13F HOLDINGS REPORT
Ruane, Cunniff & Goldfarb L.P.
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0000919574-26-000775
Total Value
$6.40B
Positions
48
Other Managers
0
Confidential Omitted
No
Holdings (48)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 2,174,821 | $680.7M | 10.63% |
| 2 | SCHWAB CHARLES CORP | SCHW-PJ | 5,594,948 | $559.0M | 8.73% |
| 3 | LIBERTY MEDIA CORP DEL | FWONB | 5,491,118 | $540.9M | 8.45% |
| 4 | CAPITAL ONE FINL CORP | 14040H105 | 2,068,023 | $501.2M | 7.83% |
| 5 | ELEVANCE HEALTH INC FORMERLY | ELV | 1,422,506 | $498.7M | 7.79% |
| 6 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 2,703,907 | $437.9M | 6.84% |
| 7 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,421,721 | $432.0M | 6.75% |
| 8 | ALPHABET INC | GOOG | 1,142,353 | $358.5M | 5.60% |
| 9 | ICON PLC | ICLR | 1,679,590 | $306.1M | 4.78% |
| 10 | MSA SAFETY INC | MNESP | 1,811,635 | $290.1M | 4.53% |
| 11 | ACCENTURE PLC IRELAND | ACN | 943,420 | $253.1M | 3.95% |
| 12 | UNITEDHEALTH GROUP INC | UNH | 745,999 | $246.3M | 3.85% |
| 13 | CREDIT ACCEP CORP MICH | 225310101 | 536,132 | $237.8M | 3.71% |
| 14 | ALIGN TECHNOLOGY INC | ALGN | 1,222,534 | $190.9M | 2.98% |
| 15 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 316,106 | $158.9M | 2.48% |
| 16 | META PLATFORMS INC | META | 239,018 | $157.8M | 2.46% |
| 17 | LIBERTY BROADBAND CORP | LBRDP | 1,841,624 | $89.5M | 1.40% |
| 18 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 115 | $86.8M | 1.36% |
| 19 | BIO-TECHNE CORP | TECH | 1,465,935 | $86.2M | 1.35% |
| 20 | CHARTER COMMUNICATIONS INC N | 16119P108 | 362,000 | $75.6M | 1.18% |
| 21 | AMENTUM HOLDINGS INC | AMTM | 2,394,129 | $69.4M | 1.08% |
| 22 | LIBERTY MEDIA CORP DEL | FWONB | 738,880 | $66.0M | 1.03% |
| 23 | LIBERTY BROADBAND CORP | LBRDP | 652,780 | $31.5M | 0.49% |
| 24 | GCI LIBERTY INC | GLIBK | 539,071 | $20.1M | 0.31% |
| 25 | SAP SE | SAPGF | 45,927 | $11.2M | 0.17% |
| 26 | GCI LIBERTY INC | GLIBK | 131,168 | $4.8M | 0.08% |
| 27 | EQUITABLE HLDGS INC | EQH-PC | 40,636 | $1.9M | 0.03% |
| 28 | GROUP 1 AUTOMOTIVE INC | GPI | 3,610 | $1.4M | 0.02% |
| 29 | LITHIA MTRS INC | 536797103 | 3,049 | $1.0M | 0.02% |
| 30 | VANGUARD INDEX FDS | 922908769 | 2,678 | $897,853 | 0.01% |
| 31 | JACOBS SOLUTIONS INC | J | 6,487 | $859,268 | 0.01% |
| 32 | MICRON TECHNOLOGY INC | MU | 2,162 | $617,056 | 0.01% |
| 33 | NETFLIX INC | NFLX | 5,220 | $489,427 | 0.01% |
| 34 | INVESCO EXCHANGE TRADED FD T | IVZ | 11,029 | $439,321 | 0.01% |
| 35 | VANGUARD STAR FDS | 921909768 | 5,438 | $410,243 | 0.01% |
| 36 | AMERICAN EXPRESS CO | AXP | 932 | $344,793 | 0.01% |
| 37 | MICROSOFT CORP | MSFT | 689 | $333,214 | 0.01% |
| 38 | KASPI KZ JSC | 48581R205 | 4,112 | $321,271 | 0.01% |
| 39 | COPA HOLDINGS SA | CPA | 2,555 | $308,159 | 0.00% |
| 40 | DOLLAR GEN CORP NEW | 256677105 | 2,170 | $288,111 | 0.00% |
| 41 | STELLANTIS N.V | STLA | 25,581 | $278,577 | 0.00% |
| 42 | S&P GLOBAL INC | SPGI | 531 | $277,495 | 0.00% |
| 43 | SINCLAIR INC | SBGI | 17,959 | $274,773 | 0.00% |
| 44 | APPLE INC | AAPL | 891 | $242,227 | 0.00% |
| 45 | FERGUSON ENTERPRISES INC | FERG | 1,000 | $222,630 | 0.00% |
| 46 | SMITH DOUGLAS HOMES CORP | SDHC | 12,209 | $204,745 | 0.00% |
| 47 | VANGUARD INTL EQUITY INDEX F | 922042742 | 1,426 | $201,152 | 0.00% |
| 48 | RIMINI STR INC DEL | 76674Q107 | 37,141 | $144,107 | 0.00% |