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
Holding/activity history for  Wayfair Inc. (W)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2022   Q4 0 0.00 Sell 100.00% 2.27 SEC
2022   Q3 4,685,292 2.27 Reduce 4.98% 0.14 $32.55 $152,506,000 SEC
2022   Q2 4,930,599 2.80 Add 43.33% 0.85 $43.56 $214,777,000 SEC
2022   Q1 3,440,017 3.75 Add 9.06% 0.31 $110.78 $381,085,000 SEC
2021   Q4 3,154,288 5.12 Add 32.52% 1.26 $189.97 $599,220,000 SEC
2021   Q3 2,380,289 5.47 Add 82.65% 2.48 $255.51 $608,188,000 SEC
2021   Q2 1,303,191 3.65 Reduce 1.20% 0.05 $315.71 $411,430,000 SEC
2021   Q1 1,319,033 3.90 Reduce 26.43% 1.14 $314.75 $415,166,000 SEC
2020   Q4 1,792,809 4.32 Reduce 23.23% 1.88 $225.81 $404,834,000 SEC
2020   Q3 2,335,414 8.09 Reduce 21.34% 1.68 $291.01 $679,629,000 SEC
2020   Q2 2,968,852 7.86 Reduce 42.61% 1.89 $197.61 $586,675,000 SEC
2020   Q1 5,173,101 4.43 Add 29.46% 1.01 $53.44 $276,451,000 SEC
2019   Q4 3,995,919 4.47 Add 38.70% 1.25 $90.37 $361,111,000 SEC
2019   Q3 2,881,046 4.24 Buy 4.24 $112.12 $323,023,000 SEC
2019   Q2 0 0.00 Sell 100.00% 0.76 SEC
2019   Q1 500,348 0.76 Reduce 21.92% 0.14 $148.45 $74,277,000 SEC
2018   Q4 640,782 0.64 Buy 0.64 $90.08 $57,722,000 SEC
2018   Q2 0 0.00 Sell 100.00% 0.50 SEC
2018   Q1 830,718 0.50 $65.14 $54,113,000 SEC