13F HOLDINGS REPORT
Ruane, Cunniff & Goldfarb L.P.
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0000919574-25-006759
Total Value
$6.04B
Positions
47
Other Managers
0
Confidential Omitted
No
Holdings (47)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SCHWAB CHARLES CORP | SCHW-PJ | 6,315,561 | $602.9M | 9.99% |
| 2 | LIBERTY MEDIA CORP DEL | FWONB | 5,568,989 | $581.7M | 9.64% |
| 3 | ALPHABET INC | GOOG | 2,356,719 | $572.9M | 9.49% |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,881,721 | $525.5M | 8.71% |
| 5 | ELEVANCE HEALTH INC FORMERLY | ELV | 1,448,283 | $468.0M | 7.75% |
| 6 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 2,743,291 | $462.2M | 7.66% |
| 7 | CAPITAL ONE FINL CORP | 14040H105 | 2,098,124 | $446.0M | 7.39% |
| 8 | ALPHABET INC | GOOG | 1,254,571 | $305.6M | 5.06% |
| 9 | ICON PLC | ICLR | 1,700,994 | $297.7M | 4.93% |
| 10 | MSA SAFETY INC | MNESP | 1,705,286 | $293.4M | 4.86% |
| 11 | CREDIT ACCEP CORP MICH | 225310101 | 578,459 | $270.1M | 4.48% |
| 12 | UNITEDHEALTH GROUP INC | UNH | 758,223 | $261.8M | 4.34% |
| 13 | META PLATFORMS INC | META | 244,021 | $179.2M | 2.97% |
| 14 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 322,552 | $162.2M | 2.69% |
| 15 | LIBERTY BROADBAND CORP | LBRDP | 1,874,237 | $119.1M | 1.97% |
| 16 | CHARTER COMMUNICATIONS INC N | 16119P108 | 373,432 | $102.7M | 1.70% |
| 17 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 117 | $88.2M | 1.46% |
| 18 | BIO-TECHNE CORP | TECH | 1,473,755 | $82.0M | 1.36% |
| 19 | LIBERTY MEDIA CORP DEL | FWONB | 742,310 | $70.7M | 1.17% |
| 20 | AMENTUM HOLDINGS INC | AMTM | 2,423,748 | $58.0M | 0.96% |
| 21 | LIBERTY BROADBAND CORP | LBRDP | 669,160 | $42.4M | 0.70% |
| 22 | GCI LIBERTY INC | GLIBK | 374,670 | $14.0M | 0.23% |
| 23 | SAP SE | SAPGF | 46,000 | $12.3M | 0.20% |
| 24 | GCI LIBERTY INC | GLIBK | 133,200 | $5.0M | 0.08% |
| 25 | EQUITABLE HLDGS INC | EQH-PC | 40,636 | $2.1M | 0.03% |
| 26 | GROUP 1 AUTOMOTIVE INC | GPI | 3,610 | $1.6M | 0.03% |
| 27 | JACOBS SOLUTIONS INC | J | 9,349 | $1.4M | 0.02% |
| 28 | VANGUARD INDEX FDS | 922908769 | 2,647 | $868,666 | 0.01% |
| 29 | LITHIA MTRS INC | 536797103 | 2,716 | $858,256 | 0.01% |
| 30 | NETFLIX INC | NFLX | 604 | $724,148 | 0.01% |
| 31 | VANGUARD STAR FDS | 921909768 | 5,301 | $389,411 | 0.01% |
| 32 | MICRON TECHNOLOGY INC | MU | 2,162 | $361,746 | 0.01% |
| 33 | MICROSOFT CORP | MSFT | 689 | $356,868 | 0.01% |
| 34 | AMERICAN EXPRESS CO | AXP | 932 | $309,573 | 0.01% |
| 35 | COPA HOLDINGS SA | CPA | 2,555 | $303,585 | 0.01% |
| 36 | KASPI KZ JSC | 48581R205 | 3,712 | $303,196 | 0.01% |
| 37 | SINCLAIR INC | SBGI | 17,959 | $271,181 | 0.00% |
| 38 | S&P GLOBAL INC | SPGI | 531 | $258,443 | 0.00% |
| 39 | STELLANTIS N.V | STLA | 27,313 | $255,103 | 0.00% |
| 40 | APPLE INC | AAPL | 891 | $226,875 | 0.00% |
| 41 | FERGUSON ENTERPRISES INC | FERG | 1,000 | $224,580 | 0.00% |
| 42 | DOLLAR GEN CORP NEW | 256677105 | 2,170 | $224,270 | 0.00% |
| 43 | ATAI LIFE SCIENCES NV | N0731H103 | 42,112 | $222,772 | 0.00% |
| 44 | BLACKROCK INC | BLK | 186 | $216,852 | 0.00% |
| 45 | SMITH DOUGLAS HOMES CORP | SDHC | 12,209 | $215,611 | 0.00% |
| 46 | CARMAX INC | KMX | 4,469 | $200,524 | 0.00% |
| 47 | RIMINI STR INC DEL | 76674Q107 | 37,141 | $173,820 | 0.00% |