Ruane Cunniff

Ruane Cunniff

13F
Ruane, Cunniff & Goldfarb L.P.
Last update 2024-08-14 37 Stocks (3 new)
Value $6.42 Bil Turnover 2 %
Countries:
Top Holdings: ICE(10.90%)SCHW(8.94%)ELV(8.65%)TSM(8.19%)GOOGL(7.88%)

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."
Summary Stock Picks Current Portfolio

Ruane Cunniff Portfolio and Latest Trades

Type:
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CHTR 		Charter Communications Inc2024-06-30New Buy
+2.12%
●
254.61 ($272.92) 298.96
$327.66
20.06%
New holding
454,226
454,226
TSM 		Taiwan Semiconductor Manufacturing Co Ltd2024-06-30Reduce
-1.46%
●
127.7 ($151.69) 179.69
$190.54
25.61%
Reduce -18.64%
3,023,723
-692,927
ICE 		Intercontinental Exchange Inc2024-06-30Reduce
-0.52%
●
126.54 ($134.36) 138.72
$155.87
16.01%
Reduce -4.59%
5,108,459
-245,844
ELV 		Elevance Health Inc2024-06-30Reduce
-0.41%
●
497.49 ($528.58) 547.8
$405.76
-23.24%
Reduce -4.71%
1,024,071
-50,614
SCHW 		Charles Schwab Corp2024-06-30Reduce
-0.39%
●
70.03 ($73.87) 78.9
$70.83
-4.12%
Reduce -4.27%
7,785,057
-347,586
LBRDK 		Liberty Broadband Corp2024-06-30Reduce
-0.35%
●
48.19 ($51.63) 55.75
$80.80
56.49%
Reduce -13.31%
2,566,228
-394,071
UNH 		UnitedHealth Group Inc2024-06-30Reduce
-0.34%
●
439.2 ($490.13) 524.63
$564.50
15.17%
Reduce -4.28%
983,826
-44,037
GOOGL 		Alphabet Inc2024-06-30Reduce
-0.30%
●
150.53 ($168.57) 185.41
$171.02
1.45%
Reduce -4.44%
2,775,840
-129,017
COF 		Capital One Financial Corp2024-06-30Reduce
-0.30%
●
133.7 ($140.29) 148.87
$162.79
16.04%
Reduce -4.38%
2,823,544
-129,185
J 		Jacobs Solutions Inc2024-06-30Reduce
-0.27%
●
134.12 ($141.79) 151.23
$140.58
-0.85%
Reduce -4.17%
2,575,459
-112,109
FWONK 		Liberty Formula One Group2024-06-30Reduce
-0.26%
●
65.54 ($70.58) 75.55
$79.86
13.14%
Reduce -4.02%
6,179,575
-258,853
KMX 		CarMax Inc2024-06-30Reduce
-0.23%
●
67.21 ($72.06) 85.94
$72.38
0.44%
Reduce -4.3%
3,797,441
-170,637
GOOG 		Alphabet Inc2024-06-30Reduce
-0.21%
●
151.94 ($170.1) 186.86
$172.69
1.52%
Reduce -5.5%
1,493,749
-86,996
EXPD 		Expeditors International of Washington Inc2024-06-30New Buy
+0.20%
●
111.31 ($119.13) 127.26
$119.00
-0.11%
New holding
102,132
102,132
META 		Meta Platforms Inc2024-06-30Reduce
-0.18%
●
430.17 ($486.09) 527.34
$567.45
16.74%
Reduce -3.87%
577,470
-23,240
BRK.A 		Berkshire Hathaway Inc2024-06-30Reduce
-0.11%
●
598160 ($616494) 634030
$676,959.50
9.81%
Reduce -7.38%
138
-11
BRK.B 		Berkshire Hathaway Inc2024-06-30Reduce
-0.08%
●
396.73 ($408.62) 420.24
$450.92
10.35%
Reduce -2.58%
438,921
-11,601
CACC 		Credit Acceptance Corp2024-06-30Reduce
-0.08%
●
470.51 ($509.35) 572.49
$425.00
-16.56%
Reduce -1.27%
708,927
-9,113
LBRDA 		Liberty Broadband Corp2024-06-30Reduce
-0.04%
●
48.34 ($51.78) 55.47
$80.23
54.94%
Reduce -5.61%
723,182
-42,948
FWONA 		Liberty Formula One Group2024-06-30Reduce
-0.04%
●
58.6 ($63.64) 69.7
$74.24
16.66%
Reduce -5.05%
813,312
-43,246
GS 		The Goldman Sachs Group Inc2024-06-30New Buy
0%
●
389.49 ($438.8) 470.41
$517.79
18.00%
New holding
450
450
GPI 		Group 1 Automotive Inc2024-06-30Add
0%
●
263.16 ($296.14) 322.62
$364.32
23.02%
Add 23.1%
3,427
643
LAD 		Lithia Motors Inc2024-06-30Add
0%
●
246.33 ($261.76) 295.77
$332.37
26.98%
Add 16.86%
2,724
393
MU 		Micron Technology Inc2024-06-30Reduce
0%
●
106.77 ($126.02) 153.45
$99.65
-20.93%
Reduce -31.63%
2,162
-1,000
RMNI 		Rimini Street Inc2024-06-30Add
0%
●
2.32 ($2.75) 3.36
$1.77
-35.45%
Add 54.43%
28,371
10,000
STLA 		Stellantis NV2024-06-30Reduce
0%
●
19.77 ($23.16) 28.24
$13.62
-41.19%
Reduce -6.22%
45,164
-2,996
TSM 		Taiwan Semiconductor Manufacturing Co Ltd2024-03-31Reduce
-0.59%
●
99.13 ($124.2) 149.2
$190.54
53.41%
Reduce -8.69%
3,716,650
-353,629
COF 		Capital One Financial Corp2024-03-31Reduce
-0.57%
●
124.92 ($135.42) 148.89
$162.79
20.21%
Reduce -8.45%
2,952,729
-272,466
ICE 		Intercontinental Exchange Inc2024-03-31Reduce
-0.51%
●
124.81 ($132.81) 139.43
$155.87
17.36%
Reduce -4.45%
5,354,303
-249,488
GOOG 		Alphabet Inc2024-03-31Reduce
-0.45%
●
132.56 ($144.34) 154.84
$172.69
19.64%
Reduce -11.23%
1,580,745
-199,942
SCHW 		Charles Schwab Corp2024-03-31Reduce
-0.37%
●
61.89 ($65.86) 72.38
$70.83
7.55%
Reduce -3.98%
8,132,643
-337,513
UNH 		UnitedHealth Group Inc2024-03-31Reduce
-0.35%
●
472.6 ($508.38) 545.42
$564.50
11.04%
Reduce -3.89%
1,027,863
-41,556
ELV 		Elevance Health Inc2024-03-31Reduce
-0.35%
●
464.61 ($497.33) 519.96
$405.76
-18.41%
Reduce -4.19%
1,074,685
-46,958
FWONK 		Liberty Formula One Group2024-03-31Reduce
-0.29%
●
61.89 ($67.12) 73.3
$79.86
18.97%
Reduce -4.22%
6,438,428
-283,983
CACC 		Credit Acceptance Corp2024-03-31Reduce
-0.25%
●
516.26 ($548.63) 582.42
$425.00
-22.53%
Reduce -3.92%
718,040
-29,316
J 		Jacobs Solutions Inc2024-03-31Reduce
-0.23%
●
126.43 ($141.75) 153.73
$140.58
-0.83%
Reduce -3.98%
2,687,568
-111,517
KMX 		CarMax Inc2024-03-31Reduce
-0.19%
●
67.45 ($75.64) 87.11
$72.38
-4.31%
Reduce -3.85%
3,968,078
-158,828
LBRDK 		Liberty Broadband Corp2024-03-31Reduce
-0.18%
●
55.5 ($66.14) 81.32
$80.80
22.16%
Reduce -4.6%
2,960,299
-142,717
BRK.A 		Berkshire Hathaway Inc2024-03-31Reduce
-0.17%
●
545250 ($593888) 634440
$676,959.50
13.99%
Reduce -11.31%
149
-19
GOOGL 		Alphabet Inc2024-03-31Reduce
-0.16%
●
131.4 ($143.05) 153.51
$171.02
19.55%
Reduce -2.39%
2,904,857
-71,256
META 		Meta Platforms Inc2024-03-31Reduce
-0.13%
●
344.47 ($446.07) 512.19
$567.45
27.21%
Reduce -3.73%
600,710
-23,300
BRK.B 		Berkshire Hathaway Inc2024-03-31Reduce
-0.03%
●
359.29 ($393.34) 420.52
$450.92
14.64%
Reduce -1.26%
450,522
-5,757
FWONA 		Liberty Formula One Group2024-03-31Reduce
-0.01%
●
56.26 ($60.39) 66.33
$74.24
22.93%
Reduce -1.05%
856,558
-9,114
LBRDA 		Liberty Broadband Corp2024-03-31Reduce
-0.01%
●
55.44 ($65.92) 81.18
$80.23
21.71%
Reduce -1.07%
766,130
-8,306
MSFT 		Microsoft Corp2024-03-31Reduce
0%
●
367.75 ($404.82) 429.37
$406.35
0.38%
Reduce -6.21%
649
-43
AXP 		American Express Co2024-03-31New Buy
0%
●
179.79 ($207.36) 229.12
$270.08
30.25%
New holding
932
932
LAD 		Lithia Motors Inc2024-03-31Reduce
0%
●
281.43 ($295.59) 324.78
$332.37
12.44%
Reduce -1.27%
2,331
-30
EQH 		Equitable Holdings Inc2024-03-31Reduce
0%
●
32.25 ($34.01) 38.01
$45.34
33.31%
Reduce -0.29%
40,889
-118
GPI 		Group 1 Automotive Inc2024-03-31Add
0%
●
260.06 ($273.19) 305
$364.32
33.36%
Add 1.2%
2,784
33
ASAI 		Sendas Distribuidora SA2024-03-31Reduce
0%
●
13.15 ($14.19) 15.05
$6.50
-54.19%
Reduce -0.88%
138,282
-1,232
STLA 		Stellantis NV2024-03-31Reduce
0%
●
21.09 ($24.9) 29.4
$13.62
-45.30%
Reduce -6.84%
48,160
-3,537
RMNI 		Rimini Street Inc2024-03-31Reduce
0%
●
2.86 ($3.19) 3.42
$1.77
-44.36%
Reduce -6.52%
18,371
-1,281
KMX 		CarMax Inc2023-12-31Reduce
-1.69%
●
60.39 ($67.22) 78.55
$72.38
7.68%
Reduce -25.85%
4,126,906
-1,438,450
META 		Meta Platforms Inc2023-12-31Reduce
-1.34%
●
288.35 ($325.65) 358.32
$567.45
74.25%
Reduce -30.2%
624,010
-270,004
ICE 		Intercontinental Exchange Inc2023-12-31Reduce
-0.28%
●
104.72 ($113.38) 128.6
$155.87
37.48%
Reduce -2.66%
5,603,791
-153,084
UNH 		UnitedHealth Group Inc2023-12-31Reduce
-0.22%
●
509.47 ($533.34) 552.97
$564.50
5.84%
Reduce -2.38%
1,069,419
-26,040
GOOG 		Alphabet Inc2023-12-31Reduce
-0.21%
●
123.4 ($135.69) 142.82
$172.69
27.27%
Reduce -5.01%
1,780,687
-93,914
ELV 		Elevance Health Inc2023-12-31Reduce
-0.21%
●
433.51 ($462.41) 488.06
$405.76
-12.25%
Reduce -2.48%
1,121,643
-28,578
SCHW 		Charles Schwab Corp2023-12-31Reduce
-0.19%
●
49.33 ($57.75) 70.98
$70.83
22.65%
Reduce -2.43%
8,470,156
-210,679
TSM 		Taiwan Semiconductor Manufacturing Co Ltd2023-12-31Reduce
-0.18%
●
85.41 ($95.37) 104.7
$190.54
99.79%
Reduce -2.98%
4,070,279
-125,036
FWONK 		Liberty Formula One Group2023-12-31Reduce
-0.17%
●
61.65 ($65.41) 70.9
$79.86
22.08%
Reduce -2.41%
6,722,411
-165,977
LLYVK 		Liberty Live Group2023-12-31Sold Out
-0.16%
●
30.1 ($34.02) 37.57
$58.31
71.40%
Sold Out
0
-295,040
J 		Jacobs Solutions Inc2023-12-31Reduce
-0.15%
●
122.41 ($131.62) 140.35
$140.58
6.81%
Reduce -2.32%
2,799,085
-66,362
GOOGL 		Alphabet Inc2023-12-31Reduce
-0.15%
●
122.17 ($134.36) 141.52
$171.02
27.28%
Reduce -2.22%
2,976,113
-67,551
CACC 		Credit Acceptance Corp2023-12-31Reduce
-0.14%
●
397.06 ($449.63) 535.45
$425.00
-5.48%
Reduce -2.34%
747,356
-17,874
BATRK 		Atlanta Braves Holdings Inc2023-12-31Sold Out
-0.13%
●
34.19 ($36.49) 39.91
$39.52
8.30%
Sold Out
0
-224,489
LBRDK 		Liberty Broadband Corp2023-12-31Reduce
-0.12%
●
74.76 ($83.95) 94.32
$80.80
-3.76%
Reduce -2.46%
3,103,016
-78,227
COF 		Capital One Financial Corp2023-12-31Reduce
-0.12%
●
88.97 ($107.87) 132.02
$162.79
50.91%
Reduce -2.35%
3,225,195
-77,598
BRK.B 		Berkshire Hathaway Inc2023-12-31Reduce
-0.09%
●
331.71 ($350.99) 362.68
$450.92
28.47%
Reduce -3.34%
456,279
-15,782
FWONA 		Liberty Formula One Group2023-12-31Reduce
-0.02%
●
56.06 ($58.75) 62.87
$74.24
26.37%
Reduce -2.52%
865,672
-22,345
LBRDA 		Liberty Broadband Corp2023-12-31Reduce
-0.02%
●
74.69 ($83.87) 94.28
$80.23
-4.34%
Reduce -1.83%
774,436
-14,454
LLYVA 		Liberty Live Group2023-12-31Sold Out
-0.02%
●
29.52 ($33.2) 36.79
$56.77
70.99%
Sold Out
0
-37,392
BRK.A 		Berkshire Hathaway Inc2023-12-31Reduce
-0.02%
●
503375 ($533852) 555800
$676,959.50
26.81%
Reduce -1.18%
168
-2
AMZN 		Amazon.com Inc2023-12-31Sold Out
-0.01%
●
119.57 ($140.18) 154.07
$186.40
32.97%
Sold Out
0
-6,020
MU 		Micron Technology Inc2023-12-31Reduce
-0.01%
●
64.53 ($74.29) 87.06
$99.65
34.14%
Reduce -53.55%
3,162
-3,646
BLDR 		Builders FirstSource Inc2023-12-31Reduce
0%
●
106.22 ($132.9) 170.56
$171.40
28.97%
Reduce -18.97%
4,700
-1,100
GPI 		Group 1 Automotive Inc2023-12-31Reduce
0%
●
232.89 ($272.58) 309.31
$364.32
33.66%
Reduce -0.94%
2,751
-26
NFLX 		Netflix Inc2023-12-31Reduce
0%
●
346.19 ($436.54) 495.02
$755.96
73.17%
Reduce -49.09%
615
-593
LAD 		Lithia Motors Inc2023-12-31Reduce
0%
●
234.38 ($274.37) 329.28
$332.37
21.14%
Reduce -0.55%
2,361
-13
RMNI 		Rimini Street Inc2023-12-31Reduce
0%
●
2.01 ($2.75) 3.41
$1.77
-35.45%
Reduce -33.25%
19,652
-9,790
STLA 		Stellantis NV2023-12-31Reduce
0%
●
18 ($20.65) 23.59
$13.62
-34.04%
Reduce -6.59%
51,697
-3,648
ASAI 		Sendas Distribuidora SA2023-12-31Reduce
0%
●
10.73 ($12.47) 14
$6.50
-47.87%
Reduce -4.25%
139,514
-6,191
EQH 		Equitable Holdings Inc2023-12-31Reduce
0%
●
25.21 ($29.27) 34.46
$45.34
54.90%
Reduce -0.12%
41,007
-50
SPGI 		S&P Global Inc2023-12-31New Buy
0%
●
342.48 ($394.63) 441.84
$480.36
21.72%
New holding
531
531
ELV 		Elevance Health Inc2023-09-30Add
+0.73%
●
414.13 ($453.58) 475.93
$405.76
-10.54%
Add 9.69%
1,150,221
101,573
KMX 		CarMax Inc2023-09-30Reduce
-0.62%
●
69.01 ($81.89) 85.83
$72.38
-11.61%
Reduce -7.71%
5,565,356
-464,864
GOOGL 		Alphabet Inc2023-09-30Reduce
-0.41%
●
116.45 ($129.36) 138.21
$171.02
32.20%
Reduce -6.72%
3,043,664
-219,168
ICE 		Intercontinental Exchange Inc2023-09-30Reduce
-0.33%
●
107.23 ($114.57) 118.57
$155.87
36.05%
Reduce -3.15%
5,756,875
-187,397
UNH 		UnitedHealth Group Inc2023-09-30Reduce
-0.25%
●
447.75 ($492.14) 510.93
$564.50
14.70%
Reduce -2.94%
1,095,459
-33,171
SCHW 		Charles Schwab Corp2023-09-30Reduce
-0.24%
●
54.2 ($60.44) 67.94
$70.83
17.19%
Reduce -2.99%
8,680,835
-267,834
FWONK 		Liberty Formula One Group2023-09-30Reduce
-0.24%
●
61.45 ($68.85) 75.88
$79.86
15.98%
Reduce -2.89%
6,888,388
-204,828
TSM 		Taiwan Semiconductor Manufacturing Co Ltd2023-09-30Reduce
-0.21%
●
84.29 ($94.56) 105.57
$190.54
101.50%
Reduce -2.97%
4,195,315
-128,621
CACC 		Credit Acceptance Corp2023-09-30Reduce
-0.19%
●
460.12 ($506.34) 573.28
$425.00
-16.06%
Reduce -2.94%
765,230
-23,215
COF 		Capital One Financial Corp2023-09-30Reduce
-0.17%
●
95.49 ($106.9) 117.96
$162.79
52.28%
Reduce -2.96%
3,302,793
-100,744
GOOG 		Alphabet Inc2023-09-30Reduce
-0.17%
●
116.87 ($130.02) 138.99
$172.69
32.82%
Reduce -4.64%
1,874,601
-91,150
J 		Jacobs Solutions Inc2023-09-30Reduce
-0.17%
●
119.34 ($130.26) 136.97
$140.58
7.92%
Reduce -3%
2,865,447
-88,671
META 		Meta Platforms Inc2023-09-30Reduce
-0.13%
●
283.25 ($301.3) 325.48
$567.45
88.33%
Reduce -3.21%
894,014
-29,693
LBRDK 		Liberty Broadband Corp2023-09-30Reduce
-0.13%
●
80.38 ($89.2) 95.23
$80.80
-9.42%
Reduce -3.2%
3,181,243
-105,118
BATRK 		Atlanta Braves Holdings Inc2023-09-30New Buy
+0.13%
●
35.5 ($37.85) 42.54
$39.52
4.41%
New holding
224,489
224,489
BRK.B 		Berkshire Hathaway Inc2023-09-30Reduce
-0.10%
●
340.9 ($354.77) 370.48
$450.92
27.10%
Reduce -3.79%
472,061
-18,618
100/Page
Total 204
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