$6.34 Billion is the total value of Ruane, Cunniff & Goldfarb L.P.'s 34 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 50.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UNH | Buy | UNITEDHEALTH GROUP INC | $542,464,723 | +4.1% | 1,128,630 | +2.3% | 8.56% | +0.5% |
| SCHW | Buy | SCHWAB CHARLES CORP | $507,210,559 | +17.5% | 8,948,669 | +8.6% | 8.00% | +13.5% |
| ANTM | Buy | ELEVANCE HEALTH INC | $465,903,820 | +25.5% | 1,048,648 | +29.9% | 7.35% | +21.2% |
| CACC | Buy | CREDIT ACCEP CORP MICH | $400,474,869 | +17.5% | 788,445 | +0.9% | 6.32% | +13.5% |
| COF | Buy | CAPITAL ONE FINL CORP | $372,244,842 | +43.7% | 3,403,537 | +26.4% | 5.87% | +38.8% |
| Buy | JACOBS SOLUTIONS INC | $351,215,089 | +13.2% | 2,954,118 | +11.9% | 5.54% | +9.3% | |
| LBRDK | Buy | LIBERTY BROADBAND CORP | $263,270,380 | +40.9% | 3,286,361 | +43.7% | 4.15% | +36.1% |
| GPI | New | GROUP 1 AUTOMOTIVE INC | $675,964 | – | 2,619 | +100.0% | 0.01% | – |
| LAD | Buy | LITHIA MTRS INC | $721,957 | +46.1% | 2,374 | +10.0% | 0.01% | +37.5% |
| New | SINCLAIR INCcl a | $248,193 | – | 17,959 | +100.0% | 0.00% | – | |
| MSFT | New | MICROSOFT CORP | $235,654 | – | 692 | +100.0% | 0.00% | – |
| SPGI | New | S&P GLOBAL INC | $212,873 | – | 531 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-14
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.