Filed: 2/14/2025ACC: 0000919574-25-001168
📋 What this filing means
RUANE, CUNNIFF & GOLDFARB L.P. filed this quarterly 13F‑HR report disclosing 39 equity positions with a total reported market value of $5.89B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
39
Positions
$5.89B
Total AUM (reported)
38.57M
Total Shares
Allocation by class
COM$2.99B50.8%
COM LBTY ONE S C$543.86M9.2%
CL A$533.62M9.1%
CAP STK CL A$452.77M7.7%
SPONSORED ADS$381.92M6.5%
SHS$266.13M4.5%
CAP STK CL C$265.08M4.5%
Portfolio Concentration
Top 3$1.77B30.1%
4–10$2.68B45.5%
11–25$1.43B24.3%
Rest$5.00M0.1%
Top 3 weight
30.1%
Top 10 weight
75.6%
Voting Authority Distribution
Total shares with voting rights: 38.57M
Sole
Full voting authority
38.48M
shares
% of voting shares99.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
93.16K
shares
% of voting shares0.2%
Investment Discretion (by position count)
Sole39
Shared0
Other0
Dominant voting typeSole · 99.8% of voting shares
Institutional Holdings39
Rows:
INTERCONTINENTAL EXCHANGE IN
SOLEShares4.81M
TypeSH
Market value$716.29M
12.16%
Sole
4.79M
Shared
0.00
None
12.19K
LIBERTY MEDIA CORP DEL
SOLEShares5.87M
TypeSH
Market value$543.86M
9.23%
Sole
5.86M
Shared
0.00
None
13.47K
SCHWAB CHARLES CORP
SOLEShares6.90M
TypeSH
Market value$510.93M
8.67%
Sole
6.89M
Shared
0.00
None
17.25K
ALPHABET INC
SOLEShares2.39M
TypeSH
Market value$452.77M
7.69%
Sole
2.39M
Shared
0.00
None
3.76K
UNITEDHEALTH GROUP INC
SOLEShares838K
TypeSH
Market value$423.91M
7.20%
Sole
836K
Shared
0.00
None
2K
ELEVANCE HEALTH INC
SOLEShares1.14M
TypeSH
Market value$422.00M
7.16%
Sole
1.14M
Shared
0.00
None
2.81K
CAPITAL ONE FINL CORP
SOLEShares2.18M
TypeSH
Market value$388.23M
6.59%
Sole
2.17M
Shared
0.00
None
5.29K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares1.93M
TypeSH
Market value$381.92M
6.48%
Sole
1.93M
Shared
0.00
None
5.03K
CREDIT ACCEP CORP MICH
SOLEShares655.27K
TypeSH
Market value$307.62M
5.22%
Sole
653.75K
Shared
0.00
None
1.52K
META PLATFORMS INC
SOLEShares521.54K
TypeSH
Market value$305.37M
5.18%
Sole
520.26K
Shared
0.00
None
1.27K
ICON PLC
SOLEShares1.27M
TypeSH
Market value$265.40M
4.51%
Sole
1.26M
Shared
0.00
None
3.31K
ALPHABET INC
SOLEShares1.39M
TypeSH
Market value$265.08M
4.50%
Sole
1.39M
Shared
0.00
None
6.38K
LIBERTY BROADBAND CORP
SOLEShares2.41M
TypeSH
Market value$180.33M
3.06%
Sole
2.41M
Shared
0.00
None
5.53K
JACOBS SOLUTIONS INC
SOLEShares1.21M
TypeSH
Market value$161.80M
2.75%
Sole
1.21M
Shared
0.00
None
3.03K
BERKSHIRE HATHAWAY INC DEL
SOLEShares348.25K
TypeSH
Market value$157.85M
2.68%
Sole
347.81K
Shared
0.00
None
436.00
CHARTER COMMUNICATIONS INC N
SOLEShares414.12K
TypeSH
Market value$141.95M
2.41%
Sole
412.95K
Shared
0.00
None
1.17K
BERKSHIRE HATHAWAY INC DEL
SOLEShares126.00
TypeSH
Market value$85.80M
1.46%
Sole
126.00
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
SOLEShares748.92K
TypeSH
Market value$62.94M
1.07%
Sole
747.19K
Shared
0.00
None
1.74K
AMENTUM HOLDINGS INC
SOLEShares2.44M
TypeSH
Market value$51.24M
0.87%
Sole
2.43M
Shared
0.00
None
5.58K
LIBERTY BROADBAND CORP
SOLEShares683.41K
TypeSH
Market value$50.82M
0.86%
Sole
682.11K
Shared
0.00
None
1.29K
EXPEDITORS INTL WASH INC
SOLEShares21.90K
TypeSH
Market value$2.43M
0.04%
Sole
21.90K
Shared
0.00
None
0.00
CARMAX INC
SOLEShares27.57K
TypeSH
Market value$2.25M
0.04%
Sole
27.57K
Shared
0.00
None
0.00
EQUITABLE HLDGS INC
SOLEShares40.83K
TypeSH
Market value$1.93M
0.03%
Sole
40.83K
Shared
0.00
None
0.00
GROUP 1 AUTOMOTIVE INC
SOLEShares3.37K
TypeSH
Market value$1.42M
0.02%
Sole
3.37K
Shared
0.00
None
0.00
LITHIA MTRS INC
SOLEShares2.72K
TypeSH
Market value$970.8K
0.02%
Sole
2.64K
Shared
0.00
None
80.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INTERCONTINENTAL EXCHANGE INSOLE | COM | 4.81M | SH | $716.29M 12.16% | 4.79M | 0.00 | 12.19K |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 5.87M | SH | $543.86M 9.23% | 5.86M | 0.00 | 13.47K |
SCHWAB CHARLES CORPSOLE | COM | 6.90M | SH | $510.93M 8.67% | 6.89M | 0.00 | 17.25K |
ALPHABET INCSOLE | CAP STK CL A | 2.39M | SH | $452.77M 7.69% | 2.39M | 0.00 | 3.76K |
UNITEDHEALTH GROUP INCSOLE | COM | 838K | SH | $423.91M 7.20% | 836K | 0.00 | 2K |
ELEVANCE HEALTH INCSOLE | COM | 1.14M | SH | $422.00M 7.16% | 1.14M | 0.00 | 2.81K |
CAPITAL ONE FINL CORPSOLE | COM | 2.18M | SH | $388.23M 6.59% | 2.17M | 0.00 | 5.29K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 1.93M | SH | $381.92M 6.48% | 1.93M | 0.00 | 5.03K |
CREDIT ACCEP CORP MICHSOLE | COM | 655.27K | SH | $307.62M 5.22% | 653.75K | 0.00 | 1.52K |
META PLATFORMS INCSOLE | CL A | 521.54K | SH | $305.37M 5.18% | 520.26K | 0.00 | 1.27K |
ICON PLCSOLE | SHS | 1.27M | SH | $265.40M 4.51% | 1.26M | 0.00 | 3.31K |
ALPHABET INCSOLE | CAP STK CL C | 1.39M | SH | $265.08M 4.50% | 1.39M | 0.00 | 6.38K |
LIBERTY BROADBAND CORPSOLE | COM SER C | 2.41M | SH | $180.33M 3.06% | 2.41M | 0.00 | 5.53K |
JACOBS SOLUTIONS INCSOLE | COM | 1.21M | SH | $161.80M 2.75% | 1.21M | 0.00 | 3.03K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 348.25K | SH | $157.85M 2.68% | 347.81K | 0.00 | 436.00 |
CHARTER COMMUNICATIONS INC NSOLE | CL A | 414.12K | SH | $141.95M 2.41% | 412.95K | 0.00 | 1.17K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 126.00 | SH | $85.80M 1.46% | 126.00 | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S A | 748.92K | SH | $62.94M 1.07% | 747.19K | 0.00 | 1.74K |
AMENTUM HOLDINGS INCSOLE | COM | 2.44M | SH | $51.24M 0.87% | 2.43M | 0.00 | 5.58K |
LIBERTY BROADBAND CORPSOLE | COM SER A | 683.41K | SH | $50.82M 0.86% | 682.11K | 0.00 | 1.29K |
EXPEDITORS INTL WASH INCSOLE | COM | 21.90K | SH | $2.43M 0.04% | 21.90K | 0.00 | 0.00 |
CARMAX INCSOLE | COM | 27.57K | SH | $2.25M 0.04% | 27.57K | 0.00 | 0.00 |
EQUITABLE HLDGS INCSOLE | COM | 40.83K | SH | $1.93M 0.03% | 40.83K | 0.00 | 0.00 |
GROUP 1 AUTOMOTIVE INCSOLE | COM | 3.37K | SH | $1.42M 0.02% | 3.37K | 0.00 | 0.00 |
LITHIA MTRS INCSOLE | COM | 2.72K | SH | $970.8K 0.02% | 2.64K | 0.00 | 80.00 |
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