Ruane, Cunniff & Goldfarb - Sequoia Fund Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 15, 2025 | |
| Total Stocks | 38 | |
| Portfolio Value | $5.51B |
Sequoia Fund Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q2 2025Jun 30, 2025 | BRK-A Berkshire Hathaway Inc. | Sell - Position Exit | -126-100.0% |
Q2 2025Jun 30, 2025 | SPGI S&P Global Inc. | Sell - Position Exit | -531-100.0% |
Q2 2025Jun 30, 2025 | NFLX Netflix, Inc. | Sell - Position Exit | -606-100.0% |
Q2 2025Jun 30, 2025 | MSFT Microsoft Corporation | Sell - Position Exit | -649-100.0% |
Q2 2025Jun 30, 2025 | VOO Vanguard S&P 500 ETF | Sell - Position Exit | -682-100.0% |
Q2 2025Jun 30, 2025 | AXP American Express Company | Sell - Position Exit | -932-100.0% |
Q2 2025Jun 30, 2025 | VTI Vanguard Total Stock Market ETF | Sell - Position Exit | -1,725-100.0% |
Q2 2025Jun 30, 2025 | LAD Lithia Motors, Inc. | Sell - Position Exit | -2,716-100.0% |
Q2 2025Jun 30, 2025 | GPI Group 1 Automotive, Inc. | Sell - Position Exit | -3,361-100.0% |
Q2 2025Jun 30, 2025 | VXUS Vanguard Total International St | Sell - Position Exit | -4,121-100.0% |
Q2 2025Jun 30, 2025 | BLDR Builders FirstSource, Inc. | Sell - Position Exit | -4,700-100.0% |
Q2 2025Jun 30, 2025 | KMX CarMax Inc | Sell - Position Exit | -6,280-100.0% |
Q2 2025Jun 30, 2025 | SBGI Sinclair, Inc. | Sell - Position Exit | -17,959-100.0% |
Q2 2025Jun 30, 2025 | EXPD Expeditors International of Was | Sell - Position Exit | -21,902-100.0% |
Q2 2025Jun 30, 2025 | RMNI Rimini Street, Inc. | Sell - Position Exit | -37,955-100.0% |
Q2 2025Jun 30, 2025 | EQH Equitable Holdings, Inc. | Sell - Position Exit | -40,728-100.0% |
Q2 2025Jun 30, 2025 | BRK-B Berkshire Hathaway Inc. New | Sell - Position Exit | -336,982-100.0% |
Q2 2025Jun 30, 2025 | CHTR Charter Communications, Inc. | Sell - Position Exit | -400,460-100.0% |
Q2 2025Jun 30, 2025 | META Meta Platforms, Inc. | Sell - Position Exit | -510,972-100.0% |
Q2 2025Jun 30, 2025 | CACC Credit Acceptance Corporation | Sell - Position Exit | -643,101-100.0% |
Q2 2025Jun 30, 2025 | LBRDA Liberty Broadband Corporation | Sell - Position Exit | -674,067-100.0% |
Q2 2025Jun 30, 2025 | FWONA Liberty Media Corporation - Ser | Sell - Position Exit | -741,230-100.0% |
Q2 2025Jun 30, 2025 | UNH UnitedHealth Group Incorporated | Sell - Position Exit | -822,168-100.0% |
Q2 2025Jun 30, 2025 | ELV Elevance Health, Inc. | Sell - Position Exit | -1,122,920-100.0% |
Q2 2025Jun 30, 2025 | J Jacobs Solutions Inc. | Sell - Position Exit | -1,176,743-100.0% |
Q2 2025Jun 30, 2025 | GOOG Alphabet Inc. | Sell - Position Exit | -1,328,509-100.0% |
Q2 2025Jun 30, 2025 | TSM Taiwan Semiconductor Manufactur | Sell - Position Exit | -1,866,293-100.0% |
Q2 2025Jun 30, 2025 | COF Capital One Financial Corporati | Sell - Position Exit | -2,130,414-100.0% |
Q2 2025Jun 30, 2025 | GOOGL Alphabet Inc. | Sell - Position Exit | -2,372,844-100.0% |
Q2 2025Jun 30, 2025 | LBRDK Liberty Broadband Corporation | Sell - Position Exit | -2,383,453-100.0% |