Q3 2025 · 13F-HR
Ruane, Cunniff & Goldfarb L.P.holdings as filed
Filed 2025-11-14 · accession 0000919574-25-006759
$6.04B
Reported value
47
Positions
2025-09-30
Period end
The Brief · Ruane, Cunniff & Goldfarb L.P. · Q3 2025
AI · grounded in 13F
Ruane, Cunniff & Goldfarb L.P. reduced its position in J by 99.128%. The fund increased its holdings in TECH by 866.923% and MSA by 79.6803%. Other notable activity includes a 38.62% reduction in META.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 808513105 | SCHW | SCHWAB CHARLES CORP | $602.9M | 9.99% | 6,315,561 | Common | SOLE |
| 531229755 | FWONK | LIBERTY MEDIA CORP DEL | $581.7M | 9.64% | 5,568,989 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $572.9M | 9.49% | 2,356,719 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $525.5M | 8.71% | 1,881,721 | Common | SOLE |
| 036752103 | ELV | ELEVANCE HEALTH INC FORMERLY | $468.0M | 7.75% | 1,448,283 | Common | SOLE |
| 45866F104 | ICE | INTERCONTINENTAL EXCHANGE IN | $462.2M | 7.66% | 2,743,291 | Common | SOLE |
| 14040H105 | COF | CAPITAL ONE FINL CORP | $446.0M | 7.39% | 2,098,124 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $305.6M | 5.06% | 1,254,571 | Common | SOLE |
| G4705A100 | ICLR | ICON PLC | $297.7M | 4.93% | 1,700,994 | Common | SOLE |
| 553498106 | MSA | MSA SAFETY INC | $293.4M | 4.86% | 1,705,286 | Common | SOLE |
| 225310101 | CACC | CREDIT ACCEP CORP MICH | $270.1M | 4.48% | 578,459 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $261.8M | 4.34% | 758,223 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $179.2M | 2.97% | 244,021 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $162.2M | 2.69% | 322,552 | Common | SOLE |
| 530307305 | LBRDK | LIBERTY BROADBAND CORP | $119.1M | 1.97% | 1,874,237 | Common | SOLE |
| 16119P108 | CHTR | CHARTER COMMUNICATIONS INC N | $102.7M | 1.70% | 373,432 | Common | SOLE |
| 084670108 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $88.2M | 1.46% | 117 | Common | SOLE |
| 09073M104 | TECH | BIO-TECHNE CORP | $82.0M | 1.36% | 1,473,755 | Common | SOLE |
| 531229771 | FWONA | LIBERTY MEDIA CORP DEL | $70.7M | 1.17% | 742,310 | Common | SOLE |
| 023939101 | AMTM | AMENTUM HOLDINGS INC | $58.0M | 0.96% | 2,423,748 | Common | SOLE |
| 530307107 | LBRDA | LIBERTY BROADBAND CORP | $42.4M | 0.70% | 669,160 | Common | SOLE |
| 36164V800 | GLIBK | GCI LIBERTY INC | $14.0M | 0.23% | 374,670 | Common | SOLE |
| 803054204 | SAP | SAP SE | $12.3M | 0.20% | 46,000 | Common | SOLE |
| 36164V602 | GLIBA | GCI LIBERTY INC | $5.0M | 0.08% | 133,200 | Common | SOLE |
| 29452E101 | EQH | EQUITABLE HLDGS INC | $2.1M | 0.03% | 40,636 | Common | SOLE |
| 398905109 | GPI | GROUP 1 AUTOMOTIVE INC | $1.6M | 0.03% | 3,610 | Common | SOLE |
| 46982L108 | J | JACOBS SOLUTIONS INC | $1.4M | 0.02% | 9,349 | Common | SOLE |
| 922908769 | VTI | VANGUARD INDEX FDS | $868,666 | 0.01% | 2,647 | Common | SOLE |
| 536797103 | LAD | LITHIA MTRS INC | $858,256 | 0.01% | 2,716 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $724,148 | 0.01% | 604 | Common | SOLE |
| 921909768 | VXUS | VANGUARD STAR FDS | $389,411 | 0.01% | 5,301 | Common | SOLE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $361,746 | 0.01% | 2,162 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $356,868 | 0.01% | 689 | Common | SOLE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $309,573 | 0.01% | 932 | Common | SOLE |
| P31076105 | CPA | COPA HOLDINGS SA | $303,585 | 0.01% | 2,555 | Common | SOLE |
| 48581R205 | KSPI | KASPI KZ JSC | $303,196 | 0.01% | 3,712 | Common | SOLE |
| 829242106 | SBGI | SINCLAIR INC | $271,181 | 0.00% | 17,959 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $258,443 | 0.00% | 531 | Common | SOLE |
| N82405106 | STLA | STELLANTIS N.V | $255,103 | 0.00% | 27,313 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $226,875 | 0.00% | 891 | Common | SOLE |
| 31488V107 | FERG | FERGUSON ENTERPRISES INC | $224,580 | 0.00% | 1,000 | Common | SOLE |
| 256677105 | DG | DOLLAR GEN CORP NEW | $224,270 | 0.00% | 2,170 | Common | SOLE |
| N0731H103 | ATAI | ATAI LIFE SCIENCES NV | $222,772 | 0.00% | 42,112 | Common | SOLE |
| 09290D101 | BLK | BLACKROCK INC | $216,852 | 0.00% | 186 | Common | SOLE |
| 83207R107 | SDHC | SMITH DOUGLAS HOMES CORP | $215,611 | 0.00% | 12,209 | Common | SOLE |
| 143130102 | KMX | CARMAX INC | $200,524 | 0.00% | 4,469 | Common | SOLE |
| 76674Q107 | RMNI | RIMINI STR INC DEL | $173,820 | 0.00% | 37,141 | 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.