Ruane, Cunniff & Goldfarb as of Sept. 30, 2025
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 | 6.3M | 95.47 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 9.6 | $582M | 5.6M | 104.45 | |
| Alphabet Cap Stk Cl A (GOOGL) | 9.5 | $573M | 2.4M | 243.10 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 8.7 | $526M | 1.9M | 279.29 | |
| Anthem (ELV) | 7.8 | $468M | 1.4M | 323.12 | |
| Intercontinental Exchange (ICE) | 7.7 | $462M | 2.7M | 168.48 | |
| Capital One Financial (COF) | 7.4 | $446M | 2.1M | 212.58 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.1 | $306M | 1.3M | 243.55 | |
| Icon SHS (ICLR) | 4.9 | $298M | 1.7M | 175.00 | |
| Msa Safety Inc equity (MSA) | 4.9 | $293M | 1.7M | 172.07 | |
| Credit Acceptance (CACC) | 4.5 | $270M | 579k | 466.93 | |
| UnitedHealth (UNH) | 4.3 | $262M | 758k | 345.30 | |
| Meta Platforms Cl A (META) | 3.0 | $179M | 244k | 734.38 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.7 | $162M | 323k | 502.74 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 2.0 | $119M | 1.9M | 63.54 | |
| Charter Communications Inc N Cl A (CHTR) | 1.7 | $103M | 373k | 275.11 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.5 | $88M | 117.00 | 754200.00 | |
| Bio-techne Corporation (TECH) | 1.4 | $82M | 1.5M | 55.63 | |
| Liberty Media Corp Del Com Lbty One S A (FWONA) | 1.2 | $71M | 742k | 95.22 | |
| Amentum Holdings (AMTM) | 1.0 | $58M | 2.4M | 23.95 | |
| Liberty Broadband Corp Com Ser A (LBRDA) | 0.7 | $42M | 669k | 63.33 | |
| Gci Liberty Com Ser C (GLIBK) | 0.2 | $14M | 375k | 37.27 | |
| Sap Se Spon Adr (SAP) | 0.2 | $12M | 46k | 267.21 | |
| Gci Liberty Com Ser A (GLIBA) | 0.1 | $5.0M | 133k | 37.55 | |
| Equitable Holdings (EQH) | 0.0 | $2.1M | 41k | 50.78 | |
| Group 1 Automotive (GPI) | 0.0 | $1.6M | 3.6k | 437.51 | |
| Jacobs Engineering Group (J) | 0.0 | $1.4M | 9.3k | 149.86 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $869k | 2.6k | 328.17 | |
| Lithia Motors (LAD) | 0.0 | $858k | 2.7k | 316.00 | |
| Netflix (NFLX) | 0.0 | $724k | 604.00 | 1198.92 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $389k | 5.3k | 73.46 | |
| Micron Technology (MU) | 0.0 | $362k | 2.2k | 167.32 | |
| Microsoft Corporation (MSFT) | 0.0 | $357k | 689.00 | 517.95 | |
| American Express Company (AXP) | 0.0 | $310k | 932.00 | 332.16 | |
| Copa Holdings Sa Cl A (CPA) | 0.0 | $304k | 2.6k | 118.82 | |
| Kaspi Kz Jsc Sponsored Ads (KSPI) | 0.0 | $303k | 3.7k | 81.68 | |
| Sinclair Cl A (SBGI) | 0.0 | $271k | 18k | 15.10 | |
| S&p Global (SPGI) | 0.0 | $258k | 531.00 | 486.71 | |
| Stellantis SHS (STLA) | 0.0 | $255k | 27k | 9.34 | |
| Apple (AAPL) | 0.0 | $227k | 891.00 | 254.63 | |
| Ferguson Enterprises Common Stock New (FERG) | 0.0 | $225k | 1.0k | 224.58 | |
| Dollar General (DG) | 0.0 | $224k | 2.2k | 103.35 | |
| Atai Life Sciences Nv SHS | 0.0 | $223k | 42k | 5.29 | |
| Blackrock (BLK) | 0.0 | $217k | 186.00 | 1165.87 | |
| Smith Douglas Homes Corp Com Shs Cl A (SDHC) | 0.0 | $216k | 12k | 17.66 | |
| CarMax (KMX) | 0.0 | $201k | 4.5k | 44.87 | |
| Rimini Str Inc Del (RMNI) | 0.0 | $174k | 37k | 4.68 |
