$9.08 Billion is the total value of Ruane, Cunniff & Goldfarb L.P.'s 57 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BMCH | BMC STK HLDGS INC | $61,920,000 | -17.0% | 4,000,000 | 0.0% | 0.68% | -0.6% | |
| BIDU | BAIDU INCspon adr rep a | $31,720,000 | -30.6% | 200,000 | 0.0% | 0.35% | -17.1% | |
| IQ | IQIYI INCsponsored ads | $10,602,000 | -45.1% | 713,000 | 0.0% | 0.12% | -34.3% | |
| EXPD | EXPEDITORS INTL WASH INC | $7,440,000 | -7.4% | 109,267 | 0.0% | 0.08% | +10.8% | |
| NETS | NETSHOES CAYMAN LTD | $4,192,000 | -36.3% | 2,813,166 | 0.0% | 0.05% | -24.6% | |
| PGR | PROGRESSIVE CORP OHIO | $1,029,000 | -15.0% | 17,051 | 0.0% | 0.01% | 0.0% | |
| IDXX | IDEXX LABS INC | $296,000 | -25.4% | 1,592 | 0.0% | 0.00% | -25.0% | |
| FAST | FASTENAL CO | $263,000 | -9.9% | 5,026 | 0.0% | 0.00% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-02-14
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.