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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 $5,832,869,392 across 43 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 73.1% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000919574-25-004628

Period
2025-06-30
Reported value
$5.83B
Holdings
43
Top 10 weight
73.1%
New
6
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MSAnew+949,067$159M
ICLRadded+453,833$66M
TSMadded+51,388$11.6M
TECHnew+152,417$7.84M
AMTMadded+48,704$1.15M

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
METAreduced-113,414-$83.7M
LBRDKreduced-494,166-$48.6M
CACCreduced-59,076-$30.1M
UNHreduced-58,729-$18.3M
FWONKreduced-144,321-$15.1M

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, Q2 2025

Share positions as resolved from 13F-HR 0000919574-25-004628, largest first. % of portfolio is the value over $5,832,869,392, 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,450,286 shares; 2024Q4: 6,903,480 shares; 2025Q1: 6,761,375 shares; 2025Q2: 6,598,822 shares 6,598,822$602M10.32%-162,553Timeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,081,334 shares; 2024Q4: 5,869,410 shares; 2025Q1: 5,755,304 shares; 2025Q2: 5,610,983 shares 5,610,983$586M10.05%-144,321Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,012,488 shares; 2024Q4: 4,806,982 shares; 2025Q1: 2,794,096 shares; 2025Q2: 2,768,977 shares 2,768,977$508M8.71%-25,119Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,771,238 shares; 2024Q4: 2,177,156 shares; 2025Q1: 2,130,414 shares; 2025Q2: 2,117,016 shares 2,117,016$450M7.72%-13,398Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,904,689 shares; 2024Q4: 1,933,881 shares; 2025Q1: 1,866,293 shares; 2025Q2: 1,917,681 shares 1,917,681$434M7.45%+51,388Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,004,533 shares; 2024Q4: 1,143,953 shares; 2025Q1: 1,122,920 shares; 2025Q2: 1,095,655 shares 1,095,655$426M7.31%-27,265Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,667,043 shares; 2024Q4: 2,391,801 shares; 2025Q1: 2,372,844 shares; 2025Q2: 2,366,319 shares 2,366,319$417M7.15%-6,525Timeline
CACCCREDIT ACCEP CORP MICHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 681,604 shares; 2024Q4: 655,271 shares; 2025Q1: 643,101 shares; 2025Q2: 584,025 shares 584,025$298M5.1%-59,076Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 567,157 shares; 2024Q4: 521,537 shares; 2025Q1: 510,972 shares; 2025Q2: 397,558 shares 397,558$293M5.03%-113,414Timeline
ICLRICON PUB LTD COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,265,540 shares; 2025Q1: 1,254,350 shares; 2025Q2: 1,708,183 shares 1,708,183$248M4.26%+453,833Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 966,315 shares; 2024Q4: 837,996 shares; 2025Q1: 822,168 shares; 2025Q2: 763,439 shares 763,439$238M4.08%-58,729Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,460,992 shares; 2024Q4: 1,391,955 shares; 2025Q1: 1,328,509 shares; 2025Q2: 1,286,121 shares 1,286,121$228M3.91%-42,388Timeline
LBRDKLIBERTY BROADBAND CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,514,729 shares; 2024Q4: 2,412,168 shares; 2025Q1: 2,383,453 shares; 2025Q2: 1,889,287 shares 1,889,287$186M3.19%-494,166Timeline
MSAMSA SAFETY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 949,067 shares 949,067$159M2.73%newTimeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 434,304 shares; 2024Q4: 348,247 shares; 2025Q1: 336,982 shares; 2025Q2: 326,841 shares 326,841$159M2.72%-10,141Timeline
CHTRCHARTER COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 455,023 shares; 2024Q4: 414,122 shares; 2025Q1: 400,460 shares; 2025Q2: 386,614 shares 386,614$158M2.71%-13,846Timeline
JJACOBS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,530,209 shares; 2024Q4: 1,210,914 shares; 2025Q1: 1,176,743 shares; 2025Q2: 1,072,124 shares 1,072,124$141M2.42%-104,619Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134 shares; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 117 shares 117$85.3M1.46%-9Timeline
FWONALIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 790,661 shares; 2024Q4: 748,924 shares; 2025Q1: 741,230 shares; 2025Q2: 748,343 shares 748,343$71.1M1.22%+7,113Timeline
LBRDALIBERTY BROADBAND CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 709,767 shares; 2024Q4: 683,406 shares; 2025Q1: 674,067 shares; 2025Q2: 668,807 shares 668,807$65.4M1.12%-5,260Timeline
AMTMAMENTUM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,530,489 shares; 2024Q4: 2,436,294 shares; 2025Q1: 2,393,039 shares; 2025Q2: 2,441,743 shares 2,441,743$57.6M0.99%+48,704Timeline
TECHBIO-TECHNE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 152,417 shares 152,417$7.84M0.13%newTimeline
EXPDEXPEDITORS INTL WASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,402 shares; 2024Q4: 21,902 shares; 2025Q1: 21,902 shares; 2025Q2: 21,902 shares 21,902$2.5M0.04%0Timeline
EQHEQUITABLE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,844 shares; 2024Q4: 40,832 shares; 2025Q1: 40,728 shares; 2025Q2: 40,728 shares 40,728$2.28M0.04%0Timeline
GPIGROUP 1 AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,386 shares; 2024Q4: 3,369 shares; 2025Q1: 3,361 shares; 2025Q2: 3,350 shares 3,350$1.46M0.03%-11Timeline
LADLITHIA MTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,728 shares; 2024Q4: 2,716 shares; 2025Q1: 2,716 shares; 2025Q2: 2,716 shares 2,716$918K0.02%0Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 606 shares; 2024Q4: 606 shares; 2025Q1: 606 shares; 2025Q2: 606 shares 606$812K0.01%0Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,065 shares; 2024Q4: 1,158 shares; 2025Q1: 1,725 shares; 2025Q2: 2,551 shares 2,551$775K0.01%+826Timeline
KMXCARMAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,825,488 shares; 2024Q4: 27,571 shares; 2025Q1: 6,280 shares; 2025Q2: 6,280 shares 6,280$422K0.01%0Timeline
STLASTELLANTIS N.VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,673 shares; 2024Q4: 51,633 shares; 2025Q1: 39,677 shares; 2025Q2: 39,677 shares 39,677$398K0.01%0Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 682 shares; 2025Q2: 682 shares 682$387K0.01%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 649 shares; 2024Q4: 649 shares; 2025Q1: 649 shares; 2025Q2: 689 shares 689$343K0.01%+40Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,121 shares; 2025Q2: 4,662 shares 4,662$322K0.01%+541Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 932 shares; 2024Q4: 932 shares; 2025Q1: 932 shares; 2025Q2: 932 shares 932$297K0.01%0Timeline
CPACOPA HOLDINGS SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,555 shares; 2025Q1: 2,555 shares; 2025Q2: 2,555 shares 2,555$281K<0.01%0Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 531 shares; 2024Q4: 531 shares; 2025Q1: 531 shares; 2025Q2: 531 shares 531$280K<0.01%0Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,162 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,162 shares 2,162$266K<0.01%newTimeline
SBGISINCLAIR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,959 shares; 2024Q4: 17,959 shares; 2025Q1: 17,959 shares; 2025Q2: 17,959 shares 17,959$248K<0.01%0Timeline
DGDOLLAR GEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,144 shares 2,144$245K<0.01%newTimeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares 1,000$218K<0.01%newTimeline
RSGREPUBLIC SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 817 shares 817$201K<0.01%newTimeline
RMNIRIMINI STR INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,090 shares; 2024Q4: 37,955 shares; 2025Q1: 37,955 shares; 2025Q2: 37,955 shares 37,955$143K<0.01%0Timeline
ATAIBECKLEY INCATAIBECKLEY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,112 shares; 2024Q4: 42,112 shares; 2025Q1: 42,112 shares; 2025Q2: 42,112 shares 42,112$92.2K<0.01%0

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
BLDRBUILDERS FIRSTSOURCE INC4,700$587Kshares

How Q2 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 0000919574-25-004628 base2025-08-14acceptance time not in the bulk data set