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)
← All W superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2022   Q4 0 0.00 Sell 100.00% 2.27 $28.11–43.92 · VW $35.61i SEC
2022   Q3 4,685,292 2.27 Reduce 4.98% 0.14 $32.47–76.35 · VW $50.69i $152,506,000 SEC
2022   Q2 4,930,599 2.80 Add 43.33% 0.85 $43.31–121.35 · VW $67.61i $214,777,000 SEC
2022   Q1 3,440,017 3.75 Add 9.06% 0.31 $100.57–197.77 · VW $137.23i $381,085,000 SEC
2021   Q4 3,154,288 5.12 Add 32.52% 1.26 $183.74–298.00 · VW $238.82i $599,220,000 SEC
2021   Q3 2,380,289 5.47 Add 82.65% 2.48 $234.18–321.75 · VW $271.64i $608,188,000 SEC
2021   Q2 1,303,191 3.65 Reduce 1.20% 0.05 $265.04–343.80 · VW $308.44i $411,430,000 SEC
2021   Q1 1,319,033 3.90 Reduce 26.43% 1.14 $222.28–369.00 · VW $293.19i $415,166,000 SEC
2020   Q4 1,792,809 4.32 Reduce 23.23% 1.88 $221.09–324.21 · VW $260.56i $404,834,000 SEC
2020   Q3 2,335,414 8.09 Reduce 21.34% 1.68 $196.30–349.08 · VW $282.41i $679,629,000 SEC
2020   Q2 2,968,852 7.86 Reduce 42.61% 1.89 $45.52–221.54 · VW $143.07i $586,675,000 SEC
2020   Q1 5,173,101 4.43 Add 29.46% 1.01 $21.70–112.53 · VW $63.74i $276,451,000 SEC
2019   Q4 3,995,919 4.47 Add 38.70% 1.25 $78.61–120.43 · VW $89.01i $361,111,000 SEC
2019   Q3 2,881,046 4.24 Buy 4.24 $106.04–154.41 · VW $123.85i $323,023,000 SEC
2019   Q2 0 0.00 Sell 100.00% 0.76 $135.21–166.40 · VW $151.79i SEC
2019   Q1 500,348 0.76 Reduce 21.92% 0.14 $84.27–173.72 · VW $139.27i $74,277,000 SEC
2018   Q4 640,782 0.64 Buy 0.64 $76.60–149.85 · VW $101.62i $57,722,000 SEC
2018   Q2 0 0.00 Sell 100.00% 0.50 $60.53–119.84 · VW $86.89i SEC
2018   Q1 830,718 0.50 $65.14 $54,113,000 SEC
Price snapshot:
Current price$86.37
52-week low$53.13
52-week high$119.98