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 Portfolio and Latest Trades

Type:
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
W
Wayfair Inc2022-12-31Sold Out
-2.27%
●
28.35 ($34.9) 42.16
$34.24
-1.89%
Sold Out
0
-4,685,292
NFLX
Netflix Inc2022-12-31Reduce
-2.09%
●
214.29 ($280.49) 320.41
$328.39
17.08%
Reduce -48.76%
629,259
-598,823
UNH
UnitedHealth Group Inc2022-12-31Reduce
-1.43%
●
498.86 ($529.71) 555.15
$475.99
-10.14%
Reduce -14.43%
1,129,622
-190,469
ELV
Elevance Health Inc2022-12-31Reduce
-1.09%
●
465.23 ($507.74) 546.77
$456.69
-10.05%
Reduce -16.33%
826,523
-161,334
FWONK
Liberty Formula One Group2022-12-31Reduce
-0.44%
●
53.79 ($59.16) 63.41
$73.38
24.04%
Reduce -5.47%
8,784,381
-507,984
SCHW
Charles Schwab Corp2022-12-31Reduce
-0.30%
●
67.43 ($77.61) 83.26
$53.26
-31.37%
Reduce -3.22%
8,439,564
-280,526
ICE
Intercontinental Exchange Inc2022-12-31Reduce
-0.28%
●
90.02 ($99.59) 109.53
$97.49
-2.11%
Reduce -3.27%
6,212,039
-210,217
META
Meta Platforms Inc2022-12-31Reduce
-0.19%
●
88.91 ($117.43) 140.28
$206.01
75.43%
Reduce -3.14%
2,963,720
-96,050
KMX
CarMax Inc2022-12-31Reduce
-0.19%
●
55.69 ($64.2) 74.58
$57.78
-10.00%
Reduce -3.05%
6,271,401
-197,202
GOOG
Alphabet Inc2022-12-31Reduce
-0.19%
●
83.49 ($95.44) 104.93
$106.06
11.13%
Reduce -5.73%
2,151,988
-130,766
CACC
Credit Acceptance Corp2022-12-31Reduce
-0.16%
●
407.7 ($458.79) 521.7
$405.73
-11.57%
Reduce -2.93%
798,731
-24,142
TSM
Taiwan Semiconductor Manufacturing Co Ltd2022-12-31Reduce
-0.15%
●
60.28 ($72.34) 82.98
$92.79
28.27%
Reduce -3.16%
4,504,162
-146,868
J
Jacobs Solutions Inc2022-12-31Reduce
-0.13%
●
109.58 ($118.72) 126.54
$112.34
-5.37%
Reduce -2.97%
2,697,117
-82,417
GOOGL
Alphabet Inc2022-12-31Reduce
-0.12%
●
83.43 ($95.03) 104.48
$105.44
10.95%
Reduce -2.37%
3,581,758
-86,912
MU
Micron Technology Inc2022-12-31Reduce
-0.12%
●
49.12 ($54.72) 63.1
$61.16
11.77%
Reduce -3.15%
4,765,452
-154,988
COF
Capital One Financial Corp2022-12-31Reduce
-0.11%
●
87.87 ($98.32) 116.25
$90.45
-8.00%
Reduce -2.82%
2,747,356
-79,599
LBRDK
Liberty Broadband Corp2022-12-31Reduce
-0.09%
●
69.56 ($81.33) 90.97
$78.74
-3.18%
Reduce -3.52%
2,334,429
-85,138
BRK.A
Berkshire Hathaway Inc2022-12-31Reduce
-0.07%
●
399251 ($448762) 480280
$453,066.11
0.96%
Reduce -5.53%
188
-11
BRK.B
Berkshire Hathaway Inc2022-12-31Reduce
-0.05%
●
264 ($296.98) 318.6
$298.92
0.65%
Reduce -2.48%
509,192
-12,923
FWONA
Liberty Formula One Group2022-12-31Reduce
-0.02%
●
48.31 ($53.12) 56.83
$66.51
25.21%
Reduce -2.24%
985,377
-22,603
IVV
iShares Core S&P 500 ETF2022-12-31New Buy
+0.01%
●
356.44 ($384.6) 407.56
$397.31
3.30%
New holding
2,460
2,460
LAD
Lithia Motors Inc2022-12-31New Buy
+0.01%
●
183.09 ($213.69) 240.43
$212.38
-0.61%
New holding
2,061
2,061
LBRDA
Liberty Broadband Corp2022-12-31Reduce
-0.01%
●
69.29 ($81.38) 90.84
$78.68
-3.32%
Reduce -1.58%
835,640
-13,433
ANGI
Angi Inc2022-12-31Add
0%
●
1.89 ($2.24) 3.2
$2.15
-4.02%
Add 40.26%
32,383
9,295
RMNI
Rimini Street Inc2022-12-31Add
0%
●
3.59 ($4.44) 5.69
$4.03
-9.23%
Add 0.19%
30,438
58
BLDR
Builders FirstSource Inc2022-12-31Reduce
0%
●
54.45 ($62.46) 68.27
$84.46
35.22%
Reduce -1.63%
45,002
-745
ASAI
Sendas Distribuidora SA2022-12-31Add
0%
●
15.78 ($18.28) 20.37
$14.24
-22.10%
Add 1.38%
101,069
1,380
STLA
Stellantis NV2022-12-31Add
0%
●
11.77 ($13.92) 15.72
$17.25
23.92%
Add 6.52%
54,617
3,341
COF
Capital One Financial Corp2022-09-30New Buy
+3.87%
●
91.3 ($106.48) 115.74
$90.45
-15.05%
New holding
2,826,955
2,826,955
TSM
Taiwan Semiconductor Manufacturing Co Ltd2022-09-30Reduce
-2.08%
●
68.56 ($82.65) 91.57
$92.79
12.27%
Reduce -29.55%
4,651,030
-1,951,017
NFLX
Netflix Inc2022-09-30Reduce
-1.88%
●
174.45 ($222.12) 249.3
$328.39
47.84%
Reduce -40.25%
1,228,082
-827,422
MU
Micron Technology Inc2022-09-30Reduce
-1.85%
●
48.88 ($58) 65.04
$61.16
5.45%
Reduce -34.27%
4,920,440
-2,565,636
GOOG
Alphabet Inc2022-09-30Reduce
-0.65%
●
96.15 ($111.66) 122.88
$106.06
-5.02%
Reduce -16.57%
2,282,754
-453,366
META
Meta Platforms Inc2022-09-30Add
+0.59%
●
134.4 ($162.08) 183.17
$206.01
27.10%
Add 10.49%
3,059,770
290,446
KMX
CarMax Inc2022-09-30Reduce
-0.28%
●
65.16 ($91.38) 104.22
$57.78
-36.77%
Reduce -3.57%
6,468,603
-239,403
LBRDK
Liberty Broadband Corp2022-09-30Reduce
-0.24%
●
73.8 ($106.38) 124.15
$78.74
-25.98%
Reduce -6.19%
2,419,567
-159,547
ELV
Elevance Health Inc2022-09-30Reduce
-0.16%
●
445.98 ($478.49) 507
$456.69
-4.56%
Reduce -2.58%
987,857
-26,130
W
Wayfair Inc2022-09-30Reduce
-0.14%
●
32.55 ($52.85) 73.54
$34.24
-35.21%
Reduce -4.98%
4,685,292
-245,307
UNH
UnitedHealth Group Inc2022-09-30Reduce
-0.14%
●
501.24 ($525.83) 548.32
$475.99
-9.48%
Reduce -1.6%
1,320,091
-21,404
ICE
Intercontinental Exchange Inc2022-09-30Reduce
-0.12%
●
90.35 ($100.27) 112.62
$97.49
-2.77%
Reduce -1.56%
6,422,256
-101,515
FWONK
Liberty Formula One Group2022-09-30Reduce
-0.11%
●
57.35 ($63.97) 69.88
$73.38
14.71%
Reduce -1.45%
9,292,365
-136,308
SCHW
Charles Schwab Corp2022-09-30Reduce
-0.11%
●
60.57 ($69.43) 77.18
$53.26
-23.29%
Reduce -1.5%
8,720,090
-132,867
BRK.A
Berkshire Hathaway Inc2022-09-30Reduce
-0.10%
●
399128 ($428128) 461300
$453,066.11
5.82%
Reduce -8.29%
199
-18
CACC
Credit Acceptance Corp2022-09-30Reduce
-0.09%
●
438 ($527.64) 605.38
$405.73
-23.10%
Reduce -1.75%
822,873
-14,678
J
Jacobs Solutions Inc2022-09-30Reduce
-0.08%
●
108.49 ($125.26) 137.3
$112.34
-10.31%
Reduce -1.68%
2,779,534
-47,434
BRK.B
Berkshire Hathaway Inc2022-09-30Add
+0.05%
●
264.32 ($284.56) 306.65
$298.92
5.05%
Add 2.45%
522,115
12,493
GOOGL
Alphabet Inc2022-09-30Add
+0.05%
●
95.65 ($110.89) 122.08
$105.44
-4.91%
Add 0.89%
3,668,670
32,430
FWONA
Liberty Formula One Group2022-09-30Reduce
-0.03%
●
51.65 ($58.18) 63.18
$66.51
14.32%
Reduce -3.61%
1,007,980
-37,766
LBRDA
Liberty Broadband Corp2022-09-30Reduce
-0.01%
●
74.6 ($105.79) 122.95
$78.68
-25.63%
Reduce -0.81%
849,073
-6,935
RMNI
Rimini Street Inc2022-09-30Reduce
0%
●
4.6 ($5.61) 7.22
$4.03
-28.16%
Reduce -12.26%
30,380
-4,245
ANGI
Angi Inc2022-09-30Add
0%
●
2.95 ($4.4) 6.14
$2.15
-51.14%
Add 9.39%
23,088
1,981
OPEN
Opendoor Technologies Inc2022-09-30Reduce
0%
●
3.04 ($4.74) 6.3
$1.66
-64.98%
Reduce -21.17%
17,500
-4,700
STLA
Stellantis NV2022-09-30Add
0%
●
11.57 ($13.43) 15.43
$17.25
28.44%
Add 20.31%
51,276
8,657
BLDR
Builders FirstSource Inc2022-09-30Add
0%
●
52.89 ($62.52) 73.34
$84.46
35.09%
Add 4.66%
45,747
2,035
ASAI
Sendas Distribuidora SA2022-09-30Add
0%
●
13.56 ($16.32) 18.49
$14.24
-12.75%
Add 19.02%
99,689
15,929
EQH
Equitable Holdings Inc2022-09-30Add
0%
●
24.87 ($28.42) 31.83
$23.58
-17.03%
Add 6.32%
33,972
2,018
BABA
Alibaba Group Holding Ltd2022-09-30Sold Out
0%
●
77.87 ($95.27) 122.39
$86.90
-8.79%
Sold Out
0
-2,360
ICE
Intercontinental Exchange Inc2022-06-30Add
+3.74%
●
90.33 ($107.3) 132.7
$97.49
-9.14%
Add 87.99%
6,523,771
3,053,467
ELV
Elevance Health Inc2022-06-30Reduce
-3.60%
●
444.32 ($494.66) 529.84
$456.69
-7.68%
Reduce -42.3%
1,013,987
-743,441
UNH
UnitedHealth Group Inc2022-06-30Reduce
-2.40%
●
452.06 ($502.32) 546.01
$475.99
-5.24%
Reduce -26.31%
1,341,495
-478,903
BRK.A
Berkshire Hathaway Inc2022-06-30Reduce
-1.87%
●
402300 ($472090) 529000
$453,066.11
-4.03%
Reduce -62.33%
217
-359
NFLX
Netflix Inc2022-06-30Add
+1.43%
●
166.37 ($224.13) 391.5
$328.39
46.52%
Add 43.84%
2,055,504
626,532
GOOG
Alphabet Inc2022-06-30Reduce
-1.24%
●
105.84 ($118.5) 143.64
$106.06
-10.50%
Reduce -24.82%
2,736,120
-45,165
W
Wayfair Inc2022-06-30Add
+0.85%
●
43.56 ($70.93) 117
$34.24
-51.73%
Add 43.33%
4,930,599
1,490,582
GOOGL
Alphabet Inc2022-06-30Reduce
-0.75%
●
105.81 ($118.07) 142.97
$105.44
-10.70%
Reduce -13.08%
3,636,240
-27,365
SCHW
Charles Schwab Corp2022-06-30Add
+0.50%
●
59.99 ($69.21) 84.31
$53.26
-23.05%
Add 7.44%
8,852,957
613,028
TSM
Taiwan Semiconductor Manufacturing Co Ltd2022-06-30Reduce
-0.19%
●
81.75 ($92.66) 104.79
$92.79
0.14%
Reduce -2.79%
6,602,047
-189,597
FWONK
Liberty Formula One Group2022-06-30Reduce
-0.19%
●
55.59 ($63.43) 70.08
$73.38
15.69%
Reduce -2.79%
9,428,673
-270,517
KMX
CarMax Inc2022-06-30Reduce
-0.18%
●
85.76 ($94.08) 103.17
$57.78
-38.58%
Reduce -2.75%
6,708,006
-189,768
MU
Micron Technology Inc2022-06-30Reduce
-0.17%
●
55.01 ($68.07) 77.89
$61.16
-10.15%
Reduce -2.85%
7,486,076
-219,333
META
Meta Platforms Inc2022-06-30Reduce
-0.14%
●
155.85 ($193.38) 233.89
$206.01
6.53%
Reduce -2.31%
2,769,324
-65,411
CACC
Credit Acceptance Corp2022-06-30Reduce
-0.13%
●
460.68 ($551.78) 640.93
$405.73
-26.47%
Reduce -2.81%
837,551
-24,201
LBRDK
Liberty Broadband Corp2022-06-30Reduce
-0.11%
●
103.43 ($122.08) 140
$78.74
-35.50%
Reduce -3.19%
2,579,114
-84,901
J
Jacobs Engineering Group Inc2022-06-30Reduce
-0.11%
●
118.69 ($135.36) 148.16
$112.34
-17.01%
Reduce -2.7%
2,826,968
-78,366
EXPD
Expeditors International of Washington Inc2022-06-30Sold Out
-0.10%
●
94.22 ($102.46) 114.83
$104.49
1.98%
Sold Out
0
-102,132
BRK.B
Berkshire Hathaway Inc2022-06-30Add
+0.02%
●
267.52 ($314.34) 353.1
$298.92
-4.91%
Add 1.27%
509,622
6,379
LBRDA
Liberty Broadband Corp2022-06-30Reduce
-0.01%
●
100.93 ($117.72) 135.03
$78.68
-33.16%
Reduce -1.13%
856,008
-9,742
FWONA
Liberty Formula One Group2022-06-30Reduce
-0.01%
●
51.27 ($58) 63.37
$66.51
14.67%
Reduce -1.49%
1,045,746
-15,788
RMNI
Rimini Street Inc2022-06-30Add
0%
●
5.4 ($5.95) 6.77
$4.03
-32.27%
Add 0.23%
34,625
79
BLDR
Builders FirstSource Inc2022-06-30Reduce
0%
●
50.02 ($61.37) 68.61
$84.46
37.62%
Reduce -9.38%
43,712
-4,526
EQH
Equitable Holdings Inc2022-06-30Add
0%
●
25.56 ($29.01) 32.3
$23.58
-18.72%
Add 0.4%
31,954
126
VCTR
Victory Capital Holdings Inc2022-06-30Sold Out
0%
●
24.1 ($26.94) 29.42
$29.21
8.43%
Sold Out
0
-7,179
DIS
The Walt Disney Co2022-06-30Sold Out
0%
●
93.29 ($111.41) 138.58
$94.08
-15.56%
Sold Out
0
-1,988
ASAI
Sendas Distribuidora SA2022-06-30Reduce
0%
●
13.59 ($15.83) 17.84
$14.24
-10.04%
Reduce -14.6%
83,760
-14,322
STLA
Stellantis NV2022-06-30Add
0%
●
12.36 ($14.17) 16.35
$17.25
21.74%
Add 5.47%
42,619
2,212
ANGI
Angi Inc2022-06-30Add
0%
●
3.59 ($4.92) 6.05
$2.15
-56.30%
Add 1.46%
21,107
303
DIS
The Walt Disney Co2022-03-31Reduce
-3.71%
●
129.03 ($144.79) 157.89
$94.08
-35.02%
Reduce -99.93%
1,988
-2,804,442
NFLX
Netflix Inc2022-03-31Add
+2.41%
●
331.01 ($417.64) 597.37
$328.39
-21.37%
Add 84.36%
1,428,972
653,867
META
Meta Platforms Inc2022-03-31Add
+0.42%
●
186.63 ($250.52) 338.54
$206.01
-17.77%
Add 7.17%
2,834,735
189,688
W
Wayfair Inc2022-03-31Add
+0.31%
●
104.81 ($141.04) 195.77
$34.24
-75.72%
Add 9.06%
3,440,017
285,729
UNH
UnitedHealth Group Inc2022-03-31Reduce
-0.22%
●
455.89 ($481.86) 520.82
$475.99
-1.22%
Reduce -2.69%
1,820,398
-50,296
CACC
Credit Acceptance Corp2022-03-31Reduce
-0.19%
●
470.31 ($545.13) 648.84
$405.73
-25.57%
Reduce -3.56%
861,752
-31,799
TSM
Taiwan Semiconductor Manufacturing Co Ltd2022-03-31Reduce
-0.19%
●
99.29 ($117.35) 140.66
$92.79
-20.93%
Reduce -2.71%
6,791,644
-188,988
SCHW
Charles Schwab Corp2022-03-31Reduce
-0.17%
●
75.69 ($88.05) 95.53
$53.26
-39.51%
Reduce -2.87%
8,239,929
-243,381
FWONK
Liberty Formula One Group2022-03-31Reduce
-0.16%
●
56.24 ($61.63) 69.84
$73.38
19.07%
Reduce -2.89%
9,699,190
-289,019
GOOG
Alphabet Inc2022-03-31Reduce
-0.14%
●
126.46 ($135.95) 148.04
$106.06
-21.99%
Reduce -3.08%
3,639,420
-5,777
KMX
CarMax Inc2022-03-31Reduce
-0.08%
●
96.48 ($107.63) 127.01
$57.78
-46.32%
Reduce -1.03%
6,897,774
-71,515
BRK.A
Berkshire Hathaway Inc2022-03-31Reduce
-0.08%
●
454300 ($485284) 539180
$453,066.11
-6.64%
Reduce -3.52%
576
-21
LBRDK
Liberty Broadband Corp2022-03-31Reduce
-0.07%
●
134.94 ($145.72) 161.48
$78.74
-45.96%
Reduce -1.82%
2,664,015
-49,438
MU
Micron Technology Inc2022-03-31Reduce
-0.06%
●
69.4 ($85.53) 97.36
$61.16
-28.49%
Reduce -0.94%
7,705,409
-72,728
100/Page
Total 248

Ruane Cunniff News

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