- New Purchases: W, AAPL, JPM, GTT, BABA,
- Added Positions: FB, WTRH,
- Reduced Positions: MA, V, BRK.A, FWONK, AEP, KO, COST, EIX, PG, TJX, UNP, WFC, FCAU, JD, RMNI,
- Sold Out: AABA, XRAY,
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- Alphabet Inc (GOOG) - 752,617 shares, 12.04% of the total portfolio. Shares added by 0.61%
- CarMax Inc (KMX) - 9,823,746 shares, 11.34% of the total portfolio. Shares reduced by 0.97%
- Berkshire Hathaway Inc (BRK.A) - 2,219 shares, 9.08% of the total portfolio. Shares reduced by 1.64%
- Jacobs Engineering Group Inc (JEC) - 5,821,512 shares, 6.99% of the total portfolio. Shares reduced by 0.92%
- Liberty Formula One Group (FWONK) - 12,095,236 shares, 6.60% of the total portfolio. Shares reduced by 1.44%
Ruane, Cunniff & Goldfarb L.P. initiated holding in Wayfair Inc. The purchase prices were between $107.34 and $152, with an estimated average price of $127.95. The stock is now traded at around $83.63. The impact to a portfolio due to this purchase was 4.24%. The holding were 2,881,046 shares as of .
New Purchase: Apple Inc (AAPL)Ruane, Cunniff & Goldfarb L.P. initiated holding in Apple Inc. The purchase prices were between $193.34 and $223.97, with an estimated average price of $209.04. The stock is now traded at around $264.47. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 1,000 shares as of .
New Purchase: GTT Communications Inc (GTT)Ruane, Cunniff & Goldfarb L.P. initiated holding in GTT Communications Inc. The purchase prices were between $6.09 and $18.8, with an estimated average price of $11.33. The stock is now traded at around $6.55. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 24,100 shares as of .
New Purchase: Alibaba Group Holding Ltd (BABA)Ruane, Cunniff & Goldfarb L.P. initiated holding in Alibaba Group Holding Ltd. The purchase prices were between $153.67 and $182.51, with an estimated average price of $171.94. The stock is now traded at around $182.48. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 2,038 shares as of .
New Purchase: JPMorgan Chase & Co (JPM)Ruane, Cunniff & Goldfarb L.P. initiated holding in JPMorgan Chase & Co. The purchase prices were between $104.8 and $120.23, with an estimated average price of $113.06. The stock is now traded at around $128.48. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 1,708 shares as of .
Added: Waitr Holdings Inc (WTRH)Ruane, Cunniff & Goldfarb L.P. added to a holding in Waitr Holdings Inc by 88.79%. The purchase prices were between $1.29 and $6.4, with an estimated average price of $3.23. The stock is now traded at around $0.24. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 28,096 shares as of .
Sold Out: Altaba Inc (AABA)Ruane, Cunniff & Goldfarb L.P. sold out a holding in Altaba Inc. The sale prices were between $19.48 and $71.09, with an estimated average price of $66.23.
Sold Out: Dentsply Sirona Inc (XRAY)Ruane, Cunniff & Goldfarb L.P. sold out a holding in Dentsply Sirona Inc. The sale prices were between $49.86 and $58.32, with an estimated average price of $53.76.
Reduced: Mastercard Inc (MA)Ruane, Cunniff & Goldfarb L.P. reduced to a holding in Mastercard Inc by 29.61%. The sale prices were between $256.84 and $292.08, with an estimated average price of $275.62. The stock is now traded at around $278.07. The impact to a portfolio due to this sale was -2.13%. Ruane, Cunniff & Goldfarb L.P. still held 1,419,626 shares as of .
Reduced: Visa Inc (V)Ruane, Cunniff & Goldfarb L.P. reduced to a holding in Visa Inc by 40.93%. The sale prices were between $168.86 and $185.74, with an estimated average price of $178.14. The stock is now traded at around $179.41. The impact to a portfolio due to this sale was -1.38%. Ruane, Cunniff & Goldfarb L.P. still held 855,103 shares as of .
Reduced: Edison International (EIX)Ruane, Cunniff & Goldfarb L.P. reduced to a holding in Edison International by 23.54%. The sale prices were between $67.06 and $76.36, with an estimated average price of $71.9. The stock is now traded at around $68.11. The impact to a portfolio due to this sale was less than 0.01%. Ruane, Cunniff & Goldfarb L.P. still held 14,480 shares as of .
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