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Tracking Ruane, Cunniff & Goldfarb's Portfolio - Q2 2023 Update

John Vincent profile picture
John Vincent


  • Ruane, Cunniff & Goldfarb's 13F portfolio value increased by 4% to $6.34B in Q2 2023.
  • The firm's top three positions are Intercontinental Exchange, Alphabet, and Formula One Group.
  • Stake increases include UnitedHealth, Charles Schwab, Elevance Health, Credit Acceptance Corp., Capital One Financial, Jacobs Solutions, and Liberty Broadband. Stake decreases include Intercontinental Exchange, Alphabet, Formula One Group, CarMax, Taiwan Semi, Meta Platforms, Berkshire Hathaway, Netflix, and Micron Technology.

Magnifying Glass And Globe


This article is part of a series that provides an ongoing analysis of the changes made to Ruane, Cunniff & Goldfarb’s 13F portfolio on a quarterly basis. It is based on their regulatory 13F Form filed on 8/14/2023. Please

This article was written by

John Vincent profile picture
Focused on analyzing 13F reports & building tools to help DIY investors generate absolute returns through exploiting inefficiency, volatility, and momentum.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of GOOGL, META, RYCEY either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Comments (2)

EliasMouawad profile picture
Good decision to sell META
Thanks for review.
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