Ruane Cunniff · Ruane, Cunniff & Goldfarb L.P.
| Period: | Q2 2025 |
| Portfolio date: | Jun 30, 2025 |
| No. of stocks: | 43 |
| Portfolio value: | $5.8B |
Viewing historical Q2 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. | 10.32 | Reduce 2.40% | 6,598,822 | $91.24 | $602,076,519 | — | — | — | — |
| FWONA · Liberty Media Corp. Del | 10.05 | Reduce 2.51% | 5,610,983 | $104.50 | $586,347,724 | $85.95 | -17.75% | $73.70 | $99.52 |
| ICE · Intercontinental Exchange In | 8.71 | Reduce 0.90% | 2,768,977 | $183.47 | $508,024,210 | $155.82 | -15.07% | $143.17 | $189.35 |
| COF · Capital One Financial | 7.72 | Reduce 0.63% | 2,117,016 | $212.76 | $450,416,324 | $189.48 | -10.94% | $174.98 | $259.64 |
| TSM · Taiwan Semiconductor Mfg Ltd. | 7.45 | Add 2.75% | 1,917,681 | $226.49 | $434,335,570 | $411.68 | +81.77% | $184.61 | $420.00 |
| ELV · Elevance Health Inc. Formerly | 7.31 | Reduce 2.43% | 1,095,655 | $388.96 | $426,165,969 | $378.07 | -2.80% | $273.71 | $424.24 |
| GOOGL · Alphabet Inc. | 7.15 | Reduce 0.27% | 2,366,319 | $176.23 | $417,016,397 | $400.71 | +127.38% | $156.16 | $402.00 |
| 225310101 · Credit Accep Corp. Mich | 5.10 | Reduce 9.19% | 584,025 | $509.43 | $297,519,856 | — | — | — | — |
| META · Meta Platforms, Inc. | 5.03 | Reduce 22.20% | 397,558 | $738.09 | $293,433,584 | $609.63 | -17.40% | $520.26 | $796.25 |
| ICLR · Icon Plc | 4.26 | Add 36.18% | 1,708,183 | $145.45 | $248,455,217 | $124.49 | -14.41% | $66.57 | $211.00 |
| UNH · Unitedhealth Group Inc. | 4.08 | Reduce 7.14% | 763,439 | $311.97 | $238,170,065 | $379.98 | +21.80% | $234.60 | $387.21 |
| GOOG · Alphabet Inc. | 3.91 | Reduce 3.19% | 1,286,121 | $177.39 | $228,145,002 | $400.71 | +125.89% | $156.16 | $402.00 |
| LBRDA · Liberty Broadband Corp. | 3.19 | Reduce 20.73% | 1,889,287 | $98.38 | $185,868,055 | $36.04 | -63.37% | $35.98 | $95.95 |
| MSA · Msa Safety Inc. | 2.73 | New | 949,067 | $167.53 | $158,997,195 | $169.94 | +1.44% | $151.11 | $208.92 |
| BRK-B · Berkshire Hathaway Inc. Del | 2.72 | Reduce 3.01% | 326,841 | $485.77 | $158,769,553 | $475.94 | -2.02% | $455.19 | $520.30 |
| CHTR · Charter Communications Inc. N | 2.71 | Reduce 3.46% | 386,614 | $408.81 | $158,051,669 | $154.86 | -62.12% | $154.70 | $437.06 |
| J · Jacobs Solutions Inc. | 2.42 | Reduce 8.89% | 1,072,124 | $131.45 | $140,930,700 | $118.43 | -9.90% | $118.38 | $168.44 |
| BRK-A · Berkshire Hathaway Inc. Del | 1.46 | Reduce 7.14% | 117 | $728800.00 | $85,269,600 | $717387.00 | -1.57% | $685150.00 | $779853.00 |
| FWONA · Liberty Media Corp. Del | 1.22 | Add 0.96% | 748,343 | $94.96 | $71,062,651 | $85.95 | -9.49% | $73.70 | $99.52 |
| LBRDA · Liberty Broadband Corp. | 1.12 | Reduce 0.78% | 668,807 | $97.82 | $65,422,701 | $36.04 | -63.16% | $35.98 | $95.95 |
| AMTM · Amentum Holdings Inc. | 0.99 | Add 2.04% | 2,441,743 | $23.61 | $57,649,558 | $24.53 | +3.90% | $19.11 | $38.11 |
| TECH · Bio-Techne Corp. | 0.13 | New | 152,417 | $51.45 | $7,841,855 | $48.36 | -6.01% | $45.12 | $72.16 |
| 302130109 · Expeditors Intl Wash Inc. | 0.04 | 21,902 | $114.25 | $2,502,304 | — | — | — | — | |
| EQH · Equitable Hldgs Inc. | 0.04 | 40,728 | $56.10 | $2,284,841 | $42.60 | -24.06% | $35.20 | $56.61 | |
| GPI · Group 1 Automotive Inc. | 0.03 | Reduce 0.33% | 3,350 | $436.71 | $1,462,979 | $357.83 | -18.06% | $292.44 | $488.39 |
| LAD · Lithia Mtrs Inc. | 0.02 | 2,716 | $337.82 | $917,519 | $293.99 | -12.97% | $239.78 | $360.56 | |
| NFLX · Netflix Inc. | 0.01 | 606 | $1339.13 | $811,513 | $87.48 | -93.47% | $75.01 | $134.12 | |
| 922908769 · Vanguard Index Fds | 0.01 | Add 47.88% | 2,551 | $303.93 | $775,325 | — | — | — | — |
| KMX · Carmax Inc. | 0.01 | 6,280 | $67.21 | $422,079 | $40.34 | -39.98% | $30.26 | $71.99 | |
| STLA · Stellantis N.V | 0.01 | 39,677 | $10.03 | $397,960 | $7.74 | -22.83% | $6.28 | $12.22 | |
| 922908363 · Vanguard Index Fds | 0.01 | 682 | $568.03 | $387,396 | — | — | — | — | |
| MSFT · Microsoft Corp. | 0.01 | Add 6.16% | 689 | $497.41 | $342,715 | $415.06 | -16.56% | $356.28 | $555.45 |
| 921909768 · Vanguard Star Fds | 0.01 | Add 13.13% | 4,662 | $69.09 | $322,098 | — | — | — | — |
| AXP · American Express Co. | 0.01 | 932 | $318.98 | $297,289 | $316.03 | -0.92% | $281.46 | $387.49 | |
| CPA · Copa Holdings Sa | 0.00 | 2,555 | $109.97 | $280,973 | $122.80 | +11.67% | $98.37 | $156.41 | |
| SPGI · S&P Global Inc. | 0.00 | 531 | $527.29 | $279,991 | $420.12 | -20.32% | $381.61 | $579.05 | |
| MU · Micron Technology Inc. | 0.00 | New | 2,162 | $123.25 | $266,467 | $746.79 | +505.91% | $90.93 | $747.21 |
| SBGI · Sinclair Inc. | 0.00 | 17,959 | $13.82 | $248,193 | $14.28 | +3.33% | $11.89 | $17.88 | |
| DG · Dollar Gen Corp. New | 0.00 | New | 2,144 | $114.38 | $245,231 | $113.29 | -0.95% | $86.25 | $158.23 |
| FERG · Ferguson Enterprises | 0.00 | New | 1,000 | $217.75 | $217,750 | $241.34 | +10.83% | $173.53 | $271.64 |
| RSG · Republic Svcs Inc. | 0.00 | New | 817 | $246.61 | $201,480 | — | — | — | — |
| 76674Q107 · Rimini Str Inc. Del | 0.00 | 37,955 | $3.77 | $143,090 | — | — | — | — | |
| N0731H103 · Atai Beckley Nv | 0.00 | 42,112 | $2.19 | $92,225 | — | — | — | — |
* 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
8 sectors represented
Whales with similar holdings to Ruane Cunniff
Ranked by number of overlapping positions in current portfolios
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