Ruane Cunniff

Ruane Cunniff

13F
Ruane, Cunniff & Goldfarb L.P.
Last update 2023-11-14 36 Stocks (1 new)
Value $6.03 Bil Turnover 1 %
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 Portfolio and Latest Trades

Type:
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ELV
Elevance Health Inc2023-09-30Add
+0.73%
●
414.13 ($453.58) 475.93
$483.63
6.62%
Add 9.69%
1,150,221
101,573
KMX
CarMax Inc2023-09-30Reduce
-0.62%
●
69.01 ($81.89) 85.83
$64.86
-20.80%
Reduce -7.71%
5,565,356
-464,864
GOOGL
Alphabet Inc2023-09-30Reduce
-0.41%
●
116.45 ($129.36) 138.21
$130.48
0.87%
Reduce -6.72%
3,043,664
-219,168
ICE
Intercontinental Exchange Inc2023-09-30Reduce
-0.33%
●
107.23 ($114.57) 118.57
$114.07
-0.44%
Reduce -3.15%
5,756,875
-187,397
UNH
UnitedHealth Group Inc2023-09-30Reduce
-0.25%
●
447.75 ($492.14) 510.93
$551.40
12.04%
Reduce -2.94%
1,095,459
-33,171
FWONK
Liberty Formula One Group2023-09-30Reduce
-0.24%
●
61.45 ($68.85) 75.88
$62.12
-9.77%
Reduce -2.89%
6,888,388
-204,828
SCHW
Charles Schwab Corp2023-09-30Reduce
-0.24%
●
54.2 ($60.44) 67.94
$62.13
2.79%
Reduce -2.99%
8,680,835
-267,834
TSM
Taiwan Semiconductor Manufacturing Co Ltd2023-09-30Reduce
-0.21%
●
84.29 ($94.56) 105.57
$96.11
1.64%
Reduce -2.97%
4,195,315
-128,621
CACC
Credit Acceptance Corp2023-09-30Reduce
-0.19%
●
460.12 ($506.34) 573.28
$443.43
-12.43%
Reduce -2.94%
765,230
-23,215
COF
Capital One Financial Corp2023-09-30Reduce
-0.17%
●
95.49 ($106.9) 117.96
$114.04
6.68%
Reduce -2.96%
3,302,793
-100,744
J
Jacobs Solutions Inc2023-09-30Reduce
-0.17%
●
119.34 ($130.26) 136.97
$127.19
-2.36%
Reduce -3%
2,865,447
-88,671
GOOG
Alphabet Inc2023-09-30Reduce
-0.17%
●
116.87 ($130.02) 138.99
$131.94
1.48%
Reduce -4.64%
1,874,601
-91,150
BATRK
Atlanta Braves Holdings Inc2023-09-30New Buy
+0.13%
●
35.5 ($37.85) 42.54
$35.80
-5.42%
New holding
224,489
224,489
LBRDK
Liberty Broadband Corp2023-09-30Reduce
-0.13%
●
80.38 ($89.2) 95.23
$76.48
-14.26%
Reduce -3.2%
3,181,243
-105,118
META
Meta Platforms Inc2023-09-30Reduce
-0.13%
●
283.25 ($301.3) 325.48
$316.25
4.96%
Reduce -3.21%
894,014
-29,693
BRK.B
Berkshire Hathaway Inc2023-09-30Reduce
-0.10%
●
340.9 ($354.77) 370.48
$355.59
0.23%
Reduce -3.79%
472,061
-18,618
BRK.A
Berkshire Hathaway Inc2023-09-30Reduce
-0.03%
●
517136 ($538989) 563073
$540,545.03
0.29%
Reduce -2.3%
170
-4
LBRDA
Liberty Broadband Corp2023-09-30Reduce
-0.03%
●
79.9 ($89.08) 95.29
$76.68
-13.92%
Reduce -2.93%
788,890
-23,815
FWONA
Liberty Formula One Group2023-09-30Reduce
-0.03%
●
55.37 ($61.22) 68.02
$55.93
-8.64%
Reduce -3.53%
888,017
-32,447
GPI
Group 1 Automotive Inc2023-09-30Add
0%
●
248.07 ($262.03) 275.5
$284.43
8.55%
Add 6.03%
2,777
158
LLYVA
Liberty Live Group2023-09-30Reduce
0%
●
30.71 ($32.83) 35.73
$31.35
-4.51%
Reduce -5.09%
37,392
-2,004
LLYVK
Liberty Live Group2023-09-30Reduce
0%
●
30.79 ($33.12) 37.68
$32.75
-1.11%
Reduce -2.82%
295,040
-8,550
MU
Micron Technology Inc2023-09-30Reduce
0%
●
60.65 ($66.99) 71.79
$73.56
9.80%
Reduce -2.48%
6,808
-173
NFLX
Netflix Inc2023-09-30Reduce
0%
●
376.36 ($423.91) 477.59
$450.22
6.21%
Reduce -37.8%
1,208
-734
RMNI
Rimini Street Inc2023-09-30Add
0%
●
2.15 ($3.04) 5.28
$3.12
2.63%
Add 22.3%
29,442
5,369
ASAI
Sendas Distribuidora SA2023-09-30Add
0%
●
11.3 ($13.12) 14.52
$12.84
-2.13%
Add 4.58%
145,705
6,378
STLA
Stellantis NV2023-09-30Reduce
0%
●
17.36 ($18.71) 20.55
$22.00
17.56%
Reduce -0.68%
55,345
-377
SPGI
S&P Global Inc2023-09-30Sold Out
0%
●
363.06 ($393.18) 428.41
$422.13
7.36%
Sold Out
0
-531
MU
Micron Technology Inc2023-06-30Reduce
-4.59%
●
57.02 ($64.22) 73.93
$73.56
14.54%
Reduce -99.85%
6,981
-4,657,030
NFLX
Netflix Inc2023-06-30Reduce
-3.47%
●
317.55 ($367.96) 445.27
$450.22
22.36%
Reduce -99.68%
1,942
-614,552
ELV
Elevance Health Inc2023-06-30Add
+1.70%
●
436.33 ($461.29) 496.2
$483.63
4.84%
Add 29.92%
1,048,648
241,524
LBRDK
Liberty Broadband Corp2023-06-30Add
+1.27%
●
70.76 ($77.42) 84.78
$76.48
-1.21%
Add 43.73%
3,286,361
999,886
COF
Capital One Financial Corp2023-06-30Add
+1.23%
●
85.63 ($100.06) 113.65
$114.04
13.97%
Add 26.37%
3,403,537
710,159
META
Meta Platforms Inc2023-06-30Reduce
-1.22%
●
207.55 ($246.21) 288.73
$316.25
28.45%
Reduce -27.59%
923,707
-351,982
SCHW
Charles Schwab Corp2023-06-30Add
+0.64%
●
47.37 ($52.38) 57.14
$62.13
18.60%
Add 8.6%
8,948,669
708,991
J
Jacobs Solutions Inc2023-06-30Add
+0.59%
●
109.6 ($115.31) 119.13
$127.19
10.30%
Add 11.87%
2,954,118
313,334
GOOGL
Alphabet Inc2023-06-30Reduce
-0.49%
●
103.71 ($114.92) 127.31
$130.48
13.54%
Reduce -8.08%
3,262,832
-286,821
ICE
Intercontinental Exchange Inc2023-06-30Reduce
-0.20%
●
104.29 ($108.22) 113.08
$114.07
5.41%
Reduce -1.9%
5,944,272
-115,004
UNH
UnitedHealth Group Inc2023-06-30Add
+0.20%
●
458.49 ($488.72) 526.23
$551.40
12.83%
Add 2.34%
1,128,630
25,811
GOOG
Alphabet Inc2023-06-30Reduce
-0.13%
●
104 ($115.57) 127.91
$131.94
14.16%
Reduce -3.64%
1,965,751
-74,157
FWONK
Liberty Formula One Group2023-06-30Reduce
-0.13%
●
68.81 ($72.33) 78.59
$62.12
-14.12%
Reduce -1.46%
7,093,216
-104,824
TSM
Taiwan Semiconductor Manufacturing Co Ltd2023-06-30Reduce
-0.12%
●
82.25 ($93.07) 107.41
$96.11
3.27%
Reduce -1.75%
4,323,936
-76,884
KMX
CarMax Inc2023-06-30Reduce
-0.11%
●
62.44 ($73.07) 86.21
$64.86
-11.24%
Reduce -1.68%
6,030,220
-102,924
BRK.A
Berkshire Hathaway Inc2023-06-30Reduce
-0.06%
●
465600 ($497298) 517810
$540,545.03
8.70%
Reduce -4.4%
174
-8
BLDR
Builders FirstSource Inc2023-06-30Reduce
-0.06%
●
85.53 ($110.85) 136.17
$141.82
27.94%
Reduce -88.39%
5,800
-44,175
CACC
Credit Acceptance Corp2023-06-30Add
+0.06%
●
425.67 ($467.4) 512.31
$443.43
-5.13%
Add 0.89%
788,445
6,953
FWONA
Liberty Formula One Group2023-06-30Reduce
-0.02%
●
61.33 ($64.56) 69.89
$55.93
-13.37%
Reduce -1.86%
920,464
-17,453
AMZN
Amazon.com Inc2023-06-30Reduce
-0.01%
●
97.83 ($114.02) 130.36
$145.80
27.87%
Reduce -54.8%
6,020
-7,300
GPI
Group 1 Automotive Inc2023-06-30New Buy
+0.01%
●
215.87 ($229.84) 258.1
$284.43
23.75%
New holding
2,619
2,619
LBRDA
Liberty Broadband Corp2023-06-30Reduce
-0.01%
●
70.34 ($77.23) 84.53
$76.68
-0.71%
Reduce -1.08%
812,705
-8,873
BRK.B
Berkshire Hathaway Inc2023-06-30Reduce
0%
●
308.77 ($326.09) 341
$355.59
9.05%
Reduce -0.07%
490,679
-336
EQH
Equitable Holdings Inc2023-06-30Reduce
0%
●
22.82 ($25.31) 27.16
$31.48
24.40%
Reduce -0.34%
41,057
-139
LAD
Lithia Motors Inc2023-06-30Add
0%
●
207.13 ($239.31) 304.11
$267.33
11.71%
Add 10.01%
2,374
216
MSFT
Microsoft Corp2023-06-30New Buy
0%
●
275.42 ($313.01) 348.1
$371.06
18.55%
New holding
692
692
RMNI
Rimini Street Inc2023-06-30Reduce
0%
●
3.46 ($4.14) 4.79
$3.12
-24.64%
Reduce -3.45%
24,073
-860
SPGI
S&P Global Inc2023-06-30New Buy
0%
●
338.83 ($365.05) 400.89
$422.13
15.64%
New holding
531
531
ASAI
Sendas Distribuidora SA2023-06-30Reduce
0%
●
10.61 ($12.81) 15.4
$12.84
0.23%
Reduce -0.97%
139,327
-1,370
STLA
Stellantis NV2023-06-30Reduce
0%
●
15.3 ($16.8) 18.86
$22.00
30.92%
Reduce -9.64%
55,722
-5,948
META
Meta Platforms Inc2023-03-31Reduce
-3.17%
●
124.74 ($170.3) 211.94
$316.25
85.70%
Reduce -56.96%
1,275,689
-1,688,031
FWONK
Liberty Formula One Group2023-03-31Reduce
-1.48%
●
59.51 ($69.93) 75.12
$62.12
-11.17%
Reduce -18.06%
7,198,040
-1,586,341
SCHW
Charles Schwab Corp2023-03-31Reduce
-0.26%
●
51.91 ($73.23) 85.62
$62.13
-15.16%
Reduce -2.37%
8,239,678
-199,886
ICE
Intercontinental Exchange Inc2023-03-31Reduce
-0.24%
●
95.39 ($104.14) 109.35
$114.07
9.54%
Reduce -2.46%
6,059,276
-152,763
UNH
UnitedHealth Group Inc2023-03-31Reduce
-0.22%
●
460.33 ($482.57) 518.64
$551.40
14.26%
Reduce -2.37%
1,102,819
-26,803
ELV
Elevance Health Inc2023-03-31Reduce
-0.16%
●
446.3 ($475.89) 502.2
$483.63
1.63%
Reduce -2.35%
807,124
-19,399
GOOG
Alphabet Inc2023-03-31Reduce
-0.16%
●
86.77 ($96.56) 108.8
$131.94
36.64%
Reduce -5.21%
2,039,908
-112,080
KMX
CarMax Inc2023-03-31Reduce
-0.13%
●
56.26 ($66.93) 79.32
$64.86
-3.09%
Reduce -2.2%
6,133,144
-138,257
CACC
Credit Acceptance Corp2023-03-31Reduce
-0.13%
●
378.22 ($439.67) 548.99
$443.43
0.85%
Reduce -2.16%
781,492
-17,239
TSM
Taiwan Semiconductor Manufacturing Co Ltd2023-03-31Reduce
-0.12%
●
74.03 ($89.76) 97.96
$96.11
7.07%
Reduce -2.29%
4,400,820
-103,342
J
Jacobs Solutions Inc2023-03-31Reduce
-0.11%
●
111.68 ($120.64) 128.51
$127.19
5.43%
Reduce -2.09%
2,640,784
-56,333
BRK.B
Berkshire Hathaway Inc2023-03-31Reduce
-0.09%
●
293.51 ($308.18) 320.37
$355.59
15.38%
Reduce -3.57%
491,015
-18,177
COF
Capital One Financial Corp2023-03-31Reduce
-0.08%
●
89.71 ($104.67) 121.82
$114.04
8.95%
Reduce -1.96%
2,693,378
-53,978
MU
Micron Technology Inc2023-03-31Reduce
-0.08%
●
50.37 ($58.6) 63.87
$73.56
25.52%
Reduce -2.13%
4,664,011
-101,441
LBRDK
Liberty Broadband Corp2023-03-31Reduce
-0.06%
●
76.79 ($86.32) 96.47
$76.48
-11.40%
Reduce -2.05%
2,286,475
-47,954
NFLX
Netflix Inc2023-03-31Reduce
-0.06%
●
292.76 ($330.93) 367.96
$450.22
36.05%
Reduce -2.03%
616,494
-12,765
GOOGL
Alphabet Inc2023-03-31Reduce
-0.04%
●
86.2 ($95.94) 107.74
$130.48
36.00%
Reduce -0.9%
3,549,653
-32,105
BRK.A
Berkshire Hathaway Inc2023-03-31Reduce
-0.04%
●
442765 ($466851) 483990
$540,545.03
15.79%
Reduce -3.19%
182
-6
FWONA
Liberty Formula One Group2023-03-31Reduce
-0.04%
●
53.15 ($62.94) 68.16
$55.93
-11.14%
Reduce -4.82%
937,917
-47,460
LBRDA
Liberty Broadband Corp2023-03-31Reduce
-0.02%
●
76.67 ($86.28) 96.8
$76.68
-11.13%
Reduce -1.68%
821,578
-14,062
BLDR
Builders FirstSource Inc2023-03-31Add
+0.01%
●
65.35 ($79.22) 89.18
$141.82
79.02%
Add 11.05%
49,975
4,973
JKL
iShares Morningstar Small-Cap Value ETF2023-03-31New Buy
+0.01%
●
49.59 ($54.9) 59.69
$172.73
214.62%
New holding
6,380
6,380
ASAI
Sendas Distribuidora SA2023-03-31Add
+0.01%
●
14.24 ($17.66) 20.8
$12.84
-27.29%
Add 39.21%
140,697
39,628
IVV
iShares Core S&P 500 ETF2023-03-31Sold Out
-0.01%
●
379.54 ($399.43) 416.92
$457.59
14.56%
Sold Out
0
-2,460
AMZN
Amazon.com Inc2023-03-31Add
0%
●
83.12 ($96.61) 112.91
$145.80
50.92%
Add 1.37%
13,320
180
ATAI
ATAI Life Sciences NV2023-03-31New Buy
0%
●
1.17 ($1.69) 2.7
$1.10
-34.62%
New holding
42,112
42,112
EQH
Equitable Holdings Inc2023-03-31Add
0%
●
23.46 ($29.51) 32.88
$31.48
6.69%
Add 21.26%
41,196
7,224
LAD
Lithia Motors Inc2023-03-31Add
0%
●
201.14 ($243.2) 294.3
$267.33
9.92%
Add 4.71%
2,158
97
MHK
Mohawk Industries Inc2023-03-31Reduce
0%
●
94.35 ($108.98) 127.76
$91.13
-16.38%
Reduce -0.4%
10,790
-43
RMNI
Rimini Street Inc2023-03-31Reduce
0%
●
3.92 ($4.51) 5.1
$3.12
-30.82%
Reduce -18.09%
24,933
-5,505
SBGI
Sinclair Broadcast Group Inc2023-03-31Add
0%
●
12.65 ($17.39) 21.84
$13.13
-24.50%
Add 1.35%
17,959
240
STLA
Stellantis NV2023-03-31Add
0%
●
14.59 ($16.7) 18.83
$22.00
31.71%
Add 12.91%
61,670
7,053
ANGI
Angi Inc2023-03-31Sold Out
0%
●
2.06 ($2.56) 3.01
$2.36
-7.81%
Sold Out
0
-32,383
OPEN
Opendoor Technologies Inc2023-03-31Sold Out
0%
●
1.09 ($1.7) 2.79
$3.41
100.49%
Sold Out
0
-17,500
W
Wayfair Inc2022-12-31Sold Out
-2.27%
●
28.35 ($34.9) 42.16
$56.11
60.77%
Sold Out
0
-4,685,292
NFLX
Netflix Inc2022-12-31Reduce
-2.09%
●
214.29 ($280.49) 320.41
$450.22
60.51%
Reduce -48.76%
629,259
-598,823
UNH
UnitedHealth Group Inc2022-12-31Reduce
-1.43%
●
498.86 ($529.71) 555.15
$551.40
4.09%
Reduce -14.43%
1,129,622
-190,469
ELV
Elevance Health Inc2022-12-31Reduce
-1.09%
●
465.23 ($507.74) 546.77
$483.63
-4.75%
Reduce -16.33%
826,523
-161,334
FWONK
Liberty Formula One Group2022-12-31Reduce
-0.44%
●
53.79 ($59.16) 63.41
$62.12
5.00%
Reduce -5.47%
8,784,381
-507,984
SCHW
Charles Schwab Corp2022-12-31Reduce
-0.30%
●
67.43 ($77.61) 83.26
$62.13
-19.95%
Reduce -3.22%
8,439,564
-280,526
ICE
Intercontinental Exchange Inc2022-12-31Reduce
-0.28%
●
90.02 ($99.59) 109.53
$114.07
14.54%
Reduce -3.27%
6,212,039
-210,217
META
Meta Platforms Inc2022-12-31Reduce
-0.19%
●
88.91 ($117.43) 140.28
$316.25
169.31%
Reduce -3.14%
2,963,720
-96,050
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