Ruane, Cunniff & Goldfarb (Sequoia) 13F, Q2 2023
Ruane Cunniff · quarter ending 30 June 2023 · filed 14 August 2023 · SEC CIK 1720792
$6.34B
Filed US book
34
Positions
10.6%
Largest position
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q2 2023
The 25 largest of 34 positions. Weights are against the whole filed book.
| Company | Ticker | Value | % of book |
|---|---|---|---|
| INTERCONTINENTAL EXCHANGE IN | ICE | $672.18M | 10.6% |
| UNITEDHEALTH GROUP INC | UNH | $542.46M | 8.6% |
| LIBERTY MEDIA CORP DEL | $533.98M | 8.4% | |
| SCHWAB CHARLES CORP | SCHW | $507.21M | 8.0% |
| CARMAX INC | KMX | $504.73M | 8.0% |
| ELEVANCE HEALTH INC | ELV | $465.90M | 7.3% |
| TAIWAN SEMICONDUCTOR MFG LTD | TSM | $436.37M | 6.9% |
| CREDIT ACCEP CORP MICH | CACC | $400.47M | 6.3% |
| ALPHABET INC | GOOGL | $390.56M | 6.2% |
| CAPITAL ONE FINL CORP | COF | $372.24M | 5.9% |
| JACOBS SOLUTIONS INC | J | $351.22M | 5.5% |
| META PLATFORMS INC | META | $265.09M | 4.2% |
| LIBERTY BROADBAND CORP | LBRDK | $263.27M | 4.2% |
| ALPHABET INC | GOOG | $237.80M | 3.8% |
| BERKSHIRE HATHAWAY INC DEL | BRK/B | $167.32M | 2.6% |
| BERKSHIRE HATHAWAY INC DEL | BRK/A | $90.10M | 1.4% |
| LIBERTY BROADBAND CORP | LBRDA | $64.80M | 1.0% |
| LIBERTY MEDIA CORP DEL | $62.24M | 1.0% | |
| SENDAS DISTRIBUIDORA S A | $2.01M | 0.0% | |
| EQUITABLE HLDGS INC | EQH | $1.12M | 0.0% |
| MOHAWK INDS INC | MHK | $1.11M | 0.0% |
| STELLANTIS N.V | $977.4K | 0.0% | |
| NETFLIX INC | NFLX | $855.4K | 0.0% |
| BUILDERS FIRSTSOURCE INC | BLDR | $788.8K | 0.0% |
| AMAZON COM INC | AMZN | $784.8K | 0.0% |
This is the earliest Ruane, Cunniff & Goldfarb (Sequoia) 13F we hold, so there is no earlier filing here to compare it with.
Other quarters
Source: SEC Form 13F-HR, accession 0000919574-23-004553, filed by Ruane, Cunniff & Goldfarb L.P.. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.