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Quarter snapshot

Ruane Cunniff

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Quarter
Q4 2025
Filed
2026-02-13
Portfolio value
$6,402,461,078
Positions
48
Source
13F on EDGAR ↗

Earliest quarter on record — change badges compare to the prior quarter, which isn't stored before this one.

Ticker Change % of portfolio
GOOG NEW 10.63%
SCHW NEW 8.73%
FWONK NEW 8.45%
COF NEW 7.83%
ELV NEW 7.79%
ICE NEW 6.84%
TSM NEW 6.75%
GOOGL NEW 5.6%
ICLR NEW 4.78%
MSA NEW 4.53%
ACN NEW 3.95%
UNH NEW 3.85%
CACC NEW 3.71%
ALGN NEW 2.98%
BRK.B NEW 2.48%
META NEW 2.46%
LBRDK NEW 1.4%
BRK.A NEW 1.36%
TECH NEW 1.35%
CHTR NEW 1.18%
AMTM NEW 1.08%
FWONA NEW 1.03%
LBRDA NEW 0.49%
GLIBK NEW 0.31%
SAP NEW 0.17%
GLIBA NEW 0.08%
EQH NEW 0.03%
GPI NEW 0.02%
LAD NEW 0.02%
VTI NEW 0.01%
J NEW 0.01%
MU NEW 0.01%
NFLX NEW 0.01%
RSPC NEW 0.01%
VXUS NEW 0.01%
AXP NEW 0.01%
MSFT NEW 0.01%
KSPI NEW 0.01%
CPA NEW 0.0%
DG NEW 0.0%
STLA NEW 0.0%
SPGI NEW 0.0%
SBGI NEW 0.0%
AAPL NEW 0.0%
FERG NEW 0.0%
SDHC NEW 0.0%
VT NEW 0.0%
RMNI NEW 0.0%