13F HOLDINGS REPORT
Ruane, Cunniff & Goldfarb L.P.
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0000919574-25-004628
Total Value
$5.83B
Positions
43
Other Managers
0
Confidential Omitted
No
Holdings (43)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SCHWAB CHARLES CORP | SCHW-PJ | 6,598,822 | $602.1M | 10.32% |
| 2 | LIBERTY MEDIA CORP DEL | FWONB | 5,610,983 | $586.3M | 10.05% |
| 3 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 2,768,977 | $508.0M | 8.71% |
| 4 | CAPITAL ONE FINL CORP | 14040H105 | 2,117,016 | $450.4M | 7.72% |
| 5 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,917,681 | $434.3M | 7.45% |
| 6 | ELEVANCE HEALTH INC | ELV | 1,095,655 | $426.2M | 7.31% |
| 7 | ALPHABET INC | GOOG | 2,366,319 | $417.0M | 7.15% |
| 8 | CREDIT ACCEP CORP MICH | 225310101 | 584,025 | $297.5M | 5.10% |
| 9 | META PLATFORMS INC | META | 397,558 | $293.4M | 5.03% |
| 10 | ICON PLC | ICLR | 1,708,183 | $248.5M | 4.26% |
| 11 | UNITEDHEALTH GROUP INC | UNH | 763,439 | $238.2M | 4.08% |
| 12 | ALPHABET INC | GOOG | 1,286,121 | $228.1M | 3.91% |
| 13 | LIBERTY BROADBAND CORP | LBRDP | 1,889,287 | $185.9M | 3.19% |
| 14 | MSA SAFETY INC | MNESP | 949,067 | $159.0M | 2.73% |
| 15 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 326,841 | $158.8M | 2.72% |
| 16 | CHARTER COMMUNICATIONS INC N | 16119P108 | 386,614 | $158.1M | 2.71% |
| 17 | JACOBS SOLUTIONS INC | J | 1,072,124 | $140.9M | 2.42% |
| 18 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 117 | $85.3M | 1.46% |
| 19 | LIBERTY MEDIA CORP DEL | FWONB | 748,343 | $71.1M | 1.22% |
| 20 | LIBERTY BROADBAND CORP | LBRDP | 668,807 | $65.4M | 1.12% |
| 21 | AMENTUM HOLDINGS INC | AMTM | 2,441,743 | $57.6M | 0.99% |
| 22 | BIO-TECHNE CORP | TECH | 152,417 | $7.8M | 0.13% |
| 23 | EXPEDITORS INTL WASH INC | 302130109 | 21,902 | $2.5M | 0.04% |
| 24 | EQUITABLE HLDGS INC | EQH-PC | 40,728 | $2.3M | 0.04% |
| 25 | GROUP 1 AUTOMOTIVE INC | GPI | 3,350 | $1.5M | 0.03% |
| 26 | LITHIA MTRS INC | 536797103 | 2,716 | $917,519 | 0.02% |
| 27 | NETFLIX INC | NFLX | 606 | $811,513 | 0.01% |
| 28 | VANGUARD INDEX FDS | 922908769 | 2,551 | $775,325 | 0.01% |
| 29 | CARMAX INC | KMX | 6,280 | $422,079 | 0.01% |
| 30 | STELLANTIS N.V | STLA | 39,677 | $397,960 | 0.01% |
| 31 | VANGUARD INDEX FDS | 922908363 | 682 | $387,396 | 0.01% |
| 32 | MICROSOFT CORP | MSFT | 689 | $342,715 | 0.01% |
| 33 | VANGUARD STAR FDS | 921909768 | 4,662 | $322,098 | 0.01% |
| 34 | AMERICAN EXPRESS CO | AXP | 932 | $297,289 | 0.01% |
| 35 | COPA HOLDINGS SA | CPA | 2,555 | $280,973 | 0.00% |
| 36 | S&P GLOBAL INC | SPGI | 531 | $279,991 | 0.00% |
| 37 | MICRON TECHNOLOGY INC | MU | 2,162 | $266,467 | 0.00% |
| 38 | SINCLAIR INC | SBGI | 17,959 | $248,193 | 0.00% |
| 39 | DOLLAR GEN CORP NEW | 256677105 | 2,144 | $245,231 | 0.00% |
| 40 | FERGUSON ENTERPRISES INC | FERG | 1,000 | $217,750 | 0.00% |
| 41 | REPUBLIC SVCS INC | 760759100 | 817 | $201,480 | 0.00% |
| 42 | RIMINI STR INC DEL | 76674Q107 | 37,955 | $143,090 | 0.00% |
| 43 | ATAI LIFE SCIENCES NV | N0731H103 | 42,112 | $92,225 | 0.00% |