Buffett-recommended mutual fund founded 1970 by Bill Ruane. Concentrated growth, decades-long holds. Famous for Valeant 2015 controversy.
| # | Ticker | Issuer | Value | % of book | Shares |
|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $712.7M | 11.1% | 1.99M |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $560.1M | 8.7% | 1.17M |
| 3 | FWONA | LIBERTY MEDIA CORP DEL | $497.0M | 7.7% | 5.22M |
| 4 | SCHW | SCHWAB CHARLES CORP | $421.8M | 6.6% | 4.57M |
| 5 | COF | CAPITAL ONE FINL CORP | $392.4M | 6.1% | 1.96M |
| 6 | ELV | ELEVANCE HEALTH INC FORMERLY | $378.8M | 5.9% | 979.6K |
| 7 | — | ICON PUB LTD CO | $355.8M | 5.5% | 2.05M |
| 8 | GOOG | ALPHABET INC | $326.8M | 5.1% | 924.9K |
| 9 | SUNB | SUNBELT RENTALS HOLDINGS INC | $318.8M | 5.0% | 4.26M |
| 10 | ICE | INTERCONTINENTAL EXCHANGE IN | $315.3M | 4.9% | 2.56M |
| 11 | MSA | MSA SAFETY INC | $300.5M | 4.7% | 1.72M |
| 12 | UNH | UNITEDHEALTH GROUP INC | $293.2M | 4.6% | 705.6K |
| 13 | TECH | BIO-TECHNE CORP | $236.6M | 3.7% | 3.35M |
| 14 | ROP | ROPER TECHNOLOGIES INC | $228.4M | 3.6% | 674.9K |
| 15 | ALGN | ALIGN TECHNOLOGY INC | $197.6M | 3.1% | 1.17M |
| 16 | SAP | SAP SE | $190.6M | 3.0% | 1.24M |
| 17 | ZTS | ZOETIS INC | $169.1M | 2.6% | 2.35M |
| 18 | BRK-B | BERKSHIRE HATHAWAY INC DEL | $150.5M | 2.3% | 300.7K |
| 19 | — | ACCENTURE PLC IRELAND | $112.2M | 1.7% | 901.8K |
| 20 | META | META PLATFORMS INC | $86.9M | 1.4% | 154.3K |
| 21 | BRK-B | BERKSHIRE HATHAWAY INC DEL | $77.1M | 1.2% | 103 |
| 22 | FWONA | LIBERTY MEDIA CORP DEL | $60.9M | 0.9% | 695.7K |
| 23 | AMTM | AMENTUM HOLDINGS INC | $11.1M | 0.2% | 537.2K |
| 24 | — | LIBERTY BROADBAND CORP | $10.1M | 0.2% | 303.3K |
| 25 | — | CREDIT ACCEP CORP MICH | $3.4M | 0.1% | 5.3K |
| 26 | MU | MICRON TECHNOLOGY INC | $2.5M | 0.0% | 2.2K |
| 27 | — | LIBERTY BROADBAND CORP | $2.5M | 0.0% | 73.9K |
| 28 | — | LIBERTY CAP CORP | $2.5M | 0.0% | 114.1K |
| 29 | EQH | EQUITABLE HLDGS INC | $1.8M | 0.0% | 40.3K |
| 30 | GPI | GROUP 1 AUTOMOTIVE INC | $1.4M | 0.0% | 4.9K |
Compare this book against the other 72 filers, screen for consensus positions, and follow quarterly moves as they land.
OPEN THE PORTFOLIO TRACKER →