- New Purchases: EQH, GTYH, WTRH, ANET, XRAY,
- Added Positions: BABA, SAIL, SBGI, CARG, RH, DOMO,
- Reduced Positions: AABA, KMX, AMZN, GOOG, BRK.B, JD, V, FB, LBRDK, TJX, COST, EIX, PG, UNP, WFC,
- Sold Out: AYX, DHI, APPN, NETS, EA,
For the details of Ruane Cunniff's stock buys and sells, go to https://www.gurufocus.com/guru/ruane+cunniff/current-portfolio/portfolioportfolio
These are the top 5 holdings of Ruane Cunniff- Alphabet Inc (GOOGL) - 820,147 shares, 8.73% of the total portfolio. Shares reduced by 0.02%
- CarMax Inc (KMX) - 9,936,651 shares, 8.48% of the total portfolio. Shares reduced by 13.35%
- Alphabet Inc (GOOG) - 749,406 shares, 7.96% of the total portfolio. Shares reduced by 1.26%
- Berkshire Hathaway Inc (BRK.A) - 2,257 shares, 7.06% of the total portfolio. Shares reduced by 0.66%
- Amazon.com Inc (AMZN) - 292,681 shares, 5.45% of the total portfolio. Shares reduced by 9.4%
Ruane, Cunniff & Goldfarb L.P. initiated holding in AXA Equitable Holdings Inc. The purchase prices were between $19.89 and $22.83, with an estimated average price of $21.53. The stock is now traded at around $20.23. The impact to a portfolio due to this purchase was 0.37%. The holding were 1,800,000 shares as of .
New Purchase: GTY Technology Holdings Inc (GTYH)Ruane, Cunniff & Goldfarb L.P. initiated holding in GTY Technology Holdings Inc. The purchase prices were between $6.85 and $9.96, with an estimated average price of $8.76. The stock is now traded at around $6.07. The impact to a portfolio due to this purchase was 0.27%. The holding were 4,000,000 shares as of .
New Purchase: Waitr Holdings Inc (WTRH)Ruane, Cunniff & Goldfarb L.P. initiated holding in Waitr Holdings Inc. The purchase prices were between $5.52 and $12.56, with an estimated average price of $8.55. The stock is now traded at around $1.60. The impact to a portfolio due to this purchase was 0.19%. The holding were 3,014,882 shares as of .
New Purchase: Arista Networks Inc (ANET)Ruane, Cunniff & Goldfarb L.P. initiated holding in Arista Networks Inc. The purchase prices were between $236.08 and $328.54, with an estimated average price of $277.33. The stock is now traded at around $224.52. The impact to a portfolio due to this purchase was 0.01%. The holding were 3,600 shares as of .
New Purchase: Dentsply Sirona Inc (XRAY)Ruane, Cunniff & Goldfarb L.P. initiated holding in Dentsply Sirona Inc. The purchase prices were between $48.76 and $58.88, with an estimated average price of $53.67. The stock is now traded at around $52.69. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 4,018 shares as of .
Added: Alibaba Group Holding Ltd (BABA)Ruane, Cunniff & Goldfarb L.P. added to a holding in Alibaba Group Holding Ltd by 146.17%. The purchase prices were between $149.26 and $195.21, with an estimated average price of $172.54. The stock is now traded at around $161.56. The impact to a portfolio due to this purchase was 2.91%. The holding were 2,941,754 shares as of .
Added: SailPoint Technologies Holdings Inc (SAIL)Ruane, Cunniff & Goldfarb L.P. added to a holding in SailPoint Technologies Holdings Inc by 903.50%. The purchase prices were between $17.04 and $29.16, with an estimated average price of $22.66. The stock is now traded at around $21.84. The impact to a portfolio due to this purchase was 0.71%. The holding were 4,014,000 shares as of .
Added: Sinclair Broadcast Group Inc (SBGI)Ruane, Cunniff & Goldfarb L.P. added to a holding in Sinclair Broadcast Group Inc by 60.61%. The purchase prices were between $39.28 and $61.81, with an estimated average price of $50.66. The stock is now traded at around $43.56. The impact to a portfolio due to this purchase was 0.42%. The holding were 2,120,000 shares as of .
Added: CarGurus Inc (CARG)Ruane, Cunniff & Goldfarb L.P. added to a holding in CarGurus Inc by 70.69%. The purchase prices were between $33.52 and $41.45, with an estimated average price of $37.5. The stock is now traded at around $31.80. The impact to a portfolio due to this purchase was 0.09%. The holding were 605,000 shares as of .
Sold Out: Alteryx Inc (AYX)Ruane, Cunniff & Goldfarb L.P. sold out a holding in Alteryx Inc. The sale prices were between $80.66 and $109.98, with an estimated average price of $90.78.
Sold Out: D.R. Horton Inc (DHI)Ruane, Cunniff & Goldfarb L.P. sold out a holding in D.R. Horton Inc. The sale prices were between $41.7 and $46.67, with an estimated average price of $44.31.
Sold Out: Appian Corp (APPN)Ruane, Cunniff & Goldfarb L.P. sold out a holding in Appian Corp. The sale prices were between $31.36 and $39.75, with an estimated average price of $34.21.
Sold Out: Netshoes (Cayman) Ltd (NETS)Ruane, Cunniff & Goldfarb L.P. sold out a holding in Netshoes (Cayman) Ltd. The sale prices were between $1.54 and $3.8, with an estimated average price of $2.44.
Sold Out: Electronic Arts Inc (EA)Ruane, Cunniff & Goldfarb L.P. sold out a holding in Electronic Arts Inc. The sale prices were between $90.42 and $102.67, with an estimated average price of $95.19.
Reduced: Altaba Inc (AABA)Ruane, Cunniff & Goldfarb L.P. reduced to a holding in Altaba Inc by 99.62%. The sale prices were between $59.2 and $79.15, with an estimated average price of $69.95. The stock is now traded at around $70.04. The impact to a portfolio due to this sale was -3.03%. Ruane, Cunniff & Goldfarb L.P. still held 15,068 shares as of .
Reduced: TJX Companies Inc (TJX)Ruane, Cunniff & Goldfarb L.P. reduced to a holding in TJX Companies Inc by 45.57%. The sale prices were between $49.73 and $55.42, with an estimated average price of $53.16. The stock is now traded at around $51.80. The impact to a portfolio due to this sale was -0.01%. Ruane, Cunniff & Goldfarb L.P. still held 17,364 shares as of .
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