Ruane Cunniff
Ruane Cunniff
Ruane, Cunniff & Goldfarb L.P.
Last update 2018-08-14 61 Stocks (7 new)
Value $11.16 Bil Turnover 5 %
Top Holdings: GOOG (8.54%) GOOGL (8.4%) KMX (7.8%) BRK.A (7.42%) AMZN (7.35%)
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Price change from average %
Market Cap

Ruane Cunniff Profile

This is the firm founded by William Ruane, who died in Oct. 2005. We continue to track its stock picks. The current investment committee is directed by Richard T. Cunniff. William Ruane is a Graham-and-Doddsville superinvestor recognized by Warren Buffett. William Ruane was founder and Chairman of Sequoia Fund, Inc. (SEQUX). Since inception in 1970 through September 30, 2007, the Fund has returned 15.57% average annually. During the same period the S&P 500 returned an average 11.86% annually. He is a student of Benjamin Graham, and attended his class at the same time as Warren Buffett.

Ruane Cunniff Investing Philosophy

Ruane Cunniff are value investors focused on the intrinsic value of business. They are long-term investors, and will buy a stock and hold it for a long time, even if sometimes the stocks seem to be overvalued. They look at common stocks as units of ownership in a business, and purchase them when the price appears low in relation to the value of the total enterprise. The Firm shuns technical stock market studies, and looks at the balance sheet, earnings history, and prospects of each investment when determining its value.

Ruane Cunniff Total Holding History ($B)

Historical Allocation of Stock, Bonds, Cash

Performance of Sequoia Fund

YearReturn %S&P500 %Excess Gain %
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Commentaries and Stories
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Sequoia Fund 3rd Quarter Shareholder Letter
Discussion of holdings and markets
0 Votes
262 Views    Holly LaFon    2018-10-03 18:16
Sequoia Fund Reduces Berkshire, Buys Facebook
Buffett-endorsed fund reveals some trades early
0 Votes
865 Views    Holly LaFon    2018-07-06 13:49
Ruane, Cunniff & Goldfarb 2nd Quarter Commentary
Discussion of returns and portfolio moves
0 Votes
143 Views    Holly LaFon    2018-07-05 19:01
CarMax Soars on Strong 1st-Quarter Unit Sales Growth
Wholesale vehicle unit sales increased 9.6% year over year, stock zooms over 13% in the first hour of trading
0 Votes
666 Views    James Li    2018-06-22 16:53
Cheap Stocks in a Cheap Sector
Real estate: a sector low interest rates will hit
1 Votes
591 Views    Holly LaFon    2018-06-13 22:15
Ruane Cunniff's 5 New Buys of 1st Quarter
Value firm once recommended by Buffett
1 Votes
421 Views    Holly LaFon    2018-05-23 21:09
Sequoia Fund Comments on Vivendi
Guru stock highlight
1 Votes
68 Views    Holly LaFon    2018-04-12 21:58
Sequoia Fund Comments on Naspers
Guru stock highlight
1 Votes
70 Views    Holly LaFon    2018-04-12 21:58
Sequoia Fund Comments on Liberty Broadband
Guru stock highlight
1 Votes
47 Views    Holly LaFon    2018-04-12 21:58
Sequoia Fund Comments on Facebook
Guru stock highlight
0 Votes
64 Views    Holly LaFon    2018-04-12 21:58

Top Ranked Articles
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Morningstar Reviews Sequoia Fund Rating Due to Valeant Losses
Analysts question fund's actions with Valeant; fund has won with outsized positions in the past
10 Votes
3047 Views    Holly LaFon    2016-03-18 14:05
Diageo: Why It’s the Perfect Time to Invest
2 Votes
731 Views    Patricio Kehoe    2014-03-11 15:42
Ruane Cunniff Comments on Wells Fargo
Guru stock highlight
2 Votes
796 Views    Holly LaFon    2016-07-13 21:26
Ruane Cunniff Comments on Wells Fargo
Guru stock highlight
2 Votes
649 Views    Holly LaFon    2016-10-13 16:08
Ruane, Cunniff & Goldfarb 1st Quarter Commentary 2017
Discussion of fund activities
2 Votes
784 Views    Holly LaFon    2017-05-08 20:47
Sequoia Fund Trims Berkshire Hathaway, Buys Facebook
Historic fund sharpened its focus in online media during the first quarter
2 Votes
1053 Views    Holly LaFon    2018-04-09 20:47
Gurus Floored on Mohawk - Ruane Cunniff Reduces MHK
1 Votes
567 Views    Sally Jones    2013-10-21 14:16