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
Q2 2018Jun 30, 2018	W Wayfair Inc.	Wayfair Inc.	Sell - Position Exit	-830,718-100.0%	$0.00	-
Q2 2018Jun 30, 2018	PRI Primerica, Inc.	Primerica, Inc.	Sell	-927,478-99.5%	$471.00	4,727
Q2 2018Jun 30, 2018	COF Capital One Financial Corporati	Capital One Financial Corporati	Sell - Position Exit	-1,601,000-100.0%	$0.00	-
Q2 2018Jun 30, 2018	OMC Omnicom Group Inc.	Omnicom Group Inc.	Sell	-1,959,704-99.3%	$1.00K	13,126
Q1 2018Mar 31, 2018	FWONK Liberty Media Corp Formula One Group	Liberty Media Corp Formula One Group	Buy - Position Entry	+14,914,326	$460.40K	14,914,326
Q1 2018Mar 31, 2018	KMX CarMax Inc	CarMax Inc	Buy - Position Entry	+11,952,575	$724.80K	11,952,575
Q1 2018Mar 31, 2018	SCHW Charles Schwab Corporation (The	Charles Schwab Corporation (The	Buy - Position Entry	+8,314,292	$423.20K	8,314,292
Q1 2018Mar 31, 2018	JD JD.com, Inc.	JD.com, Inc.	Buy - Position Entry	+6,664,408	$266.64K	6,664,408
Q1 2018Mar 31, 2018	TJX TJX Companies, Inc. (The)	TJX Companies, Inc. (The)	Buy - Position Entry	+5,896,532	$475.79K	5,896,532
Q1 2018Mar 31, 2018	WFC Wells Fargo & Company	Wells Fargo & Company	Buy - Position Entry	+4,243,959	$218.48K	4,243,959
Q1 2018Mar 31, 2018	BLDR Builders FirstSource, Inc.	Builders FirstSource, Inc.	Buy - Position Entry	+4,007,377	$78.58K	4,007,377
Q1 2018Mar 31, 2018	MA Mastercard Incorporated	Mastercard Incorporated	Buy - Position Entry	+2,909,428	$495.62K	2,909,428
Q1 2018Mar 31, 2018	LBRDK Liberty Broadband Corporation	Liberty Broadband Corporation	Buy - Position Entry	+2,747,777	$230.57K	2,747,777
Q1 2018Mar 31, 2018	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy - Position Entry	+2,182,298	$333.96K	2,182,298
Q1 2018Mar 31, 2018	V Visa Inc.	Visa Inc.	Buy - Position Entry	+2,054,885	$240.40K	2,054,885
Q1 2018Mar 31, 2018	OMC Omnicom Group Inc.	Omnicom Group Inc.	Buy - Position Entry	+1,972,830	$143.31K	1,972,830
Q1 2018Mar 31, 2018	COF Capital One Financial Corporati	Capital One Financial Corporati	Buy - Position Entry	+1,601,000	$150.93K	1,601,000
Q1 2018Mar 31, 2018	MHK Mohawk Industries, Inc.	Mohawk Industries, Inc.	Buy - Position Entry	+1,384,260	$316.84K	1,384,260
Q1 2018Mar 31, 2018	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy - Position Entry	+1,306,639	$256.98K	1,306,639
Q1 2018Mar 31, 2018	LBRDA Liberty Broadband Corporation	Liberty Broadband Corporation	Buy - Position Entry	+1,138,018	$94.41K	1,138,018
Q1 2018Mar 31, 2018	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Buy - Position Entry	+1,085,532	$352.38K	1,085,532
Q1 2018Mar 31, 2018	PRI Primerica, Inc.	Primerica, Inc.	Buy - Position Entry	+932,205	$90.33K	932,205
Q1 2018Mar 31, 2018	GOOGL Alphabet Inc.	Alphabet Inc.	Buy - Position Entry	+896,486	$901.13K	896,486
Q1 2018Mar 31, 2018	GOOG Alphabet Inc.	Alphabet Inc.	Buy - Position Entry	+888,505	$892.56K	888,505
Q1 2018Mar 31, 2018	W Wayfair Inc.	Wayfair Inc.	Buy - Position Entry	+830,718	$54.11K	830,718
Q1 2018Mar 31, 2018	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy - Position Entry	+676,409	$968.23K	676,409
Q1 2018Mar 31, 2018	CRESY Cresud S.A.C.I.F. y A.	Cresud S.A.C.I.F. y A.	Buy - Position Entry	+616,883	$12.52K	616,883
Q1 2018Mar 31, 2018	MTH Meritage Homes Corporation	Meritage Homes Corporation	Buy - Position Entry	+368,900	$16.43K	368,900
Q1 2018Mar 31, 2018	SPSC SPS Commerce, Inc.	SPS Commerce, Inc.	Buy - Position Entry	+295,000	$18.32K	295,000
Q1 2018Mar 31, 2018	BKNG Booking Holdings Inc. Common St	Booking Holdings Inc. Common St	Buy - Position Entry	+174,833	$359.23K	174,833

Page 31 of 32 • 951 total trades

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