Ruane, Cunniff & Goldfarb
Latest statistics and disclosures from Ruane, Cunniff & Goldfarb's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHW, FWONK, GOOGL, TSM, ELV, and represent 45.58% of Ruane, Cunniff & Goldfarb's stock portfolio.
- Added to shares of these 10 stocks: MSA (+$130M), ELV (+$114M), TECH (+$74M), GLIBK (+$14M), SAP (+$12M), GLIBA (+$5.0M), KSPI, AAPL, BLK, SDHC.
- Started 7 new stock positions in BLK, SAP, KSPI, GLIBA, GLIBK, AAPL, SDHC.
- Reduced shares in these 10 stocks: J (-$159M), META (-$113M), SCHW (-$27M), TSM (-$10M), GOOG (-$7.7M), FWONK, ICE, COF, CHTR, CACC.
- Sold out of its positions in EXPD, RSG, VOO.
- Ruane, Cunniff & Goldfarb was a net buyer of stock by $1.5M.
- Ruane, Cunniff & Goldfarb has $6.0B in assets under management (AUM), dropping by 3.48%.
- Central Index Key (CIK): 0001720792
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Portfolio Holdings for Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb holds 47 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Charles Schwab Corporation (SCHW) | 10.0 | $603M | -4% | 6.3M | 95.47 |
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| Liberty Media Corp Del Com Lbty One S C (FWONK) | 9.6 | $582M | 5.6M | 104.45 |
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| Alphabet Cap Stk Cl A (GOOGL) | 9.5 | $573M | 2.4M | 243.10 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 8.7 | $526M | 1.9M | 279.29 |
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| Anthem (ELV) | 7.8 | $468M | +32% | 1.4M | 323.12 |
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| Intercontinental Exchange (ICE) | 7.7 | $462M | 2.7M | 168.48 |
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| Capital One Financial (COF) | 7.4 | $446M | 2.1M | 212.58 |
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| Alphabet Cap Stk Cl C (GOOG) | 5.1 | $306M | -2% | 1.3M | 243.55 |
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| Icon SHS (ICLR) | 4.9 | $298M | 1.7M | 175.00 |
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| Msa Safety Inc equity (MSA) | 4.9 | $293M | +79% | 1.7M | 172.07 |
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| Credit Acceptance (CACC) | 4.5 | $270M | 579k | 466.93 |
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| UnitedHealth (UNH) | 4.3 | $262M | 758k | 345.30 |
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| Meta Platforms Cl A (META) | 3.0 | $179M | -38% | 244k | 734.38 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.7 | $162M | 323k | 502.74 |
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| Liberty Broadband Corp Com Ser C (LBRDK) | 2.0 | $119M | 1.9M | 63.54 |
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| Charter Communications Inc N Cl A (CHTR) | 1.7 | $103M | -3% | 373k | 275.11 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.5 | $88M | 117.00 | 754200.00 |
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| Bio-techne Corporation (TECH) | 1.4 | $82M | +866% | 1.5M | 55.63 |
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| Liberty Media Corp Del Com Lbty One S A (FWONA) | 1.2 | $71M | 742k | 95.22 |
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| Amentum Holdings (AMTM) | 1.0 | $58M | 2.4M | 23.95 |
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| Liberty Broadband Corp Com Ser A (LBRDA) | 0.7 | $42M | 669k | 63.33 |
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| Gci Liberty Com Ser C (GLIBK) | 0.2 | $14M | NEW | 375k | 37.27 |
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| Sap Se Spon Adr (SAP) | 0.2 | $12M | NEW | 46k | 267.21 |
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| Gci Liberty Com Ser A (GLIBA) | 0.1 | $5.0M | NEW | 133k | 37.55 |
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| Equitable Holdings (EQH) | 0.0 | $2.1M | 41k | 50.78 |
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| Group 1 Automotive (GPI) | 0.0 | $1.6M | +7% | 3.6k | 437.51 |
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| Jacobs Engineering Group (J) | 0.0 | $1.4M | -99% | 9.3k | 149.86 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $869k | +3% | 2.6k | 328.17 |
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| Lithia Motors (LAD) | 0.0 | $858k | 2.7k | 316.00 |
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| Netflix (NFLX) | 0.0 | $724k | 604.00 | 1198.92 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $389k | +13% | 5.3k | 73.46 |
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| Micron Technology (MU) | 0.0 | $362k | 2.2k | 167.32 |
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| Microsoft Corporation (MSFT) | 0.0 | $357k | 689.00 | 517.95 |
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| American Express Company (AXP) | 0.0 | $310k | 932.00 | 332.16 |
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| Copa Holdings Sa Cl A (CPA) | 0.0 | $304k | 2.6k | 118.82 |
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| Kaspi Kz Jsc Sponsored Ads (KSPI) | 0.0 | $303k | NEW | 3.7k | 81.68 |
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| Sinclair Cl A (SBGI) | 0.0 | $271k | 18k | 15.10 |
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| S&p Global (SPGI) | 0.0 | $258k | 531.00 | 486.71 |
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| Stellantis SHS (STLA) | 0.0 | $255k | -31% | 27k | 9.34 |
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| Apple (AAPL) | 0.0 | $227k | NEW | 891.00 | 254.63 |
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| Ferguson Enterprises Common Stock New (FERG) | 0.0 | $225k | 1.0k | 224.58 |
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| Dollar General (DG) | 0.0 | $224k | 2.2k | 103.35 |
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| Atai Life Sciences Nv SHS (ATAI) | 0.0 | $223k | 42k | 5.29 |
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| Blackrock (BLK) | 0.0 | $217k | NEW | 186.00 | 1165.87 |
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| Smith Douglas Homes Corp Com Shs Cl A (SDHC) | 0.0 | $216k | NEW | 12k | 17.66 |
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| CarMax (KMX) | 0.0 | $201k | -28% | 4.5k | 44.87 |
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| Rimini Str Inc Del (RMNI) | 0.0 | $174k | -2% | 37k | 4.68 |
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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 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
- Ruane, Cunniff & Goldfarb 2021 Q4 filed Feb. 14, 2022