$10.8 Billion is the total value of Ruane, Cunniff & Goldfarb's 70 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JD | JD COM INCspon adr cl a | $117,660,000 | +26.1% | 3,000,000 | 0.0% | 1.09% | +23.6% | |
| BLDR | BUILDERS FIRSTSOURCE INC | $82,858,000 | +2.8% | 5,408,465 | 0.0% | 0.77% | +0.8% | |
| FB | FACEBOOK INCcl a | $45,992,000 | +6.3% | 304,624 | 0.0% | 0.42% | +4.2% | |
| TPRE | THIRD PT REINS LTD | $42,106,000 | +14.9% | 3,029,190 | 0.0% | 0.39% | +12.7% | |
| TRUP | TRUPANION INC | $40,179,000 | +57.4% | 1,795,300 | 0.0% | 0.37% | +54.4% | |
| JPMWS | JPMORGAN CHASE & CO*w exp 10/28/201 | $30,174,000 | +8.6% | 600,000 | 0.0% | 0.28% | +6.5% | |
| DHI | D R HORTON INC | $15,729,000 | +3.8% | 455,000 | 0.0% | 0.15% | +2.1% | |
| ETSY | ETSY INC | $14,775,000 | +41.1% | 985,000 | 0.0% | 0.14% | +38.4% | |
| MTH | MERITAGE HOMES CORP | $13,293,000 | +14.7% | 315,000 | 0.0% | 0.12% | +12.8% | |
| CRESY | CRESUD S A C I F Y Asponsored adr | $11,998,000 | -3.1% | 616,883 | 0.0% | 0.11% | -5.1% | |
| IRS | IRSA INVERSIONES Y REP S Aglobl dep rcpt | $11,216,000 | -1.6% | 465,000 | 0.0% | 0.10% | -3.7% | |
| TOL | TOLL BROTHERS INC | $10,668,000 | +9.4% | 270,000 | 0.0% | 0.10% | +7.6% | |
| AEP | AMERICAN ELEC PWR INC | $1,000,000 | +3.5% | 14,390 | 0.0% | 0.01% | 0.0% | |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $470,000 | +30.6% | 3,335 | 0.0% | 0.00% | +33.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 19 | Q4 2017 | 14.3% |
| TJX Cos - New | 19 | Q4 2017 | 11.2% |
| FASTENAL CO | 19 | Q4 2017 | 7.0% |
| BERKSHIRE HATHAWAY INC DEL | 19 | Q4 2017 | 6.3% |
| O REILLY AUTOMOTIVE INC NEW | 19 | Q4 2017 | 6.1% |
| MASTERCARD INCORPORATED | 19 | Q4 2017 | 5.4% |
| Mohawk Industries | 19 | Q4 2017 | 4.6% |
| IDEXX LABS INC | 19 | Q4 2017 | 4.7% |
| WATERS CORP | 19 | Q4 2017 | 3.0% |
| JACOBS ENGR GROUP INC DEL | 19 | Q4 2017 | 3.1% |
View Ruane, Cunniff & Goldfarb's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| CREDIT ACCEPTANCE CORP | August 10, 2021 | 1,572,973 | 10.0% |
| BMC STOCK HOLDINGS, INC. | February 14, 2018 | 3,913,196 | 5.8% |
| CARMAX INC | February 14, 2018 | 6,631,532 | 3.7% |
| Liberty Media Corp | February 14, 2018 | 14,709,072 | 7.3% |
| MakeMyTrip LtdSold out | February 14, 2018 | 0 | 0.0% |
| Primerica, Inc. | February 14, 2018 | 1,007,642 | 2.3% |
| TRUPANION INC.Sold out | February 14, 2018 | 0 | 0.0% |
| FASTENAL CO | February 14, 2017 | 9,391,446 | 3.2% |
| IDEXX LABORATORIES INC /DE | February 14, 2017 | 27,741 | 0.0% |
| Valeant Pharmaceuticals International, Inc. | June 07, 2016 | 16,115,136 | 4.7% |
View Ruane, Cunniff & Goldfarb's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| SC 13G/A | 2021-08-10 |
| 13F-HR | 2018-05-15 |
| 13F-HR | 2018-02-14 |
| SC 13G/A | 2018-02-14 |
| SC 13G/A | 2018-02-14 |
| SC 13G/A | 2018-02-14 |
| SC 13G/A | 2018-02-14 |
| SC 13G | 2018-02-14 |
| SC 13G | 2018-02-14 |
| SC 13G | 2018-02-14 |
View Ruane, Cunniff & Goldfarb'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.