$10.9 Billion is the total value of Ruane, Cunniff & Goldfarb L.P.'s 59 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | New | BERKSHIRE HATHAWAY INC DELcl a | $994,878,000 | – | 3,372 | +100.0% | 9.12% | – |
| AMZN | New | AMAZON COM INC | $968,225,000 | – | 676,409 | +100.0% | 8.88% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $901,130,000 | – | 896,486 | +100.0% | 8.26% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $892,556,000 | – | 888,505 | +100.0% | 8.18% | – |
| KMX | New | CARMAX INC | $724,804,000 | – | 11,952,575 | +100.0% | 6.64% | – |
| MA | New | MASTERCARD INCORPORATEDcl a | $495,621,000 | – | 2,909,428 | +100.0% | 4.54% | – |
| FCAU | New | FIAT CHRYSLER AUTOMOBILES N | $489,706,000 | – | 24,558,965 | +100.0% | 4.49% | – |
| TJX | New | TJX COS INC NEW | $475,791,000 | – | 5,896,532 | +100.0% | 4.36% | – |
| FWONK | New | LIBERTY MEDIA CORP DELAWARE | $460,405,000 | – | 14,914,326 | +100.0% | 4.22% | – |
| SCHW | New | SCHWAB CHARLES CORP NEW | $423,197,000 | – | 8,314,292 | +100.0% | 3.88% | – |
| BKNG | New | BOOKING HLDGS INC | $359,228,000 | – | 174,833 | +100.0% | 3.29% | – |
| CACC | New | CREDIT ACCEP CORP MICH | $352,375,000 | – | 1,085,532 | +100.0% | 3.23% | – |
| FB | New | FACEBOOK INCcl a | $333,957,000 | – | 2,182,298 | +100.0% | 3.06% | – |
| MHK | New | MOHAWK INDS INC | $316,843,000 | – | 1,384,260 | +100.0% | 2.90% | – |
| J | New | JACOBS ENGR GROUP INC DEL | $308,941,000 | – | 5,432,406 | +100.0% | 2.83% | – |
| JD | New | JD COM INCspon adr cl a | $266,643,000 | – | 6,664,408 | +100.0% | 2.44% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $256,977,000 | – | 1,306,639 | +100.0% | 2.36% | – |
| V | New | VISA INC | $240,401,000 | – | 2,054,885 | +100.0% | 2.20% | – |
| LBRDK | New | LIBERTY BROADBAND CORP | $230,566,000 | – | 2,747,777 | +100.0% | 2.11% | – |
| WFC | New | WELLS FARGO CO NEW | $218,479,000 | – | 4,243,959 | +100.0% | 2.00% | – |
| AABA | New | ALTABA INC | $217,920,000 | – | 3,000,000 | +100.0% | 2.00% | – |
| COF | New | CAPITAL ONE FINL CORP | $150,926,000 | – | 1,601,000 | +100.0% | 1.38% | – |
| OMC | New | OMNICOM GROUP INC | $143,306,000 | – | 1,972,830 | +100.0% | 1.31% | – |
| LBRDA | New | LIBERTY BROADBAND CORP | $94,410,000 | – | 1,138,018 | +100.0% | 0.86% | – |
| PRI | New | PRIMERICA INC | $90,331,000 | – | 932,205 | +100.0% | 0.83% | – |
| BLDR | New | BUILDERS FIRSTSOURCE INC | $78,585,000 | – | 4,007,377 | +100.0% | 0.72% | – |
| BMCH | New | BMC STK HLDGS INC | $78,000,000 | – | 4,000,000 | +100.0% | 0.72% | – |
| WUBA | New | 58 COM INCspon adr rep a | $74,777,000 | – | 963,627 | +100.0% | 0.69% | – |
| W | New | WAYFAIR INCcl a | $54,113,000 | – | 830,718 | +100.0% | 0.50% | – |
| SBGI | New | SINCLAIR BROADCAST GROUP INCcl a | $42,725,000 | – | 1,365,000 | +100.0% | 0.39% | – |
| JPMWS | New | JPMORGAN CHASE & CO*w exp 10/28/201 | $40,578,000 | – | 600,000 | +100.0% | 0.37% | – |
| SPSC | New | SPS COMM INC | $18,322,000 | – | 295,000 | +100.0% | 0.17% | – |
| MTH | New | MERITAGE HOMES CORP | $16,434,000 | – | 368,900 | +100.0% | 0.15% | – |
| IRS | New | IRSA INVERSIONES Y REP S Aglobl dep rcpt | $13,928,000 | – | 601,400 | +100.0% | 0.13% | – |
| CRESY | New | CRESUD S A C I F Y Asponsored adr | $12,517,000 | – | 616,883 | +100.0% | 0.12% | – |
| FWONA | New | LIBERTY MEDIA CORP DELAWARE | $10,442,000 | – | 357,227 | +100.0% | 0.10% | – |
| NETS | New | NETSHOES CAYMAN LTD | $10,417,000 | – | 1,677,447 | +100.0% | 0.10% | – |
| SECO | New | SECOO HLDG LTDadr | $10,320,000 | – | 1,000,000 | +100.0% | 0.10% | – |
| EXPD | New | EXPEDITORS INTL WASH INC | $6,733,000 | – | 109,267 | +100.0% | 0.06% | – |
| IRCP | New | IRSA PROPIEDADES COMERCIALESsponsored adr | $4,450,000 | – | 100,000 | +100.0% | 0.04% | – |
| COST | New | COSTCO WHSL CORP NEW | $3,820,000 | – | 20,805 | +100.0% | 0.04% | – |
| ORLY | New | O REILLY AUTOMOTIVE INC NEW | $3,399,000 | – | 14,002 | +100.0% | 0.03% | – |
| WAT | New | WATERS CORP | $2,076,000 | – | 10,455 | +100.0% | 0.02% | – |
| WST | New | WEST PHARMACEUTICAL SVSC INC | $2,122,000 | – | 24,534 | +100.0% | 0.02% | – |
| XRAY | New | DENTSPLY SIRONA INC | $1,941,000 | – | 38,852 | +100.0% | 0.02% | – |
| EIX | New | EDISON INTL | $1,903,000 | – | 30,165 | +100.0% | 0.02% | – |
| UNP | New | UNION PAC CORP | $1,794,000 | – | 13,720 | +100.0% | 0.02% | – |
| GS | New | GOLDMAN SACHS GROUP INC | $1,760,000 | – | 7,056 | +100.0% | 0.02% | – |
| KO | New | COCA COLA CO | $1,630,000 | – | 37,630 | +100.0% | 0.02% | – |
| PG | New | PROCTER AND GAMBLE CO | $1,400,000 | – | 17,760 | +100.0% | 0.01% | – |
| EME | New | EMCOR GROUP INC | $1,168,000 | – | 15,378 | +100.0% | 0.01% | – |
| AXP | New | AMERICAN EXPRESS CO | $1,245,000 | – | 13,500 | +100.0% | 0.01% | – |
| PGR | New | PROGRESSIVE CORP OHIO | $1,061,000 | – | 17,557 | +100.0% | 0.01% | – |
| AEP | New | AMERICAN ELEC PWR INC | $988,000 | – | 14,390 | +100.0% | 0.01% | – |
| HDB | New | HDFC BANK LTD | $820,000 | – | 8,464 | +100.0% | 0.01% | – |
| TRMB | New | TRIMBLE INC | $424,000 | – | 12,186 | +100.0% | 0.00% | – |
| FAST | New | FASTENAL CO | $202,000 | – | 3,795 | +100.0% | 0.00% | – |
| IDXX | New | IDEXX LABS INC | $254,000 | – | 1,343 | +100.0% | 0.00% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $215,000 | – | 1,203 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-05-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| CARMAX INC | 23 | Q3 2023 | 11.3% |
| Alphabet Inc. Cl C | 23 | Q3 2023 | 12.0% |
| Alphabet Inc Cl A | 23 | Q3 2023 | 9.9% |
| THE CHARLES SCHWAB CORPORATI | 23 | Q3 2023 | 11.0% |
| META PLATFORMS INC | 23 | Q3 2023 | 8.3% |
| CREDIT ACCEP CORP MICH | 23 | Q3 2023 | 6.9% |
| BERKSHIRE HATHAWAY INC DEL | 23 | Q3 2023 | 9.1% |
| LIBERTY BROADBAND CORP | 23 | Q3 2023 | 4.8% |
| BERKSHIRE HATHAWAY INC DEL | 23 | Q3 2023 | 4.0% |
| AMAZON COM INC | 23 | Q3 2023 | 8.9% |
View Ruane, Cunniff & Goldfarb L.P.'s complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Liberty Media Corp | February 14, 2022 | 9,988,209 | 4.9% |
| Wayfair Inc. | February 16, 2021 | 1,792,809 | 2.5% |
| BMC STOCK HOLDINGS, INC.Sold out | February 14, 2020 | 0 | 0.0% |
| Builders FirstSource, Inc. | February 14, 2020 | 73,121 | 0.1% |
| CARMAX INC | February 14, 2020 | 7,944,446 | 4.9% |
| Netshoes (Cayman) Ltd. | February 14, 2019 | 2,813,166 | 9.1% |
View Ruane, Cunniff & Goldfarb L.P.'s complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| SC 13G/A | 2023-02-14 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-13 |
View Ruane, Cunniff & Goldfarb L.P.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.