Robert Goldfarb - Ruane, Cunniff & Goldfarb
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    50
Portfolio value:    $6,028,259,104
Holdings Activity Buys Sells    History
History Stock Activity Share change % change to portfolio
Q1 2026
SAP - SAP SE Add 1,532.83% 703,982 2.00
TECH - Bio-Techne Corp. Add 131.39% 1,926,066 1.67
NFLX - Netflix Inc. Add 55.00% 2,871 0.00
SDHC - Smith Douglas Homes Corp Add 18.68% 2,281 0.00
GPI - Group 1 Automotive Add 11.16% 403 0.00
VXUS - Vanguard Total Intl Stock Add 8.72% 474 0.00
AAPL - Apple Inc. Add 7.86% 70 0.00
MSFT - Microsoft Corp. Add 6.97% 48 0.00
VTI - Vanguard Total Stock Mkt ETF Add 2.61% 70 0.00
DG - Dollar General Add 0.83% 18 0.00
SUNB - Sunbelt Rentals Holdings, Inc. Buy 5,488,261 5.93
ZTS - Zoetis Inc. Buy 2,425,010 4.76
GMED - Globus Medical Inc. Buy 6,008 0.01
ATAI - AtaiBeckley Inc. Buy 42,112 0.00
Q4 2025
NFLX - Netflix Inc. Add 764.24% 4,616 0.01
GLIBK - GCI Liberty Inc. Series C Add 43.88% 164,401 0.09
LAD - Lithia Motors Inc. Add 12.26% 333 0.00
KSPI - Jsc Kaspi.kz ADR Add 10.78% 400 0.00
MSA - MSA Safety Inc. Add 6.24% 106,349 0.27
VXUS - Vanguard Total Intl Stock Add 2.58% 137 0.00
VTI - Vanguard Total Stock Mkt ETF Add 1.17% 31 0.00
ACN - Accenture Buy 943,420 3.95
ALGN - Align Technology Inc. Buy 1,222,534 2.98
RSPC - Invesco Exchange Traded Fd T Buy 11,029 0.01
VT - Vanguard Tot World Stk ETF Buy 1,426 0.00
Q3 2025
TECH - Bio-Techne Corp. Add 866.92% 1,321,338 1.22
MSA - MSA Safety Inc. Add 79.68% 756,219 2.16
ELV - Elevance Health Inc. Add 32.18% 352,628 1.89
VXUS - Vanguard Total Intl Stock Add 13.71% 639 0.00
GPI - Group 1 Automotive Add 7.76% 260 0.00
VTI - Vanguard Total Stock Mkt ETF Add 3.76% 96 0.00
DG - Dollar General Add 1.21% 26 0.00
LBRDA - Liberty Broadband Corp. CL A Add 0.05% 353 0.00
GLIBK - GCI Liberty Inc. Series C Buy 374,670 0.23
SAP - SAP SE Buy 46,000 0.20
GLBAV - Gci Liberty Inc Buy 133,200 0.08
KSPI - Jsc Kaspi.kz ADR Buy 3,712 0.01
AAPL - Apple Inc. Buy 891 0.00
BLK - BlackRock Inc. Buy 186 0.00
SDHC - Smith Douglas Homes Corp Buy 12,209 0.00
Q2 2025
VTI - Vanguard Total Stock Mkt ETF Add 47.88% 826 0.00
ICLR - ICON plc Add 36.18% 453,833 1.13
VXUS - Vanguard Total Intl Stock Add 13.13% 541 0.00
MSFT - Microsoft Corp. Add 6.16% 40 0.00
TSM - Taiwan Semiconductor S.A. Add 2.75% 51,388 0.20
AMTM - Amentum Holdings Inc. Add 2.04% 48,704 0.02
FWONA - Liberty Media Corp Formula One Series A Add 0.96% 7,113 0.01
MSA - MSA Safety Inc. Buy 949,067 2.73
TECH - Bio-Techne Corp. Buy 152,417 0.13
DG - Dollar General Buy 2,144 0.00
FERG - Ferguson Enterprises Inc. Buy 1,000 0.00
MU - Micron Technology Inc. Buy 2,162 0.00
RSG - Republic Svcs Inc Buy 817 0.00
Q1 2025
VTI - Vanguard Total Stock Mkt ETF Add 48.96% 567 0.00
VOO - Vanguard S&P 500 ETF Buy 682 0.01
VXUS - Vanguard Total Intl Stock Buy 4,121 0.00
Q4 2024
ELV - Elevance Health Inc. Add 13.88% 139,420 0.87
VTI - Vanguard Total Stock Mkt ETF Add 8.73% 93 0.00
ASAIY - Sendas Distribuidora S A Add 0.80% 1,208 0.00
ICLR - ICON plc Buy 1,265,540 4.51
AAPL - Apple Inc. Buy 821 0.00
CPA - Copa Holdings SA Buy 2,555 0.00
Q3 2024
RMNI - Rimini Street Inc. Add 34.26% 9,719 0.00
STLA - Stellantis N.V. Add 14.41% 6,509 0.00
ASAIY - Sendas Distribuidora S A Add 9.39% 12,988 0.00
CHTR - Charter Communications Add 0.18% 797 0.00
LAD - Lithia Motors Inc. Add 0.15% 4 0.00
AMTM - Amentum Holdings Inc. Buy 2,530,489 1.28
VTI - Vanguard Total Stock Mkt ETF Buy 1,065 0.00
Q2 2024
RMNI - Rimini Street Inc. Add 54.43% 10,000 0.00
GPI - Group 1 Automotive Add 23.10% 643 0.00
LAD - Lithia Motors Inc. Add 16.86% 393 0.00
CHTR - Charter Communications Buy 454,226 2.12
EXPD - Expeditors Int'l Buy 102,132 0.20
GS - Goldman Sachs Group Buy 450 0.00
Q1 2024
GPI - Group 1 Automotive Add 1.20% 33 0.00
AXP - American Express Buy 932 0.00
Q4 2023
SPGI - S&P Global Inc. Buy 531 0.00
Q3 2023
RMNI - Rimini Street Inc. Add 22.30% 5,369 0.00
ELV - Elevance Health Inc. Add 9.69% 101,573 0.73
GPI - Group 1 Automotive Add 6.03% 158 0.00
ASAIY - Sendas Distribuidora S A Add 4.58% 6,378 0.00
FWONK - Liberty Media Corp Formula One Series C Buy 6,888,388 7.12
FWONA - Liberty Media Corp Formula One Series A Buy 888,017 0.83
LM0G - Liberty Media Corp Del Buy 295,040 0.16
BATRK - Atlanta Braves Holdings Inc. Series C Buy 224,489 0.13
LM0H - Liberty Media Corp Del Buy 37,392 0.02
Q2 2023
LBRDK - Liberty Broadband Corp. CL C Add 43.73% 999,886 1.26
ELV - Elevance Health Inc. Add 29.92% 241,524 1.69
COF - Capital One Financial Add 26.37% 710,159 1.22
J - Jacobs Solutions Inc. Add 11.87% 313,334 0.59
LAD - Lithia Motors Inc. Add 10.01% 216 0.00
SCHW - Charles Schwab Corp. Add 8.60% 708,991 0.63
UNH - United Health Group Inc. Add 2.34% 25,811 0.20
CACC - Credit Acceptance Corp. Add 0.89% 6,953 0.06
GPI - Group 1 Automotive Buy 2,619 0.01
MSFT - Microsoft Corp. Buy 692 0.00
SPGI - S&P Global Inc. Buy 531 0.00
Q1 2023
ASAIY - Sendas Distribuidora S A Add 39.21% 39,628 0.01
EQH - Equitable Holdings Inc. Add 21.26% 7,224 0.00
STLA - Stellantis N.V. Add 12.91% 7,053 0.00
BLDR - Builders FirstSource Inc. Add 11.05% 4,973 0.01
LAD - Lithia Motors Inc. Add 4.71% 97 0.00
AMZN - Amazon.com Inc. Add 1.37% 180 0.00
SBGI - Sinclair Broadcast Group Inc. Add 1.35% 240 0.00
ISCV - Ishares Tr Buy 6,380 0.01
ATAI - AtaiBeckley Inc. Buy 42,112 0.00
Q4 2022
ANGI - Angi Inc. Add 40.26% 9,295 0.00
STLA - Stellantis N.V. Add 6.52% 3,341 0.00
ASAIY - Sendas Distribuidora S A Add 1.38% 1,380 0.00
RMNI - Rimini Street Inc. Add 0.19% 58 0.00
IVV - Ishares Core S&P 500 ETF Buy 2,460 0.01
LAD - Lithia Motors Inc. Buy 2,061 0.01
Q3 2022
GOOGL - Alphabet Inc. Add 1,917.84% 3,486,858 4.95
GOOG - Alphabet Inc. CL C Add 1,568.61% 2,145,948 3.06
STLA - Stellantis N.V. Add 20.31% 8,657 0.00
ASAIY - Sendas Distribuidora S A Add 19.02% 15,929 0.00
META - Meta Platforms Inc. Add 10.49% 290,446 0.59
ANGI - Angi Inc. Add 9.39% 1,981 0.00
EQH - Equitable Holdings Inc. Add 6.32% 2,018 0.00
BLDR - Builders FirstSource Inc. Add 4.66% 2,035 0.00
BRK.B - Berkshire Hathaway CL B Add 2.45% 12,493 0.05
J - Jacobs Solutions Inc. Buy 2,779,534 4.48
COF - Capital One Financial Buy 2,826,955 3.87
Q2 2022
ICE - Intercontinental Exchange Inc. Add 87.99% 3,053,467 3.74
NFLX - Netflix Inc. Add 43.84% 626,532 1.43
W - Wayfair Inc. Add 43.33% 1,490,582 0.85
SCHW - Charles Schwab Corp. Add 7.44% 613,028 0.50
STLA - Stellantis N.V. Add 5.47% 2,212 0.00
ANGI - Angi Inc. Add 1.46% 303 0.00
BRK.B - Berkshire Hathaway CL B Add 1.27% 6,379 0.02
EQH - Equitable Holdings Inc. Add 0.40% 126 0.00
RMNI - Rimini Street Inc. Add 0.23% 79 0.00
Q1 2022
NFLX - Netflix Inc. Add 84.36% 653,867 2.41
ANGI - Angi Inc. Add 30.69% 4,886 0.00
RMNI - Rimini Street Inc. Add 24.40% 6,777 0.00
W - Wayfair Inc. Add 9.06% 285,729 0.31
META - Meta Platforms Inc. Add 7.17% 189,688 0.42
STLA - Stellantis N.V. Add 4.12% 1,600 0.00
EQH - Equitable Holdings Inc. Add 2.81% 869 0.00
ASAIY - Sendas Distribuidora S A Add 1.61% 1,557 0.00
LM05 - Liberty Media Corp Del Add 1.56% 16,347 0.01
LBRDA - Liberty Broadband Corp. CL A Add 0.25% 2,163 0.00
VCTR - Victory Capital Holdings Buy 7,179 0.00
Q4 2021
W - Wayfair Inc. Add 32.52% 773,999 1.26
RMNI - Rimini Street Inc. Add 24.04% 5,381 0.00
BRK.B - Berkshire Hathaway CL B Add 9.04% 42,452 0.11
LM05 - Liberty Media Corp Del Add 3.40% 34,336 0.02
GOOGL - Alphabet Inc. Add 1.92% 3,953 0.10
STLA - Stellantis N.V. Add 0.58% 225 0.00
ASAIY - Sendas Distribuidora S A Buy 96,525 0.01
Q3 2021
LM05 - Liberty Media Corp Del Add 218.95% 693,921 0.30
W - Wayfair Inc. Add 82.65% 1,077,098 2.48
ANGI - Angi Inc. Add 27.29% 3,413 0.00
TSM - Taiwan Semiconductor S.A. Add 20.88% 1,221,460 1.22
META - Meta Platforms Inc. Add 9.82% 243,343 0.74
KMX - CarMax Inc. Add 6.36% 427,946 0.49
DIS - Walt Disney Co. Add 5.51% 148,081 0.23
ICE - Intercontinental Exchange Inc. Add 3.69% 125,269 0.13
EQH - Equitable Holdings Inc. Add 1.64% 500 0.00
BABA - Alibaba Group Holdings Add 0.88% 30 0.00
BLDR - Builders FirstSource Inc. Add 0.30% 209 0.00
OPEN - Opendoor Technologies Inc. Buy 22,200 0.00
RMNI - Rimini Street Inc. Buy 22,388 0.00
Q2 2021
ELV - Elevance Health Inc. Add 57.36% 672,156 2.27
MU - Micron Technology Inc. Add 53.02% 2,823,578 2.13
NFLX - Netflix Inc. Add 15.26% 105,945 0.50
IMXI - International Mny Express In Add 10.08% 1,135 0.00
ANGI - Angi Inc. Add 4.45% 533 0.00
UNH - United Health Group Inc. Add 2.65% 49,889 0.18
Q1 2021
EQH - Equitable Holdings Inc. Add 110.34% 16,398 0.01
LBRDK - Liberty Broadband Corp. CL C Add 34.65% 723,748 1.02
STLA - Stellantis N.V. Add 14.94% 6,268 0.00
META - Meta Platforms Inc. Add 13.38% 296,921 0.82
KMX - CarMax Inc. Add 4.04% 264,327 0.33
UNH - United Health Group Inc. Add 2.26% 41,532 0.15
CACC - Credit Acceptance Corp. Add 1.14% 18,256 0.06
MU - Micron Technology Inc. Buy 5,325,143 4.42
ELV - Elevance Health Inc. Buy 1,171,845 3.96
BABA - Alibaba Group Holdings Buy 3,505 0.01
IMXI - International Mny Express In Buy 11,262 0.00
PRI - Primerica Inc. Buy 1,400 0.00
Q4 2020
CACC - Credit Acceptance Corp. Add 24.10% 311,243 1.15
STLA - Stellantis N.V. Add 7.59% 2,959 0.00
NFLX - Netflix Inc. Buy 701,374 4.04
EIX - Edison Intl Buy 3,385 0.00
EQH - Equitable Holdings Inc. Buy 14,861 0.00
PGR - Progressive Corp. Buy 2,076 0.00
Q3 2020
UNH - United Health Group Inc. Add 28.74% 412,062 1.53
CACC - Credit Acceptance Corp. Add 7.05% 85,063 0.34
LM09 - Liberty Media Corp Del Add 3.43% 350,625 0.15
STLA - Stellantis N.V. Add 3.22% 1,215 0.00
SBGI - Sinclair Broadcast Group Inc. Add 2.26% 472 0.00
ICE - Intercontinental Exchange Inc. Buy 3,484,355 4.15
FIS - Fidelity National Information Services, Inc. Buy 1,950,190 3.42
Q2 2020
TSM - Taiwan Semiconductor S.A. Add 124.04% 3,780,024 2.87
ANGI - Angi Inc. Add 20.52% 2,498 0.00
LM09 - Liberty Media Corp Del Add 4.57% 446,770 0.19
CACC - Credit Acceptance Corp. Add 3.43% 39,990 0.22
META - Meta Platforms Inc. Add 3.27% 72,501 0.22
UNH - United Health Group Inc. Add 1.26% 17,902 0.07
SAILEUR - Sailpoint Technologies Holding Add 0.34% 50 0.00
DIS - Walt Disney Co. Buy 2,814,237 4.21
Q1 2020
UNH - United Health Group Inc. Add 294.27% 1,056,896 4.22
SCHW - Charles Schwab Corp. Add 38.31% 3,274,798 1.76
W - Wayfair Inc. Add 29.46% 1,177,182 1.01
BKNG - Booking Holdings Inc. Add 20.10% 839,175 0.72
KMX - CarMax Inc. Add 15.26% 1,213,362 1.05
ANET - Arista Networks Inc. Add 15.15% 263,639 0.85
BLDR - Builders FirstSource Inc. Add 10.61% 7,760 0.00
WTRH - Waitr Hldgs Inc Add 3.01% 875 0.00
TSM - Taiwan Semiconductor S.A. Add 2.18% 65,000 0.05
CACC - Credit Acceptance Corp. Add 1.27% 14,659 0.06
STLA - Stellantis N.V. Add 0.58% 218 0.00
SBGI - Sinclair Broadcast Group Inc. Buy 20,845 0.01
ANGI - Angi Inc. Buy 12,176 0.00
PGR - Progressive Corp. Buy 3,539 0.00
Q4 2019
ANET - Arista Networks Inc. Add 48,253.44% 1,737,124 4.37
W - Wayfair Inc. Add 38.70% 1,114,873 1.25
SAILEUR - Sailpoint Technlgies Hldgs I Add 14.51% 2,032 0.00
CACC - Credit Acceptance Corp. Add 6.67% 72,055 0.39
BRK.B - Berkshire Hathaway CL B Add 5.62% 76,442 0.21
WTRH - Waitr Hldgs Inc Add 3.37% 948 0.00
BLDR - Builders FirstSource Inc. Add 0.18% 130 0.00
TSM - Taiwan Semiconductor S.A. Buy 2,982,431 2.14
UNH - United Health Group Inc. Buy 359,157 1.31
Q3 2019
WTRH - Waitr Hldgs Inc Add 88.79% 13,214 0.00
META - Meta Platforms Inc. Add 9.59% 202,658 0.47
GOOG - Alphabet Inc. CL C Add 0.61% 4,584 0.07
W - Wayfair Inc. Buy 2,881,046 4.24
AAPL - Apple Inc. Buy 1,000 0.00
BABA - Alibaba Group Holdings Buy 2,038 0.00
GTTNQ - Gtt Communications Inc Buy 24,100 0.00
JPM - JPMorgan Chase & Co. Buy 1,708 0.00
Q2 2019
MA - Mastercard Inc. Add 0.13% 2,616 0.01
ANET - Arista Networks Inc. Buy 3,600 0.01
WTRH - Waitr Hldgs Inc Buy 14,882 0.00
XRAY - DENTSPLY SIRONA Inc. Buy 4,018 0.00
Q1 2019
SCHW - Charles Schwab Corp. Add 8.53% 695,373 0.30
LM05 - Liberty Media Corp Delaware Add 6.29% 22,545 0.01
BKNG - Booking Holdings Inc. Add 5.90% 248,600 0.18
MHK - Mohawk Industries Add 5.00% 67,516 0.09
BABA - Alibaba Group Holdings Add 3.46% 40,000 0.07
DOMO - Domo Inc Add 3.09% 20,059 0.01
JEG - Jacobs Engr Group Inc Add 2.95% 184,883 0.14
CACC - Credit Acceptance Corp. Add 1.07% 11,552 0.05
RMNI - Rimini Street Inc. Add 0.64% 69 0.00
BLDR - Builders FirstSource Inc. Add 0.12% 10,000 0.00
STLA - Stellantis N.V. Add 0.04% 10,325 0.00
CARG - Cargurus Inc Buy 354,437 0.14
Q4 2018
BABA - Alibaba Group Holdings Add 285.00% 855,000 1.29
NBIS - Yandex N V Add 200.00% 1,820,000 0.55
RH - Rh Add 15.00% 30,000 0.04
STLA - Stellantis N.V. Add 14.26% 3,500,187 0.56
BLDR - Builders FirstSource Inc. Add 13.80% 1,050,586 0.13
BRK.B - Berkshire Hathaway CL B Add 12.90% 179,302 0.40
CRESY - Cresud S A C I F Y A Add 4.29% 26,490 0.00
LM09 - Liberty Media Corp Delaware Add 2.92% 368,143 0.12
RMNI - Rimini Street Inc. Add 2.05% 215 0.00
GTTNQ - Gtt Communications Inc Add 0.44% 8,000 0.00
AABA - Altaba Inc Add 0.25% 10,000 0.01
JD - JD.com Inc. Add 0.14% 12,032 0.00
EA - Electronic Arts Inc Buy 3,482,745 3.03
W - Wayfair Inc. Buy 640,782 0.64
AYX - Alteryx Inc Buy 300,000 0.20
DOMO - Domo Inc Buy 650,000 0.14
FND - Floor & Decor Holdings Buy 476,767 0.14
APPN - Appian Corp Buy 353,582 0.10
SAILEUR - Sailpoint Technlgies Hldgs I Buy 400,000 0.10
VTI - Vanguard Total Stock Mkt ETF Buy 5,127 0.01
Q3 2018
NBIS - Yandex N V Add 52.94% 315,000 0.10
JD - JD.com Inc. Add 43.47% 2,621,129 0.63
LND - Brasilagro Brazilian Agric R Add 40.90% 5,505 0.00
DHI - D.R. Horton Add 40.00% 200,000 0.08
BLDR - Builders FirstSource Inc. Add 35.77% 2,005,517 0.27
NETS - Netshoes Cayman Ltd Add 19.71% 463,166 0.01
META - Meta Platforms Inc. Add 15.39% 377,237 0.57
MTH - Meritage Homes Corp. Add 14.98% 66,200 0.02
IQ - Iqiyi Inc Add 13.17% 83,000 0.02
LM05 - Liberty Media Corp Delaware Add 0.87% 3,108 0.00
XRAY - DENTSPLY SIRONA Inc. Add 0.48% 139 0.00
ORLY - O'Reilly Automotive Add 0.28% 36 0.00
AABA - Altaba Inc Add 0.04% 1,609 0.00
STLA - Stellantis N.V. Add 0.02% 5,793 0.00
BABA - Alibaba Group Holdings Buy 300,000 0.45
AAPL - Apple Inc. Buy 1,000 0.00
CARG - Cargurus Inc Buy 5,248 0.00
RMNI - Rimini Street Inc. Buy 10,495 0.00
Q2 2018
SBGI - Sinclair Broadcast Group Inc. Add 46.52% 635,000 0.18
NETS - Netshoes Cayman Ltd Add 40.09% 672,553 0.01
BLDR - Builders FirstSource Inc. Add 39.93% 1,600,000 0.26
AABA - Altaba Inc Add 33.45% 1,003,459 0.66
IDXX - IDEXX Laboratories Add 33.21% 446 0.00
FAST - Fastenal Add 32.44% 1,231 0.00
LBRDK - Liberty Broadband Corp. CL C Add 28.04% 770,551 0.52
MTH - Meritage Homes Corp. Add 19.82% 73,100 0.03
JEG - Jacobs Engr Group Inc Del Add 19.33% 1,050,217 0.60
META - Meta Platforms Inc. Add 12.29% 268,274 0.47
BRK.B - Berkshire Hathaway CL B Add 10.92% 142,637 0.24
IRCP - Irsa Propiedades Comerciales Add 5.00% 5,000 0.00
AXP - American Express Add 1.86% 251 0.00
CACC - Credit Acceptance Corp. Add 1.35% 14,662 0.05
V - Visa Inc. Add 0.73% 14,968 0.02
LM09 - Liberty Media Corp Delaware Add 0.56% 83,875 0.03
LBRDA - Liberty Broadband Corp. CL A Add 0.35% 4,013 0.00
TRMB - Trimble Inc Add 0.22% 27 0.00
GTTNQ - Gtt Communications Inc Buy 1,805,008 0.69
BIDU - Baidu Inc. Buy 200,000 0.44
RH - Rh Buy 200,000 0.25
NBIS - Yandex N V Buy 595,000 0.19
DHI - D.R. Horton Buy 500,000 0.18
IQ - Iqiyi Inc Buy 630,000 0.18
LND - Brasilagro Brazilian Agric R Buy 13,460 0.00
Q1 2018
BRK.A - Berkshire Hathaway CL A Buy 3,372 9.12
AMZN - Amazon.com Inc. Buy 13,528,180 8.88
GOOGL - Alphabet Inc. Buy 896,486 8.26
GOOG - Alphabet Inc. CL C Buy 888,505 8.18
KMX - CarMax Inc. Buy 11,952,575 6.64
MA - Mastercard Inc. Buy 2,909,428 4.54
STLA - Stellantis N.V. Buy 24,558,965 4.49
TJX - TJX Companies Inc. Buy 5,896,532 4.36
LM09 - Liberty Media Corp Delaware Buy 14,914,326 4.22
SCHW - Charles Schwab Corp. Buy 8,314,292 3.88
BKNG - Booking Holdings Inc. Buy 4,370,825 3.29
CACC - Credit Acceptance Corp. Buy 1,085,532 3.23
META - Meta Platforms Inc. Buy 2,182,298 3.06
MHK - Mohawk Industries Buy 1,384,260 2.90
JEG - Jacobs Engr Group Inc Del Buy 5,432,406 2.83
JD - JD.com Inc. Buy 6,664,408 2.44
BRK.B - Berkshire Hathaway CL B Buy 1,306,639 2.36
V - Visa Inc. Buy 2,054,885 2.20
LBRDK - Liberty Broadband Corp. CL C Buy 2,747,777 2.11
AABA - Altaba Inc Buy 3,000,000 2.00
WFC - Wells Fargo Buy 4,243,959 2.00
COF - Capital One Financial Buy 1,601,000 1.38
OMC - Omnicom Group Buy 1,972,830 1.31
LBRDA - Liberty Broadband Corp. CL A Buy 1,138,018 0.87
PRI - Primerica Inc. Buy 932,205 0.83
BLDR - Builders FirstSource Inc. Buy 4,007,377 0.72
BMCH - Bmc Stk Hldgs Inc Buy 4,000,000 0.72
WUBA - 58 Com Inc Buy 963,627 0.69
W - Wayfair Inc. Buy 830,718 0.50
SBGI - Sinclair Broadcast Group Inc. Buy 1,365,000 0.39
JPM.WS - Jpmorgan Chase & Co Buy 600,000 0.37
SPSC - Sps Comm Inc Buy 295,000 0.17
MTH - Meritage Homes Corp. Buy 368,900 0.15
IRS - Irsa Sp ADR Buy 601,400 0.13
CRESY - Cresud S A C I F Y A Buy 616,883 0.11
LM05 - Liberty Media Corp Delaware Buy 357,227 0.10
NETS - Netshoes Cayman Ltd Buy 1,677,447 0.10
SECO - Secoo Hldg Ltd Buy 1,000,000 0.09
EXPD - Expeditors Int'l Buy 109,267 0.06
COST - Costco Co. Buy 20,805 0.04
IRCP - Irsa Propiedades Comerciales Buy 100,000 0.04
ORLY - O'Reilly Automotive Buy 14,002 0.03
EIX - Edison Intl Buy 30,165 0.02
GS - Goldman Sachs Group Buy 7,056 0.02
UNP - Union Pacific Buy 13,720 0.02
WAT - Waters Corp. Buy 10,455 0.02
WST - West Pharmaceutical Services, Inc. Buy 24,534 0.02
XRAY - DENTSPLY SIRONA Inc. Buy 38,852 0.02
AEP - American Electric Power Buy 14,390 0.01
AXP - American Express Buy 13,500 0.01
EME - Emcor Group Inc Buy 15,378 0.01
HDB - HDFC Bank Ltd. Buy 8,464 0.01
KO - Coca Cola Co. Buy 37,630 0.01
PG - Procter & Gamble Buy 17,760 0.01
PGR - Progressive Corp. Buy 17,557 0.01
BABA - Alibaba Group Holdings Buy 1,203 0.00
FAST - Fastenal Buy 3,795 0.00
IDXX - IDEXX Laboratories Buy 1,343 0.00
TRMB - Trimble Inc Buy 12,186 0.00