13F HOLDINGS REPORT
Ruane, Cunniff & Goldfarb L.P.
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0000919574-25-001168
Total Value
$5.89B
Positions
39
Other Managers
0
Confidential Omitted
No
Holdings (39)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 4,806,982 | $716.3M | 12.16% |
| 2 | LIBERTY MEDIA CORP DEL | FWONB | 5,869,410 | $543.9M | 9.23% |
| 3 | SCHWAB CHARLES CORP | SCHW-PJ | 6,903,480 | $510.9M | 8.67% |
| 4 | ALPHABET INC | GOOG | 2,391,801 | $452.8M | 7.69% |
| 5 | UNITEDHEALTH GROUP INC | UNH | 837,996 | $423.9M | 7.20% |
| 6 | ELEVANCE HEALTH INC | ELV | 1,143,953 | $422.0M | 7.16% |
| 7 | CAPITAL ONE FINL CORP | 14040H105 | 2,177,156 | $388.2M | 6.59% |
| 8 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,933,881 | $381.9M | 6.48% |
| 9 | CREDIT ACCEP CORP MICH | 225310101 | 655,271 | $307.6M | 5.22% |
| 10 | META PLATFORMS INC | META | 521,537 | $305.4M | 5.18% |
| 11 | ICON PLC | ICLR | 1,265,540 | $265.4M | 4.51% |
| 12 | ALPHABET INC | GOOG | 1,391,955 | $265.1M | 4.50% |
| 13 | LIBERTY BROADBAND CORP | LBRDP | 2,412,168 | $180.3M | 3.06% |
| 14 | JACOBS SOLUTIONS INC | J | 1,210,914 | $161.8M | 2.75% |
| 15 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 348,247 | $157.9M | 2.68% |
| 16 | CHARTER COMMUNICATIONS INC N | 16119P108 | 414,122 | $141.9M | 2.41% |
| 17 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 126 | $85.8M | 1.46% |
| 18 | LIBERTY MEDIA CORP DEL | FWONB | 748,924 | $62.9M | 1.07% |
| 19 | AMENTUM HOLDINGS INC | AMTM | 2,436,294 | $51.2M | 0.87% |
| 20 | LIBERTY BROADBAND CORP | LBRDP | 683,406 | $50.8M | 0.86% |
| 21 | EXPEDITORS INTL WASH INC | 302130109 | 21,902 | $2.4M | 0.04% |
| 22 | CARMAX INC | KMX | 27,571 | $2.3M | 0.04% |
| 23 | EQUITABLE HLDGS INC | EQH-PC | 40,832 | $1.9M | 0.03% |
| 24 | GROUP 1 AUTOMOTIVE INC | GPI | 3,369 | $1.4M | 0.02% |
| 25 | LITHIA MTRS INC | 536797103 | 2,716 | $970,780 | 0.02% |
| 26 | SENDAS DISTRIBUIDORA S A | 81689T104 | 152,478 | $681,577 | 0.01% |
| 27 | STELLANTIS N.V | STLA | 51,633 | $673,811 | 0.01% |
| 28 | BUILDERS FIRSTSOURCE INC | BLDR | 4,700 | $671,771 | 0.01% |
| 29 | NETFLIX INC | NFLX | 606 | $540,140 | 0.01% |
| 30 | ISHARES TR | 464288703 | 6,380 | $404,556 | 0.01% |
| 31 | VANGUARD INDEX FDS | 922908769 | 1,158 | $335,600 | 0.01% |
| 32 | SINCLAIR INC | SBGI | 17,959 | $289,858 | 0.00% |
| 33 | AMERICAN EXPRESS CO | AXP | 932 | $276,608 | 0.00% |
| 34 | MICROSOFT CORP | MSFT | 649 | $273,554 | 0.00% |
| 35 | S&P GLOBAL INC | SPGI | 531 | $264,454 | 0.00% |
| 36 | COPA HOLDINGS SA | CPA | 2,555 | $224,533 | 0.00% |
| 37 | APPLE INC | AAPL | 821 | $205,595 | 0.00% |
| 38 | RIMINI STR INC DEL | 76674Q107 | 37,955 | $101,340 | 0.00% |
| 39 | ATAI LIFE SCIENCES NV | N0731H103 | 42,112 | $56,009 | 0.00% |