
	Ruane Cunniff 13F
	Ruane, Cunniff & Goldfarb L.P.

	Last update 2024-02-14	33 Stocks (1 new)
	Value $6.26 Bil	Turnover 0 %
	Countries: Top Holdings: ICE(11.50%)SCHW(9.31%)UNH(9.00%)ELV(8.45%)FWONK(6.78%) Portfolio Report

Ruane Cunniff Profile

Bill Ruane and Rick Cunniff started the firm in 1969 in the belief that they could outperform the stock market by investing in great businesses selling at reasonable prices and staying with them as long as they remained attractive. By doing exhaustive primary research, ignoring fads and sticking to their principles, the firm has built an enviable track record.
William Ruane was a Graham-and-Doddsville superinvestor recognized by Warren Buffett. He was a student of Benjamin Graham, and attended his class at the same time as Warren Buffett.

Ruane Cunniff Investing Philosophy

According to the Ruane, Cunniff & Goldfarb website, "We own quality businesses run by quality people that can compound their earnings rapidly. We hold these businesses over a long horizon with the mindset of a long-term business owner. We buy them for less than what a conservative business person would pay for them. We focus on our best ideas, while avoiding excessive concentration. All along the way, we strive to make thoughtful, rational decisions based on intensive primary research. At the core of our strategy is a belief that if we pay attractive prices to own businesses that are higher-quality and faster-growing than the average S&P 500 company, then over the long term our portfolios should earn a higher return than the S&P 500 Index with less fundamental risk."

Ruane Cunniff Portfolio and Latest Trades

Ticker
Ticker
KMX
META
ICE
UNH
GOOG
ELV
SCHW
TSM
FWONK
LLYVK
GOOGL
J
CACC
BATRK
COF
LBRDK
BRK.B
BRK.A
LBRDA
FWONA
LLYVA
MU
AMZN
BLDR
EQH
GPI
LAD
NFLX
RMNI
SPGI
ASAI
STLA
ELV
KMX
GOOGL
ICE
UNH
SCHW
FWONK
TSM
CACC
COF
J
GOOG
META
LBRDK
BATRK
BRK.B
LBRDA
BRK.A
FWONA
RMNI
LLYVA
ASAI
GPI
MU
LLYVK
NFLX
STLA
SPGI
MU
NFLX
ELV
LBRDK
COF
META
SCHW
J
GOOGL
UNH
ICE
FWONK
GOOG
TSM
KMX
CACC
BRK.A
BLDR
FWONA
AMZN
GPI
LBRDA
MSFT
LAD
BRK.B
ASAI
EQH
STLA
RMNI
SPGI
META
FWONK
SCHW
ICE
UNH
ELV
GOOG
KMX
CACC
TSM

Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares	Share Change
Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares	Share Change
KMX	CarMax Inc	2023-12-31	Reduce	-1.69%	● 60.39 ($67.22) 78.55	$68.53	1.95%	Reduce -25.85%	4,126,906	-1,438,450
META	Meta Platforms Inc	2023-12-31	Reduce	-1.34%	● 288.35 ($325.65) 358.32	$494.05	51.71%	Reduce -30.2%	624,010	-270,004
ICE	Intercontinental Exchange Inc	2023-12-31	Reduce	-0.28%	● 104.72 ($113.38) 128.6	$130.74	15.31%	Reduce -2.66%	5,603,791	-153,084
UNH	UnitedHealth Group Inc	2023-12-31	Reduce	-0.22%	● 509.47 ($533.34) 552.97	$478.99	-10.19%	Reduce -2.38%	1,069,419	-26,040
GOOG	Alphabet Inc	2023-12-31	Reduce	-0.21%	● 123.4 ($135.69) 142.82	$156.90	15.63%	Reduce -5.01%	1,780,687	-93,914
ELV	Elevance Health Inc	2023-12-31	Reduce	-0.21%	● 433.51 ($462.41) 488.06	$508.97	10.07%	Reduce -2.48%	1,121,643	-28,578
SCHW	Charles Schwab Corp	2023-12-31	Reduce	-0.19%	● 49.33 ($57.75) 70.98	$72.50	25.54%	Reduce -2.43%	8,470,156	-210,679
TSM	Taiwan Semiconductor Manufacturing Co Ltd	2023-12-31	Reduce	-0.18%	● 85.41 ($95.37) 104.7	$139.03	45.78%	Reduce -2.98%	4,070,279	-125,036
FWONK	Liberty Formula One Group	2023-12-31	Reduce	-0.17%	● 61.65 ($65.41) 70.9	$67.28	2.86%	Reduce -2.41%	6,722,411	-165,977
LLYVK	Liberty Live Group	2023-12-31	Sold Out	-0.16%	● 30.1 ($34.02) 37.57	$37.64	10.64%	Sold Out	0	-295,040
GOOGL	Alphabet Inc	2023-12-31	Reduce	-0.15%	● 122.17 ($134.36) 141.52	$155.44	15.69%	Reduce -2.22%	2,976,113	-67,551
J	Jacobs Solutions Inc	2023-12-31	Reduce	-0.15%	● 122.41 ($131.62) 140.35	$142.97	8.62%	Reduce -2.32%	2,799,085	-66,362
CACC	Credit Acceptance Corp	2023-12-31	Reduce	-0.14%	● 397.06 ($449.63) 535.45	$533.26	18.60%	Reduce -2.34%	747,356	-17,874
BATRK	Atlanta Braves Holdings Inc	2023-12-31	Sold Out	-0.13%	● 34.19 ($36.49) 39.91	$37.50	2.77%	Sold Out	0	-224,489
COF	Capital One Financial Corp	2023-12-31	Reduce	-0.12%	● 88.97 ($107.87) 132.02	$136.77	26.79%	Reduce -2.35%	3,225,195	-77,598
LBRDK	Liberty Broadband Corp	2023-12-31	Reduce	-0.12%	● 74.76 ($83.95) 94.32	$48.21	-42.57%	Reduce -2.46%	3,103,016	-78,227
BRK.B	Berkshire Hathaway Inc	2023-12-31	Reduce	-0.09%	● 331.71 ($350.99) 362.68	$397.74	13.32%	Reduce -3.34%	456,279	-15,782
BRK.A	Berkshire Hathaway Inc	2023-12-31	Reduce	-0.02%	● 503375 ($533852) 555800	$600,300.00	12.45%	Reduce -1.18%	168	-2
LBRDA	Liberty Broadband Corp	2023-12-31	Reduce	-0.02%	● 74.69 ($83.87) 94.28	$48.49	-42.18%	Reduce -1.83%	774,436	-14,454
FWONA	Liberty Formula One Group	2023-12-31	Reduce	-0.02%	● 56.06 ($58.75) 62.87	$59.66	1.55%	Reduce -2.52%	865,672	-22,345
LLYVA	Liberty Live Group	2023-12-31	Sold Out	-0.02%	● 29.52 ($33.2) 36.79	$36.36	9.52%	Sold Out	0	-37,392
MU	Micron Technology Inc	2023-12-31	Reduce	-0.01%	● 64.53 ($74.29) 87.06	$116.28	56.52%	Reduce -53.55%	3,162	-3,646
AMZN	Amazon.com Inc	2023-12-31	Sold Out	-0.01%	● 119.57 ($140.18) 154.07	$181.23	29.28%	Sold Out	0	-6,020
BLDR	Builders FirstSource Inc	2023-12-31	Reduce	0%	● 106.22 ($132.9) 170.56	$179.31	34.92%	Reduce -18.97%	4,700	-1,100
EQH	Equitable Holdings Inc	2023-12-31	Reduce	0%	● 25.21 ($29.27) 34.46	$35.64	21.76%	Reduce -0.12%	41,007	-50
GPI	Group 1 Automotive Inc	2023-12-31	Reduce	0%	● 232.89 ($272.58) 309.31	$265.74	-2.51%	Reduce -0.94%	2,751	-26
LAD	Lithia Motors Inc	2023-12-31	Reduce	0%	● 234.38 ($274.37) 329.28	$260.94	-4.89%	Reduce -0.55%	2,361	-13
NFLX	Netflix Inc	2023-12-31	Reduce	0%	● 346.19 ($436.54) 495.02	$613.61	40.56%	Reduce -49.09%	615	-593
RMNI	Rimini Street Inc	2023-12-31	Reduce	0%	● 2.01 ($2.75) 3.41	$2.94	7.09%	Reduce -33.25%	19,652	-9,790
SPGI	S&P Global Inc	2023-12-31	New Buy	0%	● 342.48 ($394.63) 441.84	$412.11	4.43%	New holding	531	531
ASAI	Sendas Distribuidora SA	2023-12-31	Reduce	0%	● 10.73 ($12.47) 14	$12.27	-1.60%	Reduce -4.25%	139,514	-6,191
STLA	Stellantis NV	2023-12-31	Reduce	0%	● 18 ($20.65) 23.59	$25.79	24.89%	Reduce -6.59%	51,697	-3,648
ELV	Elevance Health Inc	2023-09-30	Add	+0.73%	● 414.13 ($453.58) 475.93	$508.97	12.21%	Add 9.69%	1,150,221	101,573
KMX	CarMax Inc	2023-09-30	Reduce	-0.62%	● 69.01 ($81.89) 85.83	$68.53	-16.31%	Reduce -7.71%	5,565,356	-464,864
GOOGL	Alphabet Inc	2023-09-30	Reduce	-0.41%	● 116.45 ($129.36) 138.21	$155.44	20.16%	Reduce -6.72%	3,043,664	-219,168
ICE	Intercontinental Exchange Inc	2023-09-30	Reduce	-0.33%	● 107.23 ($114.57) 118.57	$130.74	14.11%	Reduce -3.15%	5,756,875	-187,397
UNH	UnitedHealth Group Inc	2023-09-30	Reduce	-0.25%	● 447.75 ($492.14) 510.93	$478.99	-2.67%	Reduce -2.94%	1,095,459	-33,171
SCHW	Charles Schwab Corp	2023-09-30	Reduce	-0.24%	● 54.2 ($60.44) 67.94	$72.50	19.95%	Reduce -2.99%	8,680,835	-267,834
FWONK	Liberty Formula One Group	2023-09-30	Reduce	-0.24%	● 61.45 ($68.85) 75.88	$67.28	-2.28%	Reduce -2.89%	6,888,388	-204,828
TSM	Taiwan Semiconductor Manufacturing Co Ltd	2023-09-30	Reduce	-0.21%	● 84.29 ($94.56) 105.57	$139.03	47.03%	Reduce -2.97%	4,195,315	-128,621
CACC	Credit Acceptance Corp	2023-09-30	Reduce	-0.19%	● 460.12 ($506.34) 573.28	$533.26	5.32%	Reduce -2.94%	765,230	-23,215
COF	Capital One Financial Corp	2023-09-30	Reduce	-0.17%	● 95.49 ($106.9) 117.96	$136.77	27.94%	Reduce -2.96%	3,302,793	-100,744
J	Jacobs Solutions Inc	2023-09-30	Reduce	-0.17%	● 119.34 ($130.26) 136.97	$142.97	9.76%	Reduce -3%	2,865,447	-88,671
GOOG	Alphabet Inc	2023-09-30	Reduce	-0.17%	● 116.87 ($130.02) 138.99	$156.90	20.67%	Reduce -4.64%	1,874,601	-91,150
META	Meta Platforms Inc	2023-09-30	Reduce	-0.13%	● 283.25 ($301.3) 325.48	$494.05	63.97%	Reduce -3.21%	894,014	-29,693
LBRDK	Liberty Broadband Corp	2023-09-30	Reduce	-0.13%	● 80.38 ($89.2) 95.23	$48.21	-45.95%	Reduce -3.2%	3,181,243	-105,118
BATRK	Atlanta Braves Holdings Inc	2023-09-30	New Buy	+0.13%	● 35.5 ($37.85) 42.54	$37.50	-0.92%	New holding	224,489	224,489
BRK.B	Berkshire Hathaway Inc	2023-09-30	Reduce	-0.10%	● 340.9 ($354.77) 370.48	$397.74	12.11%	Reduce -3.79%	472,061	-18,618
LBRDA	Liberty Broadband Corp	2023-09-30	Reduce	-0.03%	● 79.9 ($89.08) 95.29	$48.49	-45.57%	Reduce -2.93%	788,890	-23,815
BRK.A	Berkshire Hathaway Inc	2023-09-30	Reduce	-0.03%	● 517136 ($538989) 563073	$600,300.00	11.38%	Reduce -2.3%	170	-4
FWONA	Liberty Formula One Group	2023-09-30	Reduce	-0.03%	● 55.37 ($61.22) 68.02	$59.66	-2.55%	Reduce -3.53%	888,017	-32,447
RMNI	Rimini Street Inc	2023-09-30	Add	0%	● 2.15 ($3.04) 5.28	$2.94	-3.13%	Add 22.3%	29,442	5,369
LLYVA	Liberty Live Group	2023-09-30	Reduce	0%	● 30.71 ($32.83) 35.73	$36.36	10.75%	Reduce -5.09%	37,392	-2,004
ASAI	Sendas Distribuidora SA	2023-09-30	Add	0%	● 11.3 ($13.12) 14.52	$12.27	-6.48%	Add 4.58%	145,705	6,378
GPI	Group 1 Automotive Inc	2023-09-30	Add	0%	● 248.07 ($262.03) 275.5	$265.74	1.42%	Add 6.03%	2,777	158
MU	Micron Technology Inc	2023-09-30	Reduce	0%	● 60.65 ($66.99) 71.79	$116.28	73.58%	Reduce -2.48%	6,808	-173
LLYVK	Liberty Live Group	2023-09-30	Reduce	0%	● 30.79 ($33.12) 37.68	$37.64	13.65%	Reduce -2.82%	295,040	-8,550
NFLX	Netflix Inc	2023-09-30	Reduce	0%	● 376.36 ($423.91) 477.59	$613.61	44.75%	Reduce -37.8%	1,208	-734
STLA	Stellantis NV	2023-09-30	Reduce	0%	● 17.36 ($18.71) 20.55	$25.79	37.84%	Reduce -0.68%	55,345	-377
SPGI	S&P Global Inc	2023-09-30	Sold Out	0%	● 363.06 ($393.18) 428.41	$412.11	4.81%	Sold Out	0	-531
MU	Micron Technology Inc	2023-06-30	Reduce	-4.59%	● 57.02 ($64.22) 73.93	$116.28	81.07%	Reduce -99.85%	6,981	-4,657,030
NFLX	Netflix Inc	2023-06-30	Reduce	-3.47%	● 317.55 ($367.96) 445.27	$613.61	66.76%	Reduce -99.68%	1,942	-614,552
ELV	Elevance Health Inc	2023-06-30	Add	+1.70%	● 436.33 ($461.29) 496.2	$508.97	10.34%	Add 29.92%	1,048,648	241,524
LBRDK	Liberty Broadband Corp	2023-06-30	Add	+1.27%	● 70.76 ($77.42) 84.78	$48.21	-37.73%	Add 43.73%	3,286,361	999,886
COF	Capital One Financial Corp	2023-06-30	Add	+1.23%	● 85.63 ($100.06) 113.65	$136.77	36.69%	Add 26.37%	3,403,537	710,159
META	Meta Platforms Inc	2023-06-30	Reduce	-1.22%	● 207.55 ($246.21) 288.73	$494.05	100.66%	Reduce -27.59%	923,707	-351,982
SCHW	Charles Schwab Corp	2023-06-30	Add	+0.64%	● 47.37 ($52.38) 57.14	$72.50	38.41%	Add 8.6%	8,948,669	708,991
J	Jacobs Solutions Inc	2023-06-30	Add	+0.59%	● 109.6 ($115.31) 119.13	$142.97	23.99%	Add 11.87%	2,954,118	313,334
GOOGL	Alphabet Inc	2023-06-30	Reduce	-0.49%	● 103.71 ($114.92) 127.31	$155.44	35.26%	Reduce -8.08%	3,262,832	-286,821
UNH	UnitedHealth Group Inc	2023-06-30	Add	+0.20%	● 458.49 ($488.72) 526.23	$478.99	-1.99%	Add 2.34%	1,128,630	25,811
ICE	Intercontinental Exchange Inc	2023-06-30	Reduce	-0.20%	● 104.29 ($108.22) 113.08	$130.74	20.81%	Reduce -1.9%	5,944,272	-115,004
FWONK	Liberty Formula One Group	2023-06-30	Reduce	-0.13%	● 68.81 ($72.33) 78.59	$67.28	-6.98%	Reduce -1.46%	7,093,216	-104,824
GOOG	Alphabet Inc	2023-06-30	Reduce	-0.13%	● 104 ($115.57) 127.91	$156.90	35.76%	Reduce -3.64%	1,965,751	-74,157
TSM	Taiwan Semiconductor Manufacturing Co Ltd	2023-06-30	Reduce	-0.12%	● 82.25 ($93.07) 107.41	$139.03	49.38%	Reduce -1.75%	4,323,936	-76,884
KMX	CarMax Inc	2023-06-30	Reduce	-0.11%	● 62.44 ($73.07) 86.21	$68.53	-6.21%	Reduce -1.68%	6,030,220	-102,924
CACC	Credit Acceptance Corp	2023-06-30	Add	+0.06%	● 425.67 ($467.4) 512.31	$533.26	14.09%	Add 0.89%	788,445	6,953
BRK.A	Berkshire Hathaway Inc	2023-06-30	Reduce	-0.06%	● 465600 ($497298) 517810	$600,300.00	20.71%	Reduce -4.4%	174	-8
BLDR	Builders FirstSource Inc	2023-06-30	Reduce	-0.06%	● 85.53 ($110.85) 136.17	$179.31	61.76%	Reduce -88.39%	5,800	-44,175
FWONA	Liberty Formula One Group	2023-06-30	Reduce	-0.02%	● 61.33 ($64.56) 69.89	$59.66	-7.59%	Reduce -1.86%	920,464	-17,453
AMZN	Amazon.com Inc	2023-06-30	Reduce	-0.01%	● 97.83 ($114.02) 130.36	$181.23	58.95%	Reduce -54.8%	6,020	-7,300
GPI	Group 1 Automotive Inc	2023-06-30	New Buy	+0.01%	● 215.87 ($229.84) 258.1	$265.74	15.62%	New holding	2,619	2,619
LBRDA	Liberty Broadband Corp	2023-06-30	Reduce	-0.01%	● 70.34 ($77.23) 84.53	$48.49	-37.21%	Reduce -1.08%	812,705	-8,873
MSFT	Microsoft Corp	2023-06-30	New Buy	0%	● 275.42 ($313.01) 348.1	$411.73	31.54%	New holding	692	692
LAD	Lithia Motors Inc	2023-06-30	Add	0%	● 207.13 ($239.31) 304.11	$260.94	9.04%	Add 10.01%	2,374	216
BRK.B	Berkshire Hathaway Inc	2023-06-30	Reduce	0%	● 308.77 ($326.09) 341	$397.74	21.97%	Reduce -0.07%	490,679	-336
ASAI	Sendas Distribuidora SA	2023-06-30	Reduce	0%	● 10.61 ($12.81) 15.4	$12.27	-4.22%	Reduce -0.97%	139,327	-1,370
EQH	Equitable Holdings Inc	2023-06-30	Reduce	0%	● 22.82 ($25.31) 27.16	$35.64	40.81%	Reduce -0.34%	41,057	-139
STLA	Stellantis NV	2023-06-30	Reduce	0%	● 15.3 ($16.8) 18.86	$25.79	53.51%	Reduce -9.64%	55,722	-5,948
RMNI	Rimini Street Inc	2023-06-30	Reduce	0%	● 3.46 ($4.14) 4.79	$2.94	-28.86%	Reduce -3.45%	24,073	-860
SPGI	S&P Global Inc	2023-06-30	New Buy	0%	● 338.83 ($365.05) 400.89	$412.11	12.89%	New holding	531	531
META	Meta Platforms Inc	2023-03-31	Reduce	-3.17%	● 124.74 ($170.3) 211.94	$494.05	190.11%	Reduce -56.96%	1,275,689	-1,688,031
FWONK	Liberty Formula One Group	2023-03-31	Reduce	-1.48%	● 59.51 ($69.93) 75.12	$67.28	-3.79%	Reduce -18.06%	7,198,040	-1,586,341
SCHW	Charles Schwab Corp	2023-03-31	Reduce	-0.26%	● 51.91 ($73.23) 85.62	$72.50	-1.00%	Reduce -2.37%	8,239,678	-199,886
ICE	Intercontinental Exchange Inc	2023-03-31	Reduce	-0.24%	● 95.39 ($104.14) 109.35	$130.74	25.54%	Reduce -2.46%	6,059,276	-152,763
UNH	UnitedHealth Group Inc	2023-03-31	Reduce	-0.22%	● 460.33 ($482.57) 518.64	$478.99	-0.74%	Reduce -2.37%	1,102,819	-26,803
ELV	Elevance Health Inc	2023-03-31	Reduce	-0.16%	● 446.3 ($475.89) 502.2	$508.97	6.95%	Reduce -2.35%	807,124	-19,399
GOOG	Alphabet Inc	2023-03-31	Reduce	-0.16%	● 86.77 ($96.56) 108.8	$156.90	62.49%	Reduce -5.21%	2,039,908	-112,080
KMX	CarMax Inc	2023-03-31	Reduce	-0.13%	● 56.26 ($66.93) 79.32	$68.53	2.39%	Reduce -2.2%	6,133,144	-138,257
CACC	Credit Acceptance Corp	2023-03-31	Reduce	-0.13%	● 378.22 ($439.67) 548.99	$533.26	21.29%	Reduce -2.16%	781,492	-17,239
TSM	Taiwan Semiconductor Manufacturing Co Ltd	2023-03-31	Reduce	-0.12%	● 74.03 ($89.76) 97.96	$139.03	54.89%	Reduce -2.29%	4,400,820	-103,342

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