Historical Stock Holdings
Ruane Cunniff LP
| Period | Portfolio Value | Top 20 holdings history (left to right) | |||||||||||||||||||
| 2025 Q4 | $6.4 B |
GOOGL
Alphabet Inc.
10.63% of portfolio |
SCHW
Charles Schwab Corp.
8.73% of portfolio |
FWONK
Liberty Media Corp Formula One Series C
8.45% of portfolio |
COF
Capital One Financial
7.83% of portfolio |
ELV
Elevance Health Inc.
7.79% of portfolio |
ICE
Intercontinental Exchange Inc.
6.84% of portfolio |
TSM
Taiwan Semiconductor S.A.
6.75% of portfolio |
GOOG
Alphabet Inc. CL C
5.60% of portfolio |
ICLR
ICON plc
4.78% of portfolio |
MSA
MSA Safety Inc.
4.53% of portfolio |
ACN
Accenture
3.95% of portfolio |
UNH
United Health Group Inc.
3.85% of portfolio |
CACC
Credit Acceptance Corp.
3.71% of portfolio |
ALGN
Align Technology Inc.
2.98% of portfolio |
BRK.B
Berkshire Hathaway CL B
2.48% of portfolio |
META
Meta Platforms Inc.
2.46% of portfolio |
LBRDK
Liberty Broadband Corp. CL C
1.40% of portfolio |
BRK.A
Berkshire Hathaway CL A
1.36% of portfolio |
TECH
Bio-Techne Corp.
1.35% of portfolio |
CHTR
Charter Communications
1.18% of portfolio |
| 2025 Q3 | $6.04 B |
SCHW
Charles Schwab Corp.
9.99% of portfolio |
FWONK
Liberty Media Corp Formula One Series C
9.64% of portfolio |
GOOGL
Alphabet Inc.
9.49% of portfolio |
TSM
Taiwan Semiconductor S.A.
8.71% of portfolio |
ELV
Elevance Health Inc.
7.75% of portfolio |
ICE
Intercontinental Exchange Inc.
7.66% of portfolio |
COF
Capital One Financial
7.39% of portfolio |
GOOG
Alphabet Inc. CL C
5.06% of portfolio |
ICLR
ICON plc
4.93% of portfolio |
MSA
MSA Safety Inc.
4.86% of portfolio |
CACC
Credit Acceptance Corp.
4.48% of portfolio |
UNH
United Health Group Inc.
4.34% of portfolio |
META
Meta Platforms Inc.
2.97% of portfolio |
BRK.B
Berkshire Hathaway CL B
2.69% of portfolio |
LBRDK
Liberty Broadband Corp. CL C
1.97% of portfolio |
CHTR
Charter Communications
1.70% of portfolio |
BRK.A
Berkshire Hathaway CL A
1.46% of portfolio |
TECH
Bio-Techne Corp.
1.36% of portfolio |
FWONA
Liberty Media Corp Formula One Series A
1.17% of portfolio |
AMTM
Amentum Holdings Inc.
0.96% of portfolio |
| 2025 Q2 | $5.83 B |
SCHW
Charles Schwab Corp.
10.32% of portfolio |
FWONK
Liberty Media Corp Formula One Series C
10.05% of portfolio |
ICE
Intercontinental Exchange Inc.
8.71% of portfolio |
COF
Capital One Financial
7.72% of portfolio |
TSM
Taiwan Semiconductor S.A.
7.45% of portfolio |
ELV
Elevance Health Inc.
7.31% of portfolio |
GOOGL
Alphabet Inc.
7.15% of portfolio |
CACC
Credit Acceptance Corp.
5.10% of portfolio |
META
Meta Platforms Inc.
5.03% of portfolio |
ICLR
ICON plc
4.26% of portfolio |
UNH
United Health Group Inc.
4.08% of portfolio |
GOOG
Alphabet Inc. CL C
3.91% of portfolio |
LBRDK
Liberty Broadband Corp. CL C
3.19% of portfolio |
MSA
MSA Safety Inc.
2.73% of portfolio |
BRK.B
Berkshire Hathaway CL B
2.72% of portfolio |
CHTR
Charter Communications
2.71% of portfolio |
J
Jacobs Solutions Inc.
2.42% of portfolio |
BRK.A
Berkshire Hathaway CL A
1.46% of portfolio |
FWONA
Liberty Media Corp Formula One Series A
1.22% of portfolio |
LBRDA
Liberty Broadband Corp. CL A
1.12% of portfolio |
| 2025 Q1 | $5.51 B |
SCHW
Charles Schwab Corp.
9.61% of portfolio |
FWONK
Liberty Media Corp Formula One Series C
9.41% of portfolio |
ELV
Elevance Health Inc.
8.87% of portfolio |
ICE
Intercontinental Exchange Inc.
8.75% of portfolio |
UNH
United Health Group Inc.
7.82% of portfolio |
COF
Capital One Financial
6.94% of portfolio |
GOOGL
Alphabet Inc.
6.66% of portfolio |
CACC
Credit Acceptance Corp.
6.03% of portfolio |
TSM
Taiwan Semiconductor S.A.
5.63% of portfolio |
META
Meta Platforms Inc.
5.35% of portfolio |
ICLR
ICON plc
3.99% of portfolio |
GOOG
Alphabet Inc. CL C
3.77% of portfolio |
LBRDK
Liberty Broadband Corp. CL C
3.68% of portfolio |
BRK.B
Berkshire Hathaway CL B
3.26% of portfolio |
CHTR
Charter Communications
2.68% of portfolio |
J
Jacobs Solutions Inc.
2.58% of portfolio |
BRK.A
Berkshire Hathaway CL A
1.83% of portfolio |
FWONA
Liberty Media Corp Formula One Series A
1.10% of portfolio |
LBRDA
Liberty Broadband Corp. CL A
1.04% of portfolio |
AMTM
Amentum Holdings Inc.
0.79% of portfolio |
| 2024 Q4 | $5.89 B |
ICE
Intercontinental Exchange Inc.
12.16% of portfolio |
FWONK
Liberty Media Corp Formula One Series C
9.23% of portfolio |
SCHW
Charles Schwab Corp.
8.67% of portfolio |
GOOGL
Alphabet Inc.
7.69% of portfolio |
UNH
United Health Group Inc.
7.20% of portfolio |
ELV
Elevance Health Inc.
7.16% of portfolio |
COF
Capital One Financial
6.59% of portfolio |
TSM
Taiwan Semiconductor S.A.
6.48% of portfolio |
CACC
Credit Acceptance Corp.
5.22% of portfolio |
META
Meta Platforms Inc.
5.18% of portfolio |
ICLR
ICON plc
4.51% of portfolio |
GOOG
Alphabet Inc. CL C
4.50% of portfolio |
LBRDK
Liberty Broadband Corp. CL C
3.06% of portfolio |
J
Jacobs Solutions Inc.
2.75% of portfolio |
BRK.B
Berkshire Hathaway CL B
2.68% of portfolio |
CHTR
Charter Communications
2.41% of portfolio |
BRK.A
Berkshire Hathaway CL A
1.46% of portfolio |
FWONA
Liberty Media Corp Formula One Series A
1.07% of portfolio |
AMTM
Amentum Holdings Inc.
0.87% of portfolio |
LBRDA
Liberty Broadband Corp. CL A
0.86% of portfolio |
| 2024 Q3 | $6.39 B |
ICE
Intercontinental Exchange Inc.
12.60% of portfolio |
UNH
United Health Group Inc.
8.84% of portfolio |
ELV
Elevance Health Inc.
8.17% of portfolio |
TSM
Taiwan Semiconductor S.A.
7.89% of portfolio |
SCHW
Charles Schwab Corp.
7.55% of portfolio |
FWONK
Liberty Media Corp Formula One Series C
7.37% of portfolio |
GOOGL
Alphabet Inc.
6.92% of portfolio |
COF
Capital One Financial
6.49% of portfolio |
J
Jacobs Solutions Inc.
5.18% of portfolio |
META
Meta Platforms Inc.
5.08% of portfolio |
CACC
Credit Acceptance Corp.
4.73% of portfolio |
GOOG
Alphabet Inc. CL C
3.82% of portfolio |
BRK.B
Berkshire Hathaway CL B
3.13% of portfolio |
LBRDK
Liberty Broadband Corp. CL C
3.04% of portfolio |
CHTR
Charter Communications
2.31% of portfolio |
KMX
CarMax Inc.
2.21% of portfolio |
BRK.A
Berkshire Hathaway CL A
1.45% of portfolio |
AMTM
Amentum Holdings Inc.
1.28% of portfolio |
FWONA
Liberty Media Corp Formula One Series A
0.88% of portfolio |
LBRDA
Liberty Broadband Corp. CL A
0.85% of portfolio |
| 2024 Q2 | $6.42 B |
ICE
Intercontinental Exchange Inc.
10.90% of portfolio |
SCHW
Charles Schwab Corp.
8.94% of portfolio |
ELV
Elevance Health Inc.
8.65% of portfolio |
TSM
Taiwan Semiconductor S.A.
8.19% of portfolio |
GOOGL
Alphabet Inc.
7.88% of portfolio |
UNH
United Health Group Inc.
7.81% of portfolio |
FWONK
Liberty Media Corp Formula One Series C
6.92% of portfolio |
COF
Capital One Financial
6.09% of portfolio |
CACC
Credit Acceptance Corp.
5.69% of portfolio |
J
Jacobs Solutions Inc.
5.61% of portfolio |
META
Meta Platforms Inc.
4.54% of portfolio |
KMX
CarMax Inc.
4.34% of portfolio |
GOOG
Alphabet Inc. CL C
4.27% of portfolio |
BRK.B
Berkshire Hathaway CL B
2.78% of portfolio |
LBRDK
Liberty Broadband Corp. CL C
2.19% of portfolio |
CHTR
Charter Communications
2.12% of portfolio |
BRK.A
Berkshire Hathaway CL A
1.32% of portfolio |
FWONA
Liberty Media Corp Formula One Series A
0.81% of portfolio |
LBRDA
Liberty Broadband Corp. CL A
0.62% of portfolio |
EXPD
Expeditors Int'l
0.20% of portfolio |
| 2024 Q1 | $6.44 B |
ICE
Intercontinental Exchange Inc.
11.42% of portfolio |
SCHW
Charles Schwab Corp.
9.13% of portfolio |
ELV
Elevance Health Inc.
8.65% of portfolio |
UNH
United Health Group Inc.
7.89% of portfolio |
TSM
Taiwan Semiconductor S.A.
7.85% of portfolio |
COF
Capital One Financial
6.82% of portfolio |
GOOGL
Alphabet Inc.
6.81% of portfolio |
FWONK
Liberty Media Corp Formula One Series C
6.56% of portfolio |
J
Jacobs Solutions Inc.
6.41% of portfolio |
CACC
Credit Acceptance Corp.
6.15% of portfolio |
KMX
CarMax Inc.
5.37% of portfolio |
META
Meta Platforms Inc.
4.53% of portfolio |
GOOG
Alphabet Inc. CL C
3.74% of portfolio |
BRK.B
Berkshire Hathaway CL B
2.94% of portfolio |
LBRDK
Liberty Broadband Corp. CL C
2.63% of portfolio |
BRK.A
Berkshire Hathaway CL A
1.47% of portfolio |
FWONA
Liberty Media Corp Formula One Series A
0.78% of portfolio |
LBRDA
Liberty Broadband Corp. CL A
0.68% of portfolio |
ASAIY
Sendas Distribuidora SA
0.03% of portfolio |
EQH
Equitable Holdings Inc.
0.02% of portfolio |