Ruane, Cunniff & Goldfarb - Sequoia Fund Portfolio

Name: Investment Portfolio Data
License: https://creativecommons.org/licenses/by/4.0/

Period Date		Mar 31, 2025
Filing Date		May 15, 2025
Total Stocks		38
Portfolio Value		$5.51B

Sequoia Fund Activity

Date	Symbol	Name	Type	Quantity	Value	Remaining
Q4 2018Dec 31, 2018	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-35,051-4.2%	$836.62K	807,855
Q4 2018Dec 31, 2018	MTH Meritage Homes Corporation	Meritage Homes Corporation	Sell	-38,200-7.5%	$17.26K	470,000
Q4 2018Dec 31, 2018	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-53,999-1.9%	$363.62K	2,773,810
Q4 2018Dec 31, 2018	LBRDK Liberty Broadband Corporation	Liberty Broadband Corporation	Sell	-63,309-1.8%	$245.15K	3,403,480
Q4 2018Dec 31, 2018	V Visa Inc.	Visa Inc.	Sell	-67,642-4.2%	$204.98K	1,553,581
Q4 2018Dec 31, 2018	KMX CarMax Inc	CarMax Inc	Sell	-114,005-1.0%	$729.47K	11,628,794
Q4 2018Dec 31, 2018	MA Mastercard Incorporated	Mastercard Incorporated	Sell	-192,005-8.7%	$381.73K	2,023,455
Q4 2018Dec 31, 2018	DHI D.R. Horton, Inc.	D.R. Horton, Inc.	Sell	-220,000-31.4%	$16.64K	480,000
Q4 2018Dec 31, 2018	TJX TJX Companies, Inc. (The)	TJX Companies, Inc. (The)	Sell	-2,585,489-85.4%	$19.81K	442,873
Q4 2018Dec 31, 2018	WFC Wells Fargo & Company	Wells Fargo & Company	Sell	-4,124,408-99.6%	$811.00	17,608
Q3 2018Sep 30, 2018	JD JD.com, Inc.	JD.com, Inc.	Buy	+2,621,129+43.5%	$225.71K	8,651,287
Q3 2018Sep 30, 2018	BLDR Builders FirstSource, Inc.	Builders FirstSource, Inc.	Buy	+2,005,517+35.8%	$111.76K	7,612,894
Q3 2018Sep 30, 2018	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+377,237+15.4%	$465.06K	2,827,809
Q3 2018Sep 30, 2018	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Buy - Position Entry	+300,000	$49.43K	300,000
Q3 2018Sep 30, 2018	DHI D.R. Horton, Inc.	D.R. Horton, Inc.	Buy	+200,000+40.0%	$29.53K	700,000
Q3 2018Sep 30, 2018	IQ iQIYI, Inc.	iQIYI, Inc.	Buy	+83,000+13.2%	$19.30K	713,000
Q3 2018Sep 30, 2018	MTH Meritage Homes Corporation	Meritage Homes Corporation	Buy	+66,200+15.0%	$20.28K	508,200
Q3 2018Sep 30, 2018	RMNI Rimini Street, Inc.	Rimini Street, Inc.	Buy - Position Entry	+10,495	$66.00	10,495
Q3 2018Sep 30, 2018	LND Brasilagro Brazilian Agric Real	Brasilagro Brazilian Agric Real	Buy	+5,505+40.9%	$63.00	18,965
Q3 2018Sep 30, 2018	CARG CarGurus, Inc.	CarGurus, Inc.	Buy - Position Entry	+5,248	$292.00	5,248
Q3 2018Sep 30, 2018	AAPL Apple Inc.	Apple Inc.	Buy - Position Entry	+1,000	$226.00	1,000
Q3 2018Sep 30, 2018	XRAY DENTSPLY SIRONA Inc.	DENTSPLY SIRONA Inc.	Buy	+139+0.5%	$1.11K	29,380
Q3 2018Sep 30, 2018	ORLY O'Reilly Automotive, Inc.	O'Reilly Automotive, Inc.	Buy	+36+0.3%	$4.54K	13,087
Q3 2018Sep 30, 2018	BRK-A Berkshire Hathaway Inc.	Berkshire Hathaway Inc.	Sell	-81-2.8%	$913.60K	2,855
Q3 2018Sep 30, 2018	PGR Progressive Corporation (The)	Progressive Corporation (The)	Sell	-197-1.1%	$1.21K	17,051
Q3 2018Sep 30, 2018	IDXX IDEXX Laboratories, Inc.	IDEXX Laboratories, Inc.	Sell	-197-11.0%	$397.00	1,592
Q3 2018Sep 30, 2018	WST West Pharmaceutical Services, I	West Pharmaceutical Services, I	Sell	-256-1.1%	$2.83K	22,944
Q3 2018Sep 30, 2018	COST Costco Wholesale Corporation	Costco Wholesale Corporation	Sell	-456-2.2%	$4.76K	20,253
Q3 2018Sep 30, 2018	EIX Edison International	Edison International	Sell	-1,000-3.3%	$1.97K	29,165
Q3 2018Sep 30, 2018	KO Coca-Cola Company (The)	Coca-Cola Company (The)	Sell	-1,000-2.7%	$1.69K	36,630

Page 28 of 32 • 951 total trades

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