RUANE, CUNNIFF & GOLDFARB L.P.

AUM: $8.82 B
13-F Portfolio Value: $6.02 B
Last 13-F Filed: Q3 2023
Concentration in top 10: 74.54%
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Stock Company % Portfolio Shares Held Market Value Change in Shares % Change Quarter End Price Source
ICEINTERCONTINENTAL EXCHANGE IN10.51%5,756,875$633,371,388-187,397-3.15%$110.0213F
UNHUNITEDHEALTH GROUP INC9.17%1,095,459$552,319,473-33,171-2.94%$504.1913F
ELVELEVANCE HEALTH INC8.31%1,150,221$500,829,228101,5739.69%$435.4213F
SCHWSCHWAB CHARLES CORP7.91%8,680,835$476,577,842-267,834-2.99%$54.913F
FWONKLIBERTY MEDIA CORP DEL7.12%6,888,388$429,146,5726,888,388New$62.313F
GOOGLALPHABET INC6.61%3,043,664$398,293,871-219,168-6.72%$130.8613F
KMXCARMAX INC6.53%5,565,356$393,637,630-464,864-7.71%$70.7313F
JJACOBS SOLUTIONS INC6.49%2,865,447$391,133,515-88,671-3%$136.513F
TSMTAIWAN SEMICONDUCTOR MFG LTD6.05%4,195,315$364,572,874-128,621-2.97%$86.913F
CACCCREDIT ACCEP CORP MICH5.84%765,230$352,097,628-23,215-2.94%$460.1213F
COFCAPITAL ONE FINL CORP5.32%3,302,793$320,536,061-100,744-2.96%$97.0513F
LBRDKLIBERTY BROADBAND CORP4.82%3,181,243$290,511,111-105,118-3.2%$91.3213F
METAMETA PLATFORMS INC4.45%894,014$268,391,943-29,693-3.21%$300.2113F
GOOGALPHABET INC4.1%1,874,601$247,166,142-91,150-4.64%$131.8513F
BRKBBERKSHIRE HATHAWAY INC DEL2.74%472,061$165,362,968-18,618-3.79%$350.313F
BRKABERKSHIRE HATHAWAY INC DEL1.5%170$90,351,090-4-2.3%$53147713F
LBRDALIBERTY BROADBAND CORP1.19%788,890$71,717,990-23,815-2.93%$90.9113F
FWONALIBERTY MEDIA CORP DEL0.83%888,017$50,208,481888,017New$56.5413F
LLYVKLIBERTY MEDIA CORP DEL0.16%295,040$9,470,778295,040New$32.113F
BATRKATLANTA BRAVES HLDGS INC0.13%224,489$8,020,992224,489New$35.7313F
ASAISENDAS DISTRIBUIDORA S A0.03%145,705$1,774,6876,3784.58%$12.1813F
LLYVALIBERTY MEDIA CORP DEL0.02%37,392$1,193,55337,392New$31.9213F
MHKMOHAWK INDS INC0.02%10,790$925,890No Change$85.8113F
EQHEQUITABLE HLDGS INC0.02%41,057$1,165,608No Change$28.3913F
STLASTELLANTIS N.V0.02%55,345$1,058,750-377-0.68%$19.1313F
AMZNAMAZON COM INC0.01%6,020$765,262No Change$127.1213F
BLDRBUILDERS FIRSTSOURCE INC0.01%5,800$722,042No Change$124.4913F
GPIGROUP 1 AUTOMOTIVE INC0.01%2,777$746,2081586.03%$268.7113F
LADLITHIA MTRS INC0.01%2,374$701,113No Change$295.3313F
MUMICRON TECHNOLOGY INC0.00769%6,808$463,148-173-2.48%$68.0313F
NFLXNETFLIX INC0.00757%1,208$456,141-734-37.8%$377.613F
ISCVISHARES TR0.00548%6,380$330,353No Change$51.7813F
MSFTMICROSOFT CORP0.00363%692$218,499No Change$315.7513F
SBGISINCLAIR INC0.00334%17,959$201,500No Change$11.2213F
RMNIRIMINI STR INC DEL0.00108%29,442$64,7725,36922.3%$2.213F
ATAIATAI LIFE SCIENCES NV0.0009%42,112$54,324No Change$1.2913F
FWONKLIBERTY MEDIA CORP DEL-7,093,216Exited13F
FWONALIBERTY MEDIA CORP DEL-920,464Exited13F
SPGIS&P GLOBAL INC-531Exited13F