Ruane, Cunniff & Goldfarb as of Dec. 31, 2025
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 | 2.2M | 313.00 | |
| Charles Schwab Corporation (SCHW) | 8.7 | $559M | 5.6M | 99.91 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 8.4 | $541M | 5.5M | 98.51 | |
| Capital One Financial (COF) | 7.8 | $501M | 2.1M | 242.36 | |
| Anthem (ELV) | 7.8 | $499M | 1.4M | 350.55 | |
| Intercontinental Exchange (ICE) | 6.8 | $438M | 2.7M | 161.96 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 6.7 | $432M | 1.4M | 303.89 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.6 | $359M | 1.1M | 313.80 | |
| Icon SHS (ICLR) | 4.8 | $306M | 1.7M | 182.22 | |
| Msa Safety Inc equity (MSA) | 4.5 | $290M | 1.8M | 160.14 | |
| Accenture Plc Ireland Shs Class A (ACN) | 4.0 | $253M | 943k | 268.30 | |
| UnitedHealth (UNH) | 3.8 | $246M | 746k | 330.11 | |
| Credit Acceptance (CACC) | 3.7 | $238M | 536k | 443.46 | |
| Align Technology (ALGN) | 3.0 | $191M | 1.2M | 156.15 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.5 | $159M | 316k | 502.65 | |
| Meta Platforms Cl A (META) | 2.5 | $158M | 239k | 660.09 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 1.4 | $90M | 1.8M | 48.60 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.4 | $87M | 115.00 | 754800.00 | |
| Bio-techne Corporation (TECH) | 1.3 | $86M | 1.5M | 58.81 | |
| Charter Communications Inc N Cl A (CHTR) | 1.2 | $76M | 362k | 208.75 | |
| Amentum Holdings (AMTM) | 1.1 | $69M | 2.4M | 29.00 | |
| Liberty Media Corp Del Com Lbty One S A (FWONA) | 1.0 | $66M | 739k | 89.38 | |
| Liberty Broadband Corp Com Ser A (LBRDA) | 0.5 | $32M | 653k | 48.28 | |
| Gci Liberty Com Ser C (GLIBK) | 0.3 | $20M | 539k | 37.21 | |
| Sap Se Spon Adr (SAP) | 0.2 | $11M | 46k | 242.91 | |
| Gci Liberty Com Ser A (GLIBA) | 0.1 | $4.8M | 131k | 36.87 | |
| Equitable Holdings (EQH) | 0.0 | $1.9M | 41k | 47.65 | |
| Group 1 Automotive (GPI) | 0.0 | $1.4M | 3.6k | 393.30 | |
| Lithia Motors (LAD) | 0.0 | $1.0M | 3.0k | 332.33 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $898k | 2.7k | 335.27 | |
| Jacobs Engineering Group (J) | 0.0 | $859k | 6.5k | 132.46 | |
| Micron Technology (MU) | 0.0 | $617k | 2.2k | 285.41 | |
| Netflix (NFLX) | 0.0 | $489k | 5.2k | 93.76 | |
| Invesco Exchange Traded Fd T S&p 500a Eql (RSPC) | 0.0 | $439k | 11k | 39.83 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $410k | 5.4k | 75.44 | |
| American Express Company (AXP) | 0.0 | $345k | 932.00 | 369.95 | |
| Microsoft Corporation (MSFT) | 0.0 | $333k | 689.00 | 483.62 | |
| Kaspi Kz Jsc Sponsored Ads (KSPI) | 0.0 | $321k | 4.1k | 78.13 | |
| Copa Holdings Sa Cl A (CPA) | 0.0 | $308k | 2.6k | 120.61 | |
| Dollar General (DG) | 0.0 | $288k | 2.2k | 132.77 | |
| Stellantis SHS (STLA) | 0.0 | $279k | 26k | 10.89 | |
| S&p Global (SPGI) | 0.0 | $278k | 531.00 | 522.59 | |
| Sinclair Cl A (SBGI) | 0.0 | $275k | 18k | 15.30 | |
| Apple (AAPL) | 0.0 | $242k | 891.00 | 271.86 | |
| Ferguson Enterprises Common Stock New (FERG) | 0.0 | $223k | 1.0k | 222.63 | |
| Smith Douglas Homes Corp Com Shs Cl A (SDHC) | 0.0 | $205k | 12k | 16.77 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $201k | 1.4k | 141.06 | |
| Rimini Str Inc Del (RMNI) | 0.0 | $144k | 37k | 3.88 |
