Ruane Cunniff

Ruane Cunniff

13F
Ruane, Cunniff & Goldfarb L.P.
Last update 2024-05-15 34 Stocks (1 new)
Value $6.44 Bil Turnover 0 %
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
TSM
Taiwan Semiconductor Manufacturing Co Ltd2024-03-31Reduce
-0.59%
●
99.13 ($124.2) 149.2
$173.96
40.06%
Reduce -8.69%
3,716,650
-353,629
COF
Capital One Financial Corp2024-03-31Reduce
-0.57%
●
124.92 ($135.42) 148.89
$136.77
1.00%
Reduce -8.45%
2,952,729
-272,466
ICE
Intercontinental Exchange Inc2024-03-31Reduce
-0.51%
●
124.81 ($132.81) 139.43
$137.84
3.79%
Reduce -4.45%
5,354,303
-249,488
GOOG
Alphabet Inc2024-03-31Reduce
-0.45%
●
132.56 ($144.34) 154.84
$180.26
24.89%
Reduce -11.23%
1,580,745
-199,942
SCHW
Charles Schwab Corp2024-03-31Reduce
-0.37%
●
61.89 ($65.86) 72.38
$73.34
11.36%
Reduce -3.98%
8,132,643
-337,513
ELV
Elevance Health Inc2024-03-31Reduce
-0.35%
●
464.61 ($497.33) 519.96
$534.42
7.46%
Reduce -4.19%
1,074,685
-46,958
UNH
UnitedHealth Group Inc2024-03-31Reduce
-0.35%
●
472.6 ($508.38) 545.42
$482.59
-5.07%
Reduce -3.89%
1,027,863
-41,556
FWONK
Liberty Formula One Group2024-03-31Reduce
-0.29%
●
61.89 ($67.12) 73.3
$71.90
7.12%
Reduce -4.22%
6,438,428
-283,983
CACC
Credit Acceptance Corp2024-03-31Reduce
-0.25%
●
516.26 ($548.63) 582.42
$488.80
-10.91%
Reduce -3.92%
718,040
-29,316
J
Jacobs Solutions Inc2024-03-31Reduce
-0.23%
●
126.43 ($141.75) 153.73
$140.96
-0.56%
Reduce -3.98%
2,687,568
-111,517
KMX
CarMax Inc2024-03-31Reduce
-0.19%
●
67.45 ($75.64) 87.11
$71.63
-5.30%
Reduce -3.85%
3,968,078
-158,828
LBRDK
Liberty Broadband Corp2024-03-31Reduce
-0.18%
●
55.5 ($66.14) 81.32
$52.61
-20.46%
Reduce -4.6%
2,960,299
-142,717
BRK.A
Berkshire Hathaway Inc2024-03-31Reduce
-0.17%
●
545250 ($593888) 634440
$615,001.00
3.56%
Reduce -11.31%
149
-19
GOOGL
Alphabet Inc2024-03-31Reduce
-0.16%
●
131.4 ($143.05) 153.51
$179.51
25.49%
Reduce -2.39%
2,904,857
-71,256
META
Meta Platforms Inc2024-03-31Reduce
-0.13%
●
344.47 ($446.07) 512.19
$494.64
10.89%
Reduce -3.73%
600,710
-23,300
BRK.B
Berkshire Hathaway Inc2024-03-31Reduce
-0.03%
●
359.29 ($393.34) 420.52
$409.62
4.14%
Reduce -1.26%
450,522
-5,757
LBRDA
Liberty Broadband Corp2024-03-31Reduce
-0.01%
●
55.44 ($65.92) 81.18
$52.24
-20.75%
Reduce -1.07%
766,130
-8,306
FWONA
Liberty Formula One Group2024-03-31Reduce
-0.01%
●
56.26 ($60.39) 66.33
$65.37
8.25%
Reduce -1.05%
856,558
-9,114
AXP
American Express Co2024-03-31New Buy
0%
●
179.79 ($207.36) 229.12
$230.38
11.10%
New holding
932
932
EQH
Equitable Holdings Inc2024-03-31Reduce
0%
●
32.25 ($34.01) 38.01
$41.12
20.91%
Reduce -0.29%
40,889
-118
GPI
Group 1 Automotive Inc2024-03-31Add
0%
●
260.06 ($273.19) 305
$298.26
9.18%
Add 1.2%
2,784
33
LAD
Lithia Motors Inc2024-03-31Reduce
0%
●
281.43 ($295.59) 324.78
$248.70
-15.86%
Reduce -1.27%
2,331
-30
MSFT
Microsoft Corp2024-03-31Reduce
0%
●
367.75 ($404.82) 429.37
$449.78
11.11%
Reduce -6.21%
649
-43
RMNI
Rimini Street Inc2024-03-31Reduce
0%
●
2.86 ($3.19) 3.42
$2.81
-11.76%
Reduce -6.52%
18,371
-1,281
ASAI
Sendas Distribuidora SA2024-03-31Reduce
0%
●
13.15 ($14.19) 15.05
$9.95
-29.88%
Reduce -0.88%
138,282
-1,232
STLA
Stellantis NV2024-03-31Reduce
0%
●
21.09 ($24.9) 29.4
$20.50
-17.67%
Reduce -6.84%
48,160
-3,537
KMX
CarMax Inc2023-12-31Reduce
-1.69%
●
60.39 ($67.22) 78.55
$71.63
6.56%
Reduce -25.85%
4,126,906
-1,438,450
META
Meta Platforms Inc2023-12-31Reduce
-1.34%
●
288.35 ($325.65) 358.32
$494.64
51.89%
Reduce -30.2%
624,010
-270,004
ICE
Intercontinental Exchange Inc2023-12-31Reduce
-0.28%
●
104.72 ($113.38) 128.6
$137.84
21.57%
Reduce -2.66%
5,603,791
-153,084
UNH
UnitedHealth Group Inc2023-12-31Reduce
-0.22%
●
509.47 ($533.34) 552.97
$482.59
-9.52%
Reduce -2.38%
1,069,419
-26,040
GOOG
Alphabet Inc2023-12-31Reduce
-0.21%
●
123.4 ($135.69) 142.82
$180.26
32.85%
Reduce -5.01%
1,780,687
-93,914
ELV
Elevance Health Inc2023-12-31Reduce
-0.21%
●
433.51 ($462.41) 488.06
$534.42
15.57%
Reduce -2.48%
1,121,643
-28,578
SCHW
Charles Schwab Corp2023-12-31Reduce
-0.19%
●
49.33 ($57.75) 70.98
$73.34
27.00%
Reduce -2.43%
8,470,156
-210,679
TSM
Taiwan Semiconductor Manufacturing Co Ltd2023-12-31Reduce
-0.18%
●
85.41 ($95.37) 104.7
$173.96
82.41%
Reduce -2.98%
4,070,279
-125,036
FWONK
Liberty Formula One Group2023-12-31Reduce
-0.17%
●
61.65 ($65.41) 70.9
$71.90
9.92%
Reduce -2.41%
6,722,411
-165,977
LLYVK
Liberty Live Group2023-12-31Sold Out
-0.16%
●
30.1 ($34.02) 37.57
$36.38
6.94%
Sold Out
0
-295,040
GOOGL
Alphabet Inc2023-12-31Reduce
-0.15%
●
122.17 ($134.36) 141.52
$179.51
33.60%
Reduce -2.22%
2,976,113
-67,551
J
Jacobs Solutions Inc2023-12-31Reduce
-0.15%
●
122.41 ($131.62) 140.35
$140.96
7.10%
Reduce -2.32%
2,799,085
-66,362
CACC
Credit Acceptance Corp2023-12-31Reduce
-0.14%
●
397.06 ($449.63) 535.45
$488.80
8.71%
Reduce -2.34%
747,356
-17,874
BATRK
Atlanta Braves Holdings Inc2023-12-31Sold Out
-0.13%
●
34.19 ($36.49) 39.91
$38.42
5.29%
Sold Out
0
-224,489
COF
Capital One Financial Corp2023-12-31Reduce
-0.12%
●
88.97 ($107.87) 132.02
$136.77
26.79%
Reduce -2.35%
3,225,195
-77,598
LBRDK
Liberty Broadband Corp2023-12-31Reduce
-0.12%
●
74.76 ($83.95) 94.32
$52.61
-37.33%
Reduce -2.46%
3,103,016
-78,227
BRK.B
Berkshire Hathaway Inc2023-12-31Reduce
-0.09%
●
331.71 ($350.99) 362.68
$409.62
16.70%
Reduce -3.34%
456,279
-15,782
BRK.A
Berkshire Hathaway Inc2023-12-31Reduce
-0.02%
●
503375 ($533852) 555800
$615,001.00
15.20%
Reduce -1.18%
168
-2
LBRDA
Liberty Broadband Corp2023-12-31Reduce
-0.02%
●
74.69 ($83.87) 94.28
$52.24
-37.71%
Reduce -1.83%
774,436
-14,454
FWONA
Liberty Formula One Group2023-12-31Reduce
-0.02%
●
56.06 ($58.75) 62.87
$65.37
11.27%
Reduce -2.52%
865,672
-22,345
LLYVA
Liberty Live Group2023-12-31Sold Out
-0.02%
●
29.52 ($33.2) 36.79
$35.49
6.90%
Sold Out
0
-37,392
MU
Micron Technology Inc2023-12-31Reduce
-0.01%
●
64.53 ($74.29) 87.06
$139.40
87.64%
Reduce -53.55%
3,162
-3,646
AMZN
Amazon.com Inc2023-12-31Sold Out
-0.01%
●
119.57 ($140.18) 154.07
$189.12
34.91%
Sold Out
0
-6,020
BLDR
Builders FirstSource Inc2023-12-31Reduce
0%
●
106.22 ($132.9) 170.56
$143.19
7.74%
Reduce -18.97%
4,700
-1,100
EQH
Equitable Holdings Inc2023-12-31Reduce
0%
●
25.21 ($29.27) 34.46
$41.12
40.49%
Reduce -0.12%
41,007
-50
GPI
Group 1 Automotive Inc2023-12-31Reduce
0%
●
232.89 ($272.58) 309.31
$298.26
9.42%
Reduce -0.94%
2,751
-26
LAD
Lithia Motors Inc2023-12-31Reduce
0%
●
234.38 ($274.37) 329.28
$248.70
-9.36%
Reduce -0.55%
2,361
-13
NFLX
Netflix Inc2023-12-31Reduce
0%
●
346.19 ($436.54) 495.02
$686.60
57.28%
Reduce -49.09%
615
-593
RMNI
Rimini Street Inc2023-12-31Reduce
0%
●
2.01 ($2.75) 3.41
$2.81
2.36%
Reduce -33.25%
19,652
-9,790
SPGI
S&P Global Inc2023-12-31New Buy
0%
●
342.48 ($394.63) 441.84
$439.22
11.30%
New holding
531
531
ASAI
Sendas Distribuidora SA2023-12-31Reduce
0%
●
10.73 ($12.47) 14
$9.95
-20.21%
Reduce -4.25%
139,514
-6,191
STLA
Stellantis NV2023-12-31Reduce
0%
●
18 ($20.65) 23.59
$20.50
-0.73%
Reduce -6.59%
51,697
-3,648
ELV
Elevance Health Inc2023-09-30Add
+0.73%
●
414.13 ($453.58) 475.93
$534.42
17.82%
Add 9.69%
1,150,221
101,573
KMX
CarMax Inc2023-09-30Reduce
-0.62%
●
69.01 ($81.89) 85.83
$71.63
-12.53%
Reduce -7.71%
5,565,356
-464,864
GOOGL
Alphabet Inc2023-09-30Reduce
-0.41%
●
116.45 ($129.36) 138.21
$179.51
38.77%
Reduce -6.72%
3,043,664
-219,168
ICE
Intercontinental Exchange Inc2023-09-30Reduce
-0.33%
●
107.23 ($114.57) 118.57
$137.84
20.31%
Reduce -3.15%
5,756,875
-187,397
UNH
UnitedHealth Group Inc2023-09-30Reduce
-0.25%
●
447.75 ($492.14) 510.93
$482.59
-1.94%
Reduce -2.94%
1,095,459
-33,171
SCHW
Charles Schwab Corp2023-09-30Reduce
-0.24%
●
54.2 ($60.44) 67.94
$73.34
21.34%
Reduce -2.99%
8,680,835
-267,834
FWONK
Liberty Formula One Group2023-09-30Reduce
-0.24%
●
61.45 ($68.85) 75.88
$71.90
4.43%
Reduce -2.89%
6,888,388
-204,828
TSM
Taiwan Semiconductor Manufacturing Co Ltd2023-09-30Reduce
-0.21%
●
84.29 ($94.56) 105.57
$173.96
83.97%
Reduce -2.97%
4,195,315
-128,621
CACC
Credit Acceptance Corp2023-09-30Reduce
-0.19%
●
460.12 ($506.34) 573.28
$488.80
-3.47%
Reduce -2.94%
765,230
-23,215
COF
Capital One Financial Corp2023-09-30Reduce
-0.17%
●
95.49 ($106.9) 117.96
$136.77
27.94%
Reduce -2.96%
3,302,793
-100,744
J
Jacobs Solutions Inc2023-09-30Reduce
-0.17%
●
119.34 ($130.26) 136.97
$140.96
8.21%
Reduce -3%
2,865,447
-88,671
GOOG
Alphabet Inc2023-09-30Reduce
-0.17%
●
116.87 ($130.02) 138.99
$180.26
38.64%
Reduce -4.64%
1,874,601
-91,150
META
Meta Platforms Inc2023-09-30Reduce
-0.13%
●
283.25 ($301.3) 325.48
$494.64
64.17%
Reduce -3.21%
894,014
-29,693
LBRDK
Liberty Broadband Corp2023-09-30Reduce
-0.13%
●
80.38 ($89.2) 95.23
$52.61
-41.02%
Reduce -3.2%
3,181,243
-105,118
BATRK
Atlanta Braves Holdings Inc2023-09-30New Buy
+0.13%
●
35.5 ($37.85) 42.54
$38.42
1.51%
New holding
224,489
224,489
BRK.B
Berkshire Hathaway Inc2023-09-30Reduce
-0.10%
●
340.9 ($354.77) 370.48
$409.62
15.46%
Reduce -3.79%
472,061
-18,618
LBRDA
Liberty Broadband Corp2023-09-30Reduce
-0.03%
●
79.9 ($89.08) 95.29
$52.24
-41.36%
Reduce -2.93%
788,890
-23,815
BRK.A
Berkshire Hathaway Inc2023-09-30Reduce
-0.03%
●
517136 ($538989) 563073
$615,001.00
14.10%
Reduce -2.3%
170
-4
FWONA
Liberty Formula One Group2023-09-30Reduce
-0.03%
●
55.37 ($61.22) 68.02
$65.37
6.78%
Reduce -3.53%
888,017
-32,447
RMNI
Rimini Street Inc2023-09-30Add
0%
●
2.15 ($3.04) 5.28
$2.81
-7.40%
Add 22.3%
29,442
5,369
LLYVA
Liberty Live Group2023-09-30Reduce
0%
●
30.71 ($32.83) 35.73
$35.49
8.10%
Reduce -5.09%
37,392
-2,004
ASAI
Sendas Distribuidora SA2023-09-30Add
0%
●
11.3 ($13.12) 14.52
$9.95
-24.16%
Add 4.58%
145,705
6,378
GPI
Group 1 Automotive Inc2023-09-30Add
0%
●
248.07 ($262.03) 275.5
$298.26
13.83%
Add 6.03%
2,777
158
MU
Micron Technology Inc2023-09-30Reduce
0%
●
60.65 ($66.99) 71.79
$139.40
108.09%
Reduce -2.48%
6,808
-173
LLYVK
Liberty Live Group2023-09-30Reduce
0%
●
30.79 ($33.12) 37.68
$36.38
9.84%
Reduce -2.82%
295,040
-8,550
NFLX
Netflix Inc2023-09-30Reduce
0%
●
376.36 ($423.91) 477.59
$686.60
61.97%
Reduce -37.8%
1,208
-734
STLA
Stellantis NV2023-09-30Reduce
0%
●
17.36 ($18.71) 20.55
$20.50
9.57%
Reduce -0.68%
55,345
-377
SPGI
S&P Global Inc2023-09-30Sold Out
0%
●
363.06 ($393.18) 428.41
$439.22
11.71%
Sold Out
0
-531
MU
Micron Technology Inc2023-06-30Reduce
-4.59%
●
57.02 ($64.22) 73.93
$139.40
117.07%
Reduce -99.85%
6,981
-4,657,030
NFLX
Netflix Inc2023-06-30Reduce
-3.47%
●
317.55 ($367.96) 445.27
$686.60
86.60%
Reduce -99.68%
1,942
-614,552
ELV
Elevance Health Inc2023-06-30Add
+1.70%
●
436.33 ($461.29) 496.2
$534.42
15.85%
Add 29.92%
1,048,648
241,524
LBRDK
Liberty Broadband Corp2023-06-30Add
+1.27%
●
70.76 ($77.42) 84.78
$52.61
-32.05%
Add 43.73%
3,286,361
999,886
COF
Capital One Financial Corp2023-06-30Add
+1.23%
●
85.63 ($100.06) 113.65
$136.77
36.69%
Add 26.37%
3,403,537
710,159
META
Meta Platforms Inc2023-06-30Reduce
-1.22%
●
207.55 ($246.21) 288.73
$494.64
100.90%
Reduce -27.59%
923,707
-351,982
SCHW
Charles Schwab Corp2023-06-30Add
+0.64%
●
47.37 ($52.38) 57.14
$73.34
40.02%
Add 8.6%
8,948,669
708,991
J
Jacobs Solutions Inc2023-06-30Add
+0.59%
●
109.6 ($115.31) 119.13
$140.96
22.24%
Add 11.87%
2,954,118
313,334
GOOGL
Alphabet Inc2023-06-30Reduce
-0.49%
●
103.71 ($114.92) 127.31
$179.51
56.20%
Reduce -8.08%
3,262,832
-286,821
UNH
UnitedHealth Group Inc2023-06-30Add
+0.20%
●
458.49 ($488.72) 526.23
$482.59
-1.25%
Add 2.34%
1,128,630
25,811
ICE
Intercontinental Exchange Inc2023-06-30Reduce
-0.20%
●
104.29 ($108.22) 113.08
$137.84
27.37%
Reduce -1.9%
5,944,272
-115,004
FWONK
Liberty Formula One Group2023-06-30Reduce
-0.13%
●
68.81 ($72.33) 78.59
$71.90
-0.60%
Reduce -1.46%
7,093,216
-104,824
GOOG
Alphabet Inc2023-06-30Reduce
-0.13%
●
104 ($115.57) 127.91
$180.26
55.97%
Reduce -3.64%
1,965,751
-74,157
TSM
Taiwan Semiconductor Manufacturing Co Ltd2023-06-30Reduce
-0.12%
●
82.25 ($93.07) 107.41
$173.96
86.91%
Reduce -1.75%
4,323,936
-76,884
100/Page
Total 236

Ruane Cunniff News

  • 1

Discussions on Ruane Cunniff

No discussions yet.