Ruane, Cunniff & Goldfarb L.P.
Institutional investor · Portfolio as of Q3 2024
Top Holdings37 positions
 Intercontinental Exchange Inc. | 5M | $805.2M | 12.6% | $91.15 | +71.99% | 17 qtrssince 2020-Q3 | Decreased 0 |
 UnitedHealth Group Incorporated | 966,315 | $565M | 8.8% | $253.36 | +120.02% | 20 qtrssince 2019-Q4 | Decreased 0 |
 Elevance Health, Inc. | 1M | $522.4M | 8.2% | $363.40 | +37.78% | 15 qtrssince 2021-Q1 | Decreased 0 |
 Taiwan Semiconductor Manufacturing Company Ltd. | 2.9M | $504.5M | 7.9% | $60.30 | +181.06% | 20 qtrssince 2019-Q4 | Decreased 0 |
 The Charles Schwab Corporation | 7.5M | $482.9M | 7.6% | $38.90 | +62.41% | 21 qtrssince 2019-Q3 | Decreased 0 |
 Liberty Media Corporation | 6.1M | $470.9M | 7.4% | $62.30 | +24.29% | 5 qtrssince 2023-Q3 | Decreased 0 |
 Alphabet Inc. | 2.7M | $442.3M | 6.9% | $62.33 | +164.22% | 21 qtrssince 2019-Q3 | Decreased 0 |
 Capital One Financial Corporation | 2.8M | $414.9M | 6.5% | $89.71 | +62.37% | 9 qtrssince 2022-Q3 | Decreased 0 |
 Jacobs Solutions Inc. | 2.5M | $331.2M | 5.2% | — | — | 9 qtrssince 2022-Q3 | Decreased 0 |
 Meta Platforms, Inc. | 567,157 | $324.7M | 5.1% | $198.63 | +186.31% | 21 qtrssince 2019-Q3 | Decreased 0 |
 Credit Acceptance Corporation | 681,604 | $302.2M | 4.7% | $428.58 | +3.46% | 21 qtrssince 2019-Q3 | Decreased 0 |
 Alphabet Inc. | 1.5M | $244.3M | 3.8% | $60.38 | +174.98% | 21 qtrssince 2019-Q3 | Decreased 0 |
 Berkshire Hathaway Inc. | 434,304 | $199.9M | 3.1% | $218.37 | +110.77% | 21 qtrssince 2019-Q3 | Decreased 0 |
 LIBERTY BROADBAND CORP SERIES C C | 2.5M | $194.4M | 3.0% | — | — | 21 qtrssince 2019-Q3 | Decreased 0 |
 Charter Communications, Inc. | 455,023 | $147.5M | 2.3% | $299.00 | +8.39% | 2 qtrssince 2024-Q2 | Increased 53 |
 CarMax Inc | 1.8M | $141.3M | 2.2% | $87.93 | -12.00% | 21 qtrssince 2019-Q3 | Decreased 0 |
 Berkshire Hathaway Inc. | 134 | $92.6M | 1.4% | — | — | 21 qtrssince 2019-Q3 | Decreased 0 |
 Amentum Holdings, Inc. | 2.5M | $81.6M | 1.3% | $32.25 | 0.00% | 1 qtr | New 69 |
 Liberty Media Corporation | 790,661 | $56.6M | 0.9% | $56.54 | +26.51% | 5 qtrssince 2023-Q3 | Decreased 0 |
 LIBERTY BROADBAND CORP | 709,767 | $54.5M | 0.9% | — | — | 21 qtrssince 2019-Q3 | Decreased 0 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2023-Q2 | $6,338,653,315 | 3.57713738785% |
| 2023-Q3 | $6,024,559,427 | -4.95521481285% |
| 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% |
Ruane, Cunniff & Goldfarb L.P. manages $6.4B across 37 positions as of Q3 2024. Top holdings: ICE (12.6%), UNH (8.8%), ELV (8.2%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4.5/5.0.
Added AMTM and VTI; exited MHK and GS; increased 5, led by CHTR (+797 shares); trimmed 22, led by KMX (−2M shares). Top move: AMTM (NEW, conviction 69). Portfolio: $6.4B across 37 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