PROSF - Tracking Ruane Cunniff & Goldfarb's Portfolio - Q4 2019 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 02/14/2020. 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 Q3 2019.
This quarter Ruane, Cunniff, & Goldfarb’s 13F portfolio value increased from $7.62B to $8.09B. The number of holdings increased from 37 to 40. 18 of those stakes are significantly large