Filed: 5/15/2025ACC: 0000919574-25-003038
📋 What this filing means
RUANE, CUNNIFF & GOLDFARB L.P. filed this quarterly 13F‑HR report disclosing 38 equity positions with a total reported market value of $5.51B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
38
Positions
$5.51B
Total AUM (reported)
35.70M
Total Shares
Allocation by class
COM$2.84B51.6%
CL A$543.21M9.9%
COM LBTY ONE S C$518.03M9.4%
CAP STK CL A$366.94M6.7%
SPONSORED ADS$309.80M5.6%
SHS$220.00M4.0%
CAP STK CL C$207.55M3.8%
Portfolio Concentration
Top 3$1.54B27.9%
4–10$2.60B47.2%
11–25$1.37B24.9%
Rest$4.06M0.1%
Top 3 weight
27.9%
Top 10 weight
75.1%
Voting Authority Distribution
Total shares with voting rights: 35.70M
Sole
Full voting authority
35.61M
shares
% of voting shares99.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
88.22K
shares
% of voting shares0.2%
Investment Discretion (by position count)
Sole38
Shared0
Other0
Dominant voting typeSole · 99.8% of voting shares
Institutional Holdings38
Rows:
SCHWAB CHARLES CORP
SOLEShares6.76M
TypeSH
Market value$529.28M
9.61%
Sole
6.74M
Shared
0.00
None
17.25K
LIBERTY MEDIA CORP DEL
SOLEShares5.76M
TypeSH
Market value$518.03M
9.41%
Sole
5.74M
Shared
0.00
None
13.47K
ELEVANCE HEALTH INC
SOLEShares1.12M
TypeSH
Market value$488.43M
8.87%
Sole
1.12M
Shared
0.00
None
2.81K
INTERCONTINENTAL EXCHANGE IN
SOLEShares2.79M
TypeSH
Market value$481.98M
8.75%
Sole
2.79M
Shared
0.00
None
7.25K
UNITEDHEALTH GROUP INC
SOLEShares822.17K
TypeSH
Market value$430.61M
7.82%
Sole
820.17K
Shared
0.00
None
2K
CAPITAL ONE FINL CORP
SOLEShares2.13M
TypeSH
Market value$381.98M
6.94%
Sole
2.13M
Shared
0.00
None
5.29K
ALPHABET INC
SOLEShares2.37M
TypeSH
Market value$366.94M
6.66%
Sole
2.37M
Shared
0.00
None
3.76K
CREDIT ACCEP CORP MICH
SOLEShares643.10K
TypeSH
Market value$332.07M
6.03%
Sole
641.58K
Shared
0.00
None
1.52K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares1.87M
TypeSH
Market value$309.80M
5.63%
Sole
1.86M
Shared
0.00
None
5.03K
META PLATFORMS INC
SOLEShares510.97K
TypeSH
Market value$294.50M
5.35%
Sole
509.70K
Shared
0.00
None
1.27K
ICON PLC
SOLEShares1.25M
TypeSH
Market value$219.50M
3.99%
Sole
1.25M
Shared
0.00
None
3.31K
ALPHABET INC
SOLEShares1.33M
TypeSH
Market value$207.55M
3.77%
Sole
1.32M
Shared
0.00
None
6.38K
LIBERTY BROADBAND CORP
SOLEShares2.38M
TypeSH
Market value$202.71M
3.68%
Sole
2.38M
Shared
0.00
None
5.53K
BERKSHIRE HATHAWAY INC DEL
SOLEShares336.98K
TypeSH
Market value$179.47M
3.26%
Sole
336.55K
Shared
0.00
None
436.00
CHARTER COMMUNICATIONS INC N
SOLEShares400.46K
TypeSH
Market value$147.58M
2.68%
Sole
399.29K
Shared
0.00
None
1.17K
JACOBS SOLUTIONS INC
SOLEShares1.18M
TypeSH
Market value$142.26M
2.58%
Sole
1.17M
Shared
0.00
None
3.03K
BERKSHIRE HATHAWAY INC DEL
SOLEShares126.00
TypeSH
Market value$100.60M
1.83%
Sole
126.00
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
SOLEShares741.23K
TypeSH
Market value$60.39M
1.10%
Sole
739.49K
Shared
0.00
None
1.74K
LIBERTY BROADBAND CORP
SOLEShares674.07K
TypeSH
Market value$57.30M
1.04%
Sole
672.77K
Shared
0.00
None
1.29K
AMENTUM HOLDINGS INC
SOLEShares2.39M
TypeSH
Market value$43.55M
0.79%
Sole
2.39M
Shared
0.00
None
5.58K
EXPEDITORS INTL WASH INC
SOLEShares21.90K
TypeSH
Market value$2.63M
0.05%
Sole
21.90K
Shared
0.00
None
0.00
EQUITABLE HLDGS INC
SOLEShares40.73K
TypeSH
Market value$2.12M
0.04%
Sole
40.73K
Shared
0.00
None
0.00
GROUP 1 AUTOMOTIVE INC
SOLEShares3.36K
TypeSH
Market value$1.28M
0.02%
Sole
3.36K
Shared
0.00
None
0.00
LITHIA MTRS INC
SOLEShares2.72K
TypeSH
Market value$797.3K
0.01%
Sole
2.64K
Shared
0.00
None
80.00
BUILDERS FIRSTSOURCE INC
SOLEShares4.70K
TypeSH
Market value$587.2K
0.01%
Sole
4.70K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB CHARLES CORPSOLE | COM | 6.76M | SH | $529.28M 9.61% | 6.74M | 0.00 | 17.25K |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 5.76M | SH | $518.03M 9.41% | 5.74M | 0.00 | 13.47K |
ELEVANCE HEALTH INCSOLE | COM | 1.12M | SH | $488.43M 8.87% | 1.12M | 0.00 | 2.81K |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 2.79M | SH | $481.98M 8.75% | 2.79M | 0.00 | 7.25K |
UNITEDHEALTH GROUP INCSOLE | COM | 822.17K | SH | $430.61M 7.82% | 820.17K | 0.00 | 2K |
CAPITAL ONE FINL CORPSOLE | COM | 2.13M | SH | $381.98M 6.94% | 2.13M | 0.00 | 5.29K |
ALPHABET INCSOLE | CAP STK CL A | 2.37M | SH | $366.94M 6.66% | 2.37M | 0.00 | 3.76K |
CREDIT ACCEP CORP MICHSOLE | COM | 643.10K | SH | $332.07M 6.03% | 641.58K | 0.00 | 1.52K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 1.87M | SH | $309.80M 5.63% | 1.86M | 0.00 | 5.03K |
META PLATFORMS INCSOLE | CL A | 510.97K | SH | $294.50M 5.35% | 509.70K | 0.00 | 1.27K |
ICON PLCSOLE | SHS | 1.25M | SH | $219.50M 3.99% | 1.25M | 0.00 | 3.31K |
ALPHABET INCSOLE | CAP STK CL C | 1.33M | SH | $207.55M 3.77% | 1.32M | 0.00 | 6.38K |
LIBERTY BROADBAND CORPSOLE | COM SER C | 2.38M | SH | $202.71M 3.68% | 2.38M | 0.00 | 5.53K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 336.98K | SH | $179.47M 3.26% | 336.55K | 0.00 | 436.00 |
CHARTER COMMUNICATIONS INC NSOLE | CL A | 400.46K | SH | $147.58M 2.68% | 399.29K | 0.00 | 1.17K |
JACOBS SOLUTIONS INCSOLE | COM | 1.18M | SH | $142.26M 2.58% | 1.17M | 0.00 | 3.03K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 126.00 | SH | $100.60M 1.83% | 126.00 | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S A | 741.23K | SH | $60.39M 1.10% | 739.49K | 0.00 | 1.74K |
LIBERTY BROADBAND CORPSOLE | COM SER A | 674.07K | SH | $57.30M 1.04% | 672.77K | 0.00 | 1.29K |
AMENTUM HOLDINGS INCSOLE | COM | 2.39M | SH | $43.55M 0.79% | 2.39M | 0.00 | 5.58K |
EXPEDITORS INTL WASH INCSOLE | COM | 21.90K | SH | $2.63M 0.05% | 21.90K | 0.00 | 0.00 |
EQUITABLE HLDGS INCSOLE | COM | 40.73K | SH | $2.12M 0.04% | 40.73K | 0.00 | 0.00 |
GROUP 1 AUTOMOTIVE INCSOLE | COM | 3.36K | SH | $1.28M 0.02% | 3.36K | 0.00 | 0.00 |
LITHIA MTRS INCSOLE | COM | 2.72K | SH | $797.3K 0.01% | 2.64K | 0.00 | 80.00 |
BUILDERS FIRSTSOURCE INCSOLE | COM | 4.70K | SH | $587.2K 0.01% | 4.70K | 0.00 | 0.00 |
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