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Ruane, Cunniff & Goldfarb L.P.
Ruane, Cunniff & Goldfarb L.P. is a New York-based investment adviser established in 1969 that offers discretionary investment management for individuals, institutions, private funds, and registered investment companies. The firm has a deep history of over 50 years, is a Delaware limited partnership, and is best known for managing the Sequoia Fund. It employs seasoned professionals focused on client service and fundamental research to serve both institutional and high-net-worth clients. The adviser’s operations involve a team-oriented structure and strong communication with clients regarding strategies and holdings.
Investment Strategy
Ruane, Cunniff & Goldfarb emphasizes a value investment philosophy, seeking to exploit market sentiment swings to purchase high-quality businesses at attractive prices. Their focus is on long-term investments in thoroughly analyzed companies, aiming to earn above-market returns with reduced fundamental risk. The portfolio tends to be concentrated, built using in-depth qualitative research and an owner's mentality. The firm prioritizes patience, discipline, and humility, believing that over time, careful selection and patient ownership will generate superior results.
Latest 13F Filing Activity
Ruane, Cunniff & Goldfarb L.P. filed their most recent 13F report on Jun 30, 2025 disclosing 43 equity positions with a total 13F market value of $6B. The fund increased holdings in Msa Safety Inc., Taiwan Semiconductor MFG LTD, Schwab Charles Corp. among other positions. Ruane, Cunniff & Goldfarb L.P. reduced exposure to Unitedhealth Group Inc., Elevance Health Inc., Credit Accep Corp. Mich among others.
Top Holdings
Equity Positions (43)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHW | SCHWAB CHARLES CORP | 10.32% | $602.1M | 6,598,822 | $48.46 | $91.24 | +$72.8M |
| LIBERTY MEDIA CORP DEL | 10.05% | $586.3M | 5,610,983 | $62.30 | $104.50 | +$68.3M | |
I ICE | INTERCONTINENTAL EXCHANGE IN | 8.71% | $508.0M | 2,768,977 | $97.52 | $183.47 | +$26.0M |
C COF | CAPITAL ONE FINL CORP | 7.72% | $450.4M | 2,117,016 | $95.76 | $212.76 | +$68.4M |
T TSM | TAIWAN SEMICONDUCTOR MFG LTD | 7.45% | $434.3M | 1,917,681 | $70.94 | $226.49 | +$124.5M |
Industry Allocation
Investment Team (29)
| Name | Role | Location | |
|---|---|---|---|
A Antonius Kufferath | Securities Analyst | New York, NY , United States | |
 | Analyst | New York, NY , United States | |
 | Research Analyst | New York, NY , United States | |
K Kevin Coyne | Trader | United States | |
M Madeline Williams | Investment Research Advisor | New York, NY , United States | |
P Pat Pierce | Co-Portfolio Manager | Town of Mosinee, WI , United States | |
 | Investment Analyst | Chicago, IL , United States | |
S Saatvik Agarwal | Analyst | San Francisco, CA , United States | |
S Salina Claps | Analyst | Chicago, IL , United States | |
 | Analyst | New York, NY , United States |
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