Ruane, Cunniff & Goldfarb L.P.

Q3 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
47
Total value ($000)
$6,035,627
Net value change ($000)
+202,758 (3.5%)
New positions
7
Sold out positions
3
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 2/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 155,902 37.4%
MSA 134,432 84.6%
TSM 91,210 21.0%
GOOGL 77,406 33.9%
TECH 74,143 945.5%
ICLR 49,219 19.8%
ELV 41,803 9.8%
UNH 23,644 9.9%
GLIBA 13,964 NEW
SAP 12,292 NEW
Top Reduces (Value $000, Stocks/ETFs)
J -139,530 -99.0%
META -114,230 -38.9%
LBRDA -66,779 -35.9%
CHTR -55,319 -35.0%
ICE -45,834 -9.0%
CACC -27,420 -9.2%
LBRDA -23,045 -35.2%
FWONA -4,667 -0.8%
COF -4,397 -1.0%
EXPD -2,502 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type