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Ruane Cunniff Buys Alphabet Inc, Alphabet Inc, Wells Fargo, Sells Baidu Inc, Chipotle Mexican ...


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Ruane Cunniff
  • New Purchases: BMCH , CARS , CABO , GHC,
  • Added Positions:GOOG, GOOGL, WFC, FCAU, BRK.A, JD, V, JEC, MHK, SPSC,
  • Reduced Positions:BIDU, CMG, WAT, TJX, MA, ORLY, WUBA, TPRE, KMX, BRK.B,
  • Sold Out:DHR, ALGN, TWX, APPF, JPM,

For the details of Ruane Cunniff's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Ruane+Cunniff

These are the top 5 holdings of Ruane Cunniff

  1. Berkshire Hathaway Inc (BRK.A) - 3,829 shares, 9.22% of the total portfolio. Shares added by 4.05%
  2. Alphabet Inc ( GOOG ) - 828,631 shares, 6.96% of the total portfolio. Shares added by 87.33%
  3. CarMax Inc ( KMX ) - 9,625,581 shares, 6.39% of the total portfolio. Shares reduced by 5.16%
  4. Alphabet Inc ( GOOGL ) - 650,980 shares, 5.55% of the total portfolio. Shares added by 44.86%
  5. Mastercard Inc ( MA ) - 4,051,345 shares, 5.01% of the total portfolio. Shares reduced by 15.24%


New Purchase: BMC Stock Holdings Inc ( BMCH )

Ruane Cunniff initiated holdings in BMC Stock Holdings Inc. The purchase prices were between $18.55 and $22.25, with an estimated average price of $20.92. The stock is now traded at around $22.50. The impact to the portfolio due to this purchase was 0.49%. The holdings were 2,600,000 shares as of 2017-09-30.

New Purchase: Cars.com Inc (CARS)

Ruane Cunniff initiated holdings in Cars.com Inc. The purchase prices were between $23.12 and $27.42, with an estimated average price of $25.38. The stock is now traded at around $22.74. The impact to the portfolio due to this purchase was 0.14%. The holdings were 611,021 shares as of 2017-09-30.

New Purchase: Cable One Inc (CABO)

Ruane Cunniff initiated holdings in Cable One Inc. The purchase prices were between $711.57 and $762.27, with an estimated average price of $739.03. The stock is now traded at around $670.36. The impact to the portfolio due to this purchase was 0.06%. The holdings were 10,000 shares as of 2017-09-30.

New Purchase: Graham Holdings Co (GHC)

Ruane Cunniff initiated holdings in Graham Holdings Co. The purchase prices were between $562.8 and $601.8, with an estimated average price of $584.57. The stock is now traded at around $556.45. The impact to the portfolio due to this purchase was 0.05%. The holdings were 10,000 shares as of 2017-09-30.

Added: Alphabet Inc ( GOOG )

Ruane Cunniff added to the holdings in Alphabet Inc by 87.33%. The purchase prices were between $898.7 and $980.34, with an estimated average price of $930.63. The stock is now traded at around $1025.75. The impact to the portfolio due to this purchase was 3.24%. The holdings were 828,631 shares as of 2017-09-30.

Added: Alphabet Inc ( GOOGL )

Ruane Cunniff added to the holdings in Alphabet Inc by 44.86%. The purchase prices were between $919.46 and $998.31, with an estimated average price of $947.7. The stock is now traded at around $1041.20. The impact to the portfolio due to this purchase was 1.72%. The holdings were 650,980 shares as of 2017-09-30.

Added: Wells Fargo & Co (WFC)

Ruane Cunniff added to the holdings in Wells Fargo & Co by 35.91%. The purchase prices were between $49.58 and $55.78, with an estimated average price of $53.16. The stock is now traded at around $53.72. The impact to the portfolio due to this purchase was 0.85%. The holdings were 6,673,316 shares as of 2017-09-30.

Added: Fiat Chrysler Automobiles NV (FCAU)

Ruane Cunniff added to the holdings in Fiat Chrysler Automobiles NV by 25.11%. The purchase prices were between $10.96 and $17.95, with an estimated average price of $13.72. The stock is now traded at around $17.31. The impact to the portfolio due to this purchase was 0.79%. The holdings were 25,061,340 shares as of 2017-09-30.

Added: JD.com Inc (JD)

Ruane Cunniff added to the holdings in JD.com Inc by 33.33%. The purchase prices were between $38.65 and $48.15, with an estimated average price of $42.81. The stock is now traded at around $41.34. The impact to the portfolio due to this purchase was 0.34%. The holdings were 4,000,000 shares as of 2017-09-30.

Added: SPS Commerce Inc (SPSC)

Ruane Cunniff added to the holdings in SPS Commerce Inc by 50.30%. The purchase prices were between $55.28 and $63.76, with an estimated average price of $59.1. The stock is now traded at around $46.80. The impact to the portfolio due to this purchase was 0.13%. The holdings were 765,318 shares as of 2017-09-30.

Sold Out: Danaher Corp (DHR)

Ruane Cunniff sold out the holdings in Danaher Corp. The sale prices were between $79.29 and $88.45, with an estimated average price of $83.45.

Sold Out: Align Technology Inc (ALGN)

Ruane Cunniff sold out the holdings in Align Technology Inc. The sale prices were between $149.03 and $188.78, with an estimated average price of $170.94.

Sold Out: Time Warner Inc (TWX)

Ruane Cunniff sold out the holdings in Time Warner Inc. The sale prices were between $99.1 and $103.22, with an estimated average price of $101.43.

Sold Out: JPMorgan Chase & Co (JPM)

Ruane Cunniff sold out the holdings in JPMorgan Chase & Co. The sale prices were between $88.42 and $95.51, with an estimated average price of $92.22.

Sold Out: AppFolio Inc (APPF)

Ruane Cunniff sold out the holdings in AppFolio Inc. The sale prices were between $31.45 and $48, with an estimated average price of $39.05.

Reduced: Baidu Inc (BIDU)

Ruane Cunniff reduced to the holdings in Baidu Inc by 79.85%. The sale prices were between $179.97 and $247.69, with an estimated average price of $217.77. The stock is now traded at around $237.37. The impact to the portfolio due to this sale was -1.99%. Ruane Cunniff still held 302,917 shares as of 2017-09-30.

Reduced: Chipotle Mexican Grill Inc (CMG)

Ruane Cunniff reduced to the holdings in Chipotle Mexican Grill Inc by 69.89%. The sale prices were between $297.09 and $417.33, with an estimated average price of $337.8. The stock is now traded at around $277.50. The impact to the portfolio due to this sale was -1.37%. Ruane Cunniff still held 152,944 shares as of 2017-09-30.

Reduced: Waters Corp (WAT)

Ruane Cunniff reduced to the holdings in Waters Corp by 36.15%. The sale prices were between $172.58 and $190, with an estimated average price of $181.37. The stock is now traded at around $194.64. The impact to the portfolio due to this sale was -1.1%. Ruane Cunniff still held 1,142,182 shares as of 2017-09-30.

Reduced: 58.com Inc (WUBA)

Ruane Cunniff reduced to the holdings in 58.com Inc by 39.33%. The sale prices were between $43.46 and $68, with an estimated average price of $56.53. The stock is now traded at around $73.00. The impact to the portfolio due to this sale was -0.43%. Ruane Cunniff still held 1,622,755 shares as of 2017-09-30.

Reduced: Third Point Reinsurance Ltd (TPRE)

Ruane Cunniff reduced to the holdings in Third Point Reinsurance Ltd by 87.93%. The sale prices were between $13.7 and $15.65, with an estimated average price of $14.35. The stock is now traded at around $16.80. The impact to the portfolio due to this sale was -0.34%. Ruane Cunniff still held 365,637 shares as of 2017-09-30.

Reduced: athenahealth Inc (ATHN)

Ruane Cunniff reduced to the holdings in athenahealth Inc by 35.63%. The sale prices were between $120.24 and $155.93, with an estimated average price of $137.95. The stock is now traded at around $125.57. The impact to the portfolio due to this sale was -0.14%. Ruane Cunniff still held 197,257 shares as of 2017-09-30.



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This article first appeared on GuruFocus .

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.



This article appears in: Investing , Stocks
Referenced Symbols: GOOG , KMX , GOOGL , MA , BMCH


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