Ruane Cunniff · Ruane, Cunniff & Goldfarb L.P.
| Period: | Q1 2025 |
| Portfolio date: | Mar 31, 2025 |
| No. of stocks: | 38 |
| Portfolio value: | $5.5B |
Viewing historical Q1 2025 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 |
|---|---|---|---|---|---|---|---|---|---|
| 808513105 · Schwab Charles Corp. | 9.61 | Reduce 2.06% | 6,761,375 | $78.28 | $529,280,435 | — | — | — | — |
| FWONA · Liberty Media Corp. Del | 9.41 | Reduce 1.94% | 5,755,304 | $90.01 | $518,034,913 | $85.95 | -4.51% | $73.70 | $99.52 |
| ELV · Elevance Health Inc. Formerly | 8.87 | Reduce 1.84% | 1,122,920 | $434.96 | $488,425,283 | $378.07 | -13.08% | $273.71 | $424.24 |
| ICE · Intercontinental Exchange In | 8.75 | Reduce 41.87% | 2,794,096 | $172.50 | $481,981,560 | $155.82 | -9.67% | $143.17 | $189.35 |
| UNH · Unitedhealth Group Inc. | 7.82 | Reduce 1.89% | 822,168 | $523.75 | $430,610,490 | $379.98 | -27.45% | $234.60 | $387.21 |
| COF · Capital One Financial | 6.94 | Reduce 2.15% | 2,130,414 | $179.30 | $381,983,230 | $189.48 | +5.68% | $174.98 | $259.64 |
| GOOGL · Alphabet Inc. | 6.66 | Reduce 0.79% | 2,372,844 | $154.64 | $366,936,596 | $400.71 | +159.13% | $156.16 | $402.00 |
| 225310101 · Credit Accep Corp. Mich | 6.03 | Reduce 1.86% | 643,101 | $516.35 | $332,065,201 | — | — | — | — |
| TSM · Taiwan Semiconductor Mfg Ltd. | 5.63 | Reduce 3.49% | 1,866,293 | $166.00 | $309,804,638 | $411.68 | +148.00% | $184.61 | $420.00 |
| META · Meta Platforms, Inc. | 5.35 | Reduce 2.03% | 510,972 | $576.36 | $294,503,822 | $609.63 | +5.77% | $520.26 | $796.25 |
| ICLR · Icon Plc | 3.99 | Reduce 0.88% | 1,254,350 | $174.99 | $219,498,707 | $124.49 | -28.86% | $66.57 | $211.00 |
| GOOG · Alphabet Inc. | 3.77 | Reduce 4.56% | 1,328,509 | $156.23 | $207,552,960 | $400.71 | +156.49% | $156.16 | $402.00 |
| LBRDA · Liberty Broadband Corp. | 3.68 | Reduce 1.19% | 2,383,453 | $85.05 | $202,712,678 | $36.04 | -57.62% | $35.98 | $95.95 |
| BRK-B · Berkshire Hathaway Inc. Del | 3.26 | Reduce 3.23% | 336,982 | $532.58 | $179,469,874 | $475.94 | -10.64% | $455.19 | $520.30 |
| CHTR · Charter Communications Inc. N | 2.68 | Reduce 3.30% | 400,460 | $368.53 | $147,581,524 | $154.86 | -57.98% | $154.70 | $437.06 |
| J · Jacobs Solutions Inc. | 2.58 | Reduce 2.82% | 1,176,743 | $120.89 | $142,256,461 | $118.43 | -2.03% | $118.38 | $168.44 |
| BRK-A · Berkshire Hathaway Inc. Del | 1.83 | 126 | $798441.60 | $100,603,642 | $717387.00 | -10.15% | $685150.00 | $779853.00 | |
| FWONA · Liberty Media Corp. Del | 1.10 | Reduce 1.03% | 741,230 | $81.47 | $60,388,008 | $85.95 | +5.50% | $73.70 | $99.52 |
| LBRDA · Liberty Broadband Corp. | 1.04 | Reduce 1.37% | 674,067 | $85.00 | $57,295,695 | $36.04 | -57.60% | $35.98 | $95.95 |
| AMTM · Amentum Holdings Inc. | 0.79 | Reduce 1.78% | 2,393,039 | $18.20 | $43,553,310 | $24.53 | +34.78% | $19.11 | $38.11 |
| 302130109 · Expeditors Intl Wash Inc. | 0.05 | 21,902 | $120.25 | $2,633,716 | — | — | — | — | |
| EQH · Equitable Hldgs Inc. | 0.04 | Reduce 0.25% | 40,728 | $52.09 | $2,121,522 | $42.60 | -18.22% | $35.20 | $56.61 |
| GPI · Group 1 Automotive Inc. | 0.02 | Reduce 0.24% | 3,361 | $381.95 | $1,283,734 | $357.83 | -6.31% | $292.44 | $488.39 |
| LAD · Lithia Mtrs Inc. | 0.01 | 2,716 | $293.54 | $797,255 | $293.99 | +0.15% | $239.78 | $360.56 | |
| BLDR · Builders Firstsource Inc. | 0.01 | 4,700 | $124.94 | $587,218 | $77.40 | -38.05% | $73.40 | $151.03 | |
| NFLX · Netflix Inc. | 0.01 | 606 | $932.53 | $565,113 | $87.48 | -90.62% | $75.01 | $134.12 | |
| KMX · Carmax Inc. | 0.01 | Reduce 77.22% | 6,280 | $77.92 | $489,338 | $40.34 | -48.23% | $30.26 | $71.99 |
| 922908769 · Vanguard Index Fds | 0.01 | Add 48.96% | 1,725 | $274.84 | $474,099 | — | — | — | — |
| STLA · Stellantis N.V | 0.01 | Reduce 23.16% | 39,677 | $11.21 | $444,779 | $7.74 | -30.95% | $6.28 | $12.22 |
| 922908363 · Vanguard Index Fds | 0.01 | New | 682 | $513.91 | $350,487 | — | — | — | — |
| SBGI · Sinclair Inc. | 0.01 | 17,959 | $15.93 | $286,087 | $14.28 | -10.36% | $11.89 | $17.88 | |
| SPGI · S&P Global Inc. | 0.00 | 531 | $508.10 | $269,801 | $420.12 | -17.32% | $381.61 | $579.05 | |
| 921909768 · Vanguard Star Fds | 0.00 | New | 4,121 | $62.10 | $255,914 | — | — | — | — |
| AXP · American Express Co. | 0.00 | 932 | $269.05 | $250,755 | $316.03 | +17.46% | $281.46 | $387.49 | |
| MSFT · Microsoft Corp. | 0.00 | 649 | $375.39 | $243,628 | $415.06 | +10.57% | $356.28 | $555.45 | |
| CPA · Copa Holdings Sa | 0.00 | 2,555 | $92.46 | $236,235 | $122.80 | +32.81% | $98.37 | $156.41 | |
| 76674Q107 · Rimini Str Inc. Del | 0.00 | 37,955 | $3.48 | $132,083 | — | — | — | — | |
| N0731H103 · Atai Beckley Nv | 0.00 | 42,112 | $1.36 | $57,272 | — | — | — | — |
* 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.
Sector % analysis
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Whales with similar holdings to Ruane Cunniff
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