Ruane, Cunniff & Goldfarb L.P.
Institutional investor · Portfolio as of Q1 2025
Top Holdings38 positions
 The Charles Schwab Corporation | 6.8M | $529.3M | 9.6% | $38.90 | +97.49% | 23 qtrssince 2019-Q3 | Decreased 0 |
 Liberty Media Corporation | 5.8M | $518M | 9.4% | $62.30 | +44.48% | 7 qtrssince 2023-Q3 | Decreased 0 |
 Elevance Health, Inc. | 1.1M | $488.4M | 8.9% | $362.58 | +16.47% | 17 qtrssince 2021-Q1 | Decreased 0 |
 Intercontinental Exchange Inc. | 2.8M | $482M | 8.8% | $91.15 | +85.75% | 19 qtrssince 2020-Q3 | Decreased 0 |
 UnitedHealth Group Incorporated | 822,168 | $430.6M | 7.8% | $253.36 | +98.69% | 22 qtrssince 2019-Q4 | Decreased 0 |
 Capital One Financial Corporation | 2.1M | $382M | 6.9% | $89.71 | +95.65% | 11 qtrssince 2022-Q3 | Decreased 0 |
 Alphabet Inc. | 2.4M | $366.9M | 6.7% | $62.33 | +146.92% | 23 qtrssince 2019-Q3 | Decreased 0 |
 Credit Acceptance Corporation | 643,101 | $332.1M | 6.0% | $428.58 | +20.48% | 23 qtrssince 2019-Q3 | Decreased 0 |
 Taiwan Semiconductor Manufacturing Company Ltd. | 1.9M | $309.8M | 5.6% | $60.30 | +170.55% | 22 qtrssince 2019-Q4 | Decreased 0 |
 Meta Platforms, Inc. | 510,972 | $294.5M | 5.3% | $198.63 | +188.76% | 23 qtrssince 2019-Q3 | Decreased 0 |
 ICON plc | 1.3M | $219.5M | 4.0% | $209.71 | -16.56% | 2 qtrssince 2024-Q4 | Decreased 0 |
 Alphabet Inc. | 1.3M | $207.6M | 3.8% | $60.38 | +157.54% | 23 qtrssince 2019-Q3 | Decreased 0 |
 LIBERTY BROADBAND CORP SERIES C C | 2.4M | $202.7M | 3.7% | — | — | 23 qtrssince 2019-Q3 | Decreased 0 |
 Berkshire Hathaway Inc. | 336,982 | $179.5M | 3.3% | $218.37 | +143.89% | 23 qtrssince 2019-Q3 | Decreased 0 |
 Charter Communications, Inc. | 400,460 | $147.6M | 2.7% | $299.00 | +23.25% | 4 qtrssince 2024-Q2 | Decreased 0 |
 Jacobs Solutions Inc. | 1.2M | $142.3M | 2.6% | — | — | 11 qtrssince 2022-Q3 | Decreased 0 |
 Berkshire Hathaway Inc. | 126 | $100.6M | 1.8% | — | — | 23 qtrssince 2019-Q3 | Unchanged 0 |
 Liberty Media Corporation | 741,230 | $60.4M | 1.1% | $56.54 | +44.09% | 7 qtrssince 2023-Q3 | Decreased 0 |
 LIBERTY BROADBAND CORP | 674,067 | $57.3M | 1.0% | — | — | 23 qtrssince 2019-Q3 | Decreased 0 |
 Amentum Holdings, Inc. | 2.4M | $43.6M | 0.8% | $32.25 | -43.57% | 3 qtrssince 2024-Q3 | Decreased 0 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2023-Q4 | $6,257,108,855 | 3.86002380453% |
| 2024-Q1 | $6,441,791,792 | 2.95156982689% |
| 2024-Q2 | $6,417,106,306 | -0.38320838048% |
| 2024-Q3 | $6,392,293,183 | -0.386671527894% |
| 2024-Q4 | $5,890,100,213 | -7.85622554572% |
| 2025-Q1 | $5,506,018,063 | -6.52080840921% |
Ruane, Cunniff & Goldfarb L.P. manages $5.5B across 38 positions as of Q1 2025. Top holdings: SCHW (9.6%), FWONK (9.4%), ELV (8.9%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4.5/5.0.
Added VOO and VXUS; exited ASAIY, ISCV and AAPL; increased 1, led by VTI (+567 shares); trimmed 23, led by ICE (−2M shares). No standout high-conviction moves this quarter. Portfolio: $5.5B across 38 positions.
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR