Ruane, Cunniff & Goldfarb L.P. Top Holdings and 13F Report (2024) About Ruane, Cunniff & Goldfarb L.P.Investment ActivityRuane, Cunniff & Goldfarb L.P. has $6.39 billion in total holdings as of September 30, 2024.Ruane, Cunniff & Goldfarb L.P. owns shares of 37 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 1.29% of the portfolio was purchased this quarter.About 4.94% of the portfolio was sold this quarter.This quarter, Ruane, Cunniff & Goldfarb L.P. has purchased 37 new stocks and bought additional shares in 5 stocks.Ruane, Cunniff & Goldfarb L.P. sold shares of 22 stocks and completely divested from 2 stocks this quarter.Largest Holdings Intercontinental Exchange $805,206,072UnitedHealth Group $564,985,054Elevance Health $522,357,160Taiwan Semiconductor Manufacturing $504,457,339Charles Schwab $482,853,036 Largest New Holdings this Quarter AMENTUM HOLDINGS INC $81,608,270 HoldingVanguard Total Stock Market ETF $301,565 Holding Largest Purchases this Quarter AMENTUM HOLDINGS INC 2,530,489 shares (about $81.61M)Vanguard Total Stock Market ETF 1,065 shares (about $301.57K)Charter Communications 797 shares (about $258.29K)Stellantis 6,509 shares (about $91.45K)Sendas Distribuidora 12,988 shares (about $89.36K) Largest Sales this Quarter CarMax 1,971,953 shares (about $152.59M)Charles Schwab 334,771 shares (about $21.70M)Taiwan Semiconductor Manufacturing 119,034 shares (about $20.67M)Alphabet 108,797 shares (about $18.04M)Intercontinental Exchange 95,971 shares (about $15.42M) 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$805,206,072$15,416,781 ▼-1.9%5,012,48812.6%FinanceUNHUnitedHealth Group$564,985,054$10,238,331 ▼-1.8%966,3158.8%MedicalELVElevance Health$522,357,160$10,159,760 ▼-1.9%1,004,5338.2%MedicalTSMTaiwan Semiconductor Manufacturing$504,457,339$20,672,635 ▼-3.9%2,904,6897.9%Computer and TechnologySCHWCharles Schwab$482,853,036$21,696,509 ▼-4.3%7,450,2867.6%FinanceFWONKFormula One Group$470,877,692$7,606,801 ▼-1.6%6,081,3347.4%Consumer DiscretionaryGOOGLAlphabet$442,329,082$18,043,982 ▼-3.9%2,667,0436.9%Computer and TechnologyCOFCapital One Financial$414,937,466$7,831,777 ▼-1.9%2,771,2386.5%FinanceJJacobs Solutions$331,204,358$5,923,225 ▼-1.8%2,530,2095.2%Business ServicesMETAMeta Platforms$324,663,353$5,903,574 ▼-1.8%567,1575.1%Computer and TechnologyCACCCredit Acceptance$302,236,846$12,115,565 ▼-3.9%681,6044.7%FinanceGOOGAlphabet$244,263,251$5,476,643 ▼-2.2%1,460,9923.8%Computer and TechnologyBRK.BBerkshire Hathaway$199,892,759$2,125,020 ▼-1.1%434,3043.1%FinanceLBRDKLiberty Broadband$194,363,404$3,980,358 ▼-2.0%2,514,7293.0%Consumer DiscretionaryCHTRCharter Communications$147,463,854$258,292 ▲0.2%455,0232.3%Consumer DiscretionaryKMXCarMax$141,256,261$152,589,723 ▼-51.9%1,825,4882.2%Retail/WholesaleBRK.ABerkshire Hathaway$92,618,120$2,764,720 ▼-2.9%1341.4%FinanceAMENTUM HOLDINGS INC$81,608,270$81,608,270 ▲New Holding2,530,4891.3%COMFWONAFormula One Group$56,555,981$1,620,226 ▼-2.8%790,6610.9%Consumer DiscretionaryLBRDALiberty Broadband$54,524,301$1,030,540 ▼-1.9%709,7670.9%Consumer DiscretionaryEXPDExpeditors International of Washington$4,520,423$8,899,722 ▼-66.3%34,4020.1%TransportationEQHEquitable$1,716,673$1,891 ▼-0.1%40,8440.0%FinanceGPIGroup 1 Automotive$1,296,973$15,705 ▼-1.2%3,3860.0%Retail/WholesaleASAISendas Distribuidora$1,040,738$89,357 ▲9.4%151,2700.0%Consumer DiscretionaryBLDRBuilders FirstSource$911,1420.0%4,7000.0%Retail/WholesaleLADLithia Motors$866,522$1,271 ▲0.1%2,7280.0%Retail/WholesaleSTLAStellantis$726,006$91,451 ▲14.4%51,6730.0%Auto/Tires/TrucksNFLXNetflix$429,818$6,383 ▼-1.5%6060.0%Consumer DiscretionaryISCViShares Morningstar Small-Cap Value ETF$405,0050.0%6,3800.0%ETFVTIVanguard Total Stock Market ETF$301,565$301,565 ▲New Holding1,0650.0%ETFMSFTMicrosoft$279,2650.0%6490.0%Computer and TechnologySBGISinclair$274,7730.0%17,9590.0%Consumer DiscretionarySPGIS&P Global$274,3250.0%5310.0%Business ServicesAXPAmerican Express$252,7580.0%9320.0%FinanceMUMicron Technology$224,2210.0%2,1620.0%Computer and TechnologyRMNIRimini Street$70,467$17,980 ▲34.3%38,0900.0%Computer and TechnologyATAIAtai Life Sciences$48,8500.0%42,1120.0%MedicalMHKMohawk Industries$0$1,225,636 ▼-100.0%00.0%Consumer DiscretionaryGSThe Goldman Sachs Group$0$203,544 ▼-100.0%00.0%FinanceShowing 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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