RU
Rating #71
Ruane Cunniff
Ruane, Cunniff & Goldfarb
Portfolio value
Stocks
Performance
1 Year
+13.64%
Stock Holdings
$
%
1Y
3Y
5Y
10Y
Ruane Cunniff’s Portfolio: Q3 2025
Top10 stocks: 75.48% of the portfolio
Ruane Cunniff’s Trades: Q3 2025
Adds
New Buys
Sold Outs
Cuts
2.14ppt
0.45ppt
1.22ppt
0.00ppt
V
Share Count Chg. (%)
+13.71%
0.00ppt
V
Share Count Chg. (%)
+3.76%
0.00ppt
-0.42ppt
-0.00ppt
Company Name | Share Count Chg. (%) | Price Paid | Buy Value | Portfolio % Change | |
|---|---|---|---|---|---|
1  MSA | +79.68% | $172.87 | $130.73M | 2.14ppt | |
2  ELV | +32.18% | $311.02 | $109.67M | 0.45ppt | |
3  TECH | +866.92% | $53.56 | $70.77M | 1.22ppt | |
4  GPI | +7.76% | $448.46 | $116.60K | 0.00ppt | |
+13.71% | $70.98 | $45.36K | 0.00ppt | ||
6 V VTI | +3.76% | $315.88 | $30.32K | 0.00ppt | |
+0.05% | $69.59 | $24.57K | -0.42ppt | ||
8  DG | +1.21% | $109.64 | $2.85K | -0.00ppt |
Ruane Cunniff’s Holdings: Q3 2025
Company Name | Primary Industry | Avg. price paid  | Share Count Chg. (%) | No of shares held | Market value | Portfolio % Change | % of Ownership | Holding period | Last Transaction | |
|---|---|---|---|---|---|---|---|---|---|---|
1  SCHW | Security Brokers & Dealers | $48.46 | -4.29% | 6.32M | $602.95M | 9.99% -0.33ppt | 0.35% | 31 Quarters | Q3 2025 | |
TV Broadcasting | $62.30 | -0.75% | 5.57M | $581.68M | 9.64% -0.42ppt | 2.23% | 9 Quarters | Q3 2025 | ||
Computer Programming & Data | $53.98 | -0.41% | 2.36M | $572.92M | 9.49% 2.34ppt | 0.02% | 31 Quarters | Q3 2025 | ||
4  TSM | Semiconductors | $70.94 | -1.88% | 1.88M | $525.55M | 8.71% 1.26ppt | 0.04% | 24 Quarters | Q3 2025 | |
5 ELV | Medical Service Plans | $371.42 | +32.18% | 1.45M | $467.97M | 7.75% 0.45ppt | 0.64% | 19 Quarters | Q3 2025 | |
6  ICE | Security & Commodity Brokers | $97.52 | -0.93% | 2.74M | $462.19M | 7.66% -1.05ppt | 0.48% | 21 Quarters | Q3 2025 | |
7  COF | National Banks | $95.76 | -0.89% | 2.10M | $446.02M | 7.39% -0.33ppt | 0.47% | 13 Quarters | Q3 2025 | |
8  GOOG | Computer Programming & Data | $51.65 | -2.45% | 1.25M | $305.55M | 5.06% 1.15ppt | 0.01% | 31 Quarters | Q3 2025 | |
9  ICLR | Physical & Biological Research | $192.64 | -0.42% | 1.70M | $297.67M | 4.93% 0.67ppt | 2.15% | 4 Quarters | Q3 2025 | |
10 MSA | OrthopedicSupplies | $169.54 | +79.68% | 1.71M | $293.43M | 4.86% 2.14ppt | 4.34% | 2 Quarters | Q3 2025 | |
11  CACC | Personal Credit Institutions | $343.24 | -0.95% | 578.46K | $270.10M | 4.48% -0.63ppt | 5.00% | 31 Quarters | Q3 2025 | |
12  UNH | Medical Service Plans | $282.52 | -0.68% | 758.22K | $261.81M | 4.34% 0.25ppt | 0.08% | 24 Quarters | Q3 2025 | |
13  META | Computer Programming & Data | $191.75 | -38.62% | 244.02K | $179.20M | 2.97% -2.06ppt | 0.01% | 31 Quarters | Q3 2025 | |
14  BRK.B | Casualty Insurance | $210.73 | -1.31% | 322.55K | $162.16M | 2.69% -0.04ppt | 0.01% | 31 Quarters | Q3 2025 | |
15  LBRD.K | Cable & Pay TV Services | $94.40 | -0.80% | 1.87M | $119.09M | 1.97% -1.21ppt | 1.31% | 31 Quarters | Q3 2025 | |
16  CHTR | Cable & Pay TV Services | $296.07 | -3.41% | 373.43K | $102.73M | 1.70% -1.01ppt | 0.27% | 6 Quarters | Q3 2025 | |
17  BRK.A | Casualty Insurance | $299100.00 | 0.00% | 117.00 | $88.24M | 1.46% 0.00ppt | 0.01% | 31 Quarters | Q2 2025 | |
18 TECH | Biological products | $55.20 | +866.92% | 1.47M | $81.98M | 1.36% 1.22ppt | 0.94% | 2 Quarters | Q3 2025 | |
19  FWON.A | TV Broadcasting | $56.91 | -0.81% | 742.31K | $70.68M | 1.17% -0.05ppt | 0.30% | 9 Quarters | Q3 2025 | |
20 A AMTM | Other Business Services | $32.08 | -0.74% | 2.42M | $58.05M | 0.96% -0.03ppt | 1.00% | 5 Quarters | Q3 2025 |
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