13F HOLDINGS REPORT
Ruane, Cunniff & Goldfarb L.P.
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0000919574-25-003038
Total Value
$5.51B
Positions
38
Other Managers
0
Confidential Omitted
No
Holdings (38)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SCHWAB CHARLES CORP | SCHW-PJ | 6,761,375 | $529.3M | 9.61% |
| 2 | LIBERTY MEDIA CORP DEL | FWONB | 5,755,304 | $518.0M | 9.41% |
| 3 | ELEVANCE HEALTH INC | ELV | 1,122,920 | $488.4M | 8.87% |
| 4 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 2,794,096 | $482.0M | 8.75% |
| 5 | UNITEDHEALTH GROUP INC | UNH | 822,168 | $430.6M | 7.82% |
| 6 | CAPITAL ONE FINL CORP | 14040H105 | 2,130,414 | $382.0M | 6.94% |
| 7 | ALPHABET INC | GOOG | 2,372,844 | $366.9M | 6.66% |
| 8 | CREDIT ACCEP CORP MICH | 225310101 | 643,101 | $332.1M | 6.03% |
| 9 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,866,293 | $309.8M | 5.63% |
| 10 | META PLATFORMS INC | META | 510,972 | $294.5M | 5.35% |
| 11 | ICON PLC | ICLR | 1,254,350 | $219.5M | 3.99% |
| 12 | ALPHABET INC | GOOG | 1,328,509 | $207.6M | 3.77% |
| 13 | LIBERTY BROADBAND CORP | LBRDP | 2,383,453 | $202.7M | 3.68% |
| 14 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 336,982 | $179.5M | 3.26% |
| 15 | CHARTER COMMUNICATIONS INC N | 16119P108 | 400,460 | $147.6M | 2.68% |
| 16 | JACOBS SOLUTIONS INC | J | 1,176,743 | $142.3M | 2.58% |
| 17 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 126 | $100.6M | 1.83% |
| 18 | LIBERTY MEDIA CORP DEL | FWONB | 741,230 | $60.4M | 1.10% |
| 19 | LIBERTY BROADBAND CORP | LBRDP | 674,067 | $57.3M | 1.04% |
| 20 | AMENTUM HOLDINGS INC | AMTM | 2,393,039 | $43.6M | 0.79% |
| 21 | EXPEDITORS INTL WASH INC | 302130109 | 21,902 | $2.6M | 0.05% |
| 22 | EQUITABLE HLDGS INC | EQH-PC | 40,728 | $2.1M | 0.04% |
| 23 | GROUP 1 AUTOMOTIVE INC | GPI | 3,361 | $1.3M | 0.02% |
| 24 | LITHIA MTRS INC | 536797103 | 2,716 | $797,255 | 0.01% |
| 25 | BUILDERS FIRSTSOURCE INC | BLDR | 4,700 | $587,218 | 0.01% |
| 26 | NETFLIX INC | NFLX | 606 | $565,113 | 0.01% |
| 27 | CARMAX INC | KMX | 6,280 | $489,338 | 0.01% |
| 28 | VANGUARD INDEX FDS | 922908769 | 1,725 | $474,099 | 0.01% |
| 29 | STELLANTIS N.V | STLA | 39,677 | $444,779 | 0.01% |
| 30 | VANGUARD INDEX FDS | 922908363 | 682 | $350,487 | 0.01% |
| 31 | SINCLAIR INC | SBGI | 17,959 | $286,087 | 0.01% |
| 32 | S&P GLOBAL INC | SPGI | 531 | $269,801 | 0.00% |
| 33 | VANGUARD STAR FDS | 921909768 | 4,121 | $255,914 | 0.00% |
| 34 | AMERICAN EXPRESS CO | AXP | 932 | $250,755 | 0.00% |
| 35 | MICROSOFT CORP | MSFT | 649 | $243,628 | 0.00% |
| 36 | COPA HOLDINGS SA | CPA | 2,555 | $236,235 | 0.00% |
| 37 | RIMINI STR INC DEL | 76674Q107 | 37,955 | $132,083 | 0.00% |
| 38 | ATAI LIFE SCIENCES NV | N0731H103 | 42,112 | $57,272 | 0.00% |