About Ruane Cunniff
Ruane, Cunniff & Goldfarb is the investment adviser to the Sequoia Fund, a legendary mutual fund with a remarkable long-term track record. The firm was co-founded by Bill Ruane, a close friend of Warren Buffett, who famously recommended the fund to his own partners when he closed his partnership. It is known for its disciplined, research-intensive, and patient value investing style.
Ruane Cunniff Top Holdings of 2025-06-30
| Ticker | Name | Shares | Value | % of Portfolio | Time Held | % Change |
|---|---|---|---|---|---|---|
| 6.6 M | $602.08 M | 10.32% | 7.2 Years | -2.40% | ||
|
N/A
|
LIBERTY MEDIA CORP-FORMULA-C
|
5.61 M | $586.35 M | 10.05% | 1.7 Years | -2.51% |
| 2.77 M | $508.02 M | 8.71% | 4.7 Years | -0.90% | ||
| 2.12 M | $450.42 M | 7.72% | 2.7 Years | -0.63% | ||
| 1.92 M | $434.34 M | 7.45% | 5.5 Years | +2.75% | ||
| 1.1 M | $426.17 M | 7.31% | 4.2 Years | -2.43% | ||
| 2.37 M | $417.02 M | 7.15% | 7.2 Years | -0.27% | ||
| 584,025 | $297.52 M | 5.10% | 7.2 Years | -9.19% | ||
| 397,558 | $293.43 M | 5.03% | 7.2 Years | -22.20% | ||
| 1.71 M | $248.46 M | 4.26% | 0.5 Years | +36.18% |
Recent Moves
Significant New Position
+949,067 Shares | +$159 M Value
Continues to build a major stake in the Industrials sector
2025 Q2
Added to Core Holding
+453,833 Shares | +$66.01 M Value
Largest position increase in Healthcare sector
2025 Q2
Reduced Exposure to Position
-113,414 Shares | -$83.71 M Value
Significant reduction in holdings of Communication Services
2025 Q2
Complete Exit
-4,700 Shares | -$587,218 Value
Cleared BLDR, sector remains in portfolio
2025 Q2
Ruane Cunniff's Historical Top Holdings Breakdown
Portfolio Date:
Ruane Cunniff Top Stock Picks
| Ticker | Name | Date | Activity | Shares | Shares Change | Value Change |
|---|---|---|---|---|---|---|
| 06/30/2025 | New Buy | 949,067 | 949,067 | $159 M | ||
| 06/30/2025 | Reduce -22.2% | 397,558 | -113,414 | $83.71 M | ||
| 06/30/2025 | Add 36.2% | 1.71 M | 453,833 | $66.01 M | ||
| 06/30/2025 | Reduce -20.7% | 1.89 M | -494,166 | $48.62 M | ||
| 06/30/2025 | Reduce -9.2% | 584,025 | -59,076 | $30.1 M | ||
| 06/30/2025 | Reduce -7.1% | 763,439 | -58,729 | $18.32 M | ||
|
N/A
|
LIBERTY MEDIA CORP-FORMULA-C
|
06/30/2025 | Reduce -2.5% | 5.61 M | -144,321 | $15.08 M |
| 06/30/2025 | Reduce -2.4% | 6.6 M | -162,553 | $14.83 M | ||
| 06/30/2025 | Reduce -8.9% | 1.07 M | -104,619 | $13.75 M | ||
| 06/30/2025 | Add 2.8% | 1.92 M | 51,388 | $11.64 M |