Ruane Cunniff · Ruane, Cunniff & Goldfarb L.P.
| Period: | Q4 2024 |
| Portfolio date: | Dec 31, 2024 |
| No. of stocks: | 39 |
| Portfolio value: | $5.9B |
Viewing historical Q4 2024 data. Holdings + moves reflect that quarter — not current.← Back to latest
| Stock | % of Portfolio | Recent Activity | Shares | Reported Price * | Value | Current Price | +/- Reported Price | 52 Week Low | 52 Week High |
|---|---|---|---|---|---|---|---|---|---|
| ICE · Intercontinental Exchange In | 12.16 | New | 4,806,982 | $149.01 | $716,288,388 | $155.82 | +4.57% | $143.17 | $189.35 |
| FWONA · Liberty Media Corp. Del | 9.23 | New | 5,869,410 | $92.66 | $543,859,531 | $85.95 | -7.24% | $73.70 | $99.52 |
| 808513105 · Schwab Charles Corp. | 8.67 | New | 6,903,480 | $74.01 | $510,926,555 | — | — | — | — |
| GOOGL · Alphabet Inc. | 7.69 | New | 2,391,801 | $189.30 | $452,767,929 | $400.71 | +111.68% | $156.16 | $402.00 |
| UNH · Unitedhealth Group Inc. | 7.20 | New | 837,996 | $505.86 | $423,908,657 | $379.98 | -24.88% | $234.60 | $387.21 |
| ELV · Elevance Health Inc. Formerly | 7.16 | New | 1,143,953 | $368.90 | $422,004,262 | $378.07 | +2.49% | $273.71 | $424.24 |
| COF · Capital One Financial | 6.59 | New | 2,177,156 | $178.32 | $388,230,458 | $189.48 | +6.26% | $174.98 | $259.64 |
| TSM · Taiwan Semiconductor Mfg Ltd. | 6.48 | New | 1,933,881 | $197.49 | $381,922,159 | $411.68 | +108.46% | $184.61 | $420.00 |
| 225310101 · Credit Accep Corp. Mich | 5.22 | New | 655,271 | $469.46 | $307,623,524 | — | — | — | — |
| META · Meta Platforms, Inc. | 5.18 | New | 521,537 | $585.51 | $305,365,129 | $609.63 | +4.12% | $520.26 | $796.25 |
| ICLR · Icon Plc | 4.51 | New | 1,265,540 | $209.71 | $265,396,393 | $124.49 | -40.64% | $66.57 | $211.00 |
| GOOG · Alphabet Inc. | 4.50 | New | 1,391,955 | $190.44 | $265,083,908 | $400.71 | +110.41% | $156.16 | $402.00 |
| LBRDA · Liberty Broadband Corp. | 3.06 | New | 2,412,168 | $74.76 | $180,333,680 | $36.04 | -51.79% | $35.98 | $95.95 |
| J · Jacobs Solutions Inc. | 2.75 | New | 1,210,914 | $133.62 | $161,802,329 | $118.43 | -11.37% | $118.38 | $168.44 |
| BRK-B · Berkshire Hathaway Inc. Del | 2.68 | New | 348,247 | $453.28 | $157,853,400 | $475.94 | +5.00% | $455.19 | $520.30 |
| CHTR · Charter Communications Inc. N | 2.41 | New | 414,122 | $342.77 | $141,948,598 | $154.86 | -54.82% | $154.70 | $437.06 |
| BRK-A · Berkshire Hathaway Inc. Del | 1.46 | New | 126 | $680920.00 | $85,795,920 | $717387.00 | +5.36% | $685150.00 | $779853.00 |
| FWONA · Liberty Media Corp. Del | 1.07 | New | 748,924 | $84.04 | $62,939,573 | $85.95 | +2.27% | $73.70 | $99.52 |
| AMTM · Amentum Holdings Inc. | 0.87 | New | 2,436,294 | $21.03 | $51,235,263 | $24.53 | +16.64% | $19.11 | $38.11 |
| LBRDA · Liberty Broadband Corp. | 0.86 | New | 683,406 | $74.36 | $50,818,070 | $36.04 | -51.53% | $35.98 | $95.95 |
| 302130109 · Expeditors Intl Wash Inc. | 0.04 | New | 21,902 | $110.77 | $2,426,085 | — | — | — | — |
| KMX · Carmax Inc. | 0.04 | New | 27,571 | $81.76 | $2,254,205 | $40.34 | -50.66% | $30.26 | $71.99 |
| EQH · Equitable Hldgs Inc. | 0.03 | New | 40,832 | $47.17 | $1,926,045 | $42.60 | -9.69% | $35.20 | $56.61 |
| GPI · Group 1 Automotive Inc. | 0.02 | New | 3,369 | $421.48 | $1,419,966 | $357.83 | -15.10% | $292.44 | $488.39 |
| LAD · Lithia Mtrs Inc. | 0.02 | New | 2,716 | $357.43 | $970,780 | $293.99 | -17.75% | $239.78 | $360.56 |
| 81689T104 · Sendas Distribuidora S A | 0.01 | New | 152,478 | $4.47 | $681,577 | — | — | — | — |
| STLA · Stellantis N.V | 0.01 | New | 51,633 | $13.05 | $673,811 | $7.74 | -40.69% | $6.28 | $12.22 |
| BLDR · Builders Firstsource Inc. | 0.01 | New | 4,700 | $142.93 | $671,771 | $77.40 | -45.85% | $73.40 | $151.03 |
| NFLX · Netflix Inc. | 0.01 | New | 606 | $891.32 | $540,140 | $87.48 | -90.19% | $75.01 | $134.12 |
| 464288703 · Ishares Tr | 0.01 | New | 6,380 | $63.41 | $404,556 | — | — | — | — |
| 922908769 · Vanguard Index Fds | 0.01 | New | 1,158 | $289.81 | $335,600 | — | — | — | — |
| SBGI · Sinclair Inc. | 0.00 | New | 17,959 | $16.14 | $289,858 | $14.28 | -11.52% | $11.89 | $17.88 |
| AXP · American Express Co. | 0.00 | New | 932 | $296.79 | $276,608 | $316.03 | +6.48% | $281.46 | $387.49 |
| MSFT · Microsoft Corp. | 0.00 | New | 649 | $421.50 | $273,554 | $415.06 | -1.53% | $356.28 | $555.45 |
| SPGI · S&P Global Inc. | 0.00 | New | 531 | $498.03 | $264,454 | $420.12 | -15.64% | $381.61 | $579.05 |
| CPA · Copa Holdings Sa | 0.00 | New | 2,555 | $87.88 | $224,533 | $122.80 | +39.74% | $98.37 | $156.41 |
| AAPL · Apple Inc. | 0.00 | New | 821 | $250.42 | $205,595 | $293.26 | +17.11% | $193.46 | $294.76 |
| 76674Q107 · Rimini Str Inc. Del | 0.00 | New | 37,955 | $2.67 | $101,340 | — | — | — | — |
| N0731H103 · Atai Beckley Nv | 0.00 | New | 42,112 | $1.33 | $56,009 | — | — | — | — |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held. Price columns + 52-week range are placeholders pending v2 price-data feed.
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