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
☰ EQH - Equitable Holdings Inc. Reduce 0.44% 177 0.00
☰ KSPI - Jsc Kaspi.kz ADR Reduce 0.71% 29 0.00
☰ ALGN - Align Technology Inc. Reduce 1.31% 15,999 0.04
☰ ACN - Accenture Reduce 1.61% 15,216 0.06
☰ BRK.B - Berkshire Hathaway CL B Reduce 1.81% 5,718 0.04
☰ MSA - MSA Safety Inc. Reduce 1.95% 35,353 0.09
☰ STLA - Stellantis N.V. Reduce 1.98% 506 0.00
☰ LAD - Lithia Motors Inc. Reduce 2.00% 61 0.00
☰ FWONA - Liberty Media Corp Formula One Series A Reduce 2.04% 15,038 0.02
☰ UNH - United Health Group Inc. Reduce 2.36% 17,592 0.09
☰ ICE - Intercontinental Exchange Inc. Reduce 2.39% 64,535 0.16
☰ COF - Capital One Financial Reduce 2.43% 50,216 0.19
☰ ELV - Elevance Health Inc. Reduce 2.43% 34,538 0.19
☰ FWONK - Liberty Media Corp Formula One Series C Reduce 2.44% 133,950 0.21
☰ GOOGL - Alphabet Inc. Reduce 2.63% 57,177 0.28
☰ ICLR - ICON plc Reduce 2.68% 44,979 0.13
☰ GLBAV - Gci Liberty Inc Reduce 2.76% 3,620 0.00
☰ J - Jacobs Solutions Inc. Reduce 3.07% 199 0.00
☰ BRK.A - Berkshire Hathaway CL A Reduce 4.35% 5 0.06
☰ RMNI - Rimini Street Inc. Reduce 5.05% 1,876 0.00
☰ GLIBK - GCI Liberty Inc. Series C Reduce 6.00% 32,344 0.02
☰ TSM - Taiwan Semiconductor S.A. Reduce 15.00% 213,302 1.01
☰ SCHW - Charles Schwab Corp. Reduce 15.73% 880,168 1.37
☰ META - Meta Platforms Inc. Reduce 15.84% 37,871 0.39
☰ GOOG - Alphabet Inc. CL C Reduce 16.80% 191,959 0.94
☰ AMTM - Amentum Holdings Inc. Reduce 32.21% 771,147 0.35
☰ LBRDK - Liberty Broadband Corp. CL C Reduce 36.82% 678,176 0.52
☰ CHTR - Charter Communications Reduce 57.86% 209,437 0.68
☰ LBRDA - Liberty Broadband Corp. CL A Reduce 65.72% 429,020 0.32
☰ CACC - Credit Acceptance Corp. Reduce 72.73% 389,929 2.70
☰ RSPC - Invesco Exchange Traded Fd T Sell 100.00% 11,029 0.01
☰ VT - Vanguard Tot World Stk ETF Sell 100.00% 1,426 0.00
Q4 2025
☰ SAP - SAP SE Reduce 0.16% 73 0.00
☰ FWONA - Liberty Media Corp Formula One Series A Reduce 0.46% 3,430 0.01
☰ TECH - Bio-Techne Corp. Reduce 0.53% 7,820 0.01
☰ AMTM - Amentum Holdings Inc. Reduce 1.22% 29,619 0.01
☰ ICLR - ICON plc Reduce 1.26% 21,404 0.06
☰ FWONK - Liberty Media Corp Formula One Series C Reduce 1.40% 77,871 0.13
☰ COF - Capital One Financial Reduce 1.43% 30,101 0.11
☰ ICE - Intercontinental Exchange Inc. Reduce 1.44% 39,384 0.11
☰ GLBAV - Gci Liberty Inc Reduce 1.53% 2,032 0.00
☰ UNH - United Health Group Inc. Reduce 1.61% 12,224 0.07
☰ BRK.A - Berkshire Hathaway CL A Reduce 1.71% 2 0.02
☰ LBRDK - Liberty Broadband Corp. CL C Reduce 1.74% 32,613 0.03
☰ ELV - Elevance Health Inc. Reduce 1.78% 25,777 0.14
☰ BRK.B - Berkshire Hathaway CL B Reduce 2.00% 6,446 0.05
☰ META - Meta Platforms Inc. Reduce 2.05% 5,003 0.06
☰ LBRDA - Liberty Broadband Corp. CL A Reduce 2.45% 16,380 0.02
☰ CHTR - Charter Communications Reduce 3.06% 11,432 0.05
☰ STLA - Stellantis N.V. Reduce 6.34% 1,732 0.00
☰ CACC - Credit Acceptance Corp. Reduce 7.32% 42,327 0.33
☰ GOOGL - Alphabet Inc. Reduce 7.72% 181,898 0.73
☰ GOOG - Alphabet Inc. CL C Reduce 8.94% 112,218 0.45
☰ SCHW - Charles Schwab Corp. Reduce 11.41% 720,613 1.14
☰ TSM - Taiwan Semiconductor S.A. Reduce 24.45% 460,000 2.13
☰ J - Jacobs Solutions Inc. Reduce 30.61% 2,862 0.01
☰ ATAI - AtaiBeckley Inc. Sell 100.00% 42,112 0.00
☰ BLK - BlackRock Inc. Sell 100.00% 186 0.00
☰ KMX - CarMax Inc. Sell 100.00% 4,469 0.00
Q3 2025
☰ EQH - Equitable Holdings Inc. Reduce 0.23% 92 0.00
☰ NFLX - Netflix Inc. Reduce 0.33% 2 0.00
☰ GOOGL - Alphabet Inc. Reduce 0.41% 9,600 0.03
☰ ICLR - ICON plc Reduce 0.42% 7,189 0.02
☰ UNH - United Health Group Inc. Reduce 0.68% 5,216 0.03
☰ AMTM - Amentum Holdings Inc. Reduce 0.74% 17,995 0.01
☰ FWONK - Liberty Media Corp Formula One Series C Reduce 0.75% 41,994 0.08
☰ LBRDK - Liberty Broadband Corp. CL C Reduce 0.80% 15,050 0.03
☰ FWONA - Liberty Media Corp Formula One Series A Reduce 0.81% 6,033 0.01
☰ COF - Capital One Financial Reduce 0.89% 18,892 0.07
☰ ICE - Intercontinental Exchange Inc. Reduce 0.93% 25,686 0.08
☰ CACC - Credit Acceptance Corp. Reduce 0.95% 5,566 0.05
☰ BRK.B - Berkshire Hathaway CL B Reduce 1.31% 4,289 0.04
☰ TSM - Taiwan Semiconductor S.A. Reduce 1.88% 35,960 0.14
☰ RMNI - Rimini Street Inc. Reduce 2.14% 814 0.00
☰ GOOG - Alphabet Inc. CL C Reduce 2.45% 31,550 0.10
☰ CHTR - Charter Communications Reduce 3.41% 13,182 0.09
☰ SCHW - Charles Schwab Corp. Reduce 4.29% 283,261 0.44
☰ KMX - CarMax Inc. Reduce 28.84% 1,811 0.00
☰ STLA - Stellantis N.V. Reduce 31.16% 12,364 0.00
☰ META - Meta Platforms Inc. Reduce 38.62% 153,537 1.94
☰ J - Jacobs Solutions Inc. Reduce 99.13% 1,062,775 2.40
☰ EXPD - Expeditors Int'l Sell 100.00% 21,902 0.04
☰ VOO - Vanguard S&P 500 ETF Sell 100.00% 682 0.01
☰ RSG - Republic Svcs Inc Sell 100.00% 817 0.00
Q2 2025
☰ GOOGL - Alphabet Inc. Reduce 0.27% 6,525 0.02
☰ GPI - Group 1 Automotive Reduce 0.33% 11 0.00
☰ COF - Capital One Financial Reduce 0.63% 13,398 0.04
☰ LBRDA - Liberty Broadband Corp. CL A Reduce 0.78% 5,260 0.01
☰ ICE - Intercontinental Exchange Inc. Reduce 0.90% 25,119 0.08
☰ SCHW - Charles Schwab Corp. Reduce 2.40% 162,553 0.23
☰ ELV - Elevance Health Inc. Reduce 2.43% 27,265 0.22
☰ FWONK - Liberty Media Corp Formula One Series C Reduce 2.51% 144,321 0.24
☰ BRK.B - Berkshire Hathaway CL B Reduce 3.01% 10,141 0.10
☰ GOOG - Alphabet Inc. CL C Reduce 3.19% 42,388 0.12
☰ CHTR - Charter Communications Reduce 3.46% 13,846 0.09
☰ BRK.A - Berkshire Hathaway CL A Reduce 7.14% 9 0.13
☰ UNH - United Health Group Inc. Reduce 7.14% 58,729 0.56
☰ J - Jacobs Solutions Inc. Reduce 8.89% 104,619 0.23
☰ CACC - Credit Acceptance Corp. Reduce 9.19% 59,076 0.55
☰ LBRDK - Liberty Broadband Corp. CL C Reduce 20.73% 494,166 0.76
☰ META - Meta Platforms Inc. Reduce 22.20% 113,414 1.19
☰ BLDR - Builders FirstSource Inc. Sell 100.00% 4,700 0.01
Q1 2025
☰ GPI - Group 1 Automotive Reduce 0.24% 8 0.00
☰ EQH - Equitable Holdings Inc. Reduce 0.25% 104 0.00
☰ GOOGL - Alphabet Inc. Reduce 0.79% 18,957 0.06
☰ ICLR - ICON plc Reduce 0.88% 11,190 0.04
☰ FWONA - Liberty Media Corp Formula One Series A Reduce 1.03% 7,694 0.01
☰ LBRDK - Liberty Broadband Corp. CL C Reduce 1.19% 28,715 0.04
☰ LBRDA - Liberty Broadband Corp. CL A Reduce 1.37% 9,339 0.01
☰ AMTM - Amentum Holdings Inc. Reduce 1.78% 43,255 0.02
☰ ELV - Elevance Health Inc. Reduce 1.84% 21,033 0.13
☰ CACC - Credit Acceptance Corp. Reduce 1.86% 12,170 0.10
☰ UNH - United Health Group Inc. Reduce 1.89% 15,828 0.14
☰ FWONK - Liberty Media Corp Formula One Series C Reduce 1.94% 114,106 0.18
☰ META - Meta Platforms Inc. Reduce 2.03% 10,565 0.10
☰ SCHW - Charles Schwab Corp. Reduce 2.06% 142,105 0.18
☰ COF - Capital One Financial Reduce 2.15% 46,742 0.14
☰ J - Jacobs Solutions Inc. Reduce 2.82% 34,171 0.08
☰ BRK.B - Berkshire Hathaway CL B Reduce 3.23% 11,265 0.09
☰ CHTR - Charter Communications Reduce 3.30% 13,662 0.08
☰ TSM - Taiwan Semiconductor S.A. Reduce 3.49% 67,588 0.23
☰ GOOG - Alphabet Inc. CL C Reduce 4.56% 63,446 0.21
☰ STLA - Stellantis N.V. Reduce 23.16% 11,956 0.00
☰ ICE - Intercontinental Exchange Inc. Reduce 41.87% 2,012,886 5.09
☰ KMX - CarMax Inc. Reduce 77.22% 21,291 0.03
☰ ASAIY - Sendas Distribuidora S A Sell 100.00% 152,478 0.01
☰ ISCV - Ishares Tr Sell 100.00% 6,380 0.01
☰ AAPL - Apple Inc. Sell 100.00% 821 0.00
Q4 2024
☰ EQH - Equitable Holdings Inc. Reduce 0.03% 12 0.00
☰ STLA - Stellantis N.V. Reduce 0.08% 40 0.00
☰ RMNI - Rimini Street Inc. Reduce 0.35% 135 0.00
☰ LAD - Lithia Motors Inc. Reduce 0.44% 12 0.00
☰ GPI - Group 1 Automotive Reduce 0.50% 17 0.00
☰ FWONK - Liberty Media Corp Formula One Series C Reduce 3.48% 211,924 0.26
☰ LBRDA - Liberty Broadband Corp. CL A Reduce 3.71% 26,361 0.03
☰ AMTM - Amentum Holdings Inc. Reduce 3.72% 94,195 0.05
☰ CACC - Credit Acceptance Corp. Reduce 3.86% 26,333 0.18
☰ LBRDK - Liberty Broadband Corp. CL C Reduce 4.08% 102,561 0.12
☰ ICE - Intercontinental Exchange Inc. Reduce 4.10% 205,506 0.52
☰ GOOG - Alphabet Inc. CL C Reduce 4.73% 69,037 0.18
☰ FWONA - Liberty Media Corp Formula One Series A Reduce 5.28% 41,737 0.05
☰ BRK.A - Berkshire Hathaway CL A Reduce 5.97% 8 0.09
☰ SCHW - Charles Schwab Corp. Reduce 7.34% 546,806 0.55
☰ META - Meta Platforms Inc. Reduce 8.04% 45,620 0.41
☰ CHTR - Charter Communications Reduce 8.99% 40,901 0.21
☰ GOOGL - Alphabet Inc. Reduce 10.32% 275,242 0.71
☰ UNH - United Health Group Inc. Reduce 13.28% 128,319 1.17
☰ BRK.B - Berkshire Hathaway CL B Reduce 19.81% 86,057 0.62
☰ COF - Capital One Financial Reduce 21.44% 594,082 1.39
☰ TSM - Taiwan Semiconductor S.A. Reduce 33.42% 970,808 2.64
☰ EXPD - Expeditors Int'l Reduce 36.34% 12,500 0.03
☰ J - Jacobs Solutions Inc. Reduce 52.14% 1,319,295 2.70
☰ KMX - CarMax Inc. Reduce 98.49% 1,797,917 2.18
☰ MU - Micron Technology Inc. Sell 100.00% 2,162 0.00
Q3 2024
☰ EQH - Equitable Holdings Inc. Reduce 0.11% 45 0.00
☰ BRK.B - Berkshire Hathaway CL B Reduce 1.05% 4,617 0.03
☰ GPI - Group 1 Automotive Reduce 1.20% 41 0.00
☰ NFLX - Netflix Inc. Reduce 1.46% 9 0.00
☰ FWONK - Liberty Media Corp Formula One Series C Reduce 1.59% 98,241 0.11
☰ J - Jacobs Solutions Inc. Reduce 1.76% 45,250 0.10
☰ UNH - United Health Group Inc. Reduce 1.78% 17,511 0.14
☰ META - Meta Platforms Inc. Reduce 1.79% 10,313 0.08
☰ COF - Capital One Financial Reduce 1.85% 52,306 0.11
☰ LBRDA - Liberty Broadband Corp. CL A Reduce 1.85% 13,415 0.01
☰ ICE - Intercontinental Exchange Inc. Reduce 1.88% 95,971 0.20
☰ ELV - Elevance Health Inc. Reduce 1.91% 19,538 0.17
☰ LBRDK - Liberty Broadband Corp. CL C Reduce 2.01% 51,499 0.04
☰ GOOG - Alphabet Inc. CL C Reduce 2.19% 32,757 0.09
☰ FWONA - Liberty Media Corp Formula One Series A Reduce 2.79% 22,651 0.02
☰ BRK.A - Berkshire Hathaway CL A Reduce 2.90% 4 0.04
☰ CACC - Credit Acceptance Corp. Reduce 3.85% 27,323 0.22
☰ GOOGL - Alphabet Inc. Reduce 3.92% 108,797 0.31
☰ TSM - Taiwan Semiconductor S.A. Reduce 3.94% 119,034 0.32
☰ SCHW - Charles Schwab Corp. Reduce 4.30% 334,771 0.38
☰ KMX - CarMax Inc. Reduce 51.93% 1,971,953 2.25
☰ EXPD - Expeditors Int'l Reduce 66.32% 67,730 0.13
☰ MHK - Mohawk Industries Sell 100.00% 10,790 0.02
☰ GS - Goldman Sachs Group Sell 100.00% 450 0.00
Q2 2024
☰ CACC - Credit Acceptance Corp. Reduce 1.27% 9,113 0.08
☰ BRK.B - Berkshire Hathaway CL B Reduce 2.58% 11,601 0.08
☰ META - Meta Platforms Inc. Reduce 3.87% 23,240 0.18
☰ FWONK - Liberty Media Corp Formula One Series C Reduce 4.02% 258,853 0.26
☰ J - Jacobs Solutions Inc. Reduce 4.17% 112,109 0.27
☰ SCHW - Charles Schwab Corp. Reduce 4.27% 347,586 0.39
☰ UNH - United Health Group Inc. Reduce 4.28% 44,037 0.34
☰ KMX - CarMax Inc. Reduce 4.30% 170,637 0.23
☰ COF - Capital One Financial Reduce 4.38% 129,185 0.30
☰ GOOGL - Alphabet Inc. Reduce 4.44% 129,017 0.30
☰ ICE - Intercontinental Exchange Inc. Reduce 4.59% 245,844 0.52
☰ ELV - Elevance Health Inc. Reduce 4.71% 50,614 0.41
☰ FWONA - Liberty Media Corp Formula One Series A Reduce 5.05% 43,246 0.04
☰ GOOG - Alphabet Inc. CL C Reduce 5.50% 86,996 0.21
☰ LBRDA - Liberty Broadband Corp. CL A Reduce 5.61% 42,948 0.04
☰ STLA - Stellantis N.V. Reduce 6.22% 2,996 0.00
☰ BRK.A - Berkshire Hathaway CL A Reduce 7.38% 11 0.11
☰ LBRDK - Liberty Broadband Corp. CL C Reduce 13.31% 394,071 0.35
☰ TSM - Taiwan Semiconductor S.A. Reduce 18.64% 692,927 1.46
☰ MU - Micron Technology Inc. Reduce 31.63% 1,000 0.00
Q1 2024
☰ EQH - Equitable Holdings Inc. Reduce 0.29% 118 0.00
☰ ASAIY - Sendas Distribuidora S A Reduce 0.88% 1,232 0.00
☰ FWONA - Liberty Media Corp Formula One Series A Reduce 1.05% 9,114 0.01
☰ LBRDA - Liberty Broadband Corp. CL A Reduce 1.07% 8,306 0.01
☰ BRK.B - Berkshire Hathaway CL B Reduce 1.26% 5,757 0.03
☰ LAD - Lithia Motors Inc. Reduce 1.27% 30 0.00
☰ GOOGL - Alphabet Inc. Reduce 2.39% 71,256 0.16
☰ META - Meta Platforms Inc. Reduce 3.73% 23,300 0.13
☰ KMX - CarMax Inc. Reduce 3.85% 158,828 0.19
☰ UNH - United Health Group Inc. Reduce 3.89% 41,556 0.35
☰ CACC - Credit Acceptance Corp. Reduce 3.92% 29,316 0.25
☰ J - Jacobs Solutions Inc. Reduce 3.98% 111,517 0.23
☰ SCHW - Charles Schwab Corp. Reduce 3.98% 337,513 0.37
☰ ELV - Elevance Health Inc. Reduce 4.19% 46,958 0.35
☰ FWONK - Liberty Media Corp Formula One Series C Reduce 4.22% 283,983 0.29
☰ ICE - Intercontinental Exchange Inc. Reduce 4.45% 249,488 0.51
☰ LBRDK - Liberty Broadband Corp. CL C Reduce 4.60% 142,717 0.18
☰ MSFT - Microsoft Corp. Reduce 6.21% 43 0.00
☰ RMNI - Rimini Street Inc. Reduce 6.52% 1,281 0.00
☰ STLA - Stellantis N.V. Reduce 6.84% 3,537 0.00
☰ COF - Capital One Financial Reduce 8.45% 272,466 0.57
☰ TSM - Taiwan Semiconductor S.A. Reduce 8.69% 353,629 0.59
☰ GOOG - Alphabet Inc. CL C Reduce 11.23% 199,942 0.45
☰ BRK.A - Berkshire Hathaway CL A Reduce 11.31% 19 0.17
Q4 2023
☰ EQH - Equitable Holdings Inc. Reduce 0.12% 50 0.00
☰ LAD - Lithia Motors Inc. Reduce 0.55% 13 0.00
☰ GPI - Group 1 Automotive Reduce 0.94% 26 0.00
☰ BRK.A - Berkshire Hathaway CL A Reduce 1.18% 2 0.02
☰ LBRDA - Liberty Broadband Corp. CL A Reduce 1.83% 14,454 0.02
☰ GOOGL - Alphabet Inc. Reduce 2.22% 67,551 0.15
☰ J - Jacobs Solutions Inc. Reduce 2.32% 66,362 0.15
☰ CACC - Credit Acceptance Corp. Reduce 2.34% 17,874 0.14
☰ COF - Capital One Financial Reduce 2.35% 77,598 0.12
☰ UNH - United Health Group Inc. Reduce 2.38% 26,040 0.22
☰ FWONK - Liberty Media Corp Formula One Series C Reduce 2.41% 165,977 0.17
☰ SCHW - Charles Schwab Corp. Reduce 2.43% 210,679 0.19
☰ LBRDK - Liberty Broadband Corp. CL C Reduce 2.46% 78,227 0.12
☰ ELV - Elevance Health Inc. Reduce 2.48% 28,578 0.21
☰ FWONA - Liberty Media Corp Formula One Series A Reduce 2.52% 22,345 0.02
☰ ICE - Intercontinental Exchange Inc. Reduce 2.66% 153,084 0.28
☰ TSM - Taiwan Semiconductor S.A. Reduce 2.98% 125,036 0.18
☰ BRK.B - Berkshire Hathaway CL B Reduce 3.34% 15,782 0.09
☰ ASAIY - Sendas Distribuidora S A Reduce 4.25% 6,191 0.00
☰ GOOG - Alphabet Inc. CL C Reduce 5.01% 93,914 0.21
☰ STLA - Stellantis N.V. Reduce 6.59% 3,648 0.00
☰ BLDR - Builders FirstSource Inc. Reduce 18.97% 1,100 0.00
☰ KMX - CarMax Inc. Reduce 25.85% 1,438,450 1.69
☰ META - Meta Platforms Inc. Reduce 30.20% 270,004 1.34
☰ RMNI - Rimini Street Inc. Reduce 33.25% 9,790 0.00
☰ NFLX - Netflix Inc. Reduce 49.09% 593 0.00
☰ MU - Micron Technology Inc. Reduce 53.55% 3,646 0.01
☰ LM0G - Liberty Media Corp Del Sell 100.00% 295,040 0.16
☰ BATRK - Atlanta Braves Holdings Inc. Series C Sell 100.00% 224,489 0.13
☰ LM0H - Liberty Media Corp Del Sell 100.00% 37,392 0.02
☰ AMZN - Amazon.com Inc. Sell 100.00% 6,020 0.01
Q3 2023
☰ STLA - Stellantis N.V. Reduce 0.68% 377 0.00
☰ BRK.A - Berkshire Hathaway CL A Reduce 2.30% 4 0.03
☰ MU - Micron Technology Inc. Reduce 2.48% 173 0.00
☰ LBRDA - Liberty Broadband Corp. CL A Reduce 2.93% 23,815 0.03
☰ CACC - Credit Acceptance Corp. Reduce 2.94% 23,215 0.19
☰ UNH - United Health Group Inc. Reduce 2.94% 33,171 0.25
☰ COF - Capital One Financial Reduce 2.96% 100,744 0.17
☰ TSM - Taiwan Semiconductor S.A. Reduce 2.97% 128,621 0.20
☰ SCHW - Charles Schwab Corp. Reduce 2.99% 267,834 0.24
☰ J - Jacobs Solutions Inc. Reduce 3.00% 88,671 0.17
☰ ICE - Intercontinental Exchange Inc. Reduce 3.15% 187,397 0.33
☰ LBRDK - Liberty Broadband Corp. CL C Reduce 3.20% 105,118 0.13
☰ META - Meta Platforms Inc. Reduce 3.21% 29,693 0.13
☰ BRK.B - Berkshire Hathaway CL B Reduce 3.79% 18,618 0.10
☰ GOOG - Alphabet Inc. CL C Reduce 4.64% 91,150 0.17
☰ GOOGL - Alphabet Inc. Reduce 6.72% 219,168 0.41
☰ KMX - CarMax Inc. Reduce 7.71% 464,864 0.61
☰ NFLX - Netflix Inc. Reduce 37.80% 734 0.00
☰ LM09 - Liberty Media Corp Del Sell 100.00% 7,093,216 8.42
☰ LM05 - Liberty Media Corp Del Sell 100.00% 920,464 0.98
☰ SPGI - S&P Global Inc. Sell 100.00% 531 0.00
Q2 2023
☰ BRK.B - Berkshire Hathaway CL B Reduce 0.07% 336 0.00
☰ EQH - Equitable Holdings Inc. Reduce 0.34% 139 0.00
☰ ASAIY - Sendas Distribuidora S A Reduce 0.97% 1,370 0.00
☰ LBRDA - Liberty Broadband Corp. CL A Reduce 1.08% 8,873 0.01
☰ LM09 - Liberty Media Corp Del Reduce 1.46% 104,824 0.13
☰ KMX - CarMax Inc. Reduce 1.68% 102,924 0.11
☰ TSM - Taiwan Semiconductor S.A. Reduce 1.75% 76,884 0.12
☰ LM05 - Liberty Media Corp Del Reduce 1.86% 17,453 0.02
☰ ICE - Intercontinental Exchange Inc. Reduce 1.90% 115,004 0.20
☰ RMNI - Rimini Street Inc. Reduce 3.45% 860 0.00
☰ GOOG - Alphabet Inc. CL C Reduce 3.64% 74,157 0.13
☰ BRK.A - Berkshire Hathaway CL A Reduce 4.40% 8 0.06
☰ GOOGL - Alphabet Inc. Reduce 8.08% 286,821 0.49
☰ STLA - Stellantis N.V. Reduce 9.64% 5,948 0.00
☰ META - Meta Platforms Inc. Reduce 27.59% 351,982 1.22
☰ AMZN - Amazon.com Inc. Reduce 54.80% 7,300 0.01
☰ BLDR - Builders FirstSource Inc. Reduce 88.39% 44,175 0.06
☰ NFLX - Netflix Inc. Reduce 99.68% 614,552 3.47
☰ MU - Micron Technology Inc. Reduce 99.85% 4,657,030 4.59
Q1 2023
☰ MHK - Mohawk Industries Reduce 0.40% 43 0.00
☰ GOOGL - Alphabet Inc. Reduce 0.90% 32,105 0.04
☰ LBRDA - Liberty Broadband Corp. CL A Reduce 1.68% 14,062 0.02
☰ COF - Capital One Financial Reduce 1.96% 53,978 0.08
☰ NFLX - Netflix Inc. Reduce 2.03% 12,765 0.06
☰ LBRDK - Liberty Broadband Corp. CL C Reduce 2.05% 47,954 0.06
☰ J - Jacobs Solutions Inc. Reduce 2.09% 56,333 0.11
☰ MU - Micron Technology Inc. Reduce 2.13% 101,441 0.08
☰ CACC - Credit Acceptance Corp. Reduce 2.16% 17,239 0.13
☰ KMX - CarMax Inc. Reduce 2.20% 138,257 0.13
☰ TSM - Taiwan Semiconductor S.A. Reduce 2.29% 103,342 0.12
☰ ELV - Elevance Health Inc. Reduce 2.35% 19,399 0.16
☰ SCHW - Charles Schwab Corp. Reduce 2.37% 199,886 0.26
☰ UNH - United Health Group Inc. Reduce 2.37% 26,803 0.22
☰ ICE - Intercontinental Exchange Inc. Reduce 2.46% 152,763 0.24
☰ BRK.A - Berkshire Hathaway CL A Reduce 3.19% 6 0.04
☰ BRK.B - Berkshire Hathaway CL B Reduce 3.57% 18,177 0.09
☰ LM05 - Liberty Media Corp Del Reduce 4.82% 47,460 0.04
☰ GOOG - Alphabet Inc. CL C Reduce 5.21% 112,080 0.16
☰ LM09 - Liberty Media Corp Del Reduce 18.06% 1,586,341 1.48
☰ RMNI - Rimini Street Inc. Reduce 18.09% 5,505 0.00
☰ META - Meta Platforms Inc. Reduce 56.96% 1,688,031 3.17
☰ IVV - Ishares Core S&P 500 ETF Sell 100.00% 2,460 0.01
☰ ANGI - Angi Inc. Sell 100.00% 32,383 0.00
☰ OPEN - Opendoor Technologies Inc. Sell 100.00% 17,500 0.00
Q4 2022
☰ LBRDA - Liberty Broadband Corp. CL A Reduce 1.58% 13,433 0.01
☰ BLDR - Builders FirstSource Inc. Reduce 1.63% 745 0.00
☰ LM05 - Liberty Media Corp Del Reduce 2.24% 22,603 0.02
☰ GOOGL - Alphabet Inc. Reduce 2.37% 86,912 0.12
☰ BRK.B - Berkshire Hathaway CL B Reduce 2.48% 12,923 0.05
☰ COF - Capital One Financial Reduce 2.82% 79,599 0.11
☰ CACC - Credit Acceptance Corp. Reduce 2.93% 24,142 0.16
☰ J - Jacobs Solutions Inc. Reduce 2.97% 82,417 0.13
☰ KMX - CarMax Inc. Reduce 3.05% 197,202 0.19
☰ META - Meta Platforms Inc. Reduce 3.14% 96,050 0.19
☰ MU - Micron Technology Inc. Reduce 3.15% 154,988 0.12
☰ TSM - Taiwan Semiconductor S.A. Reduce 3.16% 146,868 0.15
☰ SCHW - Charles Schwab Corp. Reduce 3.22% 280,526 0.30
☰ ICE - Intercontinental Exchange Inc. Reduce 3.27% 210,217 0.28
☰ LBRDK - Liberty Broadband Corp. CL C Reduce 3.52% 85,138 0.09
☰ LM09 - Liberty Media Corp Del Reduce 5.47% 507,984 0.44
☰ BRK.A - Berkshire Hathaway CL A Reduce 5.53% 11 0.07
☰ GOOG - Alphabet Inc. CL C Reduce 5.73% 130,766 0.19
☰ UNH - United Health Group Inc. Reduce 14.43% 190,469 1.43
☰ ELV - Elevance Health Inc. Reduce 16.33% 161,334 1.09
☰ NFLX - Netflix Inc. Reduce 48.76% 598,823 2.09
☰ W - Wayfair Inc. Sell 100.00% 4,685,292 2.27
Q3 2022
☰ LBRDA - Liberty Broadband Corp. CL A Reduce 0.81% 6,935 0.01
☰ LM09 - Liberty Media Corp Del Reduce 1.45% 136,308 0.11
☰ SCHW - Charles Schwab Corp. Reduce 1.50% 132,867 0.11
☰ ICE - Intercontinental Exchange Inc. Reduce 1.56% 101,515 0.12
☰ UNH - United Health Group Inc. Reduce 1.60% 21,404 0.14
☰ CACC - Credit Acceptance Corp. Reduce 1.75% 14,678 0.09
☰ ELV - Elevance Health Inc. Reduce 2.58% 26,130 0.16
☰ KMX - CarMax Inc. Reduce 3.57% 239,403 0.28
☰ LM05 - Liberty Media Corp Del Reduce 3.61% 37,766 0.03
☰ W - Wayfair Inc. Reduce 4.98% 245,307 0.14
☰ LBRDK - Liberty Broadband Corp. CL C Reduce 6.19% 159,547 0.24
☰ BRK.A - Berkshire Hathaway CL A Reduce 8.29% 18 0.10
☰ RMNI - Rimini Street Inc. Reduce 12.26% 4,245 0.00
☰ OPEN - Opendoor Technologies Inc. Reduce 21.17% 4,700 0.00
☰ TSM - Taiwan Semiconductor S.A. Reduce 29.55% 1,951,017 2.08
☰ MU - Micron Technology Inc. Reduce 34.27% 2,565,636 1.85
☰ NFLX - Netflix Inc. Reduce 40.25% 827,422 1.88
☰ JEG - Jacobs Engr Group Inc Sell 100.00% 2,826,968 4.68
☰ BABA - Alibaba Group Holdings Sell 100.00% 2,360 0.00
Q2 2022
☰ LBRDA - Liberty Broadband Corp. CL A Reduce 1.13% 9,742 0.01
☰ LM05 - Liberty Media Corp Del Reduce 1.49% 15,788 0.01
☰ META - Meta Platforms Inc. Reduce 2.31% 65,411 0.14
☰ JEG - Jacobs Engr Group Inc Reduce 2.70% 78,366 0.11
☰ KMX - CarMax Inc. Reduce 2.75% 189,768 0.18
☰ LM09 - Liberty Media Corp Del Reduce 2.79% 270,517 0.19
☰ TSM - Taiwan Semiconductor S.A. Reduce 2.79% 189,597 0.19
☰ CACC - Credit Acceptance Corp. Reduce 2.81% 24,201 0.13
☰ MU - Micron Technology Inc. Reduce 2.85% 219,333 0.17
☰ LBRDK - Liberty Broadband Corp. CL C Reduce 3.19% 84,901 0.11
☰ BLDR - Builders FirstSource Inc. Reduce 9.38% 4,526 0.00
☰ GOOGL - Alphabet Inc. Reduce 13.08% 27,365 0.75
☰ ASAIY - Sendas Distribuidora S A Reduce 14.60% 14,322 0.00
☰ GOOG - Alphabet Inc. CL C Reduce 24.82% 45,165 1.24
☰ UNH - United Health Group Inc. Reduce 26.31% 478,903 2.40
☰ ELV - Elevance Health Inc. Reduce 42.30% 743,441 3.60
☰ BRK.A - Berkshire Hathaway CL A Reduce 62.33% 359 1.87
☰ EXPD - Expeditors Int'l Sell 100.00% 102,132 0.10
☰ DIS - Walt Disney Co. Sell 100.00% 1,988 0.00
☰ VCTR - Victory Capital Holdings Sell 100.00% 7,179 0.00
Q1 2022
☰ GOOGL - Alphabet Inc. Reduce 0.41% 862 0.02
☰ AMZN - Amazon.com Inc. Reduce 0.45% 60 0.00
☰ ELV - Elevance Health Inc. Reduce 0.71% 12,612 0.05
☰ ICE - Intercontinental Exchange Inc. Reduce 0.93% 32,711 0.04
☰ MU - Micron Technology Inc. Reduce 0.94% 72,728 0.06
☰ KMX - CarMax Inc. Reduce 1.03% 71,515 0.08
☰ JEG - Jacobs Engr Group Inc Reduce 1.10% 32,268 0.04
☰ BLDR - Builders FirstSource Inc. Reduce 1.14% 554 0.00
☰ BRK.B - Berkshire Hathaway CL B Reduce 1.71% 8,767 0.02
☰ LBRDK - Liberty Broadband Corp. CL C Reduce 1.82% 49,438 0.07
☰ UNH - United Health Group Inc. Reduce 2.69% 50,296 0.22
☰ TSM - Taiwan Semiconductor S.A. Reduce 2.71% 188,988 0.19
☰ SCHW - Charles Schwab Corp. Reduce 2.87% 243,381 0.17
☰ LM09 - Liberty Media Corp Del Reduce 2.89% 289,019 0.16
☰ GOOG - Alphabet Inc. CL C Reduce 3.08% 5,777 0.14
☰ BRK.A - Berkshire Hathaway CL A Reduce 3.52% 21 0.08
☰ CACC - Credit Acceptance Corp. Reduce 3.56% 31,799 0.19
☰ BABA - Alibaba Group Holdings Reduce 30.89% 1,055 0.00
☰ DIS - Walt Disney Co. Reduce 99.93% 2,804,442 3.71
☰ PRI - Primerica Inc. Sell 100.00% 1,400 0.00
Q4 2021
☰ ICE - Intercontinental Exchange Inc. Reduce 0.57% 20,181 0.02
☰ BABA - Alibaba Group Holdings Reduce 0.58% 20 0.00
☰ DIS - Walt Disney Co. Reduce 0.96% 27,261 0.04
☰ LBRDK - Liberty Broadband Corp. CL C Reduce 1.22% 33,458 0.05
☰ TSM - Taiwan Semiconductor S.A. Reduce 1.28% 90,160 0.09
☰ LM09 - Liberty Media Corp Del Reduce 1.59% 161,483 0.07
☰ UNH - United Health Group Inc. Reduce 1.62% 30,777 0.11
☰ SCHW - Charles Schwab Corp. Reduce 2.11% 183,263 0.12
☰ NFLX - Netflix Inc. Reduce 2.22% 17,580 0.10
☰ JEG - Jacobs Engr Group Inc Reduce 2.24% 67,390 0.08
☰ KMX - CarMax Inc. Reduce 2.58% 184,851 0.21
☰ META - Meta Platforms Inc. Reduce 2.79% 75,912 0.23
☰ ELV - Elevance Health Inc. Reduce 2.82% 51,373 0.17
☰ MU - Micron Technology Inc. Reduce 3.28% 264,091 0.17
☰ GOOG - Alphabet Inc. CL C Reduce 4.10% 8,034 0.19
☰ LBRDA - Liberty Broadband Corp. CL A Reduce 6.75% 62,560 0.09
☰ BRK.A - Berkshire Hathaway CL A Reduce 19.11% 141 0.52
☰ BLDR - Builders FirstSource Inc. Reduce 29.35% 20,268 0.01
☰ CACC - Credit Acceptance Corp. Reduce 32.31% 426,540 2.24
Q3 2021
☰ NFLX - Netflix Inc. Reduce 0.92% 7,369 0.03
☰ GOOGL - Alphabet Inc. Reduce 1.06% 2,203 0.05
☰ ELV - Elevance Health Inc. Reduce 1.22% 22,588 0.08
☰ LBRDK - Liberty Broadband Corp. CL C Reduce 1.24% 34,600 0.05
☰ MU - Micron Technology Inc. Reduce 1.31% 106,493 0.08
☰ UNH - United Health Group Inc. Reduce 1.43% 27,567 0.10
☰ LM09 - Liberty Media Corp Del Reduce 1.44% 148,117 0.06
☰ SCHW - Charles Schwab Corp. Reduce 1.47% 129,369 0.08
☰ JEG - Jacobs Engr Group Inc Reduce 1.55% 47,233 0.06
☰ LBRDA - Liberty Broadband Corp. CL A Reduce 1.95% 18,375 0.03
☰ BRK.A - Berkshire Hathaway CL A Reduce 3.02% 23 0.09
☰ GOOG - Alphabet Inc. CL C Reduce 7.19% 15,166 0.34
☰ STLA - Stellantis N.V. Reduce 17.03% 7,921 0.00
☰ CACC - Credit Acceptance Corp. Reduce 17.67% 283,344 1.14
☰ BRK.B - Berkshire Hathaway CL B Reduce 22.58% 136,921 0.34
☰ FIS - Fidelity National Information Services, Inc. Sell 100.00% 1,898,755 2.38
☰ ANET - Arista Networks Inc. Sell 100.00% 619,855 1.99
☰ IMXI - International Mny Express In Sell 100.00% 12,397 0.00
☰ GTTNQ - Gtt Communications Inc Sell 100.00% 21,320 0.00
Q2 2021
☰ ICE - Intercontinental Exchange Inc. Reduce 0.77% 26,206 0.03
☰ FIS - Fidelity National Information Services, Inc. Reduce 0.86% 16,521 0.02
☰ LBRDA - Liberty Broadband Corp. CL A Reduce 0.94% 9,006 0.01
☰ CACC - Credit Acceptance Corp. Reduce 1.07% 17,340 0.06
☰ LBRDK - Liberty Broadband Corp. CL C Reduce 1.11% 31,097 0.04
☰ TSM - Taiwan Semiconductor S.A. Reduce 1.20% 71,313 0.08
☰ W - Wayfair Inc. Reduce 1.20% 15,842 0.05
☰ KMX - CarMax Inc. Reduce 1.28% 87,130 0.11
☰ GOOG - Alphabet Inc. CL C Reduce 1.37% 2,929 0.06
☰ LM09 - Liberty Media Corp Del Reduce 1.41% 146,883 0.06
☰ DIS - Walt Disney Co. Reduce 1.43% 38,949 0.07
☰ GOOGL - Alphabet Inc. Reduce 1.53% 3,229 0.06
☰ META - Meta Platforms Inc. Reduce 1.56% 39,202 0.11
☰ BRK.B - Berkshire Hathaway CL B Reduce 2.39% 14,820 0.04
☰ AMZN - Amazon.com Inc. Reduce 2.51% 340 0.00
☰ EQH - Equitable Holdings Inc. Reduce 2.56% 800 0.00
☰ BABA - Alibaba Group Holdings Reduce 2.85% 100 0.00
☰ STLA - Stellantis N.V. Reduce 3.56% 1,716 0.00
☰ BLDR - Builders FirstSource Inc. Reduce 3.74% 2,672 0.00
☰ LM05 - Liberty Media Corp Del Reduce 3.75% 12,338 0.00
☰ SCHW - Charles Schwab Corp. Reduce 3.75% 342,276 0.21
☰ BRK.A - Berkshire Hathaway CL A Reduce 5.58% 45 0.16
☰ GTTNQ - Gtt Communications Inc Reduce 11.54% 2,780 0.00
☰ SBGI - Sinclair Broadcast Group Inc. Reduce 14.82% 3,083 0.00
☰ JEG - Jacobs Engr Group Inc Reduce 21.54% 838,068 1.02
☰ ANET - Arista Networks Inc. Reduce 56.83% 815,927 2.32
☰ MA - Mastercard Inc. Sell 100.00% 503,701 1.69
☰ V - Visa Inc. Sell 100.00% 363,886 0.72
Q1 2021
☰ NFLX - Netflix Inc. Reduce 1.04% 7,265 0.04
☰ LM09 - Liberty Media Corp Del Reduce 1.15% 121,367 0.06
☰ AMZN - Amazon.com Inc. Reduce 1.17% 160 0.00
☰ LBRDA - Liberty Broadband Corp. CL A Reduce 1.21% 11,667 0.02
☰ ICE - Intercontinental Exchange Inc. Reduce 1.31% 45,460 0.06
☰ FIS - Fidelity National Information Services, Inc. Reduce 1.49% 28,886 0.04
☰ DIS - Walt Disney Co. Reduce 1.56% 43,168 0.08
☰ GOOGL - Alphabet Inc. Reduce 1.88% 4,060 0.08
☰ GOOG - Alphabet Inc. CL C Reduce 2.10% 4,585 0.09
☰ SCHW - Charles Schwab Corp. Reduce 2.10% 196,242 0.11
☰ LM05 - Liberty Media Corp Del Reduce 2.12% 7,133 0.00
☰ JEG - Jacobs Engr Group Inc Reduce 2.34% 93,354 0.11
☰ SBGI - Sinclair Broadcast Group Inc. Reduce 2.42% 515 0.00
☰ BLDR - Builders FirstSource Inc. Reduce 8.40% 6,561 0.00
☰ TSM - Taiwan Semiconductor S.A. Reduce 11.50% 769,234 0.89
☰ BRK.A - Berkshire Hathaway CL A Reduce 18.99% 189 0.70
☰ ANET - Arista Networks Inc. Reduce 25.87% 500,945 1.55
☰ W - Wayfair Inc. Reduce 26.43% 473,776 1.14
☰ V - Visa Inc. Reduce 30.14% 156,969 0.36
☰ BRK.B - Berkshire Hathaway CL B Reduce 40.75% 427,223 1.06
☰ MA - Mastercard Inc. Reduce 47.52% 456,069 1.73
☰ PG - Procter & Gamble Sell 100.00% 3,246 0.00
☰ UNP - Union Pacific Sell 100.00% 2,057 0.00
☰ AEP - American Electric Power Sell 100.00% 3,766 0.00
☰ KO - Coca Cola Co. Sell 100.00% 5,559 0.00
☰ EIX - Edison Intl Sell 100.00% 3,385 0.00
☰ PGR - Progressive Corp. Sell 100.00% 2,076 0.00
Q4 2020
☰ GOOGL - Alphabet Inc. Reduce 0.10% 222 0.00
☰ LM09 - Liberty Media Corp Del Reduce 0.13% 13,536 0.01
☰ FIS - Fidelity National Information Services, Inc. Reduce 0.31% 6,028 0.01
☰ LM05 - Liberty Media Corp Del Reduce 0.41% 1,374 0.00
☰ ICE - Intercontinental Exchange Inc. Reduce 0.42% 14,762 0.02
☰ KMX - CarMax Inc. Reduce 0.45% 29,393 0.03
☰ UNH - United Health Group Inc. Reduce 0.46% 8,400 0.03
☰ LBRDA - Liberty Broadband Corp. CL A Reduce 0.47% 4,551 0.01
☰ ANET - Arista Networks Inc. Reduce 0.62% 12,040 0.03
☰ BRK.A - Berkshire Hathaway CL A Reduce 0.80% 8 0.03
☰ TSM - Taiwan Semiconductor S.A. Reduce 0.86% 58,220 0.06
☰ DIS - Walt Disney Co. Reduce 0.89% 24,965 0.04
☰ AMZN - Amazon.com Inc. Reduce 1.01% 140 0.00
☰ META - Meta Platforms Inc. Reduce 1.59% 35,771 0.11
☰ BLDR - Builders FirstSource Inc. Reduce 1.73% 1,377 0.00
☰ V - Visa Inc. Reduce 1.85% 9,836 0.02
☰ ANGI - Angi Inc. Reduce 2.44% 300 0.00
☰ SCHW - Charles Schwab Corp. Reduce 2.83% 271,804 0.12
☰ JEG - Jacobs Engr Group Inc Reduce 3.40% 140,260 0.15
☰ MA - Mastercard Inc. Reduce 3.59% 35,767 0.14
☰ BRK.B - Berkshire Hathaway CL B Reduce 4.42% 48,523 0.12
☰ LBRDK - Liberty Broadband Corp. CL C Reduce 4.54% 99,268 0.17
☰ W - Wayfair Inc. Reduce 23.23% 542,605 1.88
☰ GOOG - Alphabet Inc. CL C Reduce 52.31% 239,640 4.19
☰ WTRH - Waitr Hldgs Inc Sell 100.00% 11,981 0.00
Q3 2020
☰ BLDR - Builders FirstSource Inc. Reduce 0.13% 101 0.00
☰ MA - Mastercard Inc. Reduce 0.24% 2,391 0.01
☰ DIS - Walt Disney Co. Reduce 0.77% 21,545 0.03
☰ BRK.B - Berkshire Hathaway CL B Reduce 0.80% 8,855 0.02
☰ LBRDA - Liberty Broadband Corp. CL A Reduce 1.02% 10,026 0.02
☰ TSM - Taiwan Semiconductor S.A. Reduce 1.16% 79,356 0.06
☰ ANET - Arista Networks Inc. Reduce 1.48% 29,235 0.08
☰ META - Meta Platforms Inc. Reduce 1.60% 36,651 0.11
☰ JEG - Jacobs Engr Group Inc Reduce 1.77% 74,095 0.08
☰ LBRDK - Liberty Broadband Corp. CL C Reduce 1.97% 43,969 0.07
☰ KMX - CarMax Inc. Reduce 2.25% 151,090 0.18
☰ SCHW - Charles Schwab Corp. Reduce 2.33% 229,202 0.10
☰ BRK.A - Berkshire Hathaway CL A Reduce 2.43% 25 0.09
☰ LM05 - Liberty Media Corp Del Reduce 2.97% 10,338 0.00
☰ V - Visa Inc. Reduce 5.01% 28,011 0.07
☰ GOOG - Alphabet Inc. CL C Reduce 10.90% 56,024 1.06
☰ GOOGL - Alphabet Inc. Reduce 13.05% 32,383 0.62
☰ ANGI - Angi Inc. Reduce 16.37% 2,402 0.00
☰ W - Wayfair Inc. Reduce 21.34% 633,438 1.68
☰ PG - Procter & Gamble Reduce 36.90% 1,898 0.00
☰ WTRH - Waitr Hldgs Inc Reduce 36.91% 7,008 0.00
☰ UNP - Union Pacific Reduce 38.78% 1,303 0.00
☰ AEP - American Electric Power Reduce 43.67% 2,920 0.00
☰ KO - Coca Cola Co. Reduce 47.31% 4,991 0.00
☰ AMZN - Amazon.com Inc. Reduce 99.40% 2,293,020 4.23
☰ BABA - Alibaba Group Holdings Sell 100.00% 1,945 0.01
☰ EIX - Edison Intl Sell 100.00% 7,868 0.01
☰ JD - JD.com Inc. Sell 100.00% 12,000 0.01
☰ SAILEUR - Sailpoint Technologies Holding Sell 100.00% 14,663 0.01
Q2 2020
☰ STLA - Stellantis N.V. Reduce 0.47% 179 0.00
☰ LM05 - Liberty Media Corp Del Reduce 0.50% 1,757 0.00
☰ LBRDA - Liberty Broadband Corp. CL A Reduce 0.78% 7,701 0.01
☰ JEG - Jacobs Engr Group Inc Reduce 1.05% 44,761 0.06
☰ LBRDK - Liberty Broadband Corp. CL C Reduce 1.07% 24,155 0.04
☰ AMZN - Amazon.com Inc. Reduce 1.29% 30,160 0.05
☰ ANET - Arista Networks Inc. Reduce 1.32% 26,361 0.09
☰ BLDR - Builders FirstSource Inc. Reduce 1.63% 1,319 0.00
☰ PG - Procter & Gamble Reduce 4.72% 255 0.00
☰ UNP - Union Pacific Reduce 5.11% 181 0.00
☰ AEP - American Electric Power Reduce 5.34% 377 0.00
☰ KO - Coca Cola Co. Reduce 6.02% 676 0.00
☰ EIX - Edison Intl Reduce 6.44% 542 0.00
☰ GOOGL - Alphabet Inc. Reduce 8.84% 24,077 0.45
☰ BRK.A - Berkshire Hathaway CL A Reduce 10.76% 124 0.54
☰ BRK.B - Berkshire Hathaway CL B Reduce 14.89% 193,526 0.57
☰ SCHW - Charles Schwab Corp. Reduce 16.81% 1,987,340 1.07
☰ MA - Mastercard Inc. Reduce 19.14% 236,196 0.91
☰ GOOG - Alphabet Inc. CL C Reduce 19.25% 122,568 2.28
☰ V - Visa Inc. Reduce 22.80% 164,970 0.43
☰ KMX - CarMax Inc. Reduce 26.57% 2,434,622 2.10
☰ WTRH - Waitr Hldgs Inc Reduce 36.53% 10,930 0.00
☰ W - Wayfair Inc. Reduce 42.61% 2,204,249 1.89
☰ BKNG - Booking Holdings Inc. Sell 100.00% 5,014,050 4.32
☰ PGR - Progressive Corp. Sell 100.00% 3,539 0.00
Q1 2020
☰ GOOGL - Alphabet Inc. Reduce 1.37% 3,783 0.06
☰ LBRDA - Liberty Broadband Corp. CL A Reduce 2.17% 21,877 0.03
☰ META - Meta Platforms Inc. Reduce 2.37% 53,982 0.14
☰ LM05 - Liberty Media Corp Del Reduce 3.13% 11,310 0.01
☰ LM09 - Liberty Media Corp Del Reduce 3.64% 369,870 0.21
☰ SAILEUR - Sailpoint Technlgies Hldgs I Reduce 8.85% 1,419 0.00
☰ BRK.B - Berkshire Hathaway CL B Reduce 9.50% 136,467 0.38
☰ MA - Mastercard Inc. Reduce 10.00% 137,111 0.51
☰ GOOG - Alphabet Inc. CL C Reduce 12.32% 89,431 1.48
☰ V - Visa Inc. Reduce 13.32% 111,202 0.26
☰ PG - Procter & Gamble Reduce 18.22% 1,203 0.00
☰ AEP - American Electric Power Reduce 20.57% 1,829 0.00
☰ KO - Coca Cola Co. Reduce 21.28% 3,034 0.00
☰ MHK - Mohawk Industries Reduce 22.67% 3,176 0.00
☰ LBRDK - Liberty Broadband Corp. CL C Reduce 22.84% 667,715 1.04
☰ EIX - Edison Intl Reduce 23.25% 2,547 0.00
☰ UNP - Union Pacific Reduce 24.09% 1,124 0.00
☰ JEG - Jacobs Engr Group Inc Reduce 24.52% 1,378,084 1.53
☰ AMZN - Amazon.com Inc. Reduce 25.30% 791,560 0.90
☰ BRK.A - Berkshire Hathaway CL A Reduce 39.75% 760 3.19
☰ TJX - TJX Companies Inc. Sell 100.00% 8,141 0.01
☰ JPM - JPMorgan Chase & Co. Sell 100.00% 1,708 0.00
☰ WFC - Wells Fargo Sell 100.00% 4,181 0.00
☰ RMNI - Rimini Street Inc. Sell 100.00% 10,119 0.00
Q4 2019
☰ GOOGL - Alphabet Inc. Reduce 0.81% 2,245 0.04
☰ LBRDA - Liberty Broadband Corp. CL A Reduce 1.39% 14,240 0.02
☰ SCHW - Charles Schwab Corp. Reduce 1.78% 155,042 0.09
☰ META - Meta Platforms Inc. Reduce 1.79% 41,339 0.10
☰ V - Visa Inc. Reduce 2.37% 20,229 0.05
☰ LM05 - Liberty Media Corp Delaware Reduce 3.03% 11,285 0.01
☰ MA - Mastercard Inc. Reduce 3.41% 48,391 0.17
☰ JEG - Jacobs Engr Group Inc Reduce 3.45% 200,665 0.24
☰ GOOG - Alphabet Inc. CL C Reduce 3.52% 26,492 0.42
☰ BABA - Alibaba Group Holdings Reduce 4.56% 93 0.00
☰ BKNG - Booking Holdings Inc. Reduce 4.58% 200,350 0.21
☰ LBRDK - Liberty Broadband Corp. CL C Reduce 5.92% 184,016 0.25
☰ JD - JD.com Inc. Reduce 7.59% 986 0.00
☰ WFC - Wells Fargo Reduce 9.58% 443 0.00
☰ BRK.A - Berkshire Hathaway CL A Reduce 13.84% 307 1.26
☰ LM09 - Liberty Media Corp Delaware Reduce 16.07% 1,943,166 1.06
☰ KMX - CarMax Inc. Reduce 19.07% 1,873,006 2.16
☰ EIX - Edison Intl Reduce 24.33% 3,523 0.00
☰ UNP - Union Pacific Reduce 26.55% 1,686 0.00
☰ KO - Coca Cola Co. Reduce 26.99% 5,271 0.00
☰ AMZN - Amazon.com Inc. Reduce 27.33% 1,176,420 1.34
☰ PG - Procter & Gamble Reduce 27.74% 2,534 0.00
☰ AEP - American Electric Power Reduce 28.09% 3,474 0.01
☰ TJX - TJX Companies Inc. Reduce 52.62% 9,040 0.01
☰ MHK - Mohawk Industries Reduce 99.00% 1,391,464 2.27
☰ COST - Costco Co. Sell 100.00% 2,415 0.01
☰ IDXX - IDEXX Laboratories Sell 100.00% 1,146 0.00
☰ AAPL - Apple Inc. Sell 100.00% 1,000 0.00
Q3 2019
☰ GOOGL - Alphabet Inc. Reduce 0.05% 136 0.00
☰ LM05 - Liberty Media Corp Delaware Reduce 0.07% 275 0.00
☰ MHK - Mohawk Industries Reduce 0.61% 8,576 0.02
☰ CACC - Credit Acceptance Corp. Reduce 0.65% 7,034 0.05
☰ SCHW - Charles Schwab Corp. Reduce 0.65% 57,100 0.03
☰ BLDR - Builders FirstSource Inc. Reduce 0.67% 489 0.00
☰ LBRDA - Liberty Broadband Corp. CL A Reduce 0.75% 7,736 0.01
☰ BKNG - Booking Holdings Inc. Reduce 0.80% 35,425 0.04
☰ JEG - Jacobs Engr Group Inc Reduce 0.92% 53,799 0.06
☰ AMZN - Amazon.com Inc. Reduce 0.94% 40,940 0.05
☰ BRK.B - Berkshire Hathaway CL B Reduce 0.94% 12,881 0.04
☰ KMX - CarMax Inc. Reduce 0.97% 96,293 0.11
☰ LBRDK - Liberty Broadband Corp. CL C Reduce 1.00% 31,268 0.04
☰ TJX - TJX Companies Inc. Reduce 1.05% 183 0.00
☰ STLA - Stellantis N.V. Reduce 1.12% 427 0.00
☰ LM09 - Liberty Media Corp Delaware Reduce 1.44% 176,183 0.09
☰ BRK.A - Berkshire Hathaway CL A Reduce 1.64% 37 0.16
☰ JD - JD.com Inc. Reduce 2.50% 333 0.00
☰ COST - Costco Co. Reduce 2.58% 64 0.00
☰ AEP - American Electric Power Reduce 5.53% 724 0.00
☰ WFC - Wells Fargo Reduce 5.61% 275 0.00
☰ UNP - Union Pacific Reduce 5.65% 380 0.00
☰ RMNI - Rimini Street Inc. Reduce 6.12% 660 0.00
☰ KO - Coca Cola Co. Reduce 14.67% 3,357 0.00
☰ PG - Procter & Gamble Reduce 16.73% 1,835 0.00
☰ EIX - Edison Intl Reduce 23.54% 4,459 0.00
☰ MA - Mastercard Inc. Reduce 29.61% 597,287 2.13
☰ V - Visa Inc. Reduce 40.93% 592,403 1.38
☰ AABA - Altaba Inc Sell 100.00% 15,068 0.01
☰ XRAY - DENTSPLY SIRONA Inc. Sell 100.00% 4,018 0.00
Q2 2019
☰ MHK - Mohawk Industries Reduce 0.26% 3,661 0.00
☰ CACC - Credit Acceptance Corp. Reduce 0.59% 6,459 0.03
☰ BRK.A - Berkshire Hathaway CL A Reduce 0.70% 16 0.05
☰ LM09 - Liberty Media Corp Delaware Reduce 0.74% 91,318 0.03
☰ LBRDA - Liberty Broadband Corp. CL A Reduce 1.04% 10,795 0.01
☰ SCHW - Charles Schwab Corp. Reduce 1.04% 92,012 0.04
☰ BKNG - Booking Holdings Inc. Reduce 1.15% 51,300 0.04
☰ META - Meta Platforms Inc. Reduce 1.26% 26,919 0.05
☰ GOOG - Alphabet Inc. CL C Reduce 1.44% 10,906 0.13
☰ LBRDK - Liberty Broadband Corp. CL C Reduce 1.45% 46,293 0.04
☰ LM05 - Liberty Media Corp Delaware Reduce 2.14% 8,167 0.00
☰ V - Visa Inc. Reduce 2.68% 39,803 0.06
☰ BRK.B - Berkshire Hathaway CL B Reduce 3.04% 43,016 0.09
☰ JEG - Jacobs Engr Group Inc Reduce 8.84% 569,478 0.44
☰ EIX - Edison Intl Reduce 11.31% 2,414 0.00
☰ UNP - Union Pacific Reduce 11.42% 868 0.00
☰ KMX - CarMax Inc. Reduce 13.50% 1,547,696 1.10
☰ COST - Costco Co. Reduce 14.84% 432 0.00
☰ WFC - Wells Fargo Reduce 16.58% 974 0.00
☰ PG - Procter & Gamble Reduce 17.46% 2,321 0.00
☰ AMZN - Amazon.com Inc. Reduce 32.74% 2,115,020 1.92
☰ TJX - TJX Companies Inc. Reduce 45.57% 14,539 0.01
☰ GOOGL - Alphabet Inc. Reduce 66.06% 541,882 6.51
☰ SAILEUR - Sailpoint Technlgies Hldgs I Reduce 96.50% 386,000 0.12
☰ BLDR - Builders FirstSource Inc. Reduce 99.15% 8,600,000 1.17
☰ AABA - Altaba Inc Reduce 99.62% 4,000,000 3.03
☰ JD - JD.com Inc. Reduce 99.84% 8,200,000 2.53
☰ STLA - Stellantis N.V. Reduce 99.86% 28,017,570 4.24
☰ BABA - Alibaba Group Holdings Sell 100.00% 1,195,000 2.22
☰ NBIS - Yandex N V Sell 100.00% 2,730,000 0.96
☰ W - Wayfair Inc. Sell 100.00% 500,348 0.76
☰ BMCH - Bmc Stk Hldgs Inc Sell 100.00% 4,000,000 0.72
☰ GTTNQ - Gtt Communications Inc Sell 100.00% 1,813,008 0.64
☰ SBGI - Sinclair Broadcast Group Inc. Sell 100.00% 1,320,000 0.52
☰ BIDU - Baidu Inc. Sell 100.00% 200,000 0.34
☰ DOMO - Domo Inc Sell 100.00% 670,059 0.28
☰ AYX - Alteryx Inc Sell 100.00% 300,000 0.26
☰ RH - Rh Sell 100.00% 215,000 0.23
☰ IQ - Iqiyi Inc Sell 100.00% 713,000 0.17
☰ DHI - D.R. Horton Sell 100.00% 380,000 0.16
☰ CARG - Cargurus Inc Sell 100.00% 354,437 0.14
☰ APPN - Appian Corp Sell 100.00% 353,582 0.12
☰ CRESY - Cresud S A C I F Y A Sell 100.00% 643,373 0.08
☰ NETS - Netshoes Cayman Ltd Sell 100.00% 2,813,166 0.05
☰ EA - Electronic Arts Inc Sell 100.00% 3,780 0.00
Q1 2019
☰ GOOGL - Alphabet Inc. Reduce 0.42% 3,456 0.04
☰ MA - Mastercard Inc. Reduce 0.45% 9,158 0.02
☰ KMX - CarMax Inc. Reduce 1.39% 161,059 0.11
☰ AMZN - Amazon.com Inc. Reduce 2.47% 163,560 0.14
☰ COST - Costco Co. Reduce 3.77% 114 0.00
☰ V - Visa Inc. Reduce 4.27% 66,272 0.10
☰ LM09 - Liberty Media Corp Delaware Reduce 4.65% 602,937 0.20
☰ JD - JD.com Inc. Reduce 5.19% 450,000 0.10
☰ GOOG - Alphabet Inc. CL C Reduce 6.06% 48,916 0.56
☰ LBRDA - Liberty Broadband Corp. CL A Reduce 6.24% 69,382 0.05
☰ LBRDK - Liberty Broadband Corp. CL C Reduce 6.40% 217,936 0.17
☰ RH - Rh Reduce 6.52% 15,000 0.02
☰ EXPD - Expeditors Int'l Reduce 6.53% 7,135 0.01
☰ BRK.A - Berkshire Hathaway CL A Reduce 7.79% 192 0.65
☰ BRK.B - Berkshire Hathaway CL B Reduce 9.80% 153,732 0.35
☰ EIX - Edison Intl Reduce 15.82% 4,012 0.00
☰ PG - Procter & Gamble Reduce 18.25% 2,968 0.00
☰ DHI - D.R. Horton Reduce 20.83% 100,000 0.04
☰ W - Wayfair Inc. Reduce 21.92% 140,434 0.14
☰ META - Meta Platforms Inc. Reduce 22.87% 634,410 0.91
☰ IDXX - IDEXX Laboratories Reduce 28.02% 446 0.00
☰ UNP - Union Pacific Reduce 29.11% 3,121 0.01
☰ KO - Coca Cola Co. Reduce 30.91% 10,242 0.01
☰ WFC - Wells Fargo Reduce 66.65% 11,735 0.01
☰ TJX - TJX Companies Inc. Reduce 92.80% 410,970 0.20
☰ EA - Electronic Arts Inc Reduce 99.89% 3,478,965 3.03
☰ MTH - Meritage Homes Corp. Sell 100.00% 470,000 0.19
☰ FND - Floor & Decor Holdings Sell 100.00% 476,767 0.14
☰ PGR - Progressive Corp. Sell 100.00% 17,051 0.01
☰ VTI - Vanguard Total Stock Mkt ETF Sell 100.00% 5,127 0.01
☰ ORLY - O'Reilly Automotive Sell 100.00% 874 0.00
☰ XRAY - DENTSPLY SIRONA Inc. Sell 100.00% 7,610 0.00
☰ FAST - Fastenal Sell 100.00% 5,026 0.00
Q4 2018
☰ SCHW - Charles Schwab Corp. Reduce 0.16% 12,976 0.01
☰ LM05 - Liberty Media Corp Delaware Reduce 0.20% 721 0.00
☰ GOOGL - Alphabet Inc. Reduce 0.22% 1,808 0.02
☰ JEG - Jacobs Engr Group Inc Del Reduce 0.26% 16,020 0.01
☰ CACC - Credit Acceptance Corp. Reduce 0.47% 5,086 0.02
☰ KMX - CarMax Inc. Reduce 0.97% 114,005 0.08
☰ MHK - Mohawk Industries Reduce 0.99% 13,527 0.02
☰ BKNG - Booking Holdings Inc. Reduce 1.21% 51,750 0.04
☰ LBRDA - Liberty Broadband Corp. CL A Reduce 1.61% 18,204 0.01
☰ LBRDK - Liberty Broadband Corp. CL C Reduce 1.83% 63,309 0.05
☰ META - Meta Platforms Inc. Reduce 1.91% 53,999 0.08
☰ GOOG - Alphabet Inc. CL C Reduce 4.16% 35,051 0.38
☰ V - Visa Inc. Reduce 4.17% 67,642 0.09
☰ AMZN - Amazon.com Inc. Reduce 4.31% 298,300 0.27
☰ MTH - Meritage Homes Corp. Reduce 7.52% 38,200 0.01
☰ PG - Procter & Gamble Reduce 8.45% 1,500 0.00
☰ MA - Mastercard Inc. Reduce 8.67% 192,005 0.39
☰ AEP - American Electric Power Reduce 9.03% 1,300 0.00
☰ KO - Coca Cola Co. Reduce 9.56% 3,500 0.00
☰ EIX - Edison Intl Reduce 13.03% 3,800 0.00
☰ BRK.A - Berkshire Hathaway CL A Reduce 13.70% 391 1.15
☰ UNP - Union Pacific Reduce 15.72% 2,000 0.00
☰ DHI - D.R. Horton Reduce 31.43% 220,000 0.08
☰ SBGI - Sinclair Broadcast Group Inc. Reduce 34.00% 680,000 0.18
☰ XRAY - DENTSPLY SIRONA Inc. Reduce 74.10% 21,770 0.01
☰ COST - Costco Co. Reduce 85.06% 17,228 0.03
☰ TJX - TJX Companies Inc. Reduce 85.38% 2,585,489 2.66
☰ ORLY - O'Reilly Automotive Reduce 93.32% 12,213 0.04
☰ WFC - Wells Fargo Reduce 99.57% 4,124,408 1.99
☰ SPSC - Sps Comm Inc Sell 100.00% 35,000 0.03
☰ WST - West Pharmaceutical Services, Inc. Sell 100.00% 22,944 0.03
☰ WAT - Waters Corp. Sell 100.00% 9,316 0.02
☰ AXP - American Express Sell 100.00% 13,751 0.01
☰ EME - Emcor Group Inc Sell 100.00% 9,492 0.01
☰ GS - Goldman Sachs Group Sell 100.00% 6,421 0.01
☰ OMC - Omnicom Group Sell 100.00% 9,466 0.01
☰ PRI - Primerica Inc. Sell 100.00% 4,727 0.01
☰ TRMB - Trimble Inc Sell 100.00% 12,213 0.00
☰ CARG - Cargurus Inc Sell 100.00% 5,248 0.00
☰ AAPL - Apple Inc. Sell 100.00% 1,000 0.00
☰ LND - Brasilagro Brazilian Agric R Sell 100.00% 18,965 0.00
Q3 2018
☰ GOOGL - Alphabet Inc. Reduce 0.59% 4,915 0.05
☰ LBRDA - Liberty Broadband Corp. CL A Reduce 1.08% 12,324 0.01
☰ WST - West Pharmaceutical Services, Inc. Reduce 1.10% 256 0.00
☰ PGR - Progressive Corp. Reduce 1.14% 197 0.00
☰ SCHW - Charles Schwab Corp. Reduce 1.16% 96,147 0.04
☰ CACC - Credit Acceptance Corp. Reduce 1.24% 13,658 0.04
☰ MHK - Mohawk Industries Reduce 1.35% 18,634 0.04
☰ GOOG - Alphabet Inc. CL C Reduce 1.40% 11,938 0.12
☰ LBRDK - Liberty Broadband Corp. CL C Reduce 1.46% 51,539 0.04
☰ WFC - Wells Fargo Reduce 1.72% 72,635 0.04
☰ KMX - CarMax Inc. Reduce 1.73% 207,305 0.14
☰ BKNG - Booking Holdings Inc. Reduce 1.95% 84,650 0.06
☰ COST - Costco Co. Reduce 2.20% 456 0.00
☰ KO - Coca Cola Co. Reduce 2.66% 1,000 0.00
☰ BRK.A - Berkshire Hathaway CL A Reduce 2.76% 81 0.20
☰ JEG - Jacobs Engr Group Inc Del Reduce 3.19% 206,697 0.12
☰ EIX - Edison Intl Reduce 3.32% 1,000 0.00
☰ BRK.B - Berkshire Hathaway CL B Reduce 4.11% 59,498 0.10
☰ UNP - Union Pacific Reduce 7.29% 1,000 0.00
☰ IDXX - IDEXX Laboratories Reduce 11.01% 197 0.00
☰ LM09 - Liberty Media Corp Delaware Reduce 16.01% 2,400,670 0.80
☰ V - Visa Inc. Reduce 21.67% 448,630 0.53
☰ MA - Mastercard Inc. Reduce 21.73% 615,188 1.08
☰ OMC - Omnicom Group Reduce 27.88% 3,660 0.00
☰ AMZN - Amazon.com Inc. Reduce 28.32% 2,735,160 2.08
☰ TJX - TJX Companies Inc. Reduce 48.25% 2,823,704 2.41
☰ SPSC - Sps Comm Inc Reduce 78.79% 130,000 0.09
☰ JPM.WS - Jpmorgan Chase & Co Sell 100.00% 600,000 0.34
☰ IRS - Irsa Sp ADR Sell 100.00% 370,085 0.06
☰ IRCP - Irsa Propiedades Comerciales Sell 100.00% 105,000 0.03
☰ SECO - Secoo Hldg Ltd Sell 100.00% 164,446 0.01
Q2 2018
☰ KMX - CarMax Inc. Reduce 0.02% 2,471 0.00
☰ STLA - Stellantis N.V. Reduce 0.08% 19,535 0.00
☰ MHK - Mohawk Industries Reduce 0.14% 1,905 0.00
☰ LM05 - Liberty Media Corp Delaware Reduce 0.35% 1,252 0.00
☰ COST - Costco Co. Reduce 0.46% 96 0.00
☰ BKNG - Booking Holdings Inc. Reduce 0.48% 21,075 0.02
☰ SCHW - Charles Schwab Corp. Reduce 0.58% 48,380 0.02
☰ WFC - Wells Fargo Reduce 0.69% 29,308 0.01
☰ TJX - TJX Companies Inc. Reduce 0.75% 44,466 0.03
☰ PGR - Progressive Corp. Reduce 1.76% 309 0.00
☰ MA - Mastercard Inc. Reduce 2.71% 78,780 0.12
☰ GOOG - Alphabet Inc. CL C Reduce 3.79% 33,661 0.31
☰ WST - West Pharmaceutical Services, Inc. Reduce 5.44% 1,334 0.00
☰ ORLY - O'Reilly Automotive Reduce 6.79% 951 0.00
☰ GOOGL - Alphabet Inc. Reduce 7.36% 66,001 0.61
☰ GS - Goldman Sachs Group Reduce 9.00% 635 0.00
☰ JD - JD.com Inc. Reduce 9.52% 634,250 0.23
☰ WAT - Waters Corp. Reduce 10.89% 1,139 0.00
☰ BRK.A - Berkshire Hathaway CL A Reduce 12.93% 436 1.18
☰ XRAY - DENTSPLY SIRONA Inc. Reduce 24.74% 9,611 0.00
☰ AMZN - Amazon.com Inc. Reduce 28.61% 3,870,200 2.54
☰ EME - Emcor Group Inc Reduce 38.28% 5,886 0.00
☰ IRS - Irsa Sp ADR Reduce 38.46% 231,315 0.05
☰ SPSC - Sps Comm Inc Reduce 44.07% 130,000 0.07
☰ SECO - Secoo Hldg Ltd Reduce 83.56% 835,554 0.08
☰ OMC - Omnicom Group Reduce 99.33% 1,959,704 1.30
☰ PRI - Primerica Inc. Reduce 99.49% 927,478 0.83
☰ COF - Capital One Financial Sell 100.00% 1,601,000 1.38
☰ WUBA - 58 Com Inc Sell 100.00% 963,627 0.69
☰ W - Wayfair Inc. Sell 100.00% 830,718 0.50
☰ HDB - HDFC Bank Ltd. Sell 100.00% 8,464 0.01
☰ BABA - Alibaba Group Holdings Sell 100.00% 1,203 0.00
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