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Ruane Cunniff

Ruane, Cunniff & Goldfarb L.P.

Bill Ruane and Rick Cunniff started the firm in 1969 in the belief that they could outperform the stock market by investing in great businesses selling at reasonable prices and staying with them as long as they remained attractive. By doing exhaustive primary research, ignoring fads and sticking to their principles, the firm has built an enviable track record. William Ruane was a Graham-and-Doddsville superinvestor recognized by Warren Buffett. He was a student of Benjamin Graham, and attended his class at the same time as Warren Buffett.

Shares Held
Asset Size
% Top 10
86
$8.43B
60.26%
Latest2025Q3
Top BuysSYSE (PK)
Top SellsJ (US)

Latest Changes

Indicators
Latest (2025Q3)
Previous (2025Q2)
Change
Mkt Value (report date)
8.43B
8.42B
+0.08%
Shares Held
86
89
-3.37%
Buys
11
10
+10.00%
Sells
22
22
0.00%

Sector Allocation

No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Report Date
Rolls-Royce Holdings Ord Shs (GB)
RR
9.61%
+2.91M
$809.80M
$261.44M
60.94M
2025-06-26
7.15%
-283.26K
$602.95M
$602.95M
6.32M
2025-09-30
6.90%
-41.99K
$581.68M
$581.68M
5.57M
2025-09-30
6.80%
-9.60K
$572.92M
$572.92M
2.36M
2025-09-30
6.23%
-35.96K
$525.55M
$525.55M
1.88M
2025-09-30
5.55%
+352.63K
$467.97M
$467.97M
1.45M
2025-09-30
5.48%
-25.69K
$462.19M
$462.19M
2.74M
2025-09-30
5.29%
-18.89K
$446.02M
$446.02M
2.10M
2025-09-30
3.62%
-31.55K
$305.55M
$305.55M
1.25M
2025-09-30
10
Constellation Software Ord Shs (CA)
CSU
3.62%
0.00
$304.99M
--
83.11K
2025-06-30

Latest Trades

No.
Name
Action
Shares Traded
% Change
Shares Held
Mkt Value (Date)
Report Date
Buy
+1.32M
+47.20%
1.47M
$81.98M
2025-09-30
Allcargo Terminals Ord Shs (IN)
ALLC
Buy
+1.12M
+7.80%
13.17M
$5.48M
2025-09-30
Sell
-1.06M
-99.10%
9.35K
$1.40M
2025-09-30
Buy
+756.22K
+30.70%
1.71M
$293.43M
2025-09-30
5
GCI Liberty Ord Shs Series C (US)
GLIBK
New
+374.67K
+50.00%
374.67K
$13.96M
2025-09-30
Buy
+352.63K
+19.50%
1.45M
$467.97M
2025-09-30
Sell
-283.26K
-4.20%
6.32M
$602.95M
2025-09-30
Sell
-153.54K
-38.60%
244.02K
$179.20M
2025-09-30
9
GCI Liberty Ord Shs Series A (US)
GLIBA
New
+133.20K
+50.00%
133.20K
$5.00M
2025-09-30
New
+46.00K
+50.00%
46.00K
$12.29M
2025-09-30

Holding Performance

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