Ruane, Cunniff & Goldfarb L.p.

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0001720792

Type: FundHoldings: 38Value: $5.5BLatest: 2025Q1

Ruane, Cunniff & Goldfarb L.P. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 38 holdings worth $5.5 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "FWONK",
  "GOOGL",
  "AXP",
  "KMX",
  "COF",
  "EQH",
  "EXPD",
  "ATAI",
  "ICE",
  "META",
  "RMNI",
  "FWONA",
  "MSFT",
  "ICLR",
  "UNH",
  "SPGI",
  "SCHW",
  "SBGI",
  "LBRDA",
  "LAD",
  "TSM",
  "GPI",
  "AMTM",
  "VXUS",
  "VOO",
  "CACC",
  "LBRDK",
  "STLA",
  "BRK-A",
  "BRK-B",
  "BLDR",
  "CHTR",
  null,
  "J",
  "ELV",
  "GOOG",
  "NFLX",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 38
Total Value: 5506018063
Accession Number: 0000919574-25-003038
Form Type: 13F-HR
CIK: ruane-cunniff--goldfarb-lp
Manager Name: Ruane-Cunniff--Goldfarb-Lp

Data Enrichment

97% identified

37 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

38 positions • $5.5B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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SCHWAB CHARLES CORP

SCHW|808513105

Shares:6.8M

Value:$529.3M

% of Portfolio:9.6% ($529.3M/$5.5B)

Liberty Media Corp

FWONK|531229755

Shares:5.8M

Value:$518.0M

% of Portfolio:9.4% ($518.0M/$5.5B)

Elevance Health, Inc.

ELV|036752103

Shares:1.1M

Value:$488.4M

% of Portfolio:8.9% ($488.4M/$5.5B)

Intercontinental Exchange, Inc.

ICE|45866F104

Shares:2.8M

Value:$482.0M

% of Portfolio:8.8% ($482.0M/$5.5B)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:822.2K

Value:$430.6M

% of Portfolio:7.8% ($430.6M/$5.5B)

CAPITAL ONE FINANCIAL CORP

COF|14040H105

Shares:2.1M

Value:$382.0M

% of Portfolio:6.9% ($382.0M/$5.5B)

Alphabet Inc.

GOOGL|02079K305

Shares:2.4M

Value:$366.9M

% of Portfolio:6.7% ($366.9M/$5.5B)

CREDIT ACCEPTANCE CORP

CACC|225310101

Shares:643.1K

Value:$332.1M

% of Portfolio:6.0% ($332.1M/$5.5B)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:1.9M

Value:$309.8M

% of Portfolio:5.6% ($309.8M/$5.5B)

Meta Platforms, Inc.

META|30303M102

Shares:511.0K

Value:$294.5M

% of Portfolio:5.3% ($294.5M/$5.5B)

ICON PLC

ICLR|G4705A100

Shares:1.3M

Value:$219.5M

% of Portfolio:4.0% ($219.5M/$5.5B)

Alphabet Inc.

GOOG|02079K107

Shares:1.3M

Value:$207.6M

% of Portfolio:3.8% ($207.6M/$5.5B)

Liberty Broadband Corp

LBRDK|530307305

Shares:2.4M

Value:$202.7M

% of Portfolio:3.7% ($202.7M/$5.5B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:337.0K

Value:$179.5M

% of Portfolio:3.3% ($179.5M/$5.5B)

CHARTER COMMUNICATIONS, INC. /MO/

CHTR|16119P108

Shares:400.5K

Value:$147.6M

% of Portfolio:2.7% ($147.6M/$5.5B)

JACOBS SOLUTIONS INC.

J|46982L108

Shares:1.2M

Value:$142.3M

% of Portfolio:2.6% ($142.3M/$5.5B)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:126

Value:$100.6M

% of Portfolio:1.8% ($100.6M/$5.5B)

Liberty Media Corp

FWONA|531229771

Shares:741.2K

Value:$60.4M

% of Portfolio:1.1% ($60.4M/$5.5B)

Liberty Broadband Corp

LBRDA|530307107

Shares:674.1K

Value:$57.3M

% of Portfolio:1.0% ($57.3M/$5.5B)

Amentum Holdings, Inc.

AMTM|023939101

Shares:2.4M

Value:$43.6M

% of Portfolio:0.8% ($43.6M/$5.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
SCHWAB CHARLES CORP(SCHWcusip808513105)	6.8M	QoQ -2.05% (-142.1K) YoY -16.86% (-1.4M)	All Managers (Combined)	$529.3M	9.6% ($529.3M/$5.5B)	QoQ +3.59% (-$18.4M) YoY -10.03% (-$59.0M)
Liberty Media Corp(FWONKcusip531229755)	5.8M	QoQ -1.94% (-114.1K) YoY -10.61% (-683.1K)	All Managers (Combined)	$518.0M	9.4% ($518.0M/$5.5B)	QoQ -4.74% (-$25.8M) YoY +22.65% (-$95.7M)
Elevance Health, Inc.(ELVcusip036752103)	1.1M	QoQ -1.83% (-21.0K) YoY +4.48% (-48.2K)	All Managers (Combined)	$488.4M	8.9% ($488.4M/$5.5B)	QoQ +15.73% (-$66.4M) YoY -12.35% (-$68.8M)
Intercontinental Exchange, Inc.(ICEcusip45866F104)	2.8M	QoQ -41.87% (-2.0M) YoY -47.81% (-2.6M)	All Managers (Combined)	$482.0M	8.8% ($482.0M/$5.5B)	QoQ -32.71% (-$234.3M) YoY -34.49% (-$253.9M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	822.2K	QoQ -1.88% (-15.8K) YoY -20.01% (-205.7K)	All Managers (Combined)	$430.6M	7.8% ($430.6M/$5.5B)	QoQ +1.58% (-$6.7M) YoY -15.31% (-$77.9M)
CAPITAL ONE FINANCIAL CORP(COFcusip14040H105)	2.1M	QoQ -2.14% (-46.7K) YoY -27.84% (-822.3K)	All Managers (Combined)	$382.0M	6.9% ($382.0M/$5.5B)	QoQ -1.60% (-$6.2M) YoY -13.11% (-$57.6M)
Alphabet Inc.(GOOGLcusip02079K305)	2.4M	QoQ -0.79% (-19.0K) YoY -18.31% (-532.0K)	All Managers (Combined)	$366.9M	6.7% ($366.9M/$5.5B)	QoQ -18.95% (-$85.8M) YoY -16.30% (-$71.5M)
CREDIT ACCEPTANCE CORP(CACCcusip225310101)	643.1K	QoQ -1.85% (-12.2K) YoY -10.43% (-74.9K)	All Managers (Combined)	$332.1M	6.0% ($332.1M/$5.5B)	QoQ +7.94% (-$24.4M) YoY -16.15% (-$64.0M)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	1.9M	QoQ -3.49% (-67.6K) YoY -49.78% (-1.9M)	All Managers (Combined)	$309.8M	5.6% ($309.8M/$5.5B)	QoQ -18.88% (-$72.1M) YoY -38.73% (-$195.8M)
Meta Platforms, Inc.(METAcusip30303M102)	511.0K	QoQ -2.02% (-10.6K) YoY -14.93% (-89.7K)	All Managers (Combined)	$294.5M	5.3% ($294.5M/$5.5B)	QoQ -3.55% (-$10.9M) YoY +0.96% (-$2.8M)
ICON PLC(ICLRcusipG4705A100)	1.3M	QoQ -0.88% (-11.2K) YoY NEW(+1.3M)	All Managers (Combined)	$219.5M	4.0% ($219.5M/$5.5B)	QoQ -17.29% (-$45.9M) YoY NEW(+$219.5M)
Alphabet Inc.(GOOGcusip02079K107)	1.3M	QoQ -4.55% (-63.4K) YoY -15.95% (-252.2K)	All Managers (Combined)	$207.6M	3.8% ($207.6M/$5.5B)	QoQ -21.70% (-$57.5M) YoY -13.76% (-$33.1M)
Liberty Broadband Corp(LBRDKcusip530307305)	2.4M	QoQ -1.19% (-28.7K) YoY -19.48% (-576.8K)	All Managers (Combined)	$202.7M	3.7% ($202.7M/$5.5B)	QoQ +12.40% (-$22.4M) YoY +19.65% (-$33.3M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	337.0K	QoQ -3.23% (-11.3K) YoY -25.20% (-113.5K)	All Managers (Combined)	$179.5M	3.3% ($179.5M/$5.5B)	QoQ +13.69% (-$21.6M) YoY -5.26% (-$10.0M)
CHARTER COMMUNICATIONS, INC. /MO/(CHTRcusip16119P108)	400.5K	QoQ -3.29% (-13.7K) YoY NEW(+400.5K)	All Managers (Combined)	$147.6M	2.7% ($147.6M/$5.5B)	QoQ +3.96% (-$5.6M) YoY NEW(+$147.6M)
JACOBS SOLUTIONS INC.(Jcusip46982L108)	1.2M	QoQ -2.82% (-34.2K) YoY -56.21% (-1.5M)	All Managers (Combined)	$142.3M	2.6% ($142.3M/$5.5B)	QoQ -12.08% (-$19.5M) YoY -65.56% (-$270.9M)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	126	QoQ 0.00% (+0) YoY -15.43% (-23)	All Managers (Combined)	$100.6M	1.8% ($100.6M/$5.5B)	QoQ +17.25% (+$14.8M) YoY +6.42% (-$6.1M)
Liberty Media Corp(FWONAcusip531229771)	741.2K	QoQ -1.02% (-7.7K) YoY -13.46% (-115.3K)	All Managers (Combined)	$60.4M	1.1% ($60.4M/$5.5B)	QoQ -4.05% (-$2.6M) YoY +20.02% (-$10.1M)
Liberty Broadband Corp(LBRDAcusip530307107)	674.1K	QoQ -1.36% (-9.3K) YoY -12.01% (-92.1K)	All Managers (Combined)	$57.3M	1.0% ($57.3M/$5.5B)	QoQ +12.74% (-$6.5M) YoY +30.92% (-$13.5M)
Amentum Holdings, Inc.(AMTMcusip023939101)	2.4M	QoQ -1.77% (-43.3K) YoY NEW(+2.4M)	All Managers (Combined)	$43.6M	0.8% ($43.6M/$5.5B)	QoQ -14.99% (-$7.7M) YoY NEW(+$43.6M)