Q1 2025 · 13F-HR
Ruane, Cunniff & Goldfarb L.P.holdings as filed
Filed 2025-05-15 · accession 0000919574-25-003038
$5.51B
Reported value
38
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 808513105 | SCHW | SCHWAB CHARLES CORP | $529.3M | 9.61% | 6,761,375 | Common | SOLE |
| 531229755 | FWONK | LIBERTY MEDIA CORP DEL | $518.0M | 9.41% | 5,755,304 | Common | SOLE |
| 036752103 | ELV | ELEVANCE HEALTH INC | $488.4M | 8.87% | 1,122,920 | Common | SOLE |
| 45866F104 | ICE | INTERCONTINENTAL EXCHANGE IN | $482.0M | 8.75% | 2,794,096 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $430.6M | 7.82% | 822,168 | Common | SOLE |
| 14040H105 | COF | CAPITAL ONE FINL CORP | $382.0M | 6.94% | 2,130,414 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $366.9M | 6.66% | 2,372,844 | Common | SOLE |
| 225310101 | CACC | CREDIT ACCEP CORP MICH | $332.1M | 6.03% | 643,101 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $309.8M | 5.63% | 1,866,293 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $294.5M | 5.35% | 510,972 | Common | SOLE |
| G4705A100 | ICLR | ICON PLC | $219.5M | 3.99% | 1,254,350 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $207.6M | 3.77% | 1,328,509 | Common | SOLE |
| 530307305 | LBRDK | LIBERTY BROADBAND CORP | $202.7M | 3.68% | 2,383,453 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $179.5M | 3.26% | 336,982 | Common | SOLE |
| 16119P108 | CHTR | CHARTER COMMUNICATIONS INC N | $147.6M | 2.68% | 400,460 | Common | SOLE |
| 46982L108 | J | JACOBS SOLUTIONS INC | $142.3M | 2.58% | 1,176,743 | Common | SOLE |
| 084670108 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $100.6M | 1.83% | 126 | Common | SOLE |
| 531229771 | FWONA | LIBERTY MEDIA CORP DEL | $60.4M | 1.10% | 741,230 | Common | SOLE |
| 530307107 | LBRDA | LIBERTY BROADBAND CORP | $57.3M | 1.04% | 674,067 | Common | SOLE |
| 023939101 | AMTM | AMENTUM HOLDINGS INC | $43.6M | 0.79% | 2,393,039 | Common | SOLE |
| 302130109 | EXPD | EXPEDITORS INTL WASH INC | $2.6M | 0.05% | 21,902 | Common | SOLE |
| 29452E101 | EQH | EQUITABLE HLDGS INC | $2.1M | 0.04% | 40,728 | Common | SOLE |
| 398905109 | GPI | GROUP 1 AUTOMOTIVE INC | $1.3M | 0.02% | 3,361 | Common | SOLE |
| 536797103 | LAD | LITHIA MTRS INC | $797,255 | 0.01% | 2,716 | Common | SOLE |
| 12008R107 | BLDR | BUILDERS FIRSTSOURCE INC | $587,218 | 0.01% | 4,700 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $565,113 | 0.01% | 606 | Common | SOLE |
| 143130102 | KMX | CARMAX INC | $489,338 | 0.01% | 6,280 | Common | SOLE |
| 922908769 | VTI | VANGUARD INDEX FDS | $474,099 | 0.01% | 1,725 | Common | SOLE |
| N82405106 | STLA | STELLANTIS N.V | $444,779 | 0.01% | 39,677 | Common | SOLE |
| 922908363 | VOO | VANGUARD INDEX FDS | $350,487 | 0.01% | 682 | Common | SOLE |
| 829242106 | SBGI | SINCLAIR INC | $286,087 | 0.01% | 17,959 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $269,801 | 0.00% | 531 | Common | SOLE |
| 921909768 | VXUS | VANGUARD STAR FDS | $255,914 | 0.00% | 4,121 | Common | SOLE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $250,755 | 0.00% | 932 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $243,628 | 0.00% | 649 | Common | SOLE |
| P31076105 | CPA | COPA HOLDINGS SA | $236,235 | 0.00% | 2,555 | Common | SOLE |
| 76674Q107 | RMNI | RIMINI STR INC DEL | $132,083 | 0.00% | 37,955 | Common | SOLE |
| N0731H103 | ATAI | ATAI LIFE SCIENCES NV | $57,272 | 0.00% | 42,112 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.