Ruane, Cunniff & Goldfarb L.P.
Institutional investor · Portfolio as of Q3 2022
Top Holdings31 positions
 UnitedHealth Group Incorporated | 1.3M | $666.7M | 9.9% | $248.76 | +87.89% | 12 qtrssince 2019-Q4 | Decreased 0 |
 The Charles Schwab Corporation | 8.7M | $626.7M | 9.3% | $37.59 | +80.74% | 13 qtrssince 2019-Q3 | Decreased 0 |
 Intercontinental Exchange Inc. | 6.4M | $580.3M | 8.6% | $91.15 | -5.97% | 9 qtrssince 2020-Q3 | Decreased 0 |
 Liberty Media Corporation | 9.3M | $543.6M | 8.1% | $37.29 | +34.84% | 13 qtrssince 2019-Q3 | Decreased 0 |
 Elevance Health, Inc. | 987,857 | $448.7M | 6.7% | $339.73 | +25.63% | 7 qtrssince 2021-Q1 | Decreased 0 |
 CarMax Inc | 6.5M | $427.1M | 6.3% | $87.93 | -24.92% | 13 qtrssince 2019-Q3 | Decreased 0 |
 Meta Platforms, Inc. | 3.1M | $415.2M | 6.2% | $198.63 | -32.34% | 13 qtrssince 2019-Q3 | Increased 68 |
 Credit Acceptance Corporation | 822,873 | $360.4M | 5.4% | $427.87 | +2.37% | 13 qtrssince 2019-Q3 | Decreased 0 |
 Alphabet Inc. | 3.7M | $350.9M | 5.2% | $62.33 | +52.00% | 13 qtrssince 2019-Q3 | Increased 62 |
 Taiwan Semiconductor Manufacturing Company Ltd. | 4.7M | $318.9M | 4.7% | $60.30 | +7.05% | 12 qtrssince 2019-Q4 | Decreased 0 |
 Jacobs Solutions Inc. | 2.8M | $301.6M | 4.5% | $86.71 | 0.00% | 1 qtr | New 87 |
 Netflix, Inc. | 1.2M | $289.1M | 4.3% | $37.57 | -37.34% | 8 qtrssince 2020-Q4 | Decreased 0 |
 Capital One Financial Corporation | 2.8M | $260.6M | 3.9% | $85.98 | 0.00% | 1 qtr | New 86 |
 Micron Technology, Inc. | 4.9M | $246.5M | 3.7% | $84.91 | -42.14% | 7 qtrssince 2021-Q1 | Decreased 0 |
 Alphabet Inc. | 2.3M | $219.5M | 3.3% | $60.38 | +57.75% | 13 qtrssince 2019-Q3 | Decreased 0 |
 LIBERTY BROADBAND CORP SERIES C C | 2.4M | $178.6M | 2.7% | — | — | 13 qtrssince 2019-Q3 | Decreased 0 |
 Wayfair Inc. | 4.7M | $152.5M | 2.3% | — | — | 13 qtrssince 2019-Q3 | Decreased 0 |
 Berkshire Hathaway Inc. | 522,115 | $139.4M | 2.1% | $218.37 | +22.28% | 13 qtrssince 2019-Q3 | Increased 54 |
 Berkshire Hathaway Inc. | 199 | $80.9M | 1.2% | — | — | 13 qtrssince 2019-Q3 | Decreased 0 |
 LIBERTY BROADBAND CORP | 849,073 | $63.3M | 0.9% | — | — | 13 qtrssince 2019-Q3 | Decreased 0 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 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% |
| 2022-Q3 | $6,732,167,000 | -12.2825375569% |
Ruane, Cunniff & Goldfarb L.P. manages $6.7B across 31 positions as of Q3 2022. Top holdings: UNH (9.9%), SCHW (9.3%), ICE (8.6%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4.5/5.0.
Added J and COF; exited JEG and BABA; increased 8, led by META (+290,446 shares); trimmed 18, led by MU (−2.6M shares). Top move: J (NEW, conviction 87). Portfolio: $6.7B 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