Ruane Cunniff - Sequoia Fund

History Stock Activity ▼ Share change % change to portfolio
Q4  2023
≡ ASHTF - Ashtead Group plc Buy 1,490,595 3.30
Q3  2023
≡ LLYVK - Liberty Media Corp. Series C Live Buy 117,539 0.13
≡ BATRK - Atlanta Braves Holdings Inc. Series C Buy 80,757 0.10
≡ LLYVA - Liberty Media Corp. Series A Live Buy 1,810 0.00
Q2  2023
≡ LBRDK - Liberty Broadband Corp. CL C Add 33.33% 261,701 0.70
≡ COF - Capital One Financial Add 21.81% 217,668 0.80
≡ SCHW - Charles Schwab Corp. Add 16.19% 427,160 0.81
≡ ELV - Elevance Health Inc. Add 16.00% 47,310 0.71
Q1  2023
≡ LMGIF - Lumine Group Inc. Buy 306,540 0.11
Q4  2022
≡ ERFSF - Eurofins Scientific SE Add 32.81% 630,939 1.56
Q3  2022
≡ ERFSF - Eurofins Scientific SE Add 27.52% 415,107 0.88
≡ META - Meta Platforms Inc. Add 10.07% 98,298 0.47
≡ UMGNF - Universal Music Grp NV Add 3.99% 304,794 0.20
≡ COF - Capital One Financial Buy 997,857 3.25
Q2  2022
≡ NFLX - Netflix Inc. Add 46.29% 225,165 1.22
≡ ICE - Intercontinental Exchange Inc. Add 46.02% 569,693 1.67
≡ W - Wayfair Inc. Add 45.70% 534,318 0.72
≡ SAP - SAP SE Buy 1,082,791 3.07
Q1  2022
≡ NFLX - Netflix Inc. Add 80.75% 217,309 2.01
≡ W - Wayfair Inc. Add 8.33% 89,904 0.25
≡ META - Meta Platforms Inc. Add 6.75% 61,735 0.34
≡ UMGNF - Universal Music Grp NV Add 4.66% 340,079 0.23
Q4  2021
≡ BRK.B - Berkshire Hathaway CL B Add 59.82% 57,500 0.36
≡ W - Wayfair Inc. Add 29.61% 246,610 0.96
Q3  2021
≡ W - Wayfair Inc. Add 82.41% 376,234 2.02
≡ PROSF - Prosus NV Add 33.70% 505,301 0.85
≡ TSM - Taiwan Semiconductor S.A. Add 19.78% 410,268 0.96
≡ META - Meta Platforms Inc. Add 9.13% 80,917 0.58
≡ KMX - CarMax Inc. Add 5.38% 128,097 0.34
≡ UMGNF - Universal Music Grp NV Buy 7,303,152 4.11
Q2  2021
≡ ELV - Elevance Health Inc. Add 57.60% 236,126 1.89
≡ MU - Micron Technology Inc. Add 54.21% 1,008,883 1.79
≡ NFLX - Netflix Inc. Add 13.17% 32,760 0.36
≡ UNH - United Health Group Inc. Add 2.24% 14,764 0.12
Q1  2021
≡ LBRDK - Liberty Broadband Corp. CL C Add 38.97% 250,654 0.82
≡ META - Meta Platforms Inc. Add 12.89% 101,167 0.65
≡ CACC - Credit Acceptance Corp. Add 2.41% 13,370 0.10
≡ MU - Micron Technology Inc. Buy 1,860,957 3.56
≡ ELV - Elevance Health Inc. Buy 409,924 3.19
Q4  2020
≡ ERFSF - Eurofins Scientific SE Add 871.48% 2,026,819 4.00
≡ RYCEF - Rolls Royce Holdings plc Add 333.33% 60,854,243 2.18
≡ CACC - Credit Acceptance Corp. Add 27.16% 118,708 0.97
≡ ACOPF - a2 Milk Company Ltd. Add 17.03% 1,772,878 0.37
≡ NFLX - Netflix Inc. Buy 248,745 3.17
Q3  2020
≡ UNH - United Health Group Inc. Add 30.44% 153,621 1.23
≡ MLSPF - Melrose Industries PLC Add 6.27% 2,187,351 0.08
≡ FWONK - Liberty Media Corp Formula One Series C Add 4.62% 169,319 0.16
≡ CACC - Credit Acceptance Corp. Add 2.53% 10,804 0.09
≡ ICE - Intercontinental Exchange Inc. Buy 1,237,843 3.18
≡ FIS - Fidelity National Information Services Buy 698,957 2.64
Q2  2020
≡ HCXLF - Hiscox Ltd. Add 44.16% 1,840,887 0.51
≡ VIVEF - Vivendi Universal S.A. Add 41.03% 1,835,461 1.33
≡ FWONK - Liberty Media Corp Formula One Series C Add 2.41% 86,158 0.08
≡ CACC - Credit Acceptance Corp. Add 1.93% 8,080 0.10
≡ TSM - Taiwan Semiconductor S.A. Buy 2,439,715 3.90
≡ DIS - Walt Disney Co. Buy 999,712 3.14
Q1  2020
≡ SCHW - Charles Schwab Corp. Add 34.44% 1,082,455 1.25
≡ W - Wayfair Inc. Add 27.67% 403,130 0.74
≡ BKNG - Booking Holdings Inc. Add 21.19% 12,546 0.58
≡ KMX - CarMax Inc. Add 15.93% 451,775 0.84
≡ ANET - Arista Networks Inc. Add 13.68% 85,791 0.60
≡ RYCEF - Rolls Royce Holdings plc Add 9.73% 1,622,653 0.24
≡ BRK.B - Berkshire Hathaway CL B Add 2.89% 16,221 0.10
≡ CACC - Credit Acceptance Corp. Add 1.95% 8,011 0.07
≡ ERFSF - Eurofins Scientific SE Add 0.29% 673 0.01
≡ UNH - United Health Group Inc. Buy 504,853 4.33
Q4  2019
≡ PROSF - Prosus NV Add 210.14% 1,201,259 2.34
≡ W - Wayfair Inc. Add 39.90% 415,546 0.98
≡ BRK.B - Berkshire Hathaway CL B Add 13.65% 67,349 0.40
≡ ERFSF - Eurofins Scientific SE Buy 232,437 3.37
≡ ANET - Arista Networks Inc. Buy 627,157 3.34
Q3  2019
≡ RYCEF - Rolls Royce Holdings plc Add 33.56% 4,190,137 1.12
≡ W - Wayfair Inc. Buy 1,041,526 3.21
≡ PROSF - Prosus NV Buy 571,639 1.15
Q4  2018
≡ BRK.B - Berkshire Hathaway CL B Add 73.84% 232,343 1.43
≡ EA - Electronic Arts Buy 1,328,304 3.17
≡ ACOPF - a2 Milk Company Ltd. Buy 10,957,493 2.41
≡ MLSPF - Melrose Industries PLC Buy 37,857,351 2.39
Q3  2018
≡ META - Meta Platforms Inc. Add 26.02% 174,719 0.73
Q2  2018
≡ BRK.B - Berkshire Hathaway CL B Add 253.74% 230,000 1.05
≡ LBRDK - Liberty Broadband Corp. CL C Add 30.30% 299,024 0.56
≡ META - Meta Platforms Inc. Add 20.56% 114,491 0.55
≡ J - Jacobs Solutions Inc. Add 16.23% 307,523 0.48
≡ NPSNY - Naspers Ltd Add 5.43% 30,435 0.19
Q1  2018
≡ KMX - CarMax Inc. Add 79.13% 2,015,933 3.20
≡ GOOG - Alphabet Inc. CL C Add 11.05% 586,400 0.78
≡ NPSNY - Naspers Ltd Buy 560,932 3.52
≡ VIVEF - Vivendi Universal S.A. Buy 4,674,259 3.10
≡ META - Meta Platforms Inc. Buy 556,927 2.28
≡ LBRDK - Liberty Broadband Corp. CL C Buy 987,034 2.17
≡ LBRDA - Liberty Broadband Corp. CL A Buy 498,557 1.09
Q4  2017
≡ AMZN - Amazon.com Inc. Add 127.48% 1,470,600 2.14
≡ BRK.B - Berkshire Hathaway CL B Add 3.57% 19,100 0.09
≡ VOPKF - Koninklijke Vopak N.V. Buy 1,892,737 2.06
Q3  2017
≡ GOOG - Alphabet Inc. CL C Add 78.14% 2,327,360 2.96
≡ WFC - Wells Fargo Add 34.74% 647,862 0.95
≡ J - Jacobs Solutions Inc. Add 7.64% 156,144 0.24
Q2  2017
≡ OMC - Omnicom Group Add 72.77% 621,698 1.36
≡ BKNG - Booking Holdings Inc. Add 44.04% 20,445 1.01
≡ CACC - Credit Acceptance Corp. Add 16.96% 61,574 0.42