% | 5 qtrssince 2019-Q3 | Decreased 0 |
 UnitedHealth Group Incorporated | 1.8M | $575.5M | 6.9% | $243.61 | +15.26% | 4 qtrssince 2019-Q4 | Increased 78 |
 Taiwan Semiconductor Manufacturing Company Ltd. | 6.7M | $547.1M | 6.5% | $51.37 | +43.37% | 4 qtrssince 2019-Q4 | Decreased 0 |
 Credit Acceptance Corporation | 1.3M | $437.3M | 5.2% | $448.53 | -24.50% | 5 qtrssince 2019-Q3 | Increased 66 |
 Arista Networks, Inc. | 1.9M | $403.3M | 4.8% | $12.71 | +1.76% | 5 qtrssince 2019-Q3 | Decreased 0 |
 Liberty Media Corporation | 10.6M | $383.7M | 4.6% | $37.29 | -13.96% | 5 qtrssince 2019-Q3 | Increased 60 |
| 4.1M | $382.6M | 4.6% | — | — | 5 qtrssince 2019-Q3 | Decreased 0 | |
 Intercontinental Exchange Inc. | 3.5M | $348.6M | 4.1% | $92.62 | 0.00% | 1 qtr | New 87 |
 The Charles Schwab Corporation | 9.6M | $348M | 4.1% | $35.96 | -6.89% | 5 qtrssince 2019-Q3 | Decreased 0 |
 The Walt Disney Company | 2.8M | $346.5M | 4.1% | $108.12 | +11.27% | 2 qtrssince 2020-Q2 | Decreased 0 |
 Mastercard Incorporated | 995,537 | $336.7M | 4.0% | $260.58 | +25.20% | 5 qtrssince 2019-Q3 | Decreased 0 |
 Berkshire Hathaway Inc. | 1,003 | $321M | 3.8% | — | — | 5 qtrssince 2019-Q3 | Decreased 0 |
 Alphabet Inc. | 215,800 | $316.3M | 3.8% | $60.48 | +20.02% | 5 qtrssince 2019-Q3 | Decreased 0 |
 LIBERTY BROADBAND CORP SERIES C C | 2.2M | $312.6M | 3.7% | — | — | 5 qtrssince 2019-Q3 | Decreased 0 |
 Fidelity National Information Services, Inc. | 2M | $287.1M | 3.4% | $127.37 | 0.00% | 1 qtr | New 86 |
 Berkshire Hathaway Inc. | 1.1M | $233.6M | 2.8% | $209.00 | +1.88% | 5 qtrssince 2019-Q3 | Decreased 0 |
 LIBERTY BROADBAND CORP | 969,746 | $137.5M | 1.6% | — | — | 5 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% |
| 2020-Q3 | $8,400,696,000 | 12.5829878952% |
Ruane, Cunniff & Goldfarb L.P. manages $8.4B across 35 positions as of Q3 2020. Top holdings: W (8.1%), GOOG (8.0%), KMX (7.2%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4.5/5.0.
Added ICE and FIS; exited JD, EIX, BABA and 1 more; increased 5, led by UNH (+412,062 shares); trimmed 25, led by AMZN (−114,651 shares). Top move: ICE (NEW, conviction 87). Portfolio: $8.4B across 35 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