Ruane Cunniff
Ruane Cunniff
13F
Ruane, Cunniff & Goldfarb L.P.
Last update 2023-02-13 32 Stocks (2 new)
Value $6.40 Bil Turnover 0 %
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 %
IVV
iShares Core S&P 500 ETF
296,457.96
2,460
945.16
New Holding
0.01
+0.01%
0
+3.34%
+3.45%
LAD
Lithia Motors IncVehicles & Parts
5,836.46
2,061
421.97
New Holding
0.01
+0.01%
0.01
+5.41%
+3.94%
ANGI
Angi IncInteractive Media
1,085.28
32,383
76.10
+40.26%
0
0%
0.01
-3.59%
-8.51%
STLA
Stellantis NVVehicles & Parts
54,239.67
54,617
775.56
+6.52%
0.01
0%
0
+22.78%
+21.48%
ASAI
Sendas Distribuidora SARetail - Defensive
3,842.66
101,069
1,850.57
+1.38%
0.03
0%
0.04
-26.49%
-22.23%
RMNI
Rimini Street IncSoftware
357.89
30,438
115.97
+0.19%
0
0%
0.03
+3.87%
+5.77%
EQH
Equitable Holdings IncInsurance
8,531.47
33,972
975.00
0%
0.02
0%
0.01
-16.88%
-17.14%
AMZN
Amazon.com IncRetail - Cyclical
1,005,563.60
13,140
1,103.76
0%
0.02
0%
0
+15.11%
+16.82%
MHK
Mohawk Industries IncFurnishings, Fixtures & Appliances
6,061.75
10,833
1,107.35
0%
0.02
0%
0.02
-2.61%
-6.67%
OPEN
Opendoor Technologies IncReal Estate
1,066.65
17,500
20.30
0%
0
0%
0
+62.75%
+43.10%
SBGI
Sinclair Broadcast Group IncMedia - Diversified
1,017.73
17,719
274.82
0%
0
0%
0.03
-2.87%
-4.06%
LBRDA
Liberty Broadband CorpTelecommunication Services
11,521.12
835,640
63,383.29
-1.58%
0.99
-0.01%
0.57
+5.94%
+3.73%
BLDR
Builders FirstSource IncConstruction
11,656.52
45,002
2,919.73
-1.63%
0.05
0%
0.03
+29.34%
+30.18%
FWONA
Liberty Formula One GroupMedia - Diversified
16,983.64
985,377
52,648.69
-2.24%
0.82
-0.02%
0.42
+24.29%
+24.48%
GOOGL
Alphabet IncInteractive Media
1,354,070.24
3,581,758
316,018.51
-2.37%
4.94
-0.12%
0.03
+18.17%
+19.51%
BRK.B
Berkshire Hathaway IncInsurance
655,471.84
509,192
157,289.41
-2.48%
2.46
-0.05%
0.02
-2.47%
-3.23%
COF
Capital One Financial CorpCredit Services
34,592.14
2,747,356
255,394.21
-2.82%
3.99
-0.11%
0.72
+0.40%
-2.05%
CACC
Credit Acceptance CorpCredit Services
5,206.89
798,731
378,917.99
-2.93%
5.92
-0.16%
6.26
-12.79%
-14.48%
J
Jacobs Solutions IncConstruction
14,235.07
2,697,117
323,842.84
-2.97%
5.06
-0.13%
2.13
-6.83%
-6.22%
KMX
CarMax IncVehicles & Parts
9,130.60
6,271,401
381,865.61
-3.05%
5.97
-0.19%
3.97
-3.96%
-5.11%
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