- New Purchases: RMNI, OPEN,
- Added Positions: W, TSM, FB, KMX, FWONA, DIS, ICE, ANGI, EQH,
- Reduced Positions: CACC, BRK.B, GOOG, UNH, BRK.A, SCHW, MU, ANTM, J, FWONK, GOOGL, LBRDK, LBRDA, STLA,
- Sold Out: FIS, ANET, IMXI,
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- Meta Platforms Inc (FB) - 2,720,959 shares, 8.30% of the total portfolio. Shares added by 9.82%
- CarMax Inc (KMX) - 7,154,140 shares, 8.23% of the total portfolio. Shares added by 6.36%
- Taiwan Semiconductor Manufacturing Co Ltd (TSM) - 7,070,792 shares, 7.09% of the total portfolio. Shares added by 20.88%
- Credit Acceptance Corp (CACC) - 1,320,091 shares, 6.94% of the total portfolio. Shares reduced by 17.67%
- UnitedHealth Group Inc (UNH) - 1,901,471 shares, 6.68% of the total portfolio. Shares reduced by 1.43%
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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