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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
91
$8.63B
58.34%
Latest2025Q3
Top BuysSYSE (PK)
Top SellsACLL (IN)

Sector Allocation

Level 3 sector breakdown
Level 1 sector breakdown
Level 2 sector breakdown
Level 3 sector breakdown
Software & IT Services
Investment Banking & Investment Services
Media & Publishing
Banking Services
Healthcare Providers & Services
Aerospace & Defense
Professional & Commercial Services
Biotechnology & Medical Research
Semiconductors & Semiconductor Equipment
Healthcare Equipment & Supplies
Construction & Engineering
Other

Holdings

2025Q3
2025Q3
2025Q2
2025Q1
2024Q4
2024Q3
2024Q2
2024Q1
2023Q4
2023Q3
2023Q2
No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Industry
Report Date
Watchlist
Rolls-Royce Holdings Ord Shs (GB)
RR
8.32%
-11.73M
$718.07M
$198.92M
46.37M
Aerospace & Defense
2025-12-29
7.89%
-181.90K
$680.72M
$528.70M
2.17M
Software & IT Services
2025-12-31
6.48%
-720.61K
$558.99M
$534.15M
5.59M
Investment Banking & Investment Services
2025-12-31
6.27%
-77.87K
$540.93M
$573.55M
5.49M
Media & Publishing
2025-12-31
5.81%
-30.10K
$501.21M
$439.62M
2.07M
Banking Services
2025-12-31
5.78%
-25.78K
$498.66M
$459.64M
1.42M
Healthcare Providers & Services
2025-12-31
5.08%
-39.38K
$437.92M
$455.55M
2.70M
Investment Banking & Investment Services
2025-12-31
5.01%
-460.00K
$432.05M
$397.07M
1.42M
Semiconductors & Semiconductor Equipment
2025-12-31
4.16%
-112.22K
$358.47M
$278.22M
1.14M
Software & IT Services
2025-12-31
3.55%
-21.40K
$306.05M
$293.93M
1.68M
Biotechnology & Medical Research
2025-12-31
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