13F HOLDINGS REPORT
Ruane, Cunniff & Goldfarb L.P.
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0000919574-24-006465
Total Value
$6.39B
Positions
37
Other Managers
0
Confidential Omitted
No
Holdings (37)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 5,012,488 | $805.2M | 12.60% |
| 2 | UNITEDHEALTH GROUP INC | UNH | 966,315 | $565.0M | 8.84% |
| 3 | ELEVANCE HEALTH INC | ELV | 1,004,533 | $522.4M | 8.17% |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 2,904,689 | $504.5M | 7.89% |
| 5 | SCHWAB CHARLES CORP | SCHW-PJ | 7,450,286 | $482.9M | 7.55% |
| 6 | LIBERTY MEDIA CORP DEL | FWONB | 6,081,334 | $470.9M | 7.37% |
| 7 | ALPHABET INC | GOOG | 2,667,043 | $442.3M | 6.92% |
| 8 | CAPITAL ONE FINL CORP | 14040H105 | 2,771,238 | $414.9M | 6.49% |
| 9 | JACOBS SOLUTIONS INC | J | 2,530,209 | $331.2M | 5.18% |
| 10 | META PLATFORMS INC | META | 567,157 | $324.7M | 5.08% |
| 11 | CREDIT ACCEP CORP MICH | 225310101 | 681,604 | $302.2M | 4.73% |
| 12 | ALPHABET INC | GOOG | 1,460,992 | $244.3M | 3.82% |
| 13 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 434,304 | $199.9M | 3.13% |
| 14 | LIBERTY BROADBAND CORP | LBRDP | 2,514,729 | $194.4M | 3.04% |
| 15 | CHARTER COMMUNICATIONS INC N | 16119P108 | 455,023 | $147.5M | 2.31% |
| 16 | CARMAX INC | KMX | 1,825,488 | $141.3M | 2.21% |
| 17 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 134 | $92.6M | 1.45% |
| 18 | AMENTUM HOLDINGS INC | AMTM | 2,530,489 | $81.6M | 1.28% |
| 19 | LIBERTY MEDIA CORP DEL | FWONB | 790,661 | $56.6M | 0.88% |
| 20 | LIBERTY BROADBAND CORP | LBRDP | 709,767 | $54.5M | 0.85% |
| 21 | EXPEDITORS INTL WASH INC | 302130109 | 34,402 | $4.5M | 0.07% |
| 22 | EQUITABLE HLDGS INC | EQH-PC | 40,844 | $1.7M | 0.03% |
| 23 | GROUP 1 AUTOMOTIVE INC | GPI | 3,386 | $1.3M | 0.02% |
| 24 | SENDAS DISTRIBUIDORA S A | 81689T104 | 151,270 | $1.0M | 0.02% |
| 25 | BUILDERS FIRSTSOURCE INC | BLDR | 4,700 | $911,142 | 0.01% |
| 26 | LITHIA MTRS INC | 536797103 | 2,728 | $866,522 | 0.01% |
| 27 | STELLANTIS N.V | STLA | 51,673 | $726,006 | 0.01% |
| 28 | NETFLIX INC | NFLX | 606 | $429,818 | 0.01% |
| 29 | ISHARES TR | 464288703 | 6,380 | $405,005 | 0.01% |
| 30 | VANGUARD INDEX FDS | 922908769 | 1,065 | $301,565 | 0.00% |
| 31 | MICROSOFT CORP | MSFT | 649 | $279,265 | 0.00% |
| 32 | SINCLAIR INC | SBGI | 17,959 | $274,773 | 0.00% |
| 33 | S&P GLOBAL INC | SPGI | 531 | $274,325 | 0.00% |
| 34 | AMERICAN EXPRESS CO | AXP | 932 | $252,758 | 0.00% |
| 35 | MICRON TECHNOLOGY INC | MU | 2,162 | $224,221 | 0.00% |
| 36 | RIMINI STR INC DEL | 76674Q107 | 38,090 | $70,467 | 0.00% |
| 37 | ATAI LIFE SCIENCES NV | N0731H103 | 42,112 | $48,850 | 0.00% |