Ruane Cunniff LP

History Stock Activity ▼ Share change % change to portfolio
Q4  2025
≡ GLIBK - GCI Liberty Inc. Series C Add 43.88% 164,401 0.09
≡ LAD - Lithia Motors Inc. Add 12.26% 333 0.00
≡ KSPI - Jsc Kaspi.kz ADR Add 10.78% 400 0.00
≡ MSA - MSA Safety Inc. Add 6.24% 106,349 0.27
≡ VXUS - Vanguard Total Intl Stock Add 2.58% 137 0.00
≡ VTI - Vanguard Total Stock Mkt ETF Add 1.17% 31 0.00
≡ ACN - Accenture Buy 943,420 3.95
≡ ALGN - Align Technology Inc. Buy 1,222,534 2.98
≡ RSPC - Invesco S&P 500 Equal Weig C Buy 11,029 0.01
≡ VT - Vanguard Tot World Stk ETF Buy 1,426 0.00
≡ SAP - SAP SE Reduce 0.16% 73 0.00
≡ FWONA - Liberty Media Corp Formula One Series A Reduce 0.46% 3,430 0.00
≡ TECH - Bio-Techne Corp. Reduce 0.53% 7,820 0.01
≡ AMTM - Amentum Holdings Inc. Reduce 1.22% 29,619 0.01
≡ ICLR - ICON plc Reduce 1.26% 21,404 0.06
≡ FWONK - Liberty Media Corp Formula One Series C Reduce 1.40% 77,871 0.12
≡ COF - Capital One Financial Reduce 1.43% 30,101 0.11
≡ ICE - Intercontinental Exchange Inc. Reduce 1.44% 39,384 0.10
≡ GLIBA - GCI Liberty Inc. Reduce 1.53% 2,032 0.00
≡ UNH - United Health Group Inc. Reduce 1.61% 12,224 0.06
≡ BRK.A - Berkshire Hathaway CL A Reduce 1.71% 2 0.02
≡ LBRDK - Liberty Broadband Corp. CL C Reduce 1.74% 32,613 0.02
≡ ELV - Elevance Health Inc. Reduce 1.78% 25,777 0.14
≡ BRK.B - Berkshire Hathaway CL B Reduce 2.00% 6,446 0.05
≡ META - Meta Platforms Inc. Reduce 2.05% 5,003 0.05
≡ LBRDA - Liberty Broadband Corp. CL A Reduce 2.45% 16,380 0.01
≡ CHTR - Charter Communications Reduce 3.06% 11,432 0.04
≡ STLA - Stellantis N.V. Reduce 6.34% 1,732 0.00
≡ CACC - Credit Acceptance Corp. Reduce 7.32% 42,327 0.29
≡ GOOGL - Alphabet Inc. Reduce 7.72% 181,898 0.89
≡ GOOG - Alphabet Inc. CL C Reduce 8.94% 112,218 0.55
≡ SCHW - Charles Schwab Corp. Reduce 11.41% 720,613 1.12
≡ NFLX - Netflix Inc. Reduce 13.58% 820 0.00
≡ TSM - Taiwan Semiconductor S.A. Reduce 24.45% 460,000 2.18
≡ J - Jacobs Solutions Inc. Reduce 30.61% 2,862 0.00
≡ ATAI - AtaiBeckley Inc. Sell 100.00% 42,112 0.00
≡ BLK - BlackRock Inc. Sell 100.00% 186 0.00
≡ KMX - CarMax Inc. Sell 100.00% 4,469 0.00
Q3  2025
≡ TECH - Bio-Techne Corp. Add 866.92% 1,321,338 1.22
≡ MSA - MSA Safety Inc. Add 79.68% 756,219 2.16
≡ ELV - Elevance Health Inc. Add 32.18% 352,628 1.89
≡ VXUS - Vanguard Total Intl Stock Add 13.71% 639 0.00
≡ GPI - Group 1 Automotive Add 7.76% 260 0.00
≡ VTI - Vanguard Total Stock Mkt ETF Add 3.76% 96 0.00
≡ DG - Dollar General Add 1.21% 26 0.00
≡ LBRDA - Liberty Broadband Corp. CL A Add 0.05% 353 0.00
≡ GLIBK - GCI Liberty Inc. Series C Buy 374,670 0.23
≡ SAP - SAP SE Buy 46,000 0.20
≡ GLIBA - GCI Liberty Inc. Buy 133,200 0.08
≡ KSPI - Jsc Kaspi.kz ADR Buy 3,712 0.01
≡ AAPL - Apple Inc. Buy 891 0.00
≡ BLK - BlackRock Inc. Buy 186 0.00
≡ SDHC - Smith Douglas Homes Corp Buy 12,209 0.00
≡ EQH - Equitable Holdings Inc. Reduce 0.23% 92 0.00
≡ NFLX - Netflix Inc. Reduce 0.33% 20 0.00
≡ GOOGL - Alphabet Inc. Reduce 0.41% 9,600 0.04
≡ ICLR - ICON plc Reduce 0.42% 7,189 0.02
≡ UNH - United Health Group Inc. Reduce 0.68% 5,216 0.03
≡ AMTM - Amentum Holdings Inc. Reduce 0.74% 17,995 0.01
≡ FWONK - Liberty Media Corp Formula One Series C Reduce 0.75% 41,994 0.07
≡ LBRDK - Liberty Broadband Corp. CL C Reduce 0.80% 15,050 0.02
≡ FWONA - Liberty Media Corp Formula One Series A Reduce 0.81% 6,033 0.01
≡ COF - Capital One Financial Reduce 0.89% 18,892 0.07
≡ ICE - Intercontinental Exchange Inc. Reduce 0.93% 25,686 0.07
≡ CACC - Credit Acceptance Corp. Reduce 0.95% 5,566 0.04
≡ BRK.B - Berkshire Hathaway CL B Reduce 1.31% 4,289 0.04
≡ TSM - Taiwan Semiconductor S.A. Reduce 1.88% 35,960 0.17
≡ RMNI - Rimini Street Inc. Reduce 2.14% 814 0.00
≡ GOOG - Alphabet Inc. CL C Reduce 2.45% 31,550 0.13
≡ CHTR - Charter Communications Reduce 3.41% 13,182 0.06
≡ SCHW - Charles Schwab Corp. Reduce 4.29% 283,261 0.45
≡ KMX - CarMax Inc. Reduce 28.84% 1,811 0.00
≡ STLA - Stellantis N.V. Reduce 31.16% 12,364 0.00
≡ META - Meta Platforms Inc. Reduce 38.62% 153,537 1.87
≡ J - Jacobs Solutions Inc. Reduce 99.13% 1,062,775 2.27
≡ EXPD - Expeditors Int'l Sell 100.00% 21,902 0.04
≡ VOO - Vanguard S&P 500 ETF Sell 100.00% 682 0.01
≡ RSG - Republic Services Sell 100.00% 817 0.00
Q2  2025
≡ VTI - Vanguard Total Stock Mkt ETF Add 47.88% 826 0.00
≡ ICLR - ICON plc Add 36.18% 453,833 1.13
≡ VXUS - Vanguard Total Intl Stock Add 13.13% 541 0.00
≡ MSFT - Microsoft Corp. Add 6.16% 40 0.00
≡ TSM - Taiwan Semiconductor S.A. Add 2.75% 51,388 0.20
≡ AMTM - Amentum Holdings Inc. Add 2.04% 48,704 0.02
≡ FWONA - Liberty Media Corp Formula One Series A Add 0.96% 7,113 0.01
≡ MSA - MSA Safety Inc. Buy 949,067 2.73
≡ TECH - Bio-Techne Corp. Buy 152,417 0.13
≡ DG - Dollar General Buy 2,144 0.00
≡ FERG - Ferguson Enterprises Inc. Buy 1,000 0.00
≡ MU - Micron Technology Inc. Buy 2,162 0.00
≡ RSG - Republic Services Buy 817 0.00
≡ GOOGL - Alphabet Inc. Reduce 0.27% 6,525 0.02
≡ GPI - Group 1 Automotive Reduce 0.33% 11 0.00
≡ COF - Capital One Financial Reduce 0.63% 13,398 0.05
≡ LBRDA - Liberty Broadband Corp. CL A Reduce 0.78% 5,260 0.01
≡ ICE - Intercontinental Exchange Inc. Reduce 0.90% 25,119 0.08
≡ SCHW - Charles Schwab Corp. Reduce 2.40% 162,553 0.25
≡ ELV - Elevance Health Inc. Reduce 2.43% 27,265 0.18
≡ FWONK - Liberty Media Corp Formula One Series C Reduce 2.51% 144,321 0.26
≡ BRK.B - Berkshire Hathaway CL B Reduce 3.01% 10,141 0.08