Ruane Cunniff · Ruane, Cunniff & Goldfarb L.P.
| Period: | Q4 2025 |
| Portfolio date: | Dec 31, 2025 |
| No. of stocks: | 48 |
| Portfolio value: | $6.4B |
| Stock | % of Portfolio | Recent Activity | Shares | Reported Price * | Value | Current Price | +/- Reported Price | 52 Week Low | 52 Week High |
|---|---|---|---|---|---|---|---|---|---|
| GOOGL · Alphabet Inc. | 10.63 | Reduce 7.72% | 2,174,821 | $313.00 | $680,718,973 | $400.71 | +28.02% | $156.16 | $402.00 |
| 808513105 · Schwab Charles Corp. | 8.73 | Reduce 11.41% | 5,594,948 | $99.91 | $558,991,255 | — | — | — | — |
| FWONA · Liberty Media Corp. Del | 8.45 | Reduce 1.40% | 5,491,118 | $98.51 | $540,930,034 | $85.95 | -12.75% | $73.70 | $99.52 |
| COF · Capital One Financial | 7.83 | Reduce 1.43% | 2,068,023 | $242.36 | $501,206,054 | $189.48 | -21.82% | $174.98 | $259.64 |
| ELV · Elevance Health Inc. Formerly | 7.79 | Reduce 1.78% | 1,422,506 | $350.55 | $498,659,478 | $378.07 | +7.85% | $273.71 | $424.24 |
| ICE · Intercontinental Exchange In | 6.84 | Reduce 1.44% | 2,703,907 | $161.96 | $437,924,778 | $155.82 | -3.79% | $143.17 | $189.35 |
| TSM · Taiwan Semiconductor Mfg Ltd. | 6.75 | Reduce 24.45% | 1,421,721 | $303.89 | $432,046,795 | $411.68 | +35.47% | $184.61 | $420.00 |
| GOOG · Alphabet Inc. | 5.60 | Reduce 8.94% | 1,142,353 | $313.80 | $358,470,368 | $400.71 | +27.70% | $156.16 | $402.00 |
| ICLR · Icon Plc | 4.78 | Reduce 1.26% | 1,679,590 | $182.22 | $306,054,890 | $124.49 | -31.68% | $66.57 | $211.00 |
| MSA · Msa Safety Inc. | 4.53 | Add 6.24% | 1,811,635 | $160.14 | $290,115,229 | $169.94 | +6.12% | $151.11 | $208.92 |
| G1151C101 · Accenture Plc Ireland | 3.95 | New | 943,420 | $268.30 | $253,119,586 | — | — | — | — |
| UNH · Unitedhealth Group Inc. | 3.85 | Reduce 1.61% | 745,999 | $330.11 | $246,261,730 | $379.98 | +15.11% | $234.60 | $387.21 |
| 225310101 · Credit Accep Corp. Mich | 3.71 | Reduce 7.32% | 536,132 | $443.46 | $237,753,097 | — | — | — | — |
| ALGN · Align Technology Inc. | 2.98 | New | 1,222,534 | $156.15 | $190,898,684 | $168.78 | +8.09% | $122.00 | $208.31 |
| BRK-B · Berkshire Hathaway Inc. Del | 2.48 | Reduce 2.00% | 316,106 | $502.65 | $158,890,681 | $475.94 | -5.31% | $455.19 | $520.30 |
| META · Meta Platforms, Inc. | 2.46 | Reduce 2.05% | 239,018 | $660.09 | $157,773,392 | $609.63 | -7.64% | $520.26 | $796.25 |
| LBRDA · Liberty Broadband Corp. | 1.40 | Reduce 1.74% | 1,841,624 | $48.60 | $89,502,926 | $36.04 | -25.84% | $35.98 | $95.95 |
| BRK-A · Berkshire Hathaway Inc. Del | 1.36 | Reduce 1.71% | 115 | $754800.00 | $86,802,000 | $717387.00 | -4.96% | $685150.00 | $779853.00 |
| TECH · Bio-Techne Corp. | 1.35 | Reduce 0.53% | 1,465,935 | $58.81 | $86,211,637 | $48.36 | -17.77% | $45.12 | $72.16 |
| CHTR · Charter Communications Inc. N | 1.18 | Reduce 3.06% | 362,000 | $208.75 | $75,567,500 | $154.86 | -25.82% | $154.70 | $437.06 |
| AMTM · Amentum Holdings Inc. | 1.08 | Reduce 1.22% | 2,394,129 | $29.00 | $69,429,741 | $24.53 | -15.41% | $19.11 | $38.11 |
| FWONA · Liberty Media Corp. Del | 1.03 | Reduce 0.46% | 738,880 | $89.38 | $66,041,094 | $85.95 | -3.84% | $73.70 | $99.52 |
| LBRDA · Liberty Broadband Corp. | 0.49 | Reduce 2.45% | 652,780 | $48.28 | $31,516,218 | $36.04 | -25.35% | $35.98 | $95.95 |
| GLIBA · Gci Liberty Inc. | 0.31 | Add 43.88% | 539,071 | $37.21 | $20,058,832 | $26.77 | -28.06% | $25.93 | $41.87 |
| SAP · Sap Se | 0.17 | Reduce 0.16% | 45,927 | $242.91 | $11,156,128 | $173.70 | -28.49% | $160.66 | $313.28 |
| GLIBA · Gci Liberty Inc. | 0.08 | Reduce 1.53% | 131,168 | $36.87 | $4,836,164 | $26.77 | -27.39% | $25.93 | $41.87 |
| EQH · Equitable Hldgs Inc. | 0.03 | 40,636 | $47.65 | $1,936,305 | $42.60 | -10.60% | $35.20 | $56.61 | |
| GPI · Group 1 Automotive Inc. | 0.02 | 3,610 | $393.30 | $1,419,813 | $357.83 | -9.02% | $292.44 | $488.39 | |
| LAD · Lithia Mtrs Inc. | 0.02 | Add 12.26% | 3,049 | $332.33 | $1,013,274 | $293.99 | -11.54% | $239.78 | $360.56 |
| 922908769 · Vanguard Index Fds | 0.01 | Add 1.17% | 2,678 | $335.27 | $897,853 | — | — | — | — |
| J · Jacobs Solutions Inc. | 0.01 | Reduce 30.61% | 6,487 | $132.46 | $859,268 | $118.43 | -10.59% | $118.38 | $168.44 |
| MU · Micron Technology Inc. | 0.01 | 2,162 | $285.41 | $617,056 | $746.79 | +161.66% | $90.93 | $747.21 | |
| NFLX · Netflix Inc. | 0.01 | Add 764.24% | 5,220 | $93.76 | $489,427 | $87.48 | -6.70% | $75.01 | $134.12 |
| 46137Y609 · Invesco Exchange Traded Fd T | 0.01 | New | 11,029 | $39.83 | $439,321 | — | — | — | — |
| 921909768 · Vanguard Star Fds | 0.01 | Add 2.58% | 5,438 | $75.44 | $410,243 | — | — | — | — |
| AXP · American Express Co. | 0.01 | 932 | $369.95 | $344,793 | $316.03 | -14.57% | $281.46 | $387.49 | |
| MSFT · Microsoft Corp. | 0.01 | 689 | $483.62 | $333,214 | $415.06 | -14.18% | $356.28 | $555.45 | |
| 48581R205 · Kaspi Kz Jsc | 0.01 | Add 10.78% | 4,112 | $78.13 | $321,271 | — | — | — | — |
| CPA · Copa Holdings Sa | 0.00 | 2,555 | $120.61 | $308,159 | $122.80 | +1.82% | $98.37 | $156.41 | |
| DG · Dollar Gen Corp. New | 0.00 | 2,170 | $132.77 | $288,111 | $113.29 | -14.67% | $86.25 | $158.23 | |
| STLA · Stellantis N.V | 0.00 | Reduce 6.34% | 25,581 | $10.89 | $278,577 | $7.74 | -28.93% | $6.28 | $12.22 |
| SPGI · S&P Global Inc. | 0.00 | 531 | $522.59 | $277,495 | $420.12 | -19.61% | $381.61 | $579.05 | |
| SBGI · Sinclair Inc. | 0.00 | 17,959 | $15.30 | $274,773 | $14.28 | -6.67% | $11.89 | $17.88 | |
| AAPL · Apple Inc. | 0.00 | 891 | $271.86 | $242,227 | $293.26 | +7.87% | $193.46 | $294.76 | |
| FERG · Ferguson Enterprises | 0.00 | 1,000 | $222.63 | $222,630 | $241.34 | +8.40% | $173.53 | $271.64 | |
| SDHC · Smith Douglas Homes Corp. | 0.00 | 12,209 | $16.77 | $204,745 | $13.00 | -22.48% | $11.13 | $23.50 | |
| 922042742 · Vanguard Intl Equity Index F | 0.00 | New | 1,426 | $141.06 | $201,152 | — | — | — | — |
| 76674Q107 · Rimini Str Inc. Del | 0.00 | 37,141 | $3.88 | $144,107 | — | — | — | — |
* 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
9 sectors represented
Whales with similar holdings to Ruane Cunniff
Ranked by number of overlapping positions in current portfolios
Articles & Commentaries
Coming soon
Curated press + commentary about Ruane Cunniff arrives in v2 — interviews, shareholder-letter highlights, and 13D/13G activist filings auto-aggregated from public sources.
Real-time alerts. We'll let you know when a whale you follow files a new 13F, or a stock you follow has insider activity. No weekly digest.
whalstreet
★ WatchlistData from SEC EDGAR · whalstreet.com