Ruane CunniffvsRobert Vinall

Side-by-side current 13F portfolio comparison · 4 shared positions

Whale A

Ruane, Cunniff & Goldfarb L.P.

AUM

$6.4B

Positions

Shared %

16.8%

Whale B

Rv Capital Ag

AUM

$430M

Positions

Shared %

38.1%

Common holdings · 4

Stocks both whales currently hold — sorted by combined value

Stock	Ruane weight	Robert weight	Ruane value	Robert value
GOOGL · Alphabet Inc.	10.6%	2.4%	$681M	$10M
225310101 · Credit Accep Corp. Mich	3.7%	13.5%	$238M	$58M
META · Meta Platforms, Inc.	2.5%	20.9%	$158M	$90M
MSFT · Microsoft Corp.	0.0%	1.3%	$333K	$6M

Unique to Ruane Cunniff

Top 10 by value held — not in the other's portfolio

Stock	Weight	Value
808513105 · Schwab Charles Corp.	8.7%	$559M
FWONA · Liberty Media Corp. Del	8.4%	$541M
COF · Capital One Financial	7.8%	$501M
ELV · Elevance Health Inc. Formerly	7.8%	$499M
ICE · Intercontinental Exchange In	6.8%	$438M
TSM · Taiwan Semiconductor Mfg Ltd.	6.7%	$432M
GOOG · Alphabet Inc.	5.6%	$358M
ICLR · Icon Plc	4.8%	$306M
MSA · Msa Safety Inc.	4.5%	$290M
G1151C101 · Accenture Plc Ireland	4.0%	$253M

Unique to Robert Vinall

Top 10 by value held — not in the other's portfolio

Stock	Weight	Value
CVNA · Carvana Co.	29.8%	$128M
IBKR · Interactive Brokers Group In	11.3%	$48M
WIX · Wix Com Ltd.	7.6%	$33M
HTHT · H World Group Ltd.	6.6%	$28M
YUMC · Yum China Holdings, Inc.	4.9%	$21M
CRM · Salesforce Inc.	0.7%	$3M
DE · Deere & Co.	0.5%	$2M
PAYC · Paycom Software Inc.	0.5%	$2M

Real-time alerts. We'll let you know when a whale you follow files a new 13F, or a stock you follow has insider activity. No weekly digest.

★ WatchlistData from SEC EDGAR · whalstreet.com