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Ruane, Cunniff & Goldfarb L.P.

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13F filer, CIK 1720792, New York, NY

Ruane, Cunniff & Goldfarb L.P. reported $5,506,018,063 across 38 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15. Its ten largest share positions make up 75.07% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000919574-25-003038

Period
2025-03-31
Reported value
$5.51B
Holdings
38
Top 10 weight
75.07%
New
2
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VOOnew+682$350K
VXUSnew+4,121$256K
VTIadded+567$156K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
ICEreduced-2,012,886-$347M
TSMreduced-67,588-$11.2M
SCHWreduced-142,105-$11.1M
FWONKreduced-114,106-$10.3M
GOOGreduced-63,446-$9.91M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0000919574-25-003038, largest first. % of portfolio is the value over $5,506,018,063, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,450,286 shares; 2024Q4: 6,903,480 shares; 2025Q1: 6,761,375 shares 6,761,375$529M9.61%-142,105Timeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,081,334 shares; 2024Q4: 5,869,410 shares; 2025Q1: 5,755,304 shares 5,755,304$518M9.41%-114,106Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,004,533 shares; 2024Q4: 1,143,953 shares; 2025Q1: 1,122,920 shares 1,122,920$488M8.87%-21,033Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,012,488 shares; 2024Q4: 4,806,982 shares; 2025Q1: 2,794,096 shares 2,794,096$482M8.75%-2,012,886Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 966,315 shares; 2024Q4: 837,996 shares; 2025Q1: 822,168 shares 822,168$431M7.82%-15,828Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,771,238 shares; 2024Q4: 2,177,156 shares; 2025Q1: 2,130,414 shares 2,130,414$382M6.94%-46,742Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,667,043 shares; 2024Q4: 2,391,801 shares; 2025Q1: 2,372,844 shares 2,372,844$367M6.66%-18,957Timeline
CACCCREDIT ACCEP CORP MICHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 681,604 shares; 2024Q4: 655,271 shares; 2025Q1: 643,101 shares 643,101$332M6.03%-12,170Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,904,689 shares; 2024Q4: 1,933,881 shares; 2025Q1: 1,866,293 shares 1,866,293$310M5.63%-67,588Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 567,157 shares; 2024Q4: 521,537 shares; 2025Q1: 510,972 shares 510,972$295M5.35%-10,565Timeline
ICLRICON PUB LTD COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,265,540 shares; 2025Q1: 1,254,350 shares 1,254,350$219M3.99%-11,190Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,460,992 shares; 2024Q4: 1,391,955 shares; 2025Q1: 1,328,509 shares 1,328,509$208M3.77%-63,446Timeline
LBRDKLIBERTY BROADBAND CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,514,729 shares; 2024Q4: 2,412,168 shares; 2025Q1: 2,383,453 shares 2,383,453$203M3.68%-28,715Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 434,304 shares; 2024Q4: 348,247 shares; 2025Q1: 336,982 shares 336,982$179M3.26%-11,265Timeline
CHTRCHARTER COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 455,023 shares; 2024Q4: 414,122 shares; 2025Q1: 400,460 shares 400,460$148M2.68%-13,662Timeline
JJACOBS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,530,209 shares; 2024Q4: 1,210,914 shares; 2025Q1: 1,176,743 shares 1,176,743$142M2.58%-34,171Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134 shares; 2024Q4: 126 shares; 2025Q1: 126 shares 126$101M1.83%0Timeline
FWONALIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 790,661 shares; 2024Q4: 748,924 shares; 2025Q1: 741,230 shares 741,230$60.4M1.1%-7,694Timeline
LBRDALIBERTY BROADBAND CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 709,767 shares; 2024Q4: 683,406 shares; 2025Q1: 674,067 shares 674,067$57.3M1.04%-9,339Timeline
AMTMAMENTUM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,530,489 shares; 2024Q4: 2,436,294 shares; 2025Q1: 2,393,039 shares 2,393,039$43.6M0.79%-43,255Timeline
EXPDEXPEDITORS INTL WASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,402 shares; 2024Q4: 21,902 shares; 2025Q1: 21,902 shares 21,902$2.63M0.05%0Timeline
EQHEQUITABLE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,844 shares; 2024Q4: 40,832 shares; 2025Q1: 40,728 shares 40,728$2.12M0.04%-104Timeline
GPIGROUP 1 AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,386 shares; 2024Q4: 3,369 shares; 2025Q1: 3,361 shares 3,361$1.28M0.02%-8Timeline
LADLITHIA MTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,728 shares; 2024Q4: 2,716 shares; 2025Q1: 2,716 shares 2,716$797K0.01%0Timeline
BLDRBUILDERS FIRSTSOURCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,700 shares; 2024Q4: 4,700 shares; 2025Q1: 4,700 shares 4,700$587K0.01%0Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 606 shares; 2024Q4: 606 shares; 2025Q1: 606 shares 606$565K0.01%0Timeline
KMXCARMAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,825,488 shares; 2024Q4: 27,571 shares; 2025Q1: 6,280 shares 6,280$489K0.01%-21,291Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,065 shares; 2024Q4: 1,158 shares; 2025Q1: 1,725 shares 1,725$474K0.01%+567Timeline
STLASTELLANTIS N.VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,673 shares; 2024Q4: 51,633 shares; 2025Q1: 39,677 shares 39,677$445K0.01%-11,956Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 682 shares 682$350K0.01%newTimeline
SBGISINCLAIR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,959 shares; 2024Q4: 17,959 shares; 2025Q1: 17,959 shares 17,959$286K0.01%0Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 531 shares; 2024Q4: 531 shares; 2025Q1: 531 shares 531$270K<0.01%0Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,121 shares 4,121$256K<0.01%newTimeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 932 shares; 2024Q4: 932 shares; 2025Q1: 932 shares 932$251K<0.01%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 649 shares; 2024Q4: 649 shares; 2025Q1: 649 shares 649$244K<0.01%0Timeline
CPACOPA HOLDINGS SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,555 shares; 2025Q1: 2,555 shares 2,555$236K<0.01%0Timeline
RMNIRIMINI STR INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,090 shares; 2024Q4: 37,955 shares; 2025Q1: 37,955 shares 37,955$132K<0.01%0Timeline
ATAIBECKLEY INCATAIBECKLEY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,112 shares; 2024Q4: 42,112 shares; 2025Q1: 42,112 shares 42,112$57.3K<0.01%0

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
ASAIYSENDAS DISTRIBUIDORA S A152,478$682Kshares
ISCVISHARES TR6,380$405Kshares
AAPLAPPLE INC821$206Kshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000919574-25-003038 base2025-05-15acceptance time not in the bulk data set