Ruane, Cunniff & Goldfarb L.P.
Institutional investor · Portfolio as of Q4 2021
Top Holdings34 positions
 UnitedHealth Group Incorporated | 1.9M | $939.4M | 8.0% | $248.76 | +85.01% | 9 qtrssince 2019-Q4 | Decreased 0 |
 CarMax Inc | 7M | $907.6M | 7.8% | $87.93 | +48.11% | 10 qtrssince 2019-Q3 | Decreased 0 |
 Meta Platforms, Inc. | 2.6M | $889.7M | 7.6% | $204.30 | +63.07% | 10 qtrssince 2019-Q3 | Decreased 0 |
 Taiwan Semiconductor Manufacturing Company Ltd. | 7M | $839.8M | 7.2% | $60.30 | +84.93% | 9 qtrssince 2019-Q4 | Decreased 0 |
 Elevance Health, Inc. | 1.8M | $820.5M | 7.0% | $339.73 | +27.18% | 4 qtrssince 2021-Q1 | Decreased 0 |
 Micron Technology, Inc. | 7.8M | $724.5M | 6.2% | $84.91 | +7.22% | 4 qtrssince 2021-Q1 | Decreased 0 |
 The Charles Schwab Corporation | 8.5M | $713.4M | 6.1% | $35.96 | +119.26% | 10 qtrssince 2019-Q3 | Decreased 0 |
 Liberty Media Corporation | 10M | $631.7M | 5.4% | $37.29 | +52.35% | 10 qtrssince 2019-Q3 | Decreased 0 |
 Credit Acceptance Corporation | 893,551 | $614.5M | 5.2% | $427.87 | +60.72% | 10 qtrssince 2019-Q3 | Decreased 0 |
 Alphabet Inc. | 210,039 | $608.5M | 5.2% | $62.04 | +131.27% | 10 qtrssince 2019-Q3 | Increased 63 |
 Wayfair Inc. | 3.2M | $599.2M | 5.1% | — | — | 10 qtrssince 2019-Q3 | Increased 79 |
 Alphabet Inc. | 187,748 | $543.3M | 4.6% | $60.38 | +137.37% | 10 qtrssince 2019-Q3 | Decreased 0 |
 Intercontinental Exchange Inc. | 3.5M | $479.1M | 4.1% | $93.15 | +37.81% | 6 qtrssince 2020-Q3 | Decreased 0 |
 Netflix, Inc. | 775,105 | $467M | 4.0% | $53.91 | +11.75% | 5 qtrssince 2020-Q4 | Decreased 0 |
 LIBERTY BROADBAND CORP SERIES C C | 2.7M | $437.1M | 3.7% | — | — | 10 qtrssince 2019-Q3 | Decreased 0 |
 The Walt Disney Company | 2.8M | $434.7M | 3.7% | $111.04 | +35.25% | 7 qtrssince 2020-Q2 | Decreased 0 |
| 2.9M | $409M | 3.5% | — | — | 10 qtrssince 2019-Q3 | Decreased 0 | |
 Berkshire Hathaway Inc. | 597 | $269M | 2.3% | — | — | 10 qtrssince 2019-Q3 | Decreased 0 |
 Berkshire Hathaway Inc. | 512,010 | $153.1M | 1.3% | $216.47 | +38.13% | 10 qtrssince 2019-Q3 | Increased 53 |
 LIBERTY BROADBAND CORP | 863,587 | $139M | 1.2% | — | — | 10 qtrssince 2019-Q3 | Decreased 0 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 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% |
| 2021-Q4 | $11,708,715,000 | 5.22662559951% |
Ruane, Cunniff & Goldfarb L.P. manages $11.7B across 34 positions as of Q4 2021. Top holdings: UNH (8.0%), KMX (7.8%), META (7.6%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4.5/5.0.
Added ASAIY; increased 6, led by BRK/B (+42,452 shares); trimmed 19, led by CACC (−426,540 shares). Top move: W (INCREASED, conviction 79). Portfolio: $11.7B across 34 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