AABA - Tracking Ruane Cunniff & Goldfarb's Portfolio - Q2 2018 Update
This article is part of a series that provides an ongoing analysis of the changes made to Ruane, Cunniff & Goldfarb's 13F portfolio on a quarterly basis. It is based on their regulatory 13F Form filed on 08/14/2018. Please visit our Tracking Ruane, Cunniff & Goldfarb's Portfolio article for an idea on their investment philosophy and our previous update for the moves during Q1 2018.
This quarter, Ruane, Cunniff & Goldfarb's 13F portfolio value increased ~2% from $10.91B to $11.16B. The number of holdings increased from 59 to 62. 25 of those stakes are significantly