Ruane Cunniff

Ruane Cunniff

13F
Ruane, Cunniff & Goldfarb L.P.
Last update 2024-11-14 37 Stocks (2 new)
Value $6.39 Bil Turnover 1 %
Countries:
Top Holdings: ICE(12.60%)UNH(8.84%)ELV(8.17%)TSM(7.89%)SCHW(7.55%)
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."
Summary Stock Picks Current Portfolio

Ruane Cunniff Portfolio and Latest Trades

Type:
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MU 		Micron Technology Inc2023-06-30Reduce
-4.59%
●
57.02 ($64.22) 73.93
$95.06
48.02%
Reduce -99.85%
6,981
-4,657,030
NFLX 		Netflix Inc2023-06-30Reduce
-3.47%
●
317.55 ($367.96) 445.27
$840.29
128.36%
Reduce -99.68%
1,942
-614,552
META 		Meta Platforms Inc2023-03-31Reduce
-3.17%
●
124.74 ($170.3) 211.94
$608.33
257.21%
Reduce -56.96%
1,275,689
-1,688,031
KMX 		CarMax Inc2024-09-30Reduce
-2.25%
●
71.21 ($79.07) 85.78
$78.50
-0.72%
Reduce -51.93%
1,825,488
-1,971,953
CHTR 		Charter Communications Inc2024-06-30New Buy
+2.12%
●
254.61 ($272.92) 298.96
$337.84
23.79%
New holding
454,226
454,226
ELV 		Elevance Health Inc2023-06-30Add
+1.70%
●
436.33 ($461.29) 496.2
$396.49
-14.05%
Add 29.92%
1,048,648
241,524
KMX 		CarMax Inc2023-12-31Reduce
-1.69%
●
60.39 ($67.22) 78.55
$78.50
16.78%
Reduce -25.85%
4,126,906
-1,438,450
FWONK 		Liberty Formula One Group2023-03-31Reduce
-1.48%
●
59.51 ($69.93) 75.12
$92.10
31.70%
Reduce -18.06%
7,198,040
-1,586,341
TSM 		Taiwan Semiconductor Manufacturing Co Ltd2024-06-30Reduce
-1.46%
●
127.7 ($151.69) 179.69
$201.36
32.74%
Reduce -18.64%
3,023,723
-692,927
META 		Meta Platforms Inc2023-12-31Reduce
-1.34%
●
288.35 ($325.65) 358.32
$608.33
86.80%
Reduce -30.2%
624,010
-270,004
AMTM 		Amentum Holdings Inc2024-09-30New Buy
+1.28%
●
25.67 ($28.49) 32.25
$22.82
-19.90%
New holding
2,530,489
2,530,489
LBRDK 		Liberty Broadband Corp2023-06-30Add
+1.27%
●
70.76 ($77.42) 84.78
$74.23
-4.12%
Add 43.73%
3,286,361
999,886
COF 		Capital One Financial Corp2023-06-30Add
+1.23%
●
85.63 ($100.06) 113.65
$180.33
80.22%
Add 26.37%
3,403,537
710,159
META 		Meta Platforms Inc2023-06-30Reduce
-1.22%
●
207.55 ($246.21) 288.73
$608.33
147.08%
Reduce -27.59%
923,707
-351,982
ELV 		Elevance Health Inc2023-09-30Add
+0.73%
●
414.13 ($453.58) 475.93
$396.49
-12.59%
Add 9.69%
1,150,221
101,573
SCHW 		Charles Schwab Corp2023-06-30Add
+0.64%
●
47.37 ($52.38) 57.14
$72.66
38.72%
Add 8.6%
8,948,669
708,991
KMX 		CarMax Inc2023-09-30Reduce
-0.62%
●
69.01 ($81.89) 85.83
$78.50
-4.14%
Reduce -7.71%
5,565,356
-464,864
J 		Jacobs Solutions Inc2023-06-30Add
+0.59%
●
109.6 ($115.31) 119.13
$134.28
16.45%
Add 11.87%
2,954,118
313,334
TSM 		Taiwan Semiconductor Manufacturing Co Ltd2024-03-31Reduce
-0.59%
●
99.13 ($124.2) 149.2
$201.36
62.13%
Reduce -8.69%
3,716,650
-353,629
COF 		Capital One Financial Corp2024-03-31Reduce
-0.57%
●
124.92 ($135.42) 148.89
$180.33
33.16%
Reduce -8.45%
2,952,729
-272,466
ICE 		Intercontinental Exchange Inc2024-06-30Reduce
-0.52%
●
126.54 ($134.36) 138.72
$143.89
7.09%
Reduce -4.59%
5,108,459
-245,844
ICE 		Intercontinental Exchange Inc2024-03-31Reduce
-0.51%
●
124.81 ($132.81) 139.43
$143.89
8.34%
Reduce -4.45%
5,354,303
-249,488
GOOGL 		Alphabet Inc2023-06-30Reduce
-0.49%
●
103.71 ($114.92) 127.31
$191.01
66.21%
Reduce -8.08%
3,262,832
-286,821
GOOG 		Alphabet Inc2024-03-31Reduce
-0.45%
●
132.56 ($144.34) 154.84
$192.29
33.22%
Reduce -11.23%
1,580,745
-199,942
GOOGL 		Alphabet Inc2023-09-30Reduce
-0.41%
●
116.45 ($129.36) 138.21
$191.01
47.66%
Reduce -6.72%
3,043,664
-219,168
ELV 		Elevance Health Inc2024-06-30Reduce
-0.41%
●
497.49 ($528.58) 547.8
$396.49
-24.99%
Reduce -4.71%
1,024,071
-50,614
SCHW 		Charles Schwab Corp2024-06-30Reduce
-0.39%
●
70.03 ($73.87) 78.9
$72.66
-1.64%
Reduce -4.27%
7,785,057
-347,586
SCHW 		Charles Schwab Corp2024-09-30Reduce
-0.38%
●
61.74 ($65.69) 76.08
$72.66
10.61%
Reduce -4.3%
7,450,286
-334,771
SCHW 		Charles Schwab Corp2024-03-31Reduce
-0.37%
●
61.89 ($65.86) 72.38
$72.66
10.32%
Reduce -3.98%
8,132,643
-337,513
UNH 		UnitedHealth Group Inc2024-03-31Reduce
-0.35%
●
472.6 ($508.38) 545.42
$541.14
6.44%
Reduce -3.89%
1,027,863
-41,556
LBRDK 		Liberty Broadband Corp2024-06-30Reduce
-0.35%
●
48.19 ($51.63) 55.75
$74.23
43.77%
Reduce -13.31%
2,566,228
-394,071
ELV 		Elevance Health Inc2024-03-31Reduce
-0.35%
●
464.61 ($497.33) 519.96
$396.49
-20.28%
Reduce -4.19%
1,074,685
-46,958
UNH 		UnitedHealth Group Inc2024-06-30Reduce
-0.34%
●
439.2 ($490.13) 524.63
$541.14
10.41%
Reduce -4.28%
983,826
-44,037
ICE 		Intercontinental Exchange Inc2023-09-30Reduce
-0.33%
●
107.23 ($114.57) 118.57
$143.89
25.59%
Reduce -3.15%
5,756,875
-187,397
TSM 		Taiwan Semiconductor Manufacturing Co Ltd2024-09-30Reduce
-0.32%
●
147.95 ($170.4) 191.05
$201.36
18.17%
Reduce -3.94%
2,904,689
-119,034
GOOGL 		Alphabet Inc2024-09-30Reduce
-0.31%
●
148.66 ($167.74) 191.18
$191.01
13.87%
Reduce -3.92%
2,667,043
-108,797
GOOGL 		Alphabet Inc2024-06-30Reduce
-0.30%
●
150.53 ($168.57) 185.41
$191.01
13.31%
Reduce -4.44%
2,775,840
-129,017
COF 		Capital One Financial Corp2024-06-30Reduce
-0.30%
●
133.7 ($140.29) 148.87
$180.33
28.54%
Reduce -4.38%
2,823,544
-129,185
FWONK 		Liberty Formula One Group2024-03-31Reduce
-0.29%
●
61.89 ($67.12) 73.3
$92.10
37.22%
Reduce -4.22%
6,438,428
-283,983
ICE 		Intercontinental Exchange Inc2023-12-31Reduce
-0.28%
●
104.72 ($113.38) 128.6
$143.89
26.91%
Reduce -2.66%
5,603,791
-153,084
J 		Jacobs Solutions Inc2024-06-30Reduce
-0.27%
●
134.12 ($141.79) 151.23
$134.28
-5.30%
Reduce -4.17%
2,575,459
-112,109
FWONK 		Liberty Formula One Group2024-06-30Reduce
-0.26%
●
65.54 ($70.58) 75.55
$92.10
30.49%
Reduce -4.02%
6,179,575
-258,853
SCHW 		Charles Schwab Corp2023-03-31Reduce
-0.26%
●
51.91 ($73.23) 85.62
$72.66
-0.78%
Reduce -2.37%
8,239,678
-199,886
CACC 		Credit Acceptance Corp2024-03-31Reduce
-0.25%
●
516.26 ($548.63) 582.42
$451.62
-17.68%
Reduce -3.92%
718,040
-29,316
UNH 		UnitedHealth Group Inc2023-09-30Reduce
-0.25%
●
447.75 ($492.14) 510.93
$541.14
9.96%
Reduce -2.94%
1,095,459
-33,171
FWONK 		Liberty Formula One Group2023-09-30Reduce
-0.24%
●
61.45 ($68.85) 75.88
$92.10
33.77%
Reduce -2.89%
6,888,388
-204,828
ICE 		Intercontinental Exchange Inc2023-03-31Reduce
-0.24%
●
95.39 ($104.14) 109.35
$143.89
38.17%
Reduce -2.46%
6,059,276
-152,763
SCHW 		Charles Schwab Corp2023-09-30Reduce
-0.24%
●
54.2 ($60.44) 67.94
$72.66
20.22%
Reduce -2.99%
8,680,835
-267,834
KMX 		CarMax Inc2024-06-30Reduce
-0.23%
●
67.21 ($72.06) 85.94
$78.50
8.94%
Reduce -4.3%
3,797,441
-170,637
J 		Jacobs Solutions Inc2024-03-31Reduce
-0.23%
●
126.43 ($141.75) 153.73
$134.28
-5.27%
Reduce -3.98%
2,687,568
-111,517
UNH 		UnitedHealth Group Inc2023-03-31Reduce
-0.22%
●
460.33 ($482.57) 518.64
$541.14
12.14%
Reduce -2.37%
1,102,819
-26,803
CACC 		Credit Acceptance Corp2024-09-30Reduce
-0.22%
●
420.93 ($491.36) 611.11
$451.62
-8.09%
Reduce -3.85%
681,604
-27,323
UNH 		UnitedHealth Group Inc2023-12-31Reduce
-0.22%
●
509.47 ($533.34) 552.97
$541.14
1.46%
Reduce -2.38%
1,069,419
-26,040
GOOG 		Alphabet Inc2024-06-30Reduce
-0.21%
●
151.94 ($170.1) 186.86
$192.29
13.05%
Reduce -5.5%
1,493,749
-86,996
ELV 		Elevance Health Inc2023-12-31Reduce
-0.21%
●
433.51 ($462.41) 488.06
$396.49
-14.26%
Reduce -2.48%
1,121,643
-28,578
TSM 		Taiwan Semiconductor Manufacturing Co Ltd2023-09-30Reduce
-0.21%
●
84.29 ($94.56) 105.57
$201.36
112.94%
Reduce -2.97%
4,195,315
-128,621
GOOG 		Alphabet Inc2023-12-31Reduce
-0.21%
●
123.4 ($135.69) 142.82
$192.29
41.71%
Reduce -5.01%
1,780,687
-93,914
ICE 		Intercontinental Exchange Inc2023-06-30Reduce
-0.20%
●
104.29 ($108.22) 113.08
$143.89
32.96%
Reduce -1.9%
5,944,272
-115,004
ICE 		Intercontinental Exchange Inc2024-09-30Reduce
-0.20%
●
136.93 ($154.2) 162.81
$143.89
-6.69%
Reduce -1.88%
5,012,488
-95,971
EXPD 		Expeditors International of Washington Inc2024-06-30New Buy
+0.20%
●
111.31 ($119.13) 127.26
$110.58
-7.18%
New holding
102,132
102,132
UNH 		UnitedHealth Group Inc2023-06-30Add
+0.20%
●
458.49 ($488.72) 526.23
$541.14
10.73%
Add 2.34%
1,128,630
25,811
CACC 		Credit Acceptance Corp2023-09-30Reduce
-0.19%
●
460.12 ($506.34) 573.28
$451.62
-10.81%
Reduce -2.94%
765,230
-23,215
KMX 		CarMax Inc2024-03-31Reduce
-0.19%
●
67.45 ($75.64) 87.11
$78.50
3.78%
Reduce -3.85%
3,968,078
-158,828
SCHW 		Charles Schwab Corp2023-12-31Reduce
-0.19%
●
49.33 ($57.75) 70.98
$72.66
25.82%
Reduce -2.43%
8,470,156
-210,679
TSM 		Taiwan Semiconductor Manufacturing Co Ltd2023-12-31Reduce
-0.18%
●
85.41 ($95.37) 104.7
$201.36
111.14%
Reduce -2.98%
4,070,279
-125,036
META 		Meta Platforms Inc2024-06-30Reduce
-0.18%
●
430.17 ($486.09) 527.34
$608.33
25.15%
Reduce -3.87%
577,470
-23,240
LBRDK 		Liberty Broadband Corp2024-03-31Reduce
-0.18%
●
55.5 ($66.14) 81.32
$74.23
12.23%
Reduce -4.6%
2,960,299
-142,717
J 		Jacobs Solutions Inc2023-09-30Reduce
-0.17%
●
119.34 ($130.26) 136.97
$134.28
3.09%
Reduce -3%
2,865,447
-88,671
FWONK 		Liberty Formula One Group2023-12-31Reduce
-0.17%
●
61.65 ($65.41) 70.9
$92.10
40.80%
Reduce -2.41%
6,722,411
-165,977
ELV 		Elevance Health Inc2024-09-30Reduce
-0.17%
●
500.12 ($534.22) 562.29
$396.49
-25.78%
Reduce -1.91%
1,004,533
-19,538
BRK.A 		Berkshire Hathaway Inc2024-03-31Reduce
-0.17%
●
545250 ($593888) 634440
$666,280.00
12.19%
Reduce -11.31%
149
-19
COF 		Capital One Financial Corp2023-09-30Reduce
-0.17%
●
95.49 ($106.9) 117.96
$180.33
68.69%
Reduce -2.96%
3,302,793
-100,744
GOOG 		Alphabet Inc2023-09-30Reduce
-0.17%
●
116.87 ($130.02) 138.99
$192.29
47.89%
Reduce -4.64%
1,874,601
-91,150
ELV 		Elevance Health Inc2023-03-31Reduce
-0.16%
●
446.3 ($475.89) 502.2
$396.49
-16.68%
Reduce -2.35%
807,124
-19,399
GOOG 		Alphabet Inc2023-03-31Reduce
-0.16%
●
86.77 ($96.56) 108.8
$192.29
99.14%
Reduce -5.21%
2,039,908
-112,080
LLYVK 		Liberty Live Group2023-12-31Sold Out
-0.16%
●
30.1 ($34.02) 37.57
$67.50
98.41%
Sold Out
0
-295,040
GOOGL 		Alphabet Inc2024-03-31Reduce
-0.16%
●
131.4 ($143.05) 153.51
$191.01
33.53%
Reduce -2.39%
2,904,857
-71,256
J 		Jacobs Solutions Inc2023-12-31Reduce
-0.15%
●
122.41 ($131.62) 140.35
$134.28
2.02%
Reduce -2.32%
2,799,085
-66,362
GOOGL 		Alphabet Inc2023-12-31Reduce
-0.15%
●
122.17 ($134.36) 141.52
$191.01
42.16%
Reduce -2.22%
2,976,113
-67,551
CACC 		Credit Acceptance Corp2023-12-31Reduce
-0.14%
●
397.06 ($449.63) 535.45
$451.62
0.44%
Reduce -2.34%
747,356
-17,874
UNH 		UnitedHealth Group Inc2024-09-30Reduce
-0.14%
●
488.01 ($565.61) 604.18
$541.14
-4.33%
Reduce -1.78%
966,315
-17,511
BATRK 		Atlanta Braves Holdings Inc2023-12-31Sold Out
-0.13%
●
34.19 ($36.49) 39.91
$36.55
0.16%
Sold Out
0
-224,489
META 		Meta Platforms Inc2024-03-31Reduce
-0.13%
●
344.47 ($446.07) 512.19
$608.33
36.38%
Reduce -3.73%
600,710
-23,300
BATRK 		Atlanta Braves Holdings Inc2023-09-30New Buy
+0.13%
●
35.5 ($37.85) 42.54
$36.55
-3.43%
New holding
224,489
224,489
FWONK 		Liberty Formula One Group2023-06-30Reduce
-0.13%
●
68.81 ($72.33) 78.59
$92.10
27.33%
Reduce -1.46%
7,093,216
-104,824
GOOG 		Alphabet Inc2023-06-30Reduce
-0.13%
●
104 ($115.57) 127.91
$192.29
66.38%
Reduce -3.64%
1,965,751
-74,157
EXPD 		Expeditors International of Washington Inc2024-09-30Reduce
-0.13%
●
116.1 ($122.44) 131.4
$110.58
-9.69%
Reduce -66.32%
34,402
-67,730
META 		Meta Platforms Inc2023-09-30Reduce
-0.13%
●
283.25 ($301.3) 325.48
$608.33
101.90%
Reduce -3.21%
894,014
-29,693
CACC 		Credit Acceptance Corp2023-03-31Reduce
-0.13%
●
378.22 ($439.67) 548.99
$451.62
2.72%
Reduce -2.16%
781,492
-17,239
KMX 		CarMax Inc2023-03-31Reduce
-0.13%
●
56.26 ($66.93) 79.32
$78.50
17.29%
Reduce -2.2%
6,133,144
-138,257
LBRDK 		Liberty Broadband Corp2023-09-30Reduce
-0.13%
●
80.38 ($89.2) 95.23
$74.23
-16.78%
Reduce -3.2%
3,181,243
-105,118
TSM 		Taiwan Semiconductor Manufacturing Co Ltd2023-03-31Reduce
-0.12%
●
74.03 ($89.76) 97.96
$201.36
124.33%
Reduce -2.29%
4,400,820
-103,342
LBRDK 		Liberty Broadband Corp2023-12-31Reduce
-0.12%
●
74.76 ($83.95) 94.32
$74.23
-11.58%
Reduce -2.46%
3,103,016
-78,227
COF 		Capital One Financial Corp2023-12-31Reduce
-0.12%
●
88.97 ($107.87) 132.02
$180.33
67.17%
Reduce -2.35%
3,225,195
-77,598
TSM 		Taiwan Semiconductor Manufacturing Co Ltd2023-06-30Reduce
-0.12%
●
82.25 ($93.07) 107.41
$201.36
116.35%
Reduce -1.75%
4,323,936
-76,884
COF 		Capital One Financial Corp2024-09-30Reduce
-0.11%
●
131.42 ($142.4) 153.05
$180.33
26.64%
Reduce -1.85%
2,771,238
-52,306
FWONK 		Liberty Formula One Group2024-09-30Reduce
-0.11%
●
70.45 ($77.03) 81.36
$92.10
19.56%
Reduce -1.59%
6,081,334
-98,241
KMX 		CarMax Inc2023-06-30Reduce
-0.11%
●
62.44 ($73.07) 86.21
$78.50
7.43%
Reduce -1.68%
6,030,220
-102,924
BRK.A 		Berkshire Hathaway Inc2024-06-30Reduce
-0.11%
●
598160 ($616494) 634030
$666,280.00
8.08%
Reduce -7.38%
138
-11
J 		Jacobs Solutions Inc2023-03-31Reduce
-0.11%
●
111.68 ($120.64) 128.51
$134.28
11.31%
Reduce -2.09%
2,640,784
-56,333
100/Page
Total 207
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