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 |
|---|---|---|---|
Q1 2024Mar 31, 2024 | LBRDA Liberty Broadband Corporation | Sell | -8,306-1.1% |
Q1 2024Mar 31, 2024 | FWONA Liberty Media Corporation - Ser | Sell | -9,114-1.1% |
Q1 2024Mar 31, 2024 | META Meta Platforms, Inc. | Sell | -23,300-3.7% |
Q1 2024Mar 31, 2024 | CACC Credit Acceptance Corporation | Sell | -29,316-3.9% |
Q1 2024Mar 31, 2024 | UNH UnitedHealth Group Incorporated | Sell | -41,556-3.9% |
Q1 2024Mar 31, 2024 | ELV Elevance Health, Inc. | Sell | -46,958-4.2% |
Q1 2024Mar 31, 2024 | GOOGL Alphabet Inc. | Sell | -71,256-2.4% |
Q1 2024Mar 31, 2024 | J Jacobs Solutions Inc. | Sell | -111,517-4.0% |
Q1 2024Mar 31, 2024 | LBRDK Liberty Broadband Corporation | Sell | -142,717-4.6% |
Q1 2024Mar 31, 2024 | KMX CarMax Inc | Sell | -158,828-3.8% |
Q1 2024Mar 31, 2024 | GOOG Alphabet Inc. | Sell | -199,942-11.2% |
Q1 2024Mar 31, 2024 | ICE Intercontinental Exchange Inc. | Sell | -249,488-4.5% |
Q1 2024Mar 31, 2024 | COF Capital One Financial Corporati | Sell | -272,466-8.4% |
Q1 2024Mar 31, 2024 | FWONK Liberty Media Corp Formula One Group | Sell | -283,983-4.2% |
Q1 2024Mar 31, 2024 | SCHW Charles Schwab Corporation (The | Sell | -337,513-4.0% |
Q1 2024Mar 31, 2024 | TSM Taiwan Semiconductor Manufactur | Sell | -353,629-8.7% |
Q4 2023Dec 31, 2023 | SPGI S&P Global Inc. | Buy - Position Entry | +531 |
Q4 2023Dec 31, 2023 | BRK-A Berkshire Hathaway Inc. | Sell | -2-1.2% |
Q4 2023Dec 31, 2023 | LAD Lithia Motors, Inc. | Sell | -13-0.5% |
Q4 2023Dec 31, 2023 | GPI Group 1 Automotive, Inc. | Sell | -26-0.9% |
Q4 2023Dec 31, 2023 | EQH Equitable Holdings, Inc. | Sell | -50-0.1% |
Q4 2023Dec 31, 2023 | NFLX Netflix, Inc. | Sell | -593-49.1% |
Q4 2023Dec 31, 2023 | BLDR Builders FirstSource, Inc. | Sell | -1,100-19.0% |
Q4 2023Dec 31, 2023 | MU Micron Technology, Inc. | Sell | -3,646-53.6% |
Q4 2023Dec 31, 2023 | AMZN Amazon.com, Inc. | Sell - Position Exit | -6,020-100.0% |
Q4 2023Dec 31, 2023 | ASAI Sendas Distribuidora S A | Sell | -6,191-4.2% |
Q4 2023Dec 31, 2023 | RMNI Rimini Street, Inc. | Sell | -9,790-33.3% |
Q4 2023Dec 31, 2023 | LBRDA Liberty Broadband Corporation | Sell | -14,454-1.8% |
Q4 2023Dec 31, 2023 | BRK-B Berkshire Hathaway Inc. New | Sell | -15,782-3.3% |
Q4 2023Dec 31, 2023 | CACC Credit Acceptance Corporation | Sell | -17,874-2.3% |