Ruane, Cunniff & Goldfarb L.P.
Institutional investor · Portfolio as of Q2 2025
Top Holdings43 positions
 The Charles Schwab Corporation | 6.6M | $602.1M | 10.3% | $38.90 | +130.92% | 24 qtrssince 2019-Q3 | Decreased 0 |
 Liberty Media Corporation | 5.6M | $586.3M | 10.1% | $62.30 | +67.74% | 8 qtrssince 2023-Q3 | Decreased 0 |
 Intercontinental Exchange Inc. | 2.8M | $508M | 8.7% | $91.15 | +98.09% | 20 qtrssince 2020-Q3 | Decreased 0 |
 Capital One Financial Corporation | 2.1M | $450.4M | 7.7% | $89.71 | +132.90% | 12 qtrssince 2022-Q3 | Decreased 0 |
 Taiwan Semiconductor Manufacturing Company Ltd. | 1.9M | $434.3M | 7.4% | $64.67 | +245.44% | 23 qtrssince 2019-Q4 | Increased 63 |
 Elevance Health, Inc. | 1.1M | $426.2M | 7.3% | $362.58 | +4.61% | 18 qtrssince 2021-Q1 | Decreased 0 |
 Alphabet Inc. | 2.4M | $417M | 7.1% | $62.33 | +181.74% | 24 qtrssince 2019-Q3 | Decreased 0 |
 Credit Acceptance Corporation | 584,025 | $297.5M | 5.1% | $428.58 | +18.87% | 24 qtrssince 2019-Q3 | Decreased 0 |
 Meta Platforms, Inc. | 397,558 | $293.4M | 5.0% | $198.63 | +270.08% | 24 qtrssince 2019-Q3 | Decreased 0 |
 ICON plc | 1.7M | $248.5M | 4.3% | $192.64 | -24.50% | 3 qtrssince 2024-Q4 | Increased 74 |
 UnitedHealth Group Incorporated | 763,439 | $238.2M | 4.1% | $253.36 | +19.19% | 23 qtrssince 2019-Q4 | Decreased 0 |
 Alphabet Inc. | 1.3M | $228.1M | 3.9% | $60.38 | +192.77% | 24 qtrssince 2019-Q3 | Decreased 0 |
 LIBERTY BROADBAND CORP SERIES C C | 1.9M | $185.9M | 3.2% | — | — | 24 qtrssince 2019-Q3 | Decreased 0 |
 MSA Safety Incorporated | 949,067 | $159M | 2.7% | $165.03 | 0.00% | 1 qtr | New 80 |
 Berkshire Hathaway Inc. | 326,841 | $158.8M | 2.7% | $218.37 | +122.46% | 24 qtrssince 2019-Q3 | Decreased 0 |
 Charter Communications, Inc. | 386,614 | $158.1M | 2.7% | $299.00 | +36.72% | 5 qtrssince 2024-Q2 | Decreased 0 |
 Jacobs Solutions Inc. | 1.1M | $140.9M | 2.4% | — | — | 12 qtrssince 2022-Q3 | Decreased 0 |
 Berkshire Hathaway Inc. | 117 | $85.3M | 1.5% | — | — | 24 qtrssince 2019-Q3 | Decreased 0 |
 Liberty Media Corporation | 748,343 | $71.1M | 1.2% | $56.91 | +66.87% | 8 qtrssince 2023-Q3 | Increased 48 |
 LIBERTY BROADBAND CORP | 668,807 | $65.4M | 1.1% | — | — | 24 qtrssince 2019-Q3 | Decreased 0 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 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% |
| 2025-Q2 | $5,832,869,392 | 5.93625602496% |
Ruane, Cunniff & Goldfarb L.P. manages $5.8B across 43 positions as of Q2 2025. Top holdings: SCHW (10.3%), FWONK (10.1%), ICE (8.7%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4.5/5.0.
Added MSA, TECH, MU and 3 more; exited BLDR; increased 7, led by ICLR (+453,833 shares); trimmed 17, led by META (−113,414 shares). Top move: MSA (NEW, conviction 80). Portfolio: $5.8B across 43 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Famous Investors' Portfolios
What the most-followed managers hold, and what they bought and sold each quarter.
- Warren Buffett (Chairman Emeritus)Berkshire Hathaway
- Leopold AschenbrennerSituational Awareness
- Michael BurryScion Asset Management
- Cathie WoodARK Invest
- Bill AckmanPershing Square
- Stanley DruckenmillerDuquesne Family Office
- David TepperAppaloosa
- Ray Dalio (Founder)Bridgewater Associates
- Li LuHimalaya Capital
- Carl IcahnCarl C. Icahn
- Brad GerstnerAltimeter Capital
- Seth KlarmanThe Baupost Group
- Howard Marks (Co‑founder)Oaktree Capital Management
- Ken GriffinCitadel
- Paul Tudor JonesTudor Investment Corp
- George Soros (Founder)Soros Fund Management
- Steve CohenPoint72
- Terry SmithFundsmith
- Ken Fisher (Founder)Fisher Investments
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR