Ruane, Cunniff & Goldfarb L.P.
Institutional investor · Portfolio as of Q3 2025
Top Holdings47 positions
 The Charles Schwab Corporation | 6.3M | $602.9M | 10.0% | $38.90 | +142.31% | 25 qtrssince 2019-Q3 | Decreased 0 |
 Liberty Media Corporation | 5.6M | $581.7M | 9.6% | $62.30 | +67.66% | 9 qtrssince 2023-Q3 | Decreased 0 |
 Alphabet Inc. | 2.4M | $572.9M | 9.5% | $62.33 | +288.99% | 25 qtrssince 2019-Q3 | Decreased 0 |
 Taiwan Semiconductor Manufacturing Company Ltd. | 1.9M | $525.5M | 8.7% | $64.67 | +327.32% | 24 qtrssince 2019-Q4 | Decreased 0 |
 Elevance Health, Inc. | 1.4M | $468M | 7.8% | $351.44 | -9.85% | 19 qtrssince 2021-Q1 | Increased 79 |
 Intercontinental Exchange Inc. | 2.7M | $462.2M | 7.7% | $91.15 | +82.41% | 21 qtrssince 2020-Q3 | Decreased 0 |
 Capital One Financial Corporation | 2.1M | $446M | 7.4% | $89.71 | +133.34% | 13 qtrssince 2022-Q3 | Decreased 0 |
 Alphabet Inc. | 1.3M | $305.6M | 5.1% | $60.38 | +302.32% | 25 qtrssince 2019-Q3 | Decreased 0 |
 ICON plc | 1.7M | $297.7M | 4.9% | $192.64 | -9.16% | 4 qtrssince 2024-Q4 | Decreased 0 |
 MSA Safety Incorporated | 1.7M | $293.4M | 4.9% | $167.25 | +1.66% | 2 qtrssince 2025-Q2 | Increased 88 |
 Credit Acceptance Corporation | 578,459 | $270.1M | 4.5% | $428.58 | +8.95% | 25 qtrssince 2019-Q3 | Decreased 0 |
 UnitedHealth Group Incorporated | 758,223 | $261.8M | 4.3% | $253.36 | +32.75% | 24 qtrssince 2019-Q4 | Decreased 0 |
 Meta Platforms, Inc. | 244,021 | $179.2M | 3.0% | $198.63 | +268.47% | 25 qtrssince 2019-Q3 | Decreased 0 |
 Berkshire Hathaway Inc. | 322,552 | $162.2M | 2.7% | $218.37 | +130.23% | 25 qtrssince 2019-Q3 | Decreased 0 |
 LIBERTY BROADBAND CORP SERIES C C | 1.9M | $119.1M | 2.0% | — | — | 25 qtrssince 2019-Q3 | Decreased 0 |
 Charter Communications, Inc. | 373,432 | $102.7M | 1.7% | $299.00 | -7.99% | 6 qtrssince 2024-Q2 | Decreased 0 |
 Berkshire Hathaway Inc. | 117 | $88.2M | 1.5% | — | — | 25 qtrssince 2019-Q3 | Unchanged 0 |
 Bio-Techne Corp | 1.5M | $82M | 1.4% | $54.88 | +0.80% | 2 qtrssince 2025-Q2 | Increased 77 |
 Liberty Media Corporation | 742,310 | $70.7M | 1.2% | $56.91 | +67.33% | 9 qtrssince 2023-Q3 | Decreased 0 |
 Amentum Holdings, Inc. | 2.4M | $58M | 1.0% | $32.08 | -25.34% | 5 qtrssince 2024-Q3 | Decreased 0 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 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% |
| 2025-Q3 | $6,035,626,513 | 3.47611282499% |
Ruane, Cunniff & Goldfarb L.P. manages $6B across 47 positions as of Q3 2025. Top holdings: SCHW (10.0%), FWONK (9.6%), GOOGL (9.5%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4.5/5.0.
Added GLIBK, SAP, GLIBA and 4 more; exited EXPD, VOO and RSG; increased 8, led by MSA (+756,219 shares); trimmed 22, led by J (−1.1M shares). Top move: MSA (INCREASED, conviction 88). Portfolio: $6.0B across 47 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