Ruane, Cunniff & Goldfarb Inc 13F Holdings · last filed Q4 2017
Ruane, Cunniff & Goldfarb Inc reported 66 securities worth $12.20B in its SEC 13F filing for Q4 2017 (period ended 2017-12-31). Top holdings: BRK/A (8.98%), AMZN (7.51%), GOOGL (7.26%). Among its top 25 positions this quarter: 3 added, 21 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $1.10B | 8.98% | 3,681 | Trimmed |
| 2 | AMZN | AMAZON COM INC | $916.6M | 7.51% | 783,747 | Added |
| 3 | GOOGL | ALPHABET INC | $886.2M | 7.26% | 841,250 | Added |
| 4 | GOOG | ALPHABET INC | $861.0M | 7.06% | 822,793 | Trimmed |
| 5 | MA | MASTERCARD INCORPORATED | $605.0M | 4.96% | 4.0M | Trimmed |
| 6 | XRAY | DENTSPLY SIRONA INC | $582.7M | 4.78% | 8.9M | Trimmed |
| 7 | TJX | TJX COS INC NEW | $579.5M | 4.75% | 7.6M | Trimmed |
| 8 | FWONK | LIBERTY MEDIA CORP DELAWARE | $502.5M | 4.12% | 14.7M | Trimmed |
| 9 | STLA | FIAT CHRYSLER AUTOMOBILES N | $447.1M | 3.66% | 25.1M | Trimmed |
| 10 | SCHW | SCHWAB CHARLES CORP NEW | $426.8M | 3.50% | 8.3M | Trimmed |
| 11 | KMX | CARMAX INC | $425.3M | 3.49% | 6.6M | Trimmed |
| 12 | BRKB | BERKSHIRE HATHAWAY INC DEL | $402.7M | 3.30% | 2.0M | Trimmed |
| 13 | WFC | WELLS FARGO CO NEW | $402.4M | 3.30% | 6.6M | Trimmed |
| 14 | MHK | MOHAWK INDS INC | $377.7M | 3.10% | 1.4M | Trimmed |
| 15 | J | JACOBS ENGR GROUP INC DEL | $374.1M | 3.07% | 5.7M | Trimmed |
| 16 | CACC | CREDIT ACCEP CORP MICH | $346.2M | 2.84% | 1.1M | Trimmed |
| 17 | V | VISA INC | $329.4M | 2.70% | 2.9M | Trimmed |
| 18 | BKNG | PRICELINE GRP INC | $302.2M | 2.48% | 173,894 | Trimmed |
| 19 | ORLY | O REILLY AUTOMOTIVE INC NEW | $292.1M | 2.39% | 1.2M | Trimmed |
| 20 | OMC | OMNICOM GROUP INC | $278.3M | 2.28% | 3.8M | Trimmed |
| 21 | JD | JD COM INC | $274.4M | 2.25% | 6.6M | Added |
| 22 | WAT | WATERS CORP | $219.4M | 1.80% | 1.1M | Trimmed |
| 23 | COF | CAPITAL ONE FINL CORP | $159.4M | 1.31% | 1.6M | Hold |
| 24 | GS | GOLDMAN SACHS GROUP INC | $135.1M | 1.11% | 530,183 | Trimmed |
| 25 | PRI | PRIMERICA INC | $102.3M | 0.84% | 1.0M | Trimmed |
Source: SEC Form 13F filings · as of 2017-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR