The Analysis of Ruane, Cunniff & Goldfarb L.P.'s Holdings
Currently, Ruane, Cunniff & Goldfarb L.P. holds 47 types of securities in its portfolio with a total value $6.0B. In the most recent quarter, they have increased their positions in MSA (+756.2K shares, valued at $130.1M), ELV (+352.6K shares, valued at $113.9M), TECH (+1.3M shares, valued at $73.5M); decreased their positions in J (-1.1M shares, valued at $159.3M), META (-153.5K shares, valued at $112.8M), SCHW (-283.3K shares, valued at $27.0M); initiated new positions in GLIBK (+374.7K shares, valued at $14.0M), SAP (+46.0K shares, valued at $12.3M), GLIBA (+133.2K shares, valued at $5.0M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHW SCHWAB CHARLES CORP6.3M shares-4.29%2025-09-302025-11-14
FWONK LIBERTY MEDIA CORP DEL5.6M shares-0.75%2025-09-302025-11-14 GOOGL ALPHABET INC2.4M shares-0.41%2025-09-302025-11-14 TSM TAIWAN SEMICONDUCTOR MFG LTD1.9M shares-1.88%2025-09-302025-11-14 ELV ELEVANCE HEALTH INC FORMERLY1.4M shares32.18%2025-09-302025-11-14 ICE INTERCONTINENTAL EXCHANGE IN2.7M shares-0.93%2025-09-302025-11-14 COF CAPITAL ONE FINL CORP2.1M shares-0.89%2025-09-302025-11-14 GOOG ALPHABET INC1.3M shares-2.45%2025-09-302025-11-14 ICLR ICON PLC1.7M shares-0.42%2025-09-302025-11-14 MSA MSA SAFETY INC1.7M shares79.68%2025-09-302025-11-14 CACC CREDIT ACCEP CORP MICH578.5K shares-0.95%2025-09-302025-11-14 UNH UNITEDHEALTH GROUP INC758.2K shares-0.68%2025-09-302025-11-14 META META PLATFORMS INC244.0K shares-38.62%2025-09-302025-11-14 BRK.B BERKSHIRE HATHAWAY INC DEL322.6K shares-1.31%2025-09-302025-11-14 LBRDK LIBERTY BROADBAND CORP1.9M shares-0.80%2025-09-302025-11-14 CHTR CHARTER COMMUNICATIONS INC N373.4K shares-3.41%2025-09-302025-11-14 BRK.A BERKSHIRE HATHAWAY INC DEL117 shares0.00%2025-09-302025-11-14 TECH BIO-TECHNE CORP1.5M shares866.92%2025-09-302025-11-14 FWONA LIBERTY MEDIA CORP DEL742.3K shares-0.81%2025-09-302025-11-14 AMTM AMENTUM HOLDINGS INC2.4M shares-0.74%2025-09-302025-11-14 LBRDA LIBERTY BROADBAND CORP669.2K shares0.05%2025-09-302025-11-14 GLIBK GCI LIBERTY INC374.7K sharesnew addition2025-09-302025-11-14 SAP SAP SE46.0K sharesnew addition2025-09-302025-11-14 GLIBA GCI LIBERTY INC133.2K sharesnew addition2025-09-302025-11-14 EQH EQUITABLE HLDGS INC40.6K shares-0.23%2025-09-302025-11-14 GPI GROUP 1 AUTOMOTIVE INC3.6K shares7.76%2025-09-302025-11-14 J JACOBS SOLUTIONS INC9.3K shares-99.13%2025-09-302025-11-14 VTI VANGUARD INDEX FDS2.6K shares3.76%2025-09-302025-11-14 LAD LITHIA MTRS INC2.7K shares0.00%2025-09-302025-11-14 NFLX NETFLIX INC604 shares-0.33%2025-09-302025-11-14 VXUS VANGUARD STAR FDS5.3K shares13.71%2025-09-302025-11-14 MU MICRON TECHNOLOGY INC2.2K shares0.00%2025-09-302025-11-14 MSFT MICROSOFT CORP689 shares0.00%2025-09-302025-11-14 AXP AMERICAN EXPRESS CO932 shares0.00%2025-09-302025-11-14 CPA COPA HOLDINGS SA2.6K shares0.00%2025-09-302025-11-14 KSPI KASPI KZ JSC3.7K sharesnew addition2025-09-302025-11-14 SBGI SINCLAIR INC18.0K shares0.00%2025-09-302025-11-14 SPGI S&P GLOBAL INC531 shares0.00%2025-09-302025-11-14 STLA STELLANTIS N.V27.3K shares-31.16%2025-09-302025-11-14 AAPL APPLE INC891 sharesnew addition2025-09-302025-11-14 FERG FERGUSON ENTERPRISES INC1.0K shares0.00%2025-09-302025-11-14 DG DOLLAR GEN CORP NEW2.2K shares1.21%2025-09-302025-11-14 ATAI ATAI LIFE SCIENCES NV42.1K shares0.00%2025-09-302025-11-14 BLK BLACKROCK INC186 sharesnew addition2025-09-302025-11-14 SDHC SMITH DOUGLAS HOMES CORP12.2K sharesnew addition2025-09-302025-11-14 KMX CARMAX INC4.5K shares-28.84%2025-09-302025-11-14 RMNI RIMINI STR INC DEL37.1K shares-2.14%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available