Ruane, Cunniff & Goldfarb
Latest statistics and disclosures from Ruane, Cunniff & Goldfarb's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOGL, SCHW, FWONK, COF, ELV, and represent 43.43% of Ruane, Cunniff & Goldfarb's stock portfolio.
- Added to shares of these 10 stocks: ACN (+$253M), ALGN (+$191M), MSA (+$17M), GLIBK (+$6.1M), RSPC, NFLX, VT, LAD, KSPI, VTI.
- Started 4 new stock positions in ALGN, ACN, VT, RSPC.
- Reduced shares in these 10 stocks: TSM (-$140M), SCHW (-$72M), GOOGL (-$57M), GOOG (-$35M), CACC (-$19M), ELV (-$9.0M), FWONK (-$7.7M), COF (-$7.3M), ICE (-$6.4M), UNH.
- Sold out of its positions in BLK, KMX, Atai Life Sciences Nv.
- Ruane, Cunniff & Goldfarb was a net buyer of stock by $92M.
- Ruane, Cunniff & Goldfarb has $6.4B in assets under management (AUM), dropping by 6.08%.
- Central Index Key (CIK): 0001720792
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Portfolio Holdings for Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb holds 48 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 10.6 | $681M | -7% | 2.2M | 313.00 |
|
| Charles Schwab Corporation (SCHW) | 8.7 | $559M | -11% | 5.6M | 99.91 |
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| Liberty Media Corp Del Com Lbty One S C (FWONK) | 8.4 | $541M | 5.5M | 98.51 |
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| Capital One Financial (COF) | 7.8 | $501M | 2.1M | 242.36 |
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| Anthem (ELV) | 7.8 | $499M | 1.4M | 350.55 |
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| Intercontinental Exchange (ICE) | 6.8 | $438M | 2.7M | 161.96 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 6.7 | $432M | -24% | 1.4M | 303.89 |
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| Alphabet Cap Stk Cl C (GOOG) | 5.6 | $359M | -8% | 1.1M | 313.80 |
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| Icon SHS (ICLR) | 4.8 | $306M | 1.7M | 182.22 |
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| Msa Safety Inc equity (MSA) | 4.5 | $290M | +6% | 1.8M | 160.14 |
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| Accenture Plc Ireland Shs Class A (ACN) | 4.0 | $253M | NEW | 943k | 268.30 |
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| UnitedHealth (UNH) | 3.8 | $246M | 746k | 330.11 |
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| Credit Acceptance (CACC) | 3.7 | $238M | -7% | 536k | 443.46 |
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| Align Technology (ALGN) | 3.0 | $191M | NEW | 1.2M | 156.15 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.5 | $159M | 316k | 502.65 |
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| Meta Platforms Cl A (META) | 2.5 | $158M | -2% | 239k | 660.09 |
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| Liberty Broadband Corp Com Ser C (LBRDK) | 1.4 | $90M | 1.8M | 48.60 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.4 | $87M | 115.00 | 754800.00 |
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| Bio-techne Corporation (TECH) | 1.3 | $86M | 1.5M | 58.81 |
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| Charter Communications Inc N Cl A (CHTR) | 1.2 | $76M | -3% | 362k | 208.75 |
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| Amentum Holdings (AMTM) | 1.1 | $69M | 2.4M | 29.00 |
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| Liberty Media Corp Del Com Lbty One S A (FWONA) | 1.0 | $66M | 739k | 89.38 |
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| Liberty Broadband Corp Com Ser A (LBRDA) | 0.5 | $32M | -2% | 653k | 48.28 |
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| Gci Liberty Com Ser C (GLIBK) | 0.3 | $20M | +43% | 539k | 37.21 |
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| Sap Se Spon Adr (SAP) | 0.2 | $11M | 46k | 242.91 |
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| Gci Liberty Com Ser A (GLIBA) | 0.1 | $4.8M | 131k | 36.87 |
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| Equitable Holdings (EQH) | 0.0 | $1.9M | 41k | 47.65 |
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| Group 1 Automotive (GPI) | 0.0 | $1.4M | 3.6k | 393.30 |
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| Lithia Motors (LAD) | 0.0 | $1.0M | +12% | 3.0k | 332.33 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $898k | 2.7k | 335.27 |
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| Jacobs Engineering Group (J) | 0.0 | $859k | -30% | 6.5k | 132.46 |
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| Micron Technology (MU) | 0.0 | $617k | 2.2k | 285.41 |
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| Netflix (NFLX) | 0.0 | $489k | +764% | 5.2k | 93.76 |
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| Invesco Exchange Traded Fd T S&p 500a Eql (RSPC) | 0.0 | $439k | NEW | 11k | 39.83 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $410k | +2% | 5.4k | 75.44 |
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| American Express Company (AXP) | 0.0 | $345k | 932.00 | 369.95 |
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| Microsoft Corporation (MSFT) | 0.0 | $333k | 689.00 | 483.62 |
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| Kaspi Kz Jsc Sponsored Ads (KSPI) | 0.0 | $321k | +10% | 4.1k | 78.13 |
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| Copa Holdings Sa Cl A (CPA) | 0.0 | $308k | 2.6k | 120.61 |
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| Dollar General (DG) | 0.0 | $288k | 2.2k | 132.77 |
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| Stellantis SHS (STLA) | 0.0 | $279k | -6% | 26k | 10.89 |
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| S&p Global (SPGI) | 0.0 | $278k | 531.00 | 522.59 |
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| Sinclair Cl A (SBGI) | 0.0 | $275k | 18k | 15.30 |
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| Apple (AAPL) | 0.0 | $242k | 891.00 | 271.86 |
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| Ferguson Enterprises Common Stock New (FERG) | 0.0 | $223k | 1.0k | 222.63 |
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| Smith Douglas Homes Corp Com Shs Cl A (SDHC) | 0.0 | $205k | 12k | 16.77 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $201k | NEW | 1.4k | 141.06 |
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| Rimini Str Inc Del (RMNI) | 0.0 | $144k | 37k | 3.88 |
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Past Filings by Ruane, Cunniff & Goldfarb
SEC 13F filings are viewable for Ruane, Cunniff & Goldfarb going back to 2018
- Ruane, Cunniff & Goldfarb 2025 Q4 filed Feb. 13, 2026
- Ruane, Cunniff & Goldfarb 2025 Q3 filed Nov. 14, 2025
- Ruane, Cunniff & Goldfarb 2025 Q2 filed Aug. 14, 2025
- Ruane, Cunniff & Goldfarb 2025 Q1 filed May 15, 2025
- Ruane, Cunniff & Goldfarb 2024 Q4 filed Feb. 14, 2025
- Ruane, Cunniff & Goldfarb 2024 Q3 filed Nov. 14, 2024
- Ruane, Cunniff & Goldfarb 2024 Q2 filed Aug. 14, 2024
- Ruane, Cunniff & Goldfarb 2024 Q1 filed May 15, 2024
- Ruane, Cunniff & Goldfarb 2023 Q4 filed Feb. 14, 2024
- Ruane, Cunniff & Goldfarb 2023 Q3 filed Nov. 14, 2023
- Ruane, Cunniff & Goldfarb 2023 Q2 filed Aug. 14, 2023
- Ruane, Cunniff & Goldfarb 2023 Q1 filed May 15, 2023
- Ruane, Cunniff & Goldfarb 2022 Q4 filed Feb. 13, 2023
- Ruane, Cunniff & Goldfarb 2022 Q3 filed Nov. 14, 2022
- Ruane, Cunniff & Goldfarb 2022 Q2 filed Aug. 15, 2022
- Ruane, Cunniff & Goldfarb 2022 Q1 filed May 13, 2022