Ruane Cunniff · Ruane, Cunniff & Goldfarb L.P.
| Period: | Q3 2025 |
| Portfolio date: | Sep 30, 2025 |
| No. of stocks: | 47 |
| Portfolio value: | $6.0B |
Viewing historical Q3 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. | 9.99 | Reduce 4.29% | 6,315,561 | $95.47 | $602,946,609 | — | — | — | — |
| FWONA · Liberty Media Corp. Del | 9.64 | Reduce 0.75% | 5,568,989 | $104.45 | $581,680,901 | $85.95 | -17.71% | $73.70 | $99.52 |
| GOOGL · Alphabet Inc. | 9.49 | Reduce 0.41% | 2,356,719 | $243.10 | $572,918,389 | $400.71 | +64.83% | $156.16 | $402.00 |
| TSM · Taiwan Semiconductor Mfg Ltd. | 8.71 | Reduce 1.88% | 1,881,721 | $279.29 | $525,545,858 | $411.68 | +47.40% | $184.61 | $420.00 |
| ELV · Elevance Health Inc. Formerly | 7.75 | Add 32.18% | 1,448,283 | $323.12 | $467,969,203 | $378.07 | +17.01% | $273.71 | $424.24 |
| ICE · Intercontinental Exchange In | 7.66 | Reduce 0.93% | 2,743,291 | $168.48 | $462,189,668 | $155.82 | -7.51% | $143.17 | $189.35 |
| COF · Capital One Financial | 7.39 | Reduce 0.89% | 2,098,124 | $212.58 | $446,019,200 | $189.48 | -10.87% | $174.98 | $259.64 |
| GOOG · Alphabet Inc. | 5.06 | Reduce 2.45% | 1,254,571 | $243.55 | $305,550,765 | $400.71 | +64.53% | $156.16 | $402.00 |
| ICLR · Icon Plc | 4.93 | Reduce 0.42% | 1,700,994 | $175.00 | $297,673,950 | $124.49 | -28.86% | $66.57 | $211.00 |
| MSA · Msa Safety Inc. | 4.86 | Add 79.68% | 1,705,286 | $172.07 | $293,428,562 | $169.94 | -1.24% | $151.11 | $208.92 |
| 225310101 · Credit Accep Corp. Mich | 4.48 | Reduce 0.95% | 578,459 | $466.93 | $270,099,861 | — | — | — | — |
| UNH · Unitedhealth Group Inc. | 4.34 | Reduce 0.68% | 758,223 | $345.30 | $261,814,402 | $379.98 | +10.04% | $234.60 | $387.21 |
| META · Meta Platforms, Inc. | 2.97 | Reduce 38.62% | 244,021 | $734.38 | $179,204,142 | $609.63 | -16.99% | $520.26 | $796.25 |
| BRK-B · Berkshire Hathaway Inc. Del | 2.69 | Reduce 1.31% | 322,552 | $502.74 | $162,159,792 | $475.94 | -5.33% | $455.19 | $520.30 |
| LBRDA · Liberty Broadband Corp. | 1.97 | Reduce 0.80% | 1,874,237 | $63.54 | $119,089,019 | $36.04 | -43.28% | $35.98 | $95.95 |
| CHTR · Charter Communications Inc. N | 1.70 | Reduce 3.41% | 373,432 | $275.10 | $102,733,010 | $154.86 | -43.71% | $154.70 | $437.06 |
| BRK-A · Berkshire Hathaway Inc. Del | 1.46 | 117 | $754200.00 | $88,241,400 | $717387.00 | -4.88% | $685150.00 | $779853.00 | |
| TECH · Bio-Techne Corp. | 1.36 | Add 866.92% | 1,473,755 | $55.63 | $81,984,991 | $48.36 | -13.07% | $45.12 | $72.16 |
| FWONA · Liberty Media Corp. Del | 1.17 | Reduce 0.81% | 742,310 | $95.22 | $70,682,758 | $85.95 | -9.74% | $73.70 | $99.52 |
| AMTM · Amentum Holdings Inc. | 0.96 | Reduce 0.74% | 2,423,748 | $23.95 | $58,048,765 | $24.53 | +2.42% | $19.11 | $38.11 |
| LBRDA · Liberty Broadband Corp. | 0.70 | Add 0.05% | 669,160 | $63.33 | $42,377,903 | $36.04 | -43.09% | $35.98 | $95.95 |
| GLIBA · Gci Liberty Inc. | 0.23 | New | 374,670 | $37.27 | $13,963,951 | $26.77 | -28.17% | $25.93 | $41.87 |
| SAP · Sap Se | 0.20 | New | 46,000 | $267.21 | $12,291,660 | $173.70 | -34.99% | $160.66 | $313.28 |
| GLIBA · Gci Liberty Inc. | 0.08 | New | 133,200 | $37.55 | $5,002,326 | $26.77 | -28.72% | $25.93 | $41.87 |
| EQH · Equitable Hldgs Inc. | 0.03 | Reduce 0.23% | 40,636 | $50.78 | $2,063,496 | $42.60 | -16.11% | $35.20 | $56.61 |
| GPI · Group 1 Automotive Inc. | 0.03 | Add 7.76% | 3,610 | $437.51 | $1,579,411 | $357.83 | -18.21% | $292.44 | $488.39 |
| J · Jacobs Solutions Inc. | 0.02 | Reduce 99.13% | 9,349 | $149.86 | $1,401,041 | $118.43 | -20.97% | $118.38 | $168.44 |
| 922908769 · Vanguard Index Fds | 0.01 | Add 3.76% | 2,647 | $328.17 | $868,666 | — | — | — | — |
| LAD · Lithia Mtrs Inc. | 0.01 | 2,716 | $316.00 | $858,256 | $293.99 | -6.97% | $239.78 | $360.56 | |
| NFLX · Netflix Inc. | 0.01 | Reduce 0.33% | 604 | $1198.92 | $724,148 | $87.48 | -92.70% | $75.01 | $134.12 |
| 921909768 · Vanguard Star Fds | 0.01 | Add 13.71% | 5,301 | $73.46 | $389,411 | — | — | — | — |
| MU · Micron Technology Inc. | 0.01 | 2,162 | $167.32 | $361,746 | $746.79 | +346.32% | $90.93 | $747.21 | |
| MSFT · Microsoft Corp. | 0.01 | 689 | $517.95 | $356,868 | $415.06 | -19.86% | $356.28 | $555.45 | |
| AXP · American Express Co. | 0.01 | 932 | $332.16 | $309,573 | $316.03 | -4.86% | $281.46 | $387.49 | |
| CPA · Copa Holdings Sa | 0.01 | 2,555 | $118.82 | $303,585 | $122.80 | +3.35% | $98.37 | $156.41 | |
| 48581R205 · Kaspi Kz Jsc | 0.01 | New | 3,712 | $81.68 | $303,196 | — | — | — | — |
| SBGI · Sinclair Inc. | 0.00 | 17,959 | $15.10 | $271,181 | $14.28 | -5.43% | $11.89 | $17.88 | |
| SPGI · S&P Global Inc. | 0.00 | 531 | $486.71 | $258,443 | $420.12 | -13.68% | $381.61 | $579.05 | |
| STLA · Stellantis N.V | 0.00 | Reduce 31.16% | 27,313 | $9.34 | $255,103 | $7.74 | -17.13% | $6.28 | $12.22 |
| AAPL · Apple Inc. | 0.00 | New | 891 | $254.63 | $226,875 | $293.26 | +15.17% | $193.46 | $294.76 |
| FERG · Ferguson Enterprises | 0.00 | 1,000 | $224.58 | $224,580 | $241.34 | +7.46% | $173.53 | $271.64 | |
| DG · Dollar Gen Corp. New | 0.00 | Add 1.21% | 2,170 | $103.35 | $224,270 | $113.29 | +9.62% | $86.25 | $158.23 |
| N0731H103 · Atai Beckley Nv | 0.00 | 42,112 | $5.29 | $222,772 | — | — | — | — | |
| BLK · Blackrock Inc. | 0.00 | New | 186 | $1165.87 | $216,852 | $1084.83 | -6.95% | $917.39 | $1219.94 |
| SDHC · Smith Douglas Homes Corp. | 0.00 | New | 12,209 | $17.66 | $215,611 | $13.00 | -26.39% | $11.13 | $23.50 |
| KMX · Carmax Inc. | 0.00 | Reduce 28.84% | 4,469 | $44.87 | $200,524 | $40.34 | -10.10% | $30.26 | $71.99 |
| 76674Q107 · Rimini Str Inc. Del | 0.00 | Reduce 2.14% | 37,141 | $4.68 | $173,820 | — | — | — | — |
* 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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