Ruane, Cunniff & Goldfarb L.P. Top Holdings and 13F Report (2024) → Jeff Bezos & 48 Members of Congress Are Buying ONE Sector… (From InvestorPlace) (Ad) About Ruane, Cunniff & Goldfarb L.P.Investment ActivityRuane, Cunniff & Goldfarb L.P. has $6.44 billion in total holdings as of March 31, 2024.Ruane, Cunniff & Goldfarb L.P. owns shares of 34 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 0.00% of the portfolio was purchased this quarter.About 5.19% of the portfolio was sold this quarter.This quarter, Ruane, Cunniff & Goldfarb L.P. has purchased 33 new stocks and bought additional shares in 1 stock.Ruane, Cunniff & Goldfarb L.P. sold shares of 24 stocks and completely divested from 0 stocks this quarter.Largest Holdings Intercontinental Exchange $735,841,861Charles Schwab $588,315,395Elevance Health $557,267,160UnitedHealth Group $508,483,826Taiwan Semiconductor Manufacturing $505,650,233 Largest New Holdings this Quarter American Express $212,207 Holding Largest Purchases this Quarter American Express 932 shares (about $212.21K)Group 1 Automotive 33 shares (about $9.64K) Largest Sales this Quarter Taiwan Semiconductor Manufacturing 353,629 shares (about $48.11M)Capital One Financial 272,466 shares (about $40.57M)Intercontinental Exchange 249,488 shares (about $34.29M)Alphabet 199,942 shares (about $30.44M)Charles Schwab 337,513 shares (about $24.42M) Sector Allocation Over TimeMap of 500 Largest Holdings ofRuane, Cunniff & Goldfarb L.P. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorICEIntercontinental Exchange$735,841,861$34,287,136 ▼-4.5%5,354,30311.4%FinanceSCHWCharles Schwab$588,315,395$24,415,690 ▼-4.0%8,132,6439.1%FinanceELVElevance Health$557,267,160$24,349,601 ▼-4.2%1,074,6858.7%MedicalUNHUnitedHealth Group$508,483,826$20,557,753 ▼-3.9%1,027,8637.9%MedicalTSMTaiwan Semiconductor Manufacturing$505,650,233$48,111,225 ▼-8.7%3,716,6507.8%Computer and TechnologyCOFCapital One Financial$439,631,821$40,567,463 ▼-8.4%2,952,7296.8%FinanceGOOGLAlphabet$438,430,067$10,754,668 ▼-2.4%2,904,8576.8%Computer and TechnologyFWONKFormula One Group$422,360,877$18,629,285 ▼-4.2%6,438,4286.6%Consumer DiscretionaryJJacobs Solutions$413,159,829$17,143,508 ▼-4.0%2,687,5686.4%Business ServicesCACCCredit Acceptance$396,034,962$16,169,240 ▼-3.9%718,0406.1%FinanceKMXCarMax$345,659,275$13,835,507 ▼-3.8%3,968,0785.4%Retail/WholesaleMETAMeta Platforms$291,692,762$11,314,014 ▼-3.7%600,7104.5%Computer and TechnologyGOOGAlphabet$240,684,232$30,443,169 ▼-11.2%1,580,7453.7%Computer and TechnologyBRK.BBerkshire Hathaway$189,453,511$2,420,934 ▼-1.3%450,5222.9%FinanceLBRDKLiberty Broadband$169,417,912$8,167,694 ▼-4.6%2,960,2992.6%Consumer DiscretionaryBRK.ABerkshire Hathaway$94,531,560$12,054,360 ▼-11.3%1491.5%FinanceFWONAFormula One Group$50,314,217$535,356 ▼-1.1%856,5580.8%Consumer DiscretionaryLBRDALiberty Broadband$43,761,346$474,439 ▼-1.1%766,1300.7%Consumer DiscretionaryASAISendas Distribuidora$2,043,808$18,209 ▼-0.9%138,2820.0%Consumer DiscretionaryEQHEquitable$1,554,191$4,485 ▼-0.3%40,8890.0%FinanceMHKMohawk Industries$1,412,3030.0%10,7900.0%Consumer DiscretionarySTLAStellantis$1,362,928$100,097 ▼-6.8%48,1600.0%Auto/Tires/TrucksBLDRBuilders FirstSource$980,1850.0%4,7000.0%Retail/WholesaleGPIGroup 1 Automotive$813,568$9,644 ▲1.2%2,7840.0%Retail/WholesaleLADLithia Motors$701,305$9,026 ▼-1.3%2,3310.0%Retail/WholesaleISCViShares Morningstar Small-Cap Value ETF$390,4560.0%6,3800.0%ETFNFLXNetflix$373,5080.0%6150.0%Consumer DiscretionaryMUMicron Technology$372,7680.0%3,1620.0%Computer and TechnologyMSFTMicrosoft$273,047$18,091 ▼-6.2%6490.0%Computer and TechnologySBGISinclair$241,9080.0%17,9590.0%Consumer DiscretionarySPGIS&P Global$225,9140.0%5310.0%Business ServicesAXPAmerican Express$212,207$212,207 ▲New Holding9320.0%FinanceATAIAtai Life Sciences$82,9610.0%42,1120.0%MedicalRMNIRimini Street$59,889$4,176 ▼-6.5%18,3710.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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