Ruane, Cunniff & Goldfarb L.P. Purchases and Sells in Q2 2025

Ruane, Cunniff & Goldfarb L.P.

$4.98 Billion
Q2 2025

Top Buys

Incresed Positions

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TSM	51.4K + 2.75%	$141.37 - $228.57 $7.26M - $11.7M	1.92M $434M
ICLR	454K + 36.18%	$126.62 - $168.7 $57.5M - $76.6M	1.71M $248M
VTI	826 + 47.88%	$243.75 - $303.93 $201K - $251K	2.55K $775K
MSFT	40 + 6.16%	$354.56 - $497.45 $14.2K - $19.9K	689 $342K
VXUS	541 + 13.13%	$55.54 - $69.09 $30K - $37.4K	4.66K $322K
AMENTUM HOLDINGS INC	48.7K + 2.04%	N/A	2.44M $0

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSA	949K New	$130.21 - $169.16 $124M - $161M	949K $159M
TECH	152K New	$46.66 - $58.38 $7.11M - $8.9M	152K $7.84M
MU	2.16K New	$64.72 - $127.91 $140K - $277K	2.16K $266K
DG	2.14K New	$86.02 - $114.95 $184K - $246K	2.14K $245K
RSG	817 New	$227.2 - $258.07 $186K - $211K	817 $201K
FERGUSON ENTERPRISES INC	1K New	N/A	1K $0

Top Sells

Reduced Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UNH	-58.7K - 7.14%	$274.35 - $599.47 $16.1M - $35.2M	763K $238M
ELV	-27.3K - 2.43%	$372.27 - $452.69 $10.1M - $12.3M	1.1M $426M
CACC	-59.1K - 9.19%	$443.32 - $529.8 $26.2M - $31.3M	584K $298M
BRK-B	-10.1K - 3.01%	$483.48 - $539.8 $4.9M - $5.47M	327K $159M
LBRDK	-494K - 20.73%	$73.65 - $101.29 $36.4M - $50.1M	1.89M $186M
BRK-A	-9 - 7.14%	$725400.0 - $809350.0 $6.53M - $7.28M	117 $85.3M

Activity Summary All Purchases 13 New Holdings 6 Increased Positions 7 All Sells 17 Reductions 17 Sold out 0 Calls 0 Puts 0

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