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Ruane, Cunniff & Goldfarb L.P. Top Holdings and 13F Report (2025)

About Ruane, Cunniff & Goldfarb L.P.

Investment Activity

  • Ruane, Cunniff & Goldfarb L.P. has $5.51 billion in total holdings as of March 31, 2025.
  • Ruane, Cunniff & Goldfarb L.P. owns shares of 38 different stocks, but just 12 companies or ETFs make up 80% of its holdings.
  • Approximately 0.01% of the portfolio was purchased this quarter.
  • About 8.28% of the portfolio was sold this quarter.
  • This quarter, Ruane, Cunniff & Goldfarb L.P. has purchased 39 new stocks and bought additional shares in 1 stock.
  • Ruane, Cunniff & Goldfarb L.P. sold shares of 23 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Charles Schwab
$529,280,435
Formula One Group
$518,034,913
Elevance Health
$488,425,283
UnitedHealth Group
$430,610,490

Largest New Holdings this Quarter

922908363 - Vanguard S&P 500 ETF
$350,487 Holding
921909768 - Vanguard Total International Stock ETF
$255,914 Holding

Largest Purchases this Quarter

Vanguard S&P 500 ETF
682 shares (about $350.49K)
Vanguard Total International Stock ETF
4,121 shares (about $255.91K)
Vanguard Total Stock Market ETF
567 shares (about $155.83K)

Largest Sales this Quarter

Intercontinental Exchange
2,012,886 shares (about $347.22M)
Taiwan Semiconductor Manufacturing
67,588 shares (about $11.22M)
Charles Schwab
142,105 shares (about $11.12M)
Formula One Group
114,106 shares (about $10.27M)
Alphabet
63,446 shares (about $9.91M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofRuane, Cunniff & Goldfarb L.P.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$529,280,435$11,123,979 -2.1%6,761,3759.6%Finance
Formula One Group stock logo
FWONK
Formula One Group
$518,034,913$10,270,681 -1.9%5,755,3049.4%Consumer Discretionary
Elevance Health, Inc. stock logo
ELV
Elevance Health
$488,425,283$9,148,514 -1.8%1,122,9208.9%Medical
Intercontinental Exchange, Inc. stock logo
ICE
Intercontinental Exchange
$481,981,560$347,222,835 -41.9%2,794,0968.8%Finance
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$430,610,490$8,289,915 -1.9%822,1687.8%Medical
Capital One Financial Co. stock logo
COF
Capital One Financial
$381,983,230$8,380,841 -2.1%2,130,4146.9%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$366,936,596$2,931,510 -0.8%2,372,8446.7%Computer and Technology
Credit Acceptance Co. stock logo
CACC
Credit Acceptance
$332,065,201$6,283,979 -1.9%643,1016.0%Finance
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$309,804,638$11,219,608 -3.5%1,866,2935.6%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$294,503,822$6,089,243 -2.0%510,9725.3%Computer and Technology
ICON Public Limited stock logo
ICLR
ICON Public
$219,498,707$1,958,138 -0.9%1,254,3504.0%Medical
Alphabet Inc. stock logo
GOOG
Alphabet
$207,552,960$9,912,169 -4.6%1,328,5093.8%Computer and Technology
Liberty Broadband Co. stock logo
LBRDK
Liberty Broadband
$202,712,678$2,442,211 -1.2%2,383,4533.7%Consumer Discretionary
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$179,469,874$5,999,514 -3.2%336,9823.3%Finance
Charter Communications, Inc. stock logo
CHTR
Charter Communications
$147,581,524$5,034,857 -3.3%400,4602.7%Consumer Discretionary
Jacobs Solutions Inc. stock logo
J
Jacobs Solutions
$142,256,461$4,130,932 -2.8%1,176,7432.6%Business Services
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$100,603,6420.0%1261.8%Finance
Formula One Group stock logo
FWONA
Formula One Group
$60,388,008$626,830 -1.0%741,2301.1%Consumer Discretionary
Liberty Broadband Co. stock logo
LBRDA
Liberty Broadband
$57,295,695$793,815 -1.4%674,0671.0%Consumer Discretionary
AMENTUM HOLDINGS INC
$43,553,310$787,241 -1.8%2,393,0390.8%COM
Expeditors International of Washington, Inc. stock logo
EXPD
Expeditors International of Washington
$2,633,7160.0%21,9020.0%Transportation
Equitable Holdings, Inc. stock logo
EQH
Equitable
$2,121,522$5,417 -0.3%40,7280.0%Finance
Group 1 Automotive, Inc. stock logo
GPI
Group 1 Automotive
$1,283,734$3,056 -0.2%3,3610.0%Retail/Wholesale
Lithia Motors, Inc. stock logo
LAD
Lithia Motors
$797,2550.0%2,7160.0%Retail/Wholesale
Builders FirstSource, Inc. stock logo
BLDR
Builders FirstSource
$587,2180.0%4,7000.0%Retail/Wholesale
Netflix, Inc. stock logo
NFLX
Netflix
$565,1130.0%6060.0%Consumer Discretionary
CarMax, Inc. stock logo
KMX
CarMax
$489,338$1,658,996 -77.2%6,2800.0%Retail/Wholesale
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$474,099$155,834 49.0%1,7250.0%ETF
Stellantis stock logo
STLA
Stellantis
$444,779$134,027 -23.2%39,6770.0%Auto/Tires/Trucks
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$350,487$350,487 New Holding6820.0%ETF
Sinclair, Inc. stock logo
SBGI
Sinclair
$286,0870.0%17,9590.0%Consumer Discretionary
S&P Global Inc. stock logo
SPGI
S&P Global
$269,8010.0%5310.0%Business Services
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$255,914$255,914 New Holding4,1210.0%ETF
American Express stock logo
AXP
American Express
$250,7550.0%9320.0%Finance
Microsoft Co. stock logo
MSFT
Microsoft
$243,6280.0%6490.0%Computer and Technology
Copa Holdings, S.A. stock logo
CPA
Copa
$236,2350.0%2,5550.0%Transportation
Rimini Street, Inc. stock logo
RMNI
Rimini Street
$132,0830.0%37,9550.0%Computer and Technology
Atai Life Sciences stock logo
ATAI
Atai Life Sciences
$57,2720.0%42,1120.0%Medical
Sendas Distribuidora S.A. stock logo
ASAI
Sendas Distribuidora
$0$681,577 -100.0%00.0%Consumer Discretionary
iShares Morningstar Small-Cap Value ETF stock logo
ISCV
iShares Morningstar Small-Cap Value ETF
$0$404,556 -100.0%00.0%ETF
Apple Inc. stock logo
AAPL
Apple
$0$205,595 -100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data