Ruane, Cunniff & Goldfarb L.P. Top Holdings and 13F Report (2025) About Ruane, Cunniff & Goldfarb L.P.Investment ActivityRuane, Cunniff & Goldfarb L.P. has $5.83 billion in total holdings as of June 30, 2025.Ruane, Cunniff & Goldfarb L.P. owns shares of 43 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 4.24% of the portfolio was purchased this quarter.About 4.62% of the portfolio was sold this quarter.This quarter, Ruane, Cunniff & Goldfarb L.P. has purchased 38 new stocks and bought additional shares in 7 stocks.Ruane, Cunniff & Goldfarb L.P. sold shares of 17 stocks and completely divested from 1 stock this quarter.Largest Holdings Charles Schwab $602,076,519Liberty Media Corporation - Liberty Formula One Series C $586,347,724Intercontinental Exchange $508,024,210Capital One Financial $450,416,324Taiwan Semiconductor Manufacturing $434,335,570 Largest New Holdings this Quarter 553498106 - MSA Safety Incorporporated $158,997,195 Holding09073M104 - Bio-Techne $7,841,855 Holding595112103 - Micron Technology $266,467 Holding256677105 - Dollar General $245,231 Holding31488V107 - FERGUSON ENTERPRISES INC $217,750 Holding Largest Purchases this Quarter MSA Safety Incorporporated 949,067 shares (about $159.00M)Icon 453,833 shares (about $66.01M)Taiwan Semiconductor Manufacturing 51,388 shares (about $11.64M)Bio-Techne 152,417 shares (about $7.84M)AMENTUM HOLDINGS INC 48,704 shares (about $1.15M) Largest Sales this Quarter Meta Platforms 113,414 shares (about $83.71M)Liberty Broadband 494,166 shares (about $48.62M)Credit Acceptance 59,076 shares (about $30.10M)UnitedHealth Group 58,729 shares (about $18.32M)Liberty Media Corporation - Liberty Formula One Series C 144,321 shares (about $15.08M) Sector Allocation Over TimeMap of 500 Largest Holdings ofRuane, Cunniff & Goldfarb L.P. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHWCharles Schwab$602,076,519$14,831,336 ▼-2.4%6,598,82210.3%FinanceFWONKLiberty Media Corporation - Liberty Formula One Series C$586,347,724$15,081,545 ▼-2.5%5,610,98310.1%Consumer DiscretionaryICEIntercontinental Exchange$508,024,210$4,608,583 ▼-0.9%2,768,9778.7%FinanceCOFCapital One Financial$450,416,324$2,850,558 ▼-0.6%2,117,0167.7%FinanceTSMTaiwan Semiconductor Manufacturing$434,335,570$11,638,868 ▲2.8%1,917,6817.4%Computer and TechnologyELVElevance Health$426,165,969$10,604,994 ▼-2.4%1,095,6557.3%MedicalGOOGLAlphabet$417,016,397$1,149,901 ▼-0.3%2,366,3197.1%Computer and TechnologyCACCCredit Acceptance$297,519,856$30,095,087 ▼-9.2%584,0255.1%FinanceMETAMeta Platforms$293,433,584$83,709,739 ▼-22.2%397,5585.0%Computer and TechnologyICLRIcon$248,455,217$66,010,010 ▲36.2%1,708,1834.3%MedicalUNHUnitedHealth Group$238,170,065$18,321,686 ▼-7.1%763,4394.1%MedicalGOOGAlphabet$228,145,002$7,519,207 ▼-3.2%1,286,1213.9%Computer and TechnologyLBRDKLiberty Broadband$185,868,055$48,616,051 ▼-20.7%1,889,2873.2%Consumer DiscretionaryMSAMSA Safety Incorporporated$158,997,195$158,997,195 ▲New Holding949,0672.7%IndustrialsBRK.BBerkshire Hathaway$158,769,553$4,926,194 ▼-3.0%326,8412.7%FinanceCHTRCharter Communications$158,051,669$5,660,383 ▼-3.5%386,6142.7%Consumer DiscretionaryJJacobs Solutions$140,930,700$13,752,168 ▼-8.9%1,072,1242.4%Business ServicesBRK.ABerkshire Hathaway$85,269,600$6,559,200 ▼-7.1%1171.5%FinanceFWONALiberty Media Corporation - Liberty Formula One Series A$71,062,651$675,450 ▲1.0%748,3431.2%Consumer DiscretionaryLBRDALiberty Broadband$65,422,701$514,533 ▼-0.8%668,8071.1%Consumer DiscretionaryAMENTUM HOLDINGS INC$57,649,558$1,149,902 ▲2.0%2,441,7431.0%COMTECHBio-Techne$7,841,855$7,841,855 ▲New Holding152,4170.1%MedicalEXPDExpeditors International of Washington$2,502,3040.0%21,9020.0%TransportationEQHEquitable$2,284,8410.0%40,7280.0%FinanceGPIGroup 1 Automotive$1,462,979$4,804 ▼-0.3%3,3500.0%Retail/WholesaleLADLithia Motors$917,5190.0%2,7160.0%Retail/WholesaleNFLXNetflix$811,5130.0%6060.0%Consumer DiscretionaryVTIVanguard Total Stock Market ETF$775,325$251,046 ▲47.9%2,5510.0%ETFKMXCarMax$422,0790.0%6,2800.0%Retail/WholesaleSTLAStellantis$397,9600.0%39,6770.0%Auto/Tires/TrucksVOOVanguard S&P 500 ETF$387,3960.0%6820.0%ETFMSFTMicrosoft$342,715$19,896 ▲6.2%6890.0%Computer and TechnologyVXUSVanguard Total International Stock ETF$322,098$37,378 ▲13.1%4,6620.0%ETFAXPAmerican Express$297,2890.0%9320.0%FinanceCPACopa$280,9730.0%2,5550.0%TransportationSPGIS&P Global$279,9910.0%5310.0%FinanceMUMicron Technology$266,467$266,467 ▲New Holding2,1620.0%Computer and TechnologySBGISinclair$248,1930.0%17,9590.0%Consumer DiscretionaryDGDollar General$245,231$245,231 ▲New Holding2,1440.0%Retail/WholesaleFERGUSON ENTERPRISES INC$217,750$217,750 ▲New Holding1,0000.0%COMMON STOCK NEWRSGRepublic Services$201,480$201,480 ▲New Holding8170.0%Business ServicesRMNIRimini Street$143,0900.0%37,9550.0%Computer and TechnologyATAIatai Life Sciences$92,2250.0%42,1120.0%MedicalBLDRBuilders FirstSource$0$587,218 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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