Ruane, Cunniff & Goldfarb L.P. Buys Wayfair Inc, Taiwan Semiconductor Manufacturing Co, Liberty Formula One Group, Sells Fidelity National Information Services Inc, Arista Networks Inc, Berkshire Hathaway Inc

Investment company Ruane, Cunniff & Goldfarb L.P. (Current Portfolio) buys Wayfair Inc, Taiwan Semiconductor Manufacturing Co, Liberty Formula One Group, Angi Inc, Rimini Street Inc, sells Fidelity National Information Services Inc, Arista Networks Inc, Berkshire Hathaway Inc, International Money Express Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Ruane, Cunniff & Goldfarb L.P.. As of 2021Q3, Ruane, Cunniff & Goldfarb L.P. owns 33 stocks with a total value of $11.1 billion. These are the details of the buys and sells.

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

These are the top 5 holdings of Ruane Cunniff
  1. Meta Platforms Inc (FB) - 2,720,959 shares, 8.30% of the total portfolio. Shares added by 9.82%
  2. CarMax Inc (KMX) - 7,154,140 shares, 8.23% of the total portfolio. Shares added by 6.36%
  3. Taiwan Semiconductor Manufacturing Co Ltd (TSM) - 7,070,792 shares, 7.09% of the total portfolio. Shares added by 20.88%
  4. Credit Acceptance Corp (CACC) - 1,320,091 shares, 6.94% of the total portfolio. Shares reduced by 17.67%
  5. UnitedHealth Group Inc (UNH) - 1,901,471 shares, 6.68% of the total portfolio. Shares reduced by 1.43%
New Purchase: Rimini Street Inc (RMNI)

Ruane, Cunniff & Goldfarb L.P. initiated holding in Rimini Street Inc. The purchase prices were between $6.3 and $10.22, with an estimated average price of $8.66. The stock is now traded at around $7.170000. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 22,388 shares as of 2021-09-30.

New Purchase: Opendoor Technologies Inc (OPEN)

Ruane, Cunniff & Goldfarb L.P. initiated holding in Opendoor Technologies Inc. The purchase prices were between $14.17 and $21, with an estimated average price of $16.75. The stock is now traded at around $23.140000. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 22,200 shares as of 2021-09-30.

Added: Wayfair Inc (W)

Ruane, Cunniff & Goldfarb L.P. added to a holding in Wayfair Inc by 82.65%. The purchase prices were between $241.36 and $316.57, with an estimated average price of $282.2. The stock is now traded at around $258.010000. The impact to a portfolio due to this purchase was 2.48%. The holding were 2,380,289 shares as of 2021-09-30.

Added: Taiwan Semiconductor Manufacturing Co Ltd (TSM)

Ruane, Cunniff & Goldfarb L.P. added to a holding in Taiwan Semiconductor Manufacturing Co Ltd by 20.88%. The purchase prices were between $108.12 and $124.7, with an estimated average price of $117.53. The stock is now traded at around $118.690000. The impact to a portfolio due to this purchase was 1.22%. The holding were 7,070,792 shares as of 2021-09-30.

Added: Liberty Formula One Group (FWONA)

Ruane, Cunniff & Goldfarb L.P. added to a holding in Liberty Formula One Group by 218.95%. The purchase prices were between $41.03 and $47.83, with an estimated average price of $43.89. The stock is now traded at around $53.610000. The impact to a portfolio due to this purchase was 0.3%. The holding were 1,010,851 shares as of 2021-09-30.

Added: Angi Inc (ANGI)

Ruane, Cunniff & Goldfarb L.P. added to a holding in Angi Inc by 27.29%. The purchase prices were between $9.91 and $14.4, with an estimated average price of $11.5. The stock is now traded at around $10.980000. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 15,918 shares as of 2021-09-30.

Sold Out: Fidelity National Information Services Inc (FIS)

Ruane, Cunniff & Goldfarb L.P. sold out a holding in Fidelity National Information Services Inc. The sale prices were between $121.38 and $150.86, with an estimated average price of $134.16.

Sold Out: Arista Networks Inc (ANET)

Ruane, Cunniff & Goldfarb L.P. sold out a holding in Arista Networks Inc. The sale prices were between $343.64 and $382.12, with an estimated average price of $366.56.

Sold Out: International Money Express Inc (IMXI)

Ruane, Cunniff & Goldfarb L.P. sold out a holding in International Money Express Inc. The sale prices were between $15.27 and $18.4, with an estimated average price of $16.74.

Reduced: Berkshire Hathaway Inc (BRK.B)

Ruane, Cunniff & Goldfarb L.P. reduced to a holding in Berkshire Hathaway Inc by 22.58%. The sale prices were between $272.66 and $291.28, with an estimated average price of $280.85. The stock is now traded at around $285.990000. The impact to a portfolio due to this sale was -0.34%. Ruane, Cunniff & Goldfarb L.P. still held 469,558 shares as of 2021-09-30.



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