$17.6 Billion is the total value of Ruane, Cunniff & Goldfarb L.P.'s 88 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 19.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| KMX | Buy | CARMAX INC | $1,724,156,000 | +115.4% | 19,856,690 | +73.2% | 9.80% | +19.9% |
| GOOG | Buy | Alphabet Inc. Cl Ccap stk cl c | $1,618,596,000 | +81.8% | 1,497,439 | +97.3% | 9.20% | +1.2% |
| BRKA | Buy | BERKSHIRE HATHAWAY INC DELcl a | $1,436,714,000 | +109.9% | 4,513 | +98.6% | 8.16% | +16.9% |
| GOOGL | Buy | Alphabet Inc Cl Acap stk cl a | $1,189,533,000 | +23.2% | 1,098,571 | +33.9% | 6.76% | -31.4% |
| MA | Buy | MASTERCARD INCcl a | $1,068,436,000 | +125.3% | 4,038,997 | +100.5% | 6.07% | +25.4% |
| CACC | Buy | CREDIT ACCEP CORP MICH | $1,052,261,000 | +113.0% | 2,174,857 | +99.0% | 5.98% | +18.6% |
| J | Buy | JACOBS ENGR GROUP INC | $1,043,098,000 | +115.3% | 12,360,453 | +91.8% | 5.93% | +19.9% |
| AMZN | Buy | AMAZON COM INC | $965,710,000 | +67.9% | 509,978 | +57.9% | 5.49% | -6.5% |
| FWONK | Buy | LIBERTY MEDIA CORP DELAWARE | $918,668,000 | +112.0% | 24,556,740 | +98.6% | 5.22% | +18.0% |
| FB | Buy | Facebook Inc Cl Acl a | $816,064,000 | +128.8% | 4,228,312 | +97.6% | 4.64% | +27.4% |
| SCHW | Buy | THE CHARLES SCHWAB CORPORATI | $704,737,000 | +86.2% | 17,535,137 | +98.1% | 4.00% | +3.7% |
| BKNG | Buy | Booking Holdings Inc | $662,049,000 | +112.6% | 353,147 | +97.9% | 3.76% | +18.4% |
| LBRDK | Buy | LIBERTY BROADBAND CORP | $654,949,000 | +124.1% | 6,284,294 | +97.3% | 3.72% | +24.8% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $585,903,000 | +106.1% | 2,748,525 | +94.2% | 3.33% | +14.8% |
| V | Buy | Visa Inc Class A | $502,840,000 | +116.5% | 2,897,374 | +94.8% | 2.86% | +20.5% |
| BABA | Buy | Alibaba Group Sh ADRsponsored ads | $498,480,000 | +128.6% | 2,941,754 | +146.2% | 2.83% | +27.3% |
| MHK | Buy | MOHAWK INDS INC | $417,406,000 | +133.4% | 2,830,448 | +99.6% | 2.37% | +30.0% |
| FCAU | Buy | Fiat Chrysler Automobiles NV s | $388,014,000 | -6.9% | 28,076,330 | +0.1% | 2.20% | -48.1% |
| JD | Sell | JD COM INCspon adr cl a | $241,612,000 | -2.4% | 7,976,638 | -2.9% | 1.37% | -45.7% |
| LBRDA | Buy | LIBERTY BROADBAND CORP | $212,244,000 | +122.2% | 2,063,826 | +98.0% | 1.21% | +23.7% |
| BLDR | Buy | BUILDERS FIRSTSOURCE INC | $147,474,000 | +27.5% | 8,746,960 | +0.8% | 0.84% | -29.0% |
| SBGI | Buy | SINCLAIR BROADCAST GROUP INCcl a | $113,696,000 | +123.8% | 2,120,000 | +60.6% | 0.65% | +24.7% |
| YNDX | Yandex NV Shs | $103,740,000 | +10.7% | 2,730,000 | 0.0% | 0.59% | -38.5% | |
| BMCH | BMC Stock Holdings Inc. | $84,800,000 | +20.0% | 4,000,000 | 0.0% | 0.48% | -33.1% | |
| SAIL | Buy | Sailpoint Technologies Holding | $80,722,000 | +602.7% | 4,028,000 | +907.0% | 0.46% | +292.3% |
| W | Wayfair Inc Cl Acl a | $73,051,000 | -1.7% | 500,348 | 0.0% | 0.42% | -45.3% | |
| EQH | New | AXA EQUITABLE HLDGS INC | $37,620,000 | – | 1,800,000 | +100.0% | 0.21% | – |
| GTTN | GTT COMMUNICATIONS INC | $31,909,000 | -48.8% | 1,813,008 | 0.0% | 0.18% | -71.5% | |
| RH | Buy | RH Com | $28,900,000 | +30.6% | 250,000 | +16.3% | 0.16% | -27.4% |
| GTYH | New | GTY TECHNOLOGY HOLDINGS INC | $27,400,000 | – | 4,000,000 | +100.0% | 0.16% | – |
| FWONA | Buy | LIBERTY MEDIA CORP DELAWARE | $26,997,000 | +108.2% | 752,857 | +97.6% | 0.15% | +15.9% |
| BIDU | BAIDU INCspon adr rep a | $23,472,000 | -28.8% | 200,000 | 0.0% | 0.13% | -60.4% | |
| CARG | Buy | CARGURUS INC | $21,847,000 | +53.9% | 605,000 | +70.7% | 0.12% | -14.5% |
| DOMO | Buy | DOMO INC | $20,490,000 | -24.2% | 750,000 | +11.9% | 0.12% | -58.0% |
| WTRH | New | WAITR HLDGS INC | $19,058,000 | – | 3,029,764 | +100.0% | 0.11% | – |
| EXPD | Buy | EXPEDITORS INTL WASH INC | $15,496,000 | +99.9% | 204,264 | +100.0% | 0.09% | +11.4% |
| IQ | Iqiyi Inc ADRsponsored ads | $14,723,000 | -13.7% | 713,000 | 0.0% | 0.08% | -51.7% | |
| CRESY | CRESUD S A C I F Y Asponsored adr | $6,743,000 | -9.6% | 643,373 | 0.0% | 0.04% | -50.0% | |
| EIX | Buy | EDISON INTL | $2,554,000 | +93.2% | 37,878 | +77.4% | 0.02% | +15.4% |
| PG | Buy | PROCTER AND GAMBLE CO | $2,406,000 | +74.0% | 21,942 | +65.1% | 0.01% | 0.0% |
| KO | Buy | COCA COLA CO | $2,330,000 | +117.1% | 45,776 | +100.0% | 0.01% | +18.2% |
| UNP | Buy | UNION PACIFIC CORP | $2,276,000 | +79.1% | 13,462 | +77.2% | 0.01% | 0.0% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $2,304,000 | +110.2% | 26,180 | +100.0% | 0.01% | +18.2% |
| AABA | Sell | ALTABA INC | $2,090,000 | -99.3% | 30,136 | -99.2% | 0.01% | -99.6% |
| ANET | New | ARISTA NETWORKS INC | $1,870,000 | – | 7,200 | +100.0% | 0.01% | – |
| TJX | Buy | TJX COS INC NEW | $1,836,000 | +8.1% | 34,728 | +8.9% | 0.01% | -41.2% |
| COST | Buy | COSTCO WHSL CORP NEW | $1,310,000 | +85.8% | 4,958 | +70.3% | 0.01% | 0.0% |
| IDXX | Buy | IDEXX LABS INC | $632,000 | +146.9% | 2,292 | +100.0% | 0.00% | +33.3% |
| XRAY | New | DENTSPLY SIRONA INC | $468,000 | – | 8,036 | +100.0% | 0.00% | – |
| WFC | Buy | WELLS FARGO CO NEW | $464,000 | +63.4% | 9,798 | +66.8% | 0.00% | 0.0% |
| RMNI | Buy | RIMINI STR INC DEL | $114,000 | +111.1% | 21,558 | +100.0% | 0.00% | 0.0% |
| EA | Exit | ELECTRONIC ARTS INC | $0 | – | -3,780 | -100.0% | -0.00% | – |
| NETS | Exit | NETSHOES CAYMAN LTD | $0 | – | -2,813,166 | -100.0% | -0.05% | – |
| APPN | Exit | APPIAN CORPcl a | $0 | – | -353,582 | -100.0% | -0.12% | – |
| DHI | Exit | D R HORTON INC | $0 | – | -380,000 | -100.0% | -0.16% | – |
| AYX | Exit | ALTERYX INC | $0 | – | -300,000 | -100.0% | -0.26% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
Signatures
The EDGAR filing(s) were signed by:
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.