13F HOLDINGS REPORT
Ruane, Cunniff & Goldfarb L.P.
Quarter ended Q1 2023 · Filed February 13, 2023 · Accession 0000919574-23-001107
Total Value
$6.40B
Positions
32
Other Managers
0
Confidential Omitted
No
Holdings (32)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SCHWAB CHARLES CORP | SCHW-PJ | 8,439,564 | $702.7M | 10.98% |
| 2 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 6,212,039 | $637.3M | 9.96% |
| 3 | UNITEDHEALTH GROUP INC | UNH | 1,129,622 | $598.9M | 9.36% |
| 4 | LIBERTY MEDIA CORP DEL | FWONB | 8,784,381 | $525.1M | 8.20% |
| 5 | ELEVANCE HEALTH INC | ELV | 826,523 | $424.0M | 6.62% |
| 6 | CARMAX INC | KMX | 6,271,401 | $381.9M | 5.97% |
| 7 | CREDIT ACCEP CORP MICH | 225310101 | 798,731 | $378.9M | 5.92% |
| 8 | META PLATFORMS INC | META | 2,963,720 | $356.7M | 5.57% |
| 9 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 4,504,162 | $335.5M | 5.24% |
| 10 | JACOBS SOLUTIONS INC | J | 2,697,117 | $323.8M | 5.06% |
| 11 | ALPHABET INC | GOOG | 3,581,758 | $316.0M | 4.94% |
| 12 | CAPITAL ONE FINL CORP | 14040H105 | 2,747,356 | $255.4M | 3.99% |
| 13 | MICRON TECHNOLOGY INC | MU | 4,765,452 | $238.2M | 3.72% |
| 14 | ALPHABET INC | GOOG | 2,151,988 | $190.9M | 2.98% |
| 15 | NETFLIX INC | NFLX | 629,259 | $185.6M | 2.90% |
| 16 | LIBERTY BROADBAND CORP | LBRDP | 2,334,429 | $178.0M | 2.78% |
| 17 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 509,192 | $157.3M | 2.46% |
| 18 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 188 | $88.1M | 1.38% |
| 19 | LIBERTY BROADBAND CORP | LBRDP | 835,640 | $63.4M | 0.99% |
| 20 | LIBERTY MEDIA CORP DEL | FWONB | 985,377 | $52.6M | 0.82% |
| 21 | BUILDERS FIRSTSOURCE INC | BLDR | 45,002 | $2.9M | 0.05% |
| 22 | SENDAS DISTRIBUIDORA S A | 81689T104 | 101,069 | $1.9M | 0.03% |
| 23 | MOHAWK INDS INC | 608190104 | 10,833 | $1.1M | 0.02% |
| 24 | AMAZON COM INC | AMZN | 13,140 | $1.1M | 0.02% |
| 25 | EQUITABLE HLDGS INC | EQH-PC | 33,972 | $974,996 | 0.02% |
| 26 | ISHARES TR | 464287200 | 2,460 | $945,157 | 0.01% |
| 27 | STELLANTIS N.V | STLA | 54,617 | $775,561 | 0.01% |
| 28 | LITHIA MTRS INC | 536797103 | 2,061 | $421,969 | 0.01% |
| 29 | SINCLAIR BROADCAST GROUP INC | SBGI | 17,719 | $274,822 | 0.00% |
| 30 | RIMINI STR INC DEL | 76674Q107 | 30,438 | $115,969 | 0.00% |
| 31 | ANGI INC | ANGI | 32,383 | $76,100 | 0.00% |
| 32 | OPENDOOR TECHNOLOGIES INC | OPENZ | 17,500 | $20,300 | 0.00% |