Ruane Cunniff LP

History Stock Activity Share change % change to portfolio
Q4  2025
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
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
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
GOOG - Alphabet Inc. CL C Reduce 3.19% 42,388 0.13
CHTR - Charter Communications Reduce 3.46% 13,846 0.10
UNH - United Health Group Inc. Reduce 7.14% 58,729 0.31
BRK.A - Berkshire Hathaway CL A Reduce 7.14% 9 0.11
J - Jacobs Solutions Inc. Reduce 8.89% 104,619 0.24
CACC - Credit Acceptance Corp. Reduce 9.19% 59,076 0.52
LBRDK - Liberty Broadband Corp. CL C Reduce 20.73% 494,166 0.83
META - Meta Platforms Inc. Reduce 22.20% 113,414 1.43
BLDR - Builders FirstSource Inc. Sell 100.00% 4,700 0.01
Q1  2025
GPI - Group 1 Automotive Reduce 0.24% 8 0.00
EQH - Equitable Holdings Inc. Reduce 0.25% 104 0.00
GOOGL - Alphabet Inc. Reduce 0.79% 18,957 0.05
ICLR - ICON plc Reduce 0.88% 11,190 0.04
FWONA - Liberty Media Corp Formula One Series A Reduce 1.03% 7,694 0.01
LBRDK - Liberty Broadband Corp. CL C Reduce 1.19% 28,715 0.04
LBRDA - Liberty Broadband Corp. CL A Reduce 1.37% 9,339 0.01
AMTM - Amentum Holdings Inc. Reduce 1.78% 43,255 0.01
ELV - Elevance Health Inc. Reduce 1.84% 21,033 0.17
CACC - Credit Acceptance Corp. Reduce 1.86% 12,170 0.11
UNH - United Health Group Inc. Reduce 1.89% 15,828 0.15
FWONK - Liberty Media Corp Formula One Series C Reduce 1.94% 114,106 0.19
META - Meta Platforms Inc. Reduce 2.03% 10,565 0.11
SCHW - Charles Schwab Corp. Reduce 2.06% 142,105 0.20
COF - Capital One Financial Reduce 2.15% 46,742 0.15
J - Jacobs Solutions Inc. Reduce 2.82% 34,171 0.07
BRK.B - Berkshire Hathaway CL B Reduce 3.23% 11,265 0.11
CHTR - Charter Communications Reduce 3.30% 13,662 0.09
TSM - Taiwan Semiconductor S.A. Reduce 3.49% 67,588 0.20
GOOG - Alphabet Inc. CL C Reduce 4.56% 63,446 0.18
STLA - Stellantis N.V. Reduce 23.16% 11,956 0.00
ICE - Intercontinental Exchange Inc. Reduce 41.87% 2,012,886 6.30
KMX - CarMax Inc. Reduce 77.22% 21,291 0.03
ASAIY - Sendas Distribuidora SA Sell 100.00% 152,478 0.01
ISCV - Ishares Morningstar Small Ca Sell 100.00% 6,380 0.01
AAPL - Apple Inc. Sell 100.00% 821 0.00
Q4  2024
EQH - Equitable Holdings Inc. Reduce 0.03% 12 0.00
STLA - Stellantis N.V. Reduce 0.08% 40 0.00
RMNI - Rimini Street Inc. Reduce 0.35% 135 0.00