Ruane, Cunniff & Goldfarb (Sequoia) 13F, Q1 2025
Ruane Cunniff · quarter ending 31 March 2025 · filed 15 May 2025 · SEC CIK 1720792
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q1 2025
The 25 largest of 38 positions. Weights are against the whole filed book. Changes are in shares held, against the Q4 2024 filing.
| Company | Ticker | Value | % of book | vs Q4 2024 |
|---|---|---|---|---|
| SCHWAB CHARLES CORP | SCHW | $529.28M | 9.6% | -2% shares |
| LIBERTY MEDIA CORP DEL | FWONK | $518.03M | 9.4% | unchanged |
| ELEVANCE HEALTH INC | ELV | $488.43M | 8.9% | unchanged |
| INTERCONTINENTAL EXCHANGE IN | ICE | $481.98M | 8.8% | -42% shares |
| UNITEDHEALTH GROUP INC | UNH | $430.61M | 7.8% | unchanged |
| CAPITAL ONE FINL CORP | COF | $381.98M | 6.9% | -2% shares |
| ALPHABET INC | GOOGL | $366.94M | 6.7% | unchanged |
| CREDIT ACCEP CORP MICH | CACC | $332.07M | 6.0% | unchanged |
| TAIWAN SEMICONDUCTOR MFG LTD | TSM | $309.80M | 5.6% | -4% shares |
| META PLATFORMS INC | META | $294.50M | 5.3% | -2% shares |
| ICON PLC | $219.50M | 4.0% | unchanged | |
| ALPHABET INC | GOOG | $207.55M | 3.8% | -5% shares |
| LIBERTY BROADBAND CORP | LBRDK | $202.71M | 3.7% | unchanged |
| BERKSHIRE HATHAWAY INC DEL | BRK/B | $179.47M | 3.3% | -3% shares |
| CHARTER COMMUNICATIONS INC N | CHTR | $147.58M | 2.7% | -3% shares |
| JACOBS SOLUTIONS INC | J | $142.26M | 2.6% | -3% shares |
| BERKSHIRE HATHAWAY INC DEL | BRK/A | $100.60M | 1.8% | unchanged |
| LIBERTY MEDIA CORP DEL | FWONA | $60.39M | 1.1% | unchanged |
| LIBERTY BROADBAND CORP | LBRDA | $57.30M | 1.0% | unchanged |
| AMENTUM HOLDINGS INC | AMTM | $43.55M | 0.8% | unchanged |
| EXPEDITORS INTL WASH INC | EXPD | $2.63M | 0.1% | unchanged |
| EQUITABLE HLDGS INC | EQH | $2.12M | 0.0% | unchanged |
| GROUP 1 AUTOMOTIVE INC | GPI | $1.28M | 0.0% | unchanged |
| LITHIA MTRS INC | LAD | $797.3K | 0.0% | unchanged |
| BUILDERS FIRSTSOURCE INC | BLDR | $587.2K | 0.0% | unchanged |
What changed since Q4 2024
Against the Q4 2024 filing, Ruane, Cunniff & Goldfarb (Sequoia) opened 2 new positions, added to 1, trimmed 11, left 24 unchanged and exited 3. 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 0000919574-25-003038, 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.