Ruane, Cunniff & Goldfarb L.P.
Institutional investor · Portfolio as of Q3 2021
Top Holdings33 positions
 Meta Platforms, Inc. | 2.7M | $923.5M | 8.3% | $204.30 | +64.54% | 9 qtrssince 2019-Q3 | Increased 69 |
 CarMax Inc | 7.2M | $915.4M | 8.2% | $87.93 | +45.52% | 9 qtrssince 2019-Q3 | Increased 67 |
 Taiwan Semiconductor Manufacturing Company Ltd. | 7.1M | $789.5M | 7.1% | $60.30 | +70.91% | 8 qtrssince 2019-Q4 | Increased 75 |
 Credit Acceptance Corporation | 1.3M | $772.6M | 6.9% | $427.87 | +36.79% | 9 qtrssince 2019-Q3 | Decreased 0 |
 UnitedHealth Group Incorporated | 1.9M | $743M | 6.7% | $248.76 | +43.50% | 8 qtrssince 2019-Q4 | Decreased 0 |
 Elevance Health, Inc. | 1.8M | $679M | 6.1% | $339.73 | +2.00% | 3 qtrssince 2021-Q1 | Decreased 0 |
 The Charles Schwab Corporation | 8.7M | $631.3M | 5.7% | $35.96 | +89.48% | 9 qtrssince 2019-Q3 | Decreased 0 |
 Wayfair Inc. | 2.4M | $608.2M | 5.5% | — | — | 9 qtrssince 2019-Q3 | Increased 95 |
 Micron Technology, Inc. | 8M | $570.8M | 5.1% | $84.91 | -18.38% | 3 qtrssince 2021-Q1 | Decreased 0 |
 Alphabet Inc. | 206,086 | $551M | 5.0% | $60.48 | +118.94% | 9 qtrssince 2019-Q3 | Decreased 0 |
 Alphabet Inc. | 195,782 | $521.8M | 4.7% | $60.38 | +118.65% | 9 qtrssince 2019-Q3 | Decreased 0 |
 Liberty Media Corporation | 10.1M | $521.8M | 4.7% | $37.29 | +20.80% | 9 qtrssince 2019-Q3 | Decreased 0 |
 Netflix, Inc. | 792,685 | $483.8M | 4.3% | $53.91 | +13.22% | 4 qtrssince 2020-Q4 | Decreased 0 |
 The Walt Disney Company | 2.8M | $479.4M | 4.3% | $111.04 | +47.72% | 6 qtrssince 2020-Q2 | Increased 62 |
 LIBERTY BROADBAND CORP SERIES C C | 2.7M | $474.4M | 4.3% | — | — | 9 qtrssince 2019-Q3 | Decreased 0 |
 Intercontinental Exchange Inc. | 3.5M | $404.5M | 3.6% | $93.15 | +15.41% | 5 qtrssince 2020-Q3 | Increased 60 |
| 3M | $398.3M | 3.6% | — | — | 9 qtrssince 2019-Q3 | Decreased 0 | |
 Berkshire Hathaway Inc. | 738 | $303.6M | 2.7% | — | — | 9 qtrssince 2019-Q3 | Decreased 0 |
 LIBERTY BROADBAND CORP | 926,147 | $155.9M | 1.4% | — | — | 9 qtrssince 2019-Q3 | Decreased 0 |
 Berkshire Hathaway Inc. | 469,558 | $128.2M | 1.2% | $209.00 | +30.59% | 9 qtrssince 2019-Q3 | Decreased 0 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2020-Q2 | $7,461,781,000 | 19.5581921156% |
| 2020-Q3 | $8,400,696,000 | 12.5829878952% |
| 2020-Q4 | $9,378,763,000 | 11.6426900819% |
| 2021-Q1 | $10,634,986,000 | 13.3943356922% |
| 2021-Q2 | $11,281,101,000 | 6.07537236062% |
| 2021-Q3 | $11,127,141,000 | -1.36476040769% |
Ruane, Cunniff & Goldfarb L.P. manages $11.1B across 33 positions as of Q3 2021. Top holdings: META (8.3%), KMX (8.2%), TSM (7.1%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4.5/5.0.
Added OPEN and RMNI; exited FIS, ANET, IMXI and 1 more; increased 11, led by TSM (+1.2M shares); trimmed 15, led by CACC (−283,344 shares). Top move: W (INCREASED, conviction 95). Portfolio: $11.1B across 33 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