Ruane, Cunniff & Goldfarb L.P.
Institutional investor · Portfolio as of Q4 2024
Top Holdings39 positions
 Intercontinental Exchange Inc. | 4.8M | $716.3M | 12.2% | $91.15 | +60.00% | 18 qtrssince 2020-Q3 | Decreased 0 |
 Liberty Media Corporation | 5.9M | $543.9M | 9.2% | $62.30 | +48.73% | 6 qtrssince 2023-Q3 | Decreased 0 |
 The Charles Schwab Corporation | 6.9M | $510.9M | 8.7% | $38.90 | +86.09% | 22 qtrssince 2019-Q3 | Decreased 0 |
 Alphabet Inc. | 2.4M | $452.8M | 7.7% | $62.33 | +201.92% | 22 qtrssince 2019-Q3 | Decreased 0 |
 UnitedHealth Group Incorporated | 837,996 | $423.9M | 7.2% | $253.36 | +91.09% | 21 qtrssince 2019-Q4 | Decreased 0 |
 Elevance Health, Inc. | 1.1M | $422M | 7.2% | $362.58 | -1.63% | 16 qtrssince 2021-Q1 | Increased 70 |
 Capital One Financial Corporation | 2.2M | $388.2M | 6.6% | $89.71 | +94.00% | 10 qtrssince 2022-Q3 | Decreased 0 |
 Taiwan Semiconductor Manufacturing Company Ltd. | 1.9M | $381.9M | 6.5% | $60.30 | +220.62% | 21 qtrssince 2019-Q4 | Decreased 0 |
 Credit Acceptance Corporation | 655,271 | $307.6M | 5.2% | $428.58 | +9.54% | 22 qtrssince 2019-Q3 | Decreased 0 |
 Meta Platforms, Inc. | 521,537 | $305.4M | 5.2% | $198.63 | +193.09% | 22 qtrssince 2019-Q3 | Decreased 0 |
 ICON plc | 1.3M | $265.4M | 4.5% | $209.71 | 0.00% | 1 qtr | New 86 |
 Alphabet Inc. | 1.4M | $265.1M | 4.5% | $60.38 | +213.58% | 22 qtrssince 2019-Q3 | Decreased 0 |
 LIBERTY BROADBAND CORP SERIES C C | 2.4M | $180.3M | 3.1% | — | — | 22 qtrssince 2019-Q3 | Decreased 0 |
 Jacobs Solutions Inc. | 1.2M | $161.8M | 2.7% | — | — | 10 qtrssince 2022-Q3 | Decreased 0 |
 Berkshire Hathaway Inc. | 348,247 | $157.9M | 2.7% | $218.37 | +107.58% | 22 qtrssince 2019-Q3 | Decreased 0 |
 Charter Communications, Inc. | 414,122 | $141.9M | 2.4% | $299.00 | +14.64% | 3 qtrssince 2024-Q2 | Decreased 0 |
 Berkshire Hathaway Inc. | 126 | $85.8M | 1.5% | — | — | 22 qtrssince 2019-Q3 | Decreased 0 |
 Liberty Media Corporation | 748,924 | $62.9M | 1.1% | $56.54 | +48.64% | 6 qtrssince 2023-Q3 | Decreased 0 |
 Amentum Holdings, Inc. | 2.4M | $51.2M | 0.9% | $32.25 | -34.79% | 2 qtrssince 2024-Q3 | Decreased 0 |
 LIBERTY BROADBAND CORP | 683,406 | $50.8M | 0.9% | — | — | 22 qtrssince 2019-Q3 | Decreased 0 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 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% |
| 2024-Q4 | $5,890,100,213 | -7.85622554572% |
Ruane, Cunniff & Goldfarb L.P. manages $5.9B across 39 positions as of Q4 2024. Top holdings: ICE (12.2%), FWONK (9.2%), SCHW (8.7%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4.5/5.0.
Added ICLR, CPA and AAPL; exited MU; increased 3, led by ELV (+139,420 shares); trimmed 25, led by TSM (−970,808 shares). Top move: ICLR (NEW, conviction 86). Portfolio: $5.9B across 39 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