Ruane, Cunniff & Goldfarb L.P. Buys The Walt Disney Co, Taiwan Semiconductor Manufacturing Co, ANGI Homeservices Inc, Sells Booking Holdings Inc, CarMax Inc, Wayfair Inc

• New Purchases: DIS,
• Added Positions: TSM, CACC, FB, FWONK, UNH, ANGI,
• Reduced Positions: GOOG, KMX, W, SCHW, MA, BRK.B, BRK.A, GOOGL, V, ANET, J, AMZN, LBRDK, PG, WTRH, UNP, EIX, KO, BLDR, AEP,
• Sold Out: BKNG, PGR,

For the details of Ruane Cunniff's stock buys and sells, go to https://www.gurufocus.com/guru/ruane+cunniff/current-portfolio/portfolio

1. Alphabet Inc (GOOG) - 514,126 shares, 9.74% of the total portfolio. Shares reduced by 19.25%
2. CarMax Inc (KMX) - 6,729,480 shares, 8.08% of the total portfolio. Shares reduced by 26.57%
3. Wayfair Inc (W) - 2,968,852 shares, 7.86% of the total portfolio. Shares reduced by 42.61%
4. Facebook Inc (FB) - 2,292,319 shares, 6.98% of the total portfolio. Shares added by 3.27%
5. Credit Acceptance Corp (CACC) - 1,206,213 shares, 6.77% of the total portfolio. Shares added by 3.43%

Ruane, Cunniff & Goldfarb L.P. initiated holding in The Walt Disney Co. The purchase prices were between $93.88 and $127.28, with an estimated average price of $110.22. The stock is now traded at around $130.73. The impact to a portfolio due to this purchase was 4.21%. The holding were 2,814,237 shares as of .

Ruane, Cunniff & Goldfarb L.P. added to a holding in Taiwan Semiconductor Manufacturing Co Ltd by 124.04%. The purchase prices were between $46.51 and $57.55, with an estimated average price of $52.52. The stock is now traded at around $78.14. The impact to a portfolio due to this purchase was 2.87%. The holding were 6,827,455 shares as of .

Ruane, Cunniff & Goldfarb L.P. added to a holding in ANGI Homeservices Inc by 20.52%. The purchase prices were between $4.41 and $13.22, with an estimated average price of $9.03. The stock is now traded at around $13.21. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 14,674 shares as of .

Ruane, Cunniff & Goldfarb L.P. sold out a holding in Booking Holdings Inc. The sale prices were between $1230.68 and $1840.91, with an estimated average price of $1519.55.

Ruane, Cunniff & Goldfarb L.P. sold out a holding in Progressive Corp. The sale prices were between $72.19 and $82.96, with an estimated average price of $77.98.