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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
81
$7.98B
60.49%
Latest2025Q2
Top BuysSYSE (PK)
Top SellsLBRDK (US)

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
Aerospace & Defense
Banking Services
Healthcare Providers & Services
Professional & Commercial Services
Semiconductors & Semiconductor Equipment
Biotechnology & Medical Research
Chemicals
Food & Tobacco
Other

Holdings

2025Q2
2025Q2
2025Q1
2024Q4
2024Q3
2024Q2
2024Q1
2023Q4
2023Q3
2023Q2
No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Industry
Report Date
Rolls-Royce Holdings Ord Shs (GB)
RR
10.15%
+2.91M
$809.80M
$118.84M
60.94M
Aerospace & Defense
2025-06-26
7.55%
-162.55K
$602.08M
$602.08M
6.60M
Investment Banking & Investment Services
2025-06-30
7.35%
-144.32K
$586.35M
$586.35M
5.61M
Media & Publishing
2025-06-30
6.37%
-25.12K
$508.02M
$508.02M
2.77M
Investment Banking & Investment Services
2025-06-30
5.65%
-13.40K
$450.42M
$450.42M
2.12M
Banking Services
2025-06-30
5.45%
+51.39K
$434.34M
$434.34M
1.92M
Semiconductors & Semiconductor Equipment
2025-06-30
5.34%
-27.27K
$426.17M
$426.17M
1.10M
Healthcare Providers & Services
2025-06-30
5.23%
-6.53K
$417.02M
$417.02M
2.37M
Software & IT Services
2025-06-30
3.73%
-59.08K
$297.52M
$297.52M
584.02K
Banking Services
2025-06-30
3.68%
-113.41K
$293.43M
$293.43M
397.56K
Software & IT Services
2025-06-30
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