Filed: 11/14/2025ACC: 0000919574-25-006759
📋 What this filing means
RUANE, CUNNIFF & GOLDFARB L.P. filed this quarterly 13F‑HR report disclosing 47 equity positions with a total reported market value of $6.04B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
47
Positions
$6.04B
Total AUM (reported)
37.31M
Total Shares
Allocation by class
COM$2.95B48.9%
COM LBTY ONE S C$581.68M9.6%
CAP STK CL A$572.92M9.5%
SPONSORED ADS$525.85M8.7%
CL A$370.75M6.1%
CAP STK CL C$305.55M5.1%
SHS$298.15M4.9%
Portfolio Concentration
Top 3$1.76B29.1%
4–10$2.80B46.4%
11–25$1.47B24.4%
Rest$9.95M0.2%
Top 3 weight
29.1%
Top 10 weight
75.5%
Voting Authority Distribution
Total shares with voting rights: 37.31M
Sole
Full voting authority
37.21M
shares
% of voting shares99.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
95.67K
shares
% of voting shares0.3%
Investment Discretion (by position count)
Sole47
Shared0
Other0
Dominant voting typeSole · 99.7% of voting shares
Institutional Holdings47
Rows:
SCHWAB CHARLES CORP
SOLEShares6.32M
TypeSH
Market value$602.95M
9.99%
Sole
6.30M
Shared
0.00
None
17.14K
LIBERTY MEDIA CORP DEL
SOLEShares5.57M
TypeSH
Market value$581.68M
9.64%
Sole
5.56M
Shared
0.00
None
13.38K
ALPHABET INC
SOLEShares2.36M
TypeSH
Market value$572.92M
9.49%
Sole
2.35M
Shared
0.00
None
3.76K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares1.88M
TypeSH
Market value$525.55M
8.71%
Sole
1.88M
Shared
0.00
None
5.03K
ELEVANCE HEALTH INC FORMERLY
SOLEShares1.45M
TypeSH
Market value$467.97M
7.75%
Sole
1.44M
Shared
0.00
None
3.90K
INTERCONTINENTAL EXCHANGE IN
SOLEShares2.74M
TypeSH
Market value$462.19M
7.66%
Sole
2.74M
Shared
0.00
None
7.25K
CAPITAL ONE FINL CORP
SOLEShares2.10M
TypeSH
Market value$446.02M
7.39%
Sole
2.09M
Shared
0.00
None
5.29K
ALPHABET INC
SOLEShares1.25M
TypeSH
Market value$305.55M
5.06%
Sole
1.25M
Shared
0.00
None
6.32K
ICON PLC
SOLEShares1.70M
TypeSH
Market value$297.67M
4.93%
Sole
1.70M
Shared
0.00
None
4.49K
MSA SAFETY INC
SOLEShares1.71M
TypeSH
Market value$293.43M
4.86%
Sole
1.70M
Shared
0.00
None
4.58K
CREDIT ACCEP CORP MICH
SOLEShares578.46K
TypeSH
Market value$270.10M
4.48%
Sole
576.93K
Shared
0.00
None
1.52K
UNITEDHEALTH GROUP INC
SOLEShares758.22K
TypeSH
Market value$261.81M
4.34%
Sole
756.22K
Shared
0.00
None
2K
META PLATFORMS INC
SOLEShares244.02K
TypeSH
Market value$179.20M
2.97%
Sole
243.12K
Shared
0.00
None
898.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares322.55K
TypeSH
Market value$162.16M
2.69%
Sole
322.12K
Shared
0.00
None
436.00
LIBERTY BROADBAND CORP
SOLEShares1.87M
TypeSH
Market value$119.09M
1.97%
Sole
1.87M
Shared
0.00
None
4.66K
CHARTER COMMUNICATIONS INC N
SOLEShares373.43K
TypeSH
Market value$102.73M
1.70%
Sole
372.26K
Shared
0.00
None
1.17K
BERKSHIRE HATHAWAY INC DEL
SOLEShares117.00
TypeSH
Market value$88.24M
1.46%
Sole
117.00
Shared
0.00
None
0.00
BIO-TECHNE CORP
SOLEShares1.47M
TypeSH
Market value$81.98M
1.36%
Sole
1.47M
Shared
0.00
None
3.77K
LIBERTY MEDIA CORP DEL
SOLEShares742.31K
TypeSH
Market value$70.68M
1.17%
Sole
740.57K
Shared
0.00
None
1.74K
AMENTUM HOLDINGS INC
SOLEShares2.42M
TypeSH
Market value$58.05M
0.96%
Sole
2.42M
Shared
0.00
None
5.76K
LIBERTY BROADBAND CORP
SOLEShares669.16K
TypeSH
Market value$42.38M
0.70%
Sole
667.87K
Shared
0.00
None
1.29K
GCI LIBERTY INC
SOLEShares374.67K
TypeSH
Market value$13.96M
0.23%
Sole
373.74K
Shared
0.00
None
930.00
SAP SE
SOLEShares46K
TypeSH
Market value$12.29M
0.20%
Sole
46K
Shared
0.00
None
0.00
GCI LIBERTY INC
SOLEShares133.20K
TypeSH
Market value$5.00M
0.08%
Sole
132.94K
Shared
0.00
None
257.00
EQUITABLE HLDGS INC
SOLEShares40.64K
TypeSH
Market value$2.06M
0.03%
Sole
40.64K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB CHARLES CORPSOLE | COM | 6.32M | SH | $602.95M 9.99% | 6.30M | 0.00 | 17.14K |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 5.57M | SH | $581.68M 9.64% | 5.56M | 0.00 | 13.38K |
ALPHABET INCSOLE | CAP STK CL A | 2.36M | SH | $572.92M 9.49% | 2.35M | 0.00 | 3.76K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 1.88M | SH | $525.55M 8.71% | 1.88M | 0.00 | 5.03K |
ELEVANCE HEALTH INC FORMERLYSOLE | COM | 1.45M | SH | $467.97M 7.75% | 1.44M | 0.00 | 3.90K |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 2.74M | SH | $462.19M 7.66% | 2.74M | 0.00 | 7.25K |
CAPITAL ONE FINL CORPSOLE | COM | 2.10M | SH | $446.02M 7.39% | 2.09M | 0.00 | 5.29K |
ALPHABET INCSOLE | CAP STK CL C | 1.25M | SH | $305.55M 5.06% | 1.25M | 0.00 | 6.32K |
ICON PLCSOLE | SHS | 1.70M | SH | $297.67M 4.93% | 1.70M | 0.00 | 4.49K |
MSA SAFETY INCSOLE | COM | 1.71M | SH | $293.43M 4.86% | 1.70M | 0.00 | 4.58K |
CREDIT ACCEP CORP MICHSOLE | COM | 578.46K | SH | $270.10M 4.48% | 576.93K | 0.00 | 1.52K |
UNITEDHEALTH GROUP INCSOLE | COM | 758.22K | SH | $261.81M 4.34% | 756.22K | 0.00 | 2K |
META PLATFORMS INCSOLE | CL A | 244.02K | SH | $179.20M 2.97% | 243.12K | 0.00 | 898.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 322.55K | SH | $162.16M 2.69% | 322.12K | 0.00 | 436.00 |
LIBERTY BROADBAND CORPSOLE | COM SER C | 1.87M | SH | $119.09M 1.97% | 1.87M | 0.00 | 4.66K |
CHARTER COMMUNICATIONS INC NSOLE | CL A | 373.43K | SH | $102.73M 1.70% | 372.26K | 0.00 | 1.17K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 117.00 | SH | $88.24M 1.46% | 117.00 | 0.00 | 0.00 |
BIO-TECHNE CORPSOLE | COM | 1.47M | SH | $81.98M 1.36% | 1.47M | 0.00 | 3.77K |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S A | 742.31K | SH | $70.68M 1.17% | 740.57K | 0.00 | 1.74K |
AMENTUM HOLDINGS INCSOLE | COM | 2.42M | SH | $58.05M 0.96% | 2.42M | 0.00 | 5.76K |
LIBERTY BROADBAND CORPSOLE | COM SER A | 669.16K | SH | $42.38M 0.70% | 667.87K | 0.00 | 1.29K |
GCI LIBERTY INCSOLE | COM SER C | 374.67K | SH | $13.96M 0.23% | 373.74K | 0.00 | 930.00 |
SAP SESOLE | SPON ADR | 46K | SH | $12.29M 0.20% | 46K | 0.00 | 0.00 |
GCI LIBERTY INCSOLE | COM SER A | 133.20K | SH | $5.00M 0.08% | 132.94K | 0.00 | 257.00 |
EQUITABLE HLDGS INCSOLE | COM | 40.64K | SH | $2.06M 0.03% | 40.64K | 0.00 | 0.00 |
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