Robert Goldfarb - Ruane, Cunniff & Goldfarb
| 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 |