Ruane, Cunniff & Goldfarb L.P.
Annual return '25
+17.6%
SPY '25
+17.7%
Alpha
-0.1ptsvs SPY
Invested
$6B
Holdings
50
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$GOOGL
ALPHABET INC
Q1 2026: Sold 99.9% (2.17M → 1.8k shares)
10.1%
02
$FWONK
LIBERTY MEDIA CORP DEL
Q1 2026: Exited (was 5.49M shares)
7.6%
03
$SCHW
SCHWAB CHARLES CORP
Q1 2026: Sold 99.9% (5.59M → 6.4k shares)
7.4%
04
$ICE
INTERCONTINENTAL EXCHANGE IN
Q1 2026: Exited (was 2.70M shares)
6.9%
05
$TSM
TAIWAN SEMICONDUCTOR MANUFAC
Q1 2026: Exited (was 1.42M shares)
6.8%
06
$ELV
ELEVANCE HEALTH INC FORMERLY
Q1 2026: Exited (was 1.42M shares)
6.7%
07
$COF
CAPITAL ONE FINL CORP
Q1 2026: Exited (was 2.07M shares)
6.1%
08
$SUNB
SUNBELT RENTALS HOLDINGS INC
Held since at least Q1 2024
5.9%
09
$MSA
MSA SAFETY INC
Q1 2026: Exited (was 1.81M shares)
4.8%
10
$ZTS
ZOETIS INC
Held since at least Q1 2024
4.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:25 UTC.