LBRDK - Tracking Ruane, Cunniff, & Goldfarb's Portfolio - Q4 2024 Update
2025-02-25 21:40:57 ET
Summary
- Ruane, Cunniff & Goldfarb’s 13F portfolio value decreased from $6.39B to $5.89B, with holdings increasing from 37 to 39.
- The top five positions, comprising Alphabet, Intercontinental Exchange, Liberty Media, Charles Schwab, and United Health, account for ~50% of the 13F assets.
- Major stake changes include new positions in Icon plc and significant adjustments in Elevance Health, Alphabet, Intercontinental Exchange, and Liberty Media.
- Cash allocation is now less than 5%, compared to an average of ~20% since inception.
This article is part of a series that provides an ongoing analysis of the changes made to Ruane, Cunniff & Goldfarb's 13F portfolio on a quarterly basis. It is based on their regulatory 13F Form filed on 02/14/2025. Please visit our Tracking Ruane, Cunniff, & Goldfarb's Portfolio article for an idea on their investment philosophy and our previous update for the moves during Q3 2024....
Tracking Ruane, Cunniff, & Goldfarb's Portfolio - Q4 2024 Update