Ruane Cunniff

Ruane Cunniff

13F
Ruane, Cunniff & Goldfarb L.P.
Last update 2023-08-14 36 Stocks (3 new)
Value $6.33 Bil Turnover 6 %
Countries:
Portfolio Report

Ruane Cunniff Profile

Bill Ruane and Rick Cunniff started the firm in 1969 in the belief that they could outperform the stock market by investing in great businesses selling at reasonable prices and staying with them as long as they remained attractive. By doing exhaustive primary research, ignoring fads and sticking to their principles, the firm has built an enviable track record.
William Ruane was a Graham-and-Doddsville superinvestor recognized by Warren Buffett. He was a student of Benjamin Graham, and attended his class at the same time as Warren Buffett.

Ruane Cunniff Investing Philosophy

According to the Ruane, Cunniff & Goldfarb website, "We own quality businesses run by quality people that can compound their earnings rapidly. We hold these businesses over a long horizon with the mindset of a long-term business owner. We buy them for less than what a conservative business person would pay for them. We focus on our best ideas, while avoiding excessive concentration. All along the way, we strive to make thoughtful, rational decisions based on intensive primary research. At the core of our strategy is a belief that if we pay attractive prices to own businesses that are higher-quality and faster-growing than the average S&P 500 company, then over the long term our portfolios should earn a higher return than the S&P 500 Index with less fundamental risk."

Ruane Cunniff's Portfolio

Ruane Cunniff Current Holdings

Add To Portfolio
Ticker
Company
Industry
Market Cap $Mil
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
GPI
Group 1 Automotive IncVehicles & Parts
3,775.61
2,619
675.96
New Holding
0.01
+0.01%
0.02
+4.64%
+49.82%
MSFT
Microsoft CorpSoftware
2,345,947.90
692
235.65
New Holding
0
0%
0
-5.56%
+32.56%
SPGI
S&P Global IncCapital Markets
116,273.46
531
212.87
New Holding
0
0%
0
-7.47%
+9.91%
LBRDK
Liberty Broadband CorpTelecommunication Services
13,341.33
3,286,361
263,270.38
+43.73%
4.16
+1.27%
2.25
+14.80%
+19.72%
ELV
Elevance Health IncHealthcare Plans
102,605.77
1,048,648
465,903.82
+29.92%
7.36
+1.70%
0.45
-0.73%
-14.29%
COF
Capital One Financial CorpCredit Services
37,018.89
3,403,537
372,244.84
+26.37%
5.88
+1.23%
0.89
-10.70%
+6.21%
J
Jacobs Solutions IncConstruction
17,187.75
2,954,118
351,215.09
+11.87%
5.55
+0.59%
2.35
+15.66%
+14.42%
LAD
Lithia Motors IncVehicles & Parts
8,139.74
2,374
721.96
+10.01%
0.01
0%
0.01
-2.31%
+45.05%
SCHW
Charles Schwab CorpCapital Markets
99,979.12
8,948,669
507,210.56
+8.60%
8.02
+0.64%
0.49
-3.55%
-33.25%
UNH
UnitedHealth Group IncHealthcare Plans
467,033.79
1,128,630
542,464.72
+2.34%
8.57
+0.20%
0.12
+6.24%
-3.80%
CACC
Credit Acceptance CorpCredit Services
5,887.95
788,445
400,474.87
+0.89%
6.33
+0.06%
6.15
-9.35%
-3.20%
LLYVK
Liberty Live GroupMedia - Diversified
2,931.27
303,590
10,625.64
0%
0.17
0%
0.33
0%
0%
MHK
Mohawk Industries IncFurnishings, Fixtures & Appliances
5,464.57
10,790
1,113.10
0%
0.02
0%
0.02
-17.04%
-16.05%
LLYVA
Liberty Live GroupMedia - Diversified
2,931.27
39,396
1,372.16
0%
0.02
0%
0.04
0%
0%
JKL
iShares Morningstar Small-Cap Value ETF 
0
6,380
344.65
0%
0.01
0%
-
-0.95%
-0.35%
ATAI
ATAI Life Sciences NVBiotechnology
213.32
42,112
72.43
0%
0
0%
0.03
-21.17%
-51.69%
SBGI
Sinclair IncMedia - Diversified
711.62
17,959
248.19
0%
0
0%
0.03
-18.58%
-23.81%
BRK.B
Berkshire Hathaway IncInsurance
763,986.36
490,679
167,321.54
-0.07%
2.64
0%
0.02
+3.97%
+13.40%
EQH
Equitable Holdings IncInsurance
9,861.30
41,057
1,115.11
-0.34%
0.02
0%
0.01
+6.16%
+1.22%
ASAI
Sendas Distribuidora SARetail - Defensive
3,292.13
139,327
2,007.70
-0.97%
0.03
0%
0.05
-11.99%
-33.20%
100/Page
Total 36

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