Ruane, Cunniff & Goldfarb L.P. Buys Wayfair Inc, Apple Inc, JPMorgan Chase, Sells Mastercard Inc, Visa Inc, Altaba Inc

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Nov 14, 2019
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Investment company Ruane, Cunniff & Goldfarb L.P. (Current Portfolio) buys Wayfair Inc, Apple Inc, JPMorgan Chase, GTT Communications Inc, Alibaba Group Holding, sells Mastercard Inc, Visa Inc, Altaba Inc, Dentsply Sirona Inc, Edison International during the 3-months ended 2019Q3, according to the most recent filings of the investment company, Ruane, Cunniff & Goldfarb L.P.. As of 2019Q3, Ruane, Cunniff & Goldfarb L.P. owns 40 stocks with a total value of $7.6 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. Alphabet Inc (GOOG) - 752,617 shares, 12.04% of the total portfolio. Shares added by 0.61%
  2. CarMax Inc (KMX) - 9,823,746 shares, 11.34% of the total portfolio. Shares reduced by 0.97%
  3. Berkshire Hathaway Inc (BRK.A) - 2,219 shares, 9.08% of the total portfolio. Shares reduced by 1.64%
  4. Jacobs Engineering Group Inc (JEC) - 5,821,512 shares, 6.99% of the total portfolio. Shares reduced by 0.92%
  5. Liberty Formula One Group (FWONK) - 12,095,236 shares, 6.60% of the total portfolio. Shares reduced by 1.44%
New Purchase: Wayfair Inc (W)

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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