Q4 2025 · 13F-HR
Ruane, Cunniff & Goldfarb L.P.holdings as filed
Filed 2026-02-13 · accession 0000919574-26-000775
$6.40B
Reported value
48
Positions
2025-12-31
Period end
The Brief · Ruane, Cunniff & Goldfarb L.P. · Q4 2025
AI · grounded in 13F
Ruane, Cunniff & Goldfarb L.P. established a new position in ACCENTURE PLC IRELAND valued at $253.1M. The fund also initiated a new stake in ALGN worth $190.9M. On the sell side, the fund reduced its holding in TSM by 24.4% and trimmed its position in SCHW by 11.4%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 02079K305 | GOOGL | ALPHABET INC | $680.7M | 10.6% | 2,174,821 | Common | SOLE |
| 808513105 | SCHW | SCHWAB CHARLES CORP | $559.0M | 8.73% | 5,594,948 | Common | SOLE |
| 531229755 | FWONK | LIBERTY MEDIA CORP DEL | $540.9M | 8.45% | 5,491,118 | Common | SOLE |
| 14040H105 | COF | CAPITAL ONE FINL CORP | $501.2M | 7.83% | 2,068,023 | Common | SOLE |
| 036752103 | ELV | ELEVANCE HEALTH INC FORMERLY | $498.7M | 7.79% | 1,422,506 | Common | SOLE |
| 45866F104 | ICE | INTERCONTINENTAL EXCHANGE IN | $437.9M | 6.84% | 2,703,907 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $432.0M | 6.75% | 1,421,721 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $358.5M | 5.60% | 1,142,353 | Common | SOLE |
| G4705A100 | ICLR | ICON PLC | $306.1M | 4.78% | 1,679,590 | Common | SOLE |
| 553498106 | MSA | MSA SAFETY INC | $290.1M | 4.53% | 1,811,635 | Common | SOLE |
| G1151C101 | ACN | ACCENTURE PLC IRELAND | $253.1M | 3.95% | 943,420 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $246.3M | 3.85% | 745,999 | Common | SOLE |
| 225310101 | CACC | CREDIT ACCEP CORP MICH | $237.8M | 3.71% | 536,132 | Common | SOLE |
| 016255101 | ALGN | ALIGN TECHNOLOGY INC | $190.9M | 2.98% | 1,222,534 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $158.9M | 2.48% | 316,106 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $157.8M | 2.46% | 239,018 | Common | SOLE |
| 530307305 | LBRDK | LIBERTY BROADBAND CORP | $89.5M | 1.40% | 1,841,624 | Common | SOLE |
| 084670108 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $86.8M | 1.36% | 115 | Common | SOLE |
| 09073M104 | TECH | BIO-TECHNE CORP | $86.2M | 1.35% | 1,465,935 | Common | SOLE |
| 16119P108 | CHTR | CHARTER COMMUNICATIONS INC N | $75.6M | 1.18% | 362,000 | Common | SOLE |
| 023939101 | AMTM | AMENTUM HOLDINGS INC | $69.4M | 1.08% | 2,394,129 | Common | SOLE |
| 531229771 | FWONA | LIBERTY MEDIA CORP DEL | $66.0M | 1.03% | 738,880 | Common | SOLE |
| 530307107 | LBRDA | LIBERTY BROADBAND CORP | $31.5M | 0.49% | 652,780 | Common | SOLE |
| 36164V800 | GLIBK | GCI LIBERTY INC | $20.1M | 0.31% | 539,071 | Common | SOLE |
| 803054204 | SAP | SAP SE | $11.2M | 0.17% | 45,927 | Common | SOLE |
| 36164V602 | GLIBA | GCI LIBERTY INC | $4.8M | 0.08% | 131,168 | Common | SOLE |
| 29452E101 | EQH | EQUITABLE HLDGS INC | $1.9M | 0.03% | 40,636 | Common | SOLE |
| 398905109 | GPI | GROUP 1 AUTOMOTIVE INC | $1.4M | 0.02% | 3,610 | Common | SOLE |
| 536797103 | LAD | LITHIA MTRS INC | $1.0M | 0.02% | 3,049 | Common | SOLE |
| 922908769 | VTI | VANGUARD INDEX FDS | $897,853 | 0.01% | 2,678 | Common | SOLE |
| 46982L108 | J | JACOBS SOLUTIONS INC | $859,268 | 0.01% | 6,487 | Common | SOLE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $617,056 | 0.01% | 2,162 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $489,427 | 0.01% | 5,220 | Common | SOLE |
| 46137Y609 | RSPC | INVESCO EXCHANGE TRADED FD T | $439,321 | 0.01% | 11,029 | Common | SOLE |
| 921909768 | VXUS | VANGUARD STAR FDS | $410,243 | 0.01% | 5,438 | Common | SOLE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $344,793 | 0.01% | 932 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $333,214 | 0.01% | 689 | Common | SOLE |
| 48581R205 | KSPI | KASPI KZ JSC | $321,271 | 0.01% | 4,112 | Common | SOLE |
| P31076105 | CPA | COPA HOLDINGS SA | $308,159 | 0.00% | 2,555 | Common | SOLE |
| 256677105 | DG | DOLLAR GEN CORP NEW | $288,111 | 0.00% | 2,170 | Common | SOLE |
| N82405106 | STLA | STELLANTIS N.V | $278,577 | 0.00% | 25,581 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $277,495 | 0.00% | 531 | Common | SOLE |
| 829242106 | SBGI | SINCLAIR INC | $274,773 | 0.00% | 17,959 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $242,227 | 0.00% | 891 | Common | SOLE |
| 31488V107 | FERG | FERGUSON ENTERPRISES INC | $222,630 | 0.00% | 1,000 | Common | SOLE |
| 83207R107 | SDHC | SMITH DOUGLAS HOMES CORP | $204,745 | 0.00% | 12,209 | Common | SOLE |
| 922042742 | VT | VANGUARD INTL EQUITY INDEX F | $201,152 | 0.00% | 1,426 | Common | SOLE |
| 76674Q107 | RMNI | RIMINI STR INC DEL | $144,107 | 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.