Ruane Cunniff - Sequoia Fund

History Stock Activity ▼ Share change % change to portfolio
Q4  2018
≡ VOPKF - Koninklijke Vopak N.V. Reduce 6.85% 126,030 0.17
≡ HCXLF - Hiscox Ltd. Reduce 8.02% 363,435 0.23
≡ AMZN - Amazon.com Inc. Reduce 10.01% 202,200 0.46
≡ GOOG - Alphabet Inc. CL C Reduce 11.51% 663,180 1.04
≡ BRK.A - Berkshire Hathaway CL A Reduce 28.44% 300 2.77
≡ TJX - TJX Companies Inc. Reduce 94.61% 2,097,627 2.81
≡ WFC - Wells Fargo Sell 100.00% 1,572,953 2.11
Q3  2018
≡ META - Meta Platforms Inc. Add 26.02% 174,719 0.73
≡ BRK.B - Berkshire Hathaway CL B Reduce 1.86% 5,978 0.03
≡ BRK.A - Berkshire Hathaway CL A Reduce 1.95% 21 0.17
≡ FWONK - Liberty Media Corp Formula One Series C Reduce 2.01% 94,161 0.09
≡ FWONA - Liberty Media Corp Formula One Series A Reduce 2.01% 1,023 0.00
≡ SCHW - Charles Schwab Corp. Reduce 2.16% 70,036 0.09
≡ GOOG - Alphabet Inc. CL C Reduce 2.22% 130,900 0.20
≡ GOOGL - Alphabet Inc. Reduce 2.22% 65,980 0.10
≡ HCXLF - Hiscox Ltd. Reduce 2.23% 103,464 0.06
≡ MHK - Mohawk Industries Reduce 2.32% 12,288 0.06
≡ NPSNY - Naspers Ltd Reduce 2.34% 13,814 0.08
≡ CACC - Credit Acceptance Corp. Reduce 2.37% 10,070 0.11
≡ J - Jacobs Solutions Inc. Reduce 2.64% 58,232 0.11
≡ LBRDK - Liberty Broadband Corp. CL C Reduce 2.70% 34,786 0.07
≡ LBRDA - Liberty Broadband Corp. CL A Reduce 2.70% 13,485 0.03
≡ KMX - CarMax Inc. Reduce 2.72% 124,135 0.24
≡ VOPKF - Koninklijke Vopak N.V. Reduce 2.84% 53,731 0.07
≡ WFC - Wells Fargo Reduce 3.05% 49,530 0.07
≡ VIVEF - Vivendi Universal S.A. Reduce 3.31% 154,530 0.10
≡ BKNG - Booking Holdings Inc. Reduce 3.43% 2,291 0.12
≡ AMZN - Amazon.com Inc. Reduce 7.93% 174,160 0.45
≡ CNSWF - Constellation Software Inc. Reduce 13.53% 44,728 0.84
≡ RYCEF - Rolls Royce Holdings plc Reduce 22.25% 3,825,348 1.26
≡ MA - Mastercard Inc. Reduce 25.17% 394,426 2.24
≡ TJX - TJX Companies Inc. Reduce 50.07% 2,222,998 3.18
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
≡ MA - Mastercard Inc. Reduce 3.76% 61,300 0.30
≡ AMZN - Amazon.com Inc. Reduce 16.35% 429,000 0.90
≡ BRK.A - Berkshire Hathaway CL A Reduce 23.53% 331 2.30
≡ OMC - Omnicom Group Sell 100.00% 679,750 1.27
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
≡ AMZN - Amazon.com Inc. Reduce 0.01% 320 0.00
≡ BKNG - Booking Holdings Inc. Reduce 0.01% 8 0.00
≡ CACC - Credit Acceptance Corp. Reduce 0.01% 52 0.00
≡ FWONA - Liberty Media Corp Formula One Series A Reduce 0.01% 6 0.00
≡ FWONK - Liberty Media Corp Formula One Series C Reduce 0.01% 569 0.00
≡ GOOGL - Alphabet Inc. Reduce 0.01% 360 0.00
≡ HCXLF - Hiscox Ltd. Reduce 0.01% 562 0.00
≡ MHK - Mohawk Industries Reduce 0.01% 64 0.00
≡ RYCEF - Rolls Royce Holdings plc Reduce 0.01% 2,086 0.00
≡ SCHW - Charles Schwab Corp. Reduce 0.01% 394 0.00
≡ VOPKF - Koninklijke Vopak N.V. Reduce 0.01% 230 0.00
≡ J - Jacobs Solutions Inc. Reduce 13.87% 305,047 0.46
≡ CNSWF - Constellation Software Inc. Reduce 15.00% 58,300 1.02
≡ TJX - TJX Companies Inc. Reduce 23.10% 1,333,426 1.40
≡ MA - Mastercard Inc. Reduce 28.40% 646,022 2.90
≡ WFC - Wells Fargo Reduce 35.43% 890,335 1.20
≡ OMC - Omnicom Group Reduce 53.95% 796,250 1.49
≡ BRK.B - Berkshire Hathaway CL B Reduce 83.65% 463,811 2.35
≡ XRAY - DENTSPLY SIRONA Inc. Sell 100.00% 3,435,757 5.62
≡ ORLY - O'Reilly Automotive Sell 100.00% 454,080 2.72
≡ WAT - Waters Corp. Sell 100.00% 438,546 2.11
≡ CMG - Chipotle Mexican Grill Inc. Sell 100.00% 58,824 0.42
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
≡ BRK.A - Berkshire Hathaway CL A Reduce 4.74% 70 0.52
≡ ORLY - O'Reilly Automotive Reduce 8.37% 41,476 0.25
≡ KMX - CarMax Inc. Reduce 24.29% 817,380 1.30
≡ EME - Emcor Group Sell 100.00% 710,252 1.31
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
≡ BRK.B - Berkshire Hathaway CL B Reduce 7.69% 44,600 0.22
≡ MA - Mastercard Inc. Reduce 14.93% 399,275 1.49
≡ TJX - TJX Companies Inc. Reduce 16.49% 1,140,056 1.11
≡ ORLY - O'Reilly Automotive Reduce 18.41% 111,810 0.64
≡ WAT - Waters Corp. Reduce 43.10% 332,153 1.58
≡ CMG - Chipotle Mexican Grill Inc. Reduce 71.99% 151,172 1.23
≡ DHR - Danaher Corp. Sell 100.00% 639,218 1.42
≡ COIHF - Croda International Sell 100.00% 627,297 0.84
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
≡ HCXLF - Hiscox Ltd. Add 0.33% 15,165 0.01
≡ DHR - Danaher Corp. Reduce 8.57% 59,927 0.13
≡ ORLY - O'Reilly Automotive Reduce 17.56% 129,331 0.75
≡ BRK.B - Berkshire Hathaway CL B Reduce 40.07% 387,800 1.73
≡ COIHF - Croda International Reduce 53.77% 729,653 0.98
≡ FAST - Fastenal Sell 100.00% 3,348,006 2.29
≡ PRGO - Perrigo Co. Sell 100.00% 185,274 0.33
Q1  2017
≡ FWONK - Liberty Media Corp Formula One Series C Add 390053.20% 4,692,340 4.05
≡ HCXLF - Hiscox Ltd. Add 15.47% 619,101 0.23