Ruane, Cunniff & Goldfarb L.P. Top Holdings and 13F Report (2025) About Ruane, Cunniff & Goldfarb L.P.Investment ActivityRuane, Cunniff & Goldfarb L.P. has $5.89 billion in total holdings as of December 31, 2024.Ruane, Cunniff & Goldfarb L.P. owns shares of 39 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 5.39% of the portfolio was purchased this quarter.About 16.23% of the portfolio was sold this quarter.This quarter, Ruane, Cunniff & Goldfarb L.P. has purchased 37 new stocks and bought additional shares in 3 stocks.Ruane, Cunniff & Goldfarb L.P. sold shares of 25 stocks and completely divested from 1 stock this quarter.Largest Holdings Intercontinental Exchange $716,288,388Formula One Group $543,859,531Charles Schwab $510,926,555Alphabet $452,767,929UnitedHealth Group $423,908,657 Largest New Holdings this Quarter ICON Public $265,396,393 HoldingCopa $224,533 HoldingApple $205,595 Holding Largest Purchases this Quarter ICON Public 1,265,540 shares (about $265.40M)Elevance Health 139,420 shares (about $51.43M)Copa 2,555 shares (about $224.53K)Apple 821 shares (about $205.60K)Vanguard Total Stock Market ETF 93 shares (about $26.95K) Largest Sales this Quarter Taiwan Semiconductor Manufacturing 970,808 shares (about $191.72M)Jacobs Solutions 1,319,295 shares (about $176.28M)CarMax 1,797,917 shares (about $147.00M)Capital One Financial 594,082 shares (about $105.94M)UnitedHealth Group 128,319 shares (about $64.91M) Sector Allocation Over TimeMap of 500 Largest Holdings ofRuane, Cunniff & Goldfarb L.P. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorICEIntercontinental Exchange$716,288,388$30,622,449 ▼-4.1%4,806,98212.2%FinanceFWONKFormula One Group$543,859,531$19,636,878 ▼-3.5%5,869,4109.2%Consumer DiscretionarySCHWCharles Schwab$510,926,555$40,469,112 ▼-7.3%6,903,4808.7%FinanceGOOGLAlphabet$452,767,929$52,103,311 ▼-10.3%2,391,8017.7%Computer and TechnologyUNHUnitedHealth Group$423,908,657$64,911,449 ▼-13.3%837,9967.2%MedicalELVElevance Health$422,004,262$51,432,038 ▲13.9%1,143,9537.2%MedicalCOFCapital One Financial$388,230,458$105,936,702 ▼-21.4%2,177,1566.6%FinanceTSMTaiwan Semiconductor Manufacturing$381,922,159$191,724,872 ▼-33.4%1,933,8816.5%Computer and TechnologyCACCCredit Acceptance$307,623,524$12,362,290 ▼-3.9%655,2715.2%FinanceMETAMeta Platforms$305,365,129$26,710,966 ▼-8.0%521,5375.2%Computer and TechnologyICLRICON Public$265,396,393$265,396,393 ▲New Holding1,265,5404.5%MedicalGOOGAlphabet$265,083,908$13,147,406 ▼-4.7%1,391,9554.5%Computer and TechnologyLBRDKLiberty Broadband$180,333,680$7,667,460 ▼-4.1%2,412,1683.1%Consumer DiscretionaryJJacobs Solutions$161,802,329$176,284,198 ▼-52.1%1,210,9142.7%Business ServicesBRK.BBerkshire Hathaway$157,853,400$39,007,917 ▼-19.8%348,2472.7%FinanceCHTRCharter Communications$141,948,598$14,019,636 ▼-9.0%414,1222.4%Consumer DiscretionaryBRK.ABerkshire Hathaway$85,795,920$5,447,360 ▼-6.0%1261.5%FinanceFWONAFormula One Group$62,939,573$3,507,577 ▼-5.3%748,9241.1%Consumer DiscretionaryAMENTUM HOLDINGS INC$51,235,263$1,980,921 ▼-3.7%2,436,2940.9%COMLBRDALiberty Broadband$50,818,070$1,960,204 ▼-3.7%683,4060.9%Consumer DiscretionaryEXPDExpeditors International of Washington$2,426,085$1,384,625 ▼-36.3%21,9020.0%TransportationKMXCarMax$2,254,205$146,997,697 ▼-98.5%27,5710.0%Retail/WholesaleEQHEquitable$1,926,045$566 ▼0.0%40,8320.0%FinanceGPIGroup 1 Automotive$1,419,966$7,165 ▼-0.5%3,3690.0%Retail/WholesaleLADLithia Motors$970,780$4,289 ▼-0.4%2,7160.0%Retail/WholesaleASAISendas Distribuidora$681,577$5,400 ▲0.8%152,4780.0%Consumer DiscretionarySTLAStellantis$673,811$522 ▼-0.1%51,6330.0%Auto/Tires/TrucksBLDRBuilders FirstSource$671,7710.0%4,7000.0%Retail/WholesaleNFLXNetflix$540,1400.0%6060.0%Consumer DiscretionaryISCViShares Morningstar Small-Cap Value ETF$404,5560.0%6,3800.0%ETFVTIVanguard Total Stock Market ETF$335,600$26,952 ▲8.7%1,1580.0%ETFSBGISinclair$289,8580.0%17,9590.0%Consumer DiscretionaryAXPAmerican Express$276,6080.0%9320.0%FinanceMSFTMicrosoft$273,5540.0%6490.0%Computer and TechnologySPGIS&P Global$264,4540.0%5310.0%Business ServicesCPACopa$224,533$224,533 ▲New Holding2,5550.0%TransportationAAPLApple$205,595$205,595 ▲New Holding8210.0%Computer and TechnologyRMNIRimini Street$101,340$360 ▼-0.4%37,9550.0%Computer and TechnologyATAIAtai Life Sciences$56,0090.0%42,1120.0%MedicalMUMicron Technology$0$224,221 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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