Ruane, Cunniff & Goldfarb L.P.
Institutional investor · Portfolio as of Q4 2019
Top Holdings39 positions
 Alphabet Inc. | 726,125 | $970.8M | 12.0% | $60.38 | +9.68% | 2 qtrssince 2019-Q3 | Decreased 0 |
 CarMax Inc | 8M | $697M | 8.6% | $88.00 | -0.38% | 2 qtrssince 2019-Q3 | Decreased 0 |
 Berkshire Hathaway Inc. | 1,912 | $649.3M | 8.0% | — | — | 2 qtrssince 2019-Q3 | Decreased 0 |
 Credit Acceptance Corporation | 1.2M | $509.4M | 6.3% | $460.12 | -3.87% | 2 qtrssince 2019-Q3 | Increased 66 |
| 5.6M | $504.9M | 6.2% | — | — | 2 qtrssince 2019-Q3 | Decreased 0 | |
 Meta Platforms, Inc. | 2.3M | $466.7M | 5.8% | $176.39 | +15.26% | 2 qtrssince 2019-Q3 | Decreased 0 |
 Liberty Media Corporation | 10.2M | $466.6M | 5.8% | $37.90 | +10.58% | 2 qtrssince 2019-Q3 | Decreased 0 |
 Mastercard Incorporated | 1.4M | $409.4M | 5.1% | $260.58 | +10.08% | 2 qtrssince 2019-Q3 | Decreased 0 |
 The Charles Schwab Corporation | 8.5M | $406.5M | 5.0% | $37.95 | +14.15% | 2 qtrssince 2019-Q3 | Decreased 0 |
 Alphabet Inc. | 276,043 | $369.7M | 4.6% | $60.48 | +9.68% | 2 qtrssince 2019-Q3 | Decreased 0 |
 LIBERTY BROADBAND CORP SERIES C C | 2.9M | $367.7M | 4.5% | — | — | 2 qtrssince 2019-Q3 | Decreased 0 |
 Wayfair Inc. | 4M | $361.1M | 4.5% | — | — | 2 qtrssince 2019-Q3 | Increased 76 |
 Arista Networks, Inc. | 1.7M | $354.1M | 4.4% | $12.72 | -0.04% | 2 qtrssince 2019-Q3 | Increased 93 |
 Booking Holdings Inc. | 166,995 | $343M | 4.2% | $76.69 | +4.64% | 2 qtrssince 2019-Q3 | Decreased 0 |
 Berkshire Hathaway Inc. | 1.4M | $325.2M | 4.0% | $209.00 | +8.37% | 2 qtrssince 2019-Q3 | Increased 61 |
 Amazon.com, Inc. | 156,429 | $289.1M | 3.6% | $86.80 | +6.45% | 2 qtrssince 2019-Q3 | Decreased 0 |
 Taiwan Semiconductor Manufacturing Company Ltd. | 3M | $173.3M | 2.1% | $51.64 | 0.00% | 1 qtr | New 80 |
 Visa Inc. | 834,874 | $156.9M | 1.9% | $163.31 | +9.42% | 2 qtrssince 2019-Q3 | Decreased 0 |
 LIBERTY BROADBAND CORP | 1M | $125.7M | 1.6% | — | — | 2 qtrssince 2019-Q3 | Decreased 0 |
 UnitedHealth Group Incorporated | 359,157 | $105.6M | 1.3% | $261.42 | 0.00% | 1 qtr | New 69 |
Ruane, Cunniff & Goldfarb L.P. manages $8.1B across 39 positions as of Q4 2019. Top holdings: GOOG (12.0%), KMX (8.6%), BRK/A (8.0%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4.5/5.0.
Added TSM and UNH; exited COST, IDXX and AAPL; increased 7, led by CACC (+72,055 shares); trimmed 25, led by MHK (−1.4M shares). Top move: ANET (INCREASED, conviction 93). Portfolio: $8.1B across 39 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