Ruane, Cunniff & Goldfarb (Sequoia) 13F, Q4 2024
Ruane Cunniff · quarter ending 31 December 2024 · filed 14 February 2025 · SEC CIK 1720792
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q4 2024
The 25 largest of 39 positions. Weights are against the whole filed book. Changes are in shares held, against the Q3 2024 filing.
| Company | Ticker | Value | % of book | vs Q3 2024 |
|---|---|---|---|---|
| INTERCONTINENTAL EXCHANGE IN | ICE | $716.29M | 12.2% | -4% shares |
| LIBERTY MEDIA CORP DEL | FWONK | $543.86M | 9.2% | -4% shares |
| SCHWAB CHARLES CORP | SCHW | $510.93M | 8.7% | -7% shares |
| ALPHABET INC | GOOGL | $452.77M | 7.7% | -10% shares |
| UNITEDHEALTH GROUP INC | UNH | $423.91M | 7.2% | -13% shares |
| ELEVANCE HEALTH INC | ELV | $422.00M | 7.2% | +14% shares |
| CAPITAL ONE FINL CORP | COF | $388.23M | 6.6% | -21% shares |
| TAIWAN SEMICONDUCTOR MFG LTD | TSM | $381.92M | 6.5% | -33% shares |
| CREDIT ACCEP CORP MICH | CACC | $307.62M | 5.2% | -4% shares |
| META PLATFORMS INC | META | $305.37M | 5.2% | -8% shares |
| ICON PLC | $265.40M | 4.5% | new | |
| ALPHABET INC | GOOG | $265.08M | 4.5% | -5% shares |
| LIBERTY BROADBAND CORP | LBRDK | $180.33M | 3.1% | -4% shares |
| JACOBS SOLUTIONS INC | J | $161.80M | 2.8% | -52% shares |
| BERKSHIRE HATHAWAY INC DEL | BRK/B | $157.85M | 2.7% | -20% shares |
| CHARTER COMMUNICATIONS INC N | CHTR | $141.95M | 2.4% | -9% shares |
| BERKSHIRE HATHAWAY INC DEL | BRK/A | $85.80M | 1.5% | -6% shares |
| LIBERTY MEDIA CORP DEL | FWONA | $62.94M | 1.1% | -5% shares |
| AMENTUM HOLDINGS INC | AMTM | $51.24M | 0.9% | -4% shares |
| LIBERTY BROADBAND CORP | LBRDA | $50.82M | 0.9% | -4% shares |
| EXPEDITORS INTL WASH INC | EXPD | $2.43M | 0.0% | -36% shares |
| CARMAX INC | KMX | $2.25M | 0.0% | -99% shares |
| EQUITABLE HLDGS INC | EQH | $1.93M | 0.0% | unchanged |
| GROUP 1 AUTOMOTIVE INC | GPI | $1.42M | 0.0% | unchanged |
| LITHIA MTRS INC | LAD | $970.8K | 0.0% | unchanged |
What changed since Q3 2024
Against the Q3 2024 filing, Ruane, Cunniff & Goldfarb (Sequoia) opened 3 new positions, added to 2, trimmed 20, left 14 unchanged and exited 1. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
Other quarters
Source: SEC Form 13F-HR, accession 0000919574-25-001168, filed by Ruane, Cunniff & Goldfarb L.P.. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.