Featured 13F manager
Ruane, Cunniff & Goldfarb L.P.
New York, NY 20 processed 13Fs on this site · 2021 Q3–2026 Q2
- $6.4B
- 54 Positions
- 2026 Q2
- +6.6% QoQ
- Top 5 40.2%
Portfolio
top 5 40.2% · top 10 66.5%
- GOOGL - Alphabet · CL A 11.1%
- TSM - Taiwan Semiconductor 8.7%
- FWONK - Liberty Media Del 7.7%
- SCHW - Schwab Charles 6.6%
- COF - Capital One Finl 6.1%
- ELV - Elevance 5.9%
- ICLR - Icon Pub 5.5%
- GOOG - Alphabet · CL C 5.1%
- URI - Sunbelt Rentals 4.9%
- ICE - Intercontinental Exchange 4.9%
- MSA - Msa Safety 4.7%
- UNH - Unitedhealth Group 4.6%
- Other 24.2%
AUM over time
Book
| META - Meta Platforms · CL A | 8.30% | Hold | 2,720,959 | $339.39 | $923M |
| KMX - Carmax | 8.23% | Hold | 7,154,140 | $127.96 | $915M |
| TSM - Taiwan Semiconductor Mfg | 7.09% | Hold | 7,070,792 | $111.65 | $789M |
| CACC - Credit Accep Mich | 6.94% | Hold | 1,320,091 | $585.30 | $773M |
| UNH - Unitedhealth Group | 6.68% | Hold | 1,901,471 | $390.74 | $743M |
| ELV - Anthem | 6.10% | Hold | 1,821,413 | $372.80 | $679M |
| SCHW - Schwab Charles | 5.67% | Hold | 8,666,573 | $72.84 | $631M |
| W - Wayfair · CL A | 5.47% | Hold | 2,380,289 | $255.51 | $608M |
| MU - Micron Technology | 5.13% | Hold | 8,042,228 | $70.98 | $571M |
| GOOGL - Alphabet · CL A | 4.95% | Hold | 206,086 | $2,674 | $551M |
| GOOG - Alphabet · CL C | 4.69% | Hold | 195,782 | $2,665 | $522M |
| Liberty Media Del | 4.69% | Hold | 10,149,692 | $51.41 | $522M |
| NFLX - Netflix | 4.35% | Hold | 792,685 | $610.34 | $484M |
| DIS - Disney Walt | 4.31% | Hold | 2,833,691 | $169.17 | $479M |
| LBRDA - Liberty Broadband | 4.26% | Hold | 2,746,911 | $172.70 | $474M |
| ICE - Intercontinental Exchange | 3.64% | Hold | 3,523,196 | $114.82 | $405M |
| Jacobs Engr Group | 3.58% | Hold | 3,004,992 | $132.53 | $398M |
| BRK.A - Berkshire Hathaway · CL A | 2.73% | Hold | 738 | $411,379 | $304M |
| LBRDA - Liberty Broadband | 1.40% | Hold | 926,147 | $168.35 | $156M |
| BRK.B - Berkshire Hathaway · CL B | 1.15% | Hold | 469,558 | $272.94 | $128M |
| Liberty Media Del | 0.43% | Hold | 1,010,851 | $47.05 | $48M |
| EXPD - Expeditors Intl Wash | 0.11% | Hold | 102,132 | $119.13 | $12M |
| BLDR - Builders Firstsource | 0.03% | Hold | 69,060 | $51.74 | $4M |
| AMZN - Amazon | 0.02% | Hold | 660 | $3,285 | $2M |
| MHK - Mohawk Inds | 0.02% | Hold | 10,833 | $177.42 | $2M |
| EQH - Equitable | 0.01% | Hold | 30,959 | $29.65 | $918K |
| STLA - Stellantis | 0.01% | Hold | 38,582 | $19.10 | $737K |
| Sinclair Broadcast Group · CL A | 0.01% | Hold | 17,719 | $31.66 | $561K |
| BABA - Alibaba Group | 0.00% | Hold | 3,435 | $148.18 | $509K |
| Opendoor Technologies | 0.00% | Hold | 22,200 | $20.54 | $456K |
| RMNI - Rimini Str Del | 0.00% | Hold | 22,388 | $9.65 | $216K |
| PRI - Primerica | 0.00% | Hold | 1,400 | $153.57 | $215K |
| ANGI · CL A | 0.00% | Hold | 15,918 | $12.31 | $196K |
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 54 | $6.4B | +6.6% | 13F-HR | 8/13/2026 | 000091957426005176 |
| 2026 Q1 | 50 | $6B | −5.8% | 13F-HR | 5/15/2026 | 000091957426003132 |
| 2025 Q4 | 48 | $6.4B | +6.1% | 13F-HR | 2/13/2026 | 000091957426000775 |
| 2025 Q3 | 47 | $6B | +3.5% | 13F-HR | 11/14/2025 | 000091957425006759 |
| 2025 Q2 | 43 | $5.8B | +5.9% | 13F-HR | 8/14/2025 | 000091957425004628 |
| 2025 Q1 | 38 | $5.5B | −6.5% | 13F-HR | 5/15/2025 | 000091957425003038 |
| 2024 Q4 | 39 | $5.9B | −7.9% | 13F-HR | 2/14/2025 | 000091957425001168 |
| 2024 Q3 | 37 | $6.4B | −0.4% | 13F-HR | 11/14/2024 | 000091957424006465 |
| 2024 Q2 | 37 | $6.4B | −0.4% | 13F-HR | 8/14/2024 | 000091957424004556 |
| 2024 Q1 | 34 | $6.4B | +3.0% | 13F-HR | 5/15/2024 | 000091957424002995 |
| 2023 Q4 | 33 | $6.3B | +3.9% | 13F-HR | 2/14/2024 | 000091957424001097 |
| 2023 Q3 | 36 | $6B | −5.0% | 13F-HR | 11/14/2023 | 000091957423006181 |
| 2023 Q2 | 34 | $6.3B | +3.6% | 13F-HR | 8/14/2023 | 000091957423004553 |
| 2023 Q1 | 31 | $6.1B | −4.4% | 13F-HR | 5/15/2023 | 000091957423003116 |
| 2022 Q4 | 32 | $6.4B | −4.9% | 13F-HR | 2/13/2023 | 000091957423001107 |
| 2022 Q3 | 31 | $6.7B | −12.3% | 13F-HR | 11/14/2022 | 000091957422006611 |
| 2022 Q2 | 31 | $7.7B | −24.4% | 13F-HR | 8/15/2022 | 000091957422004968 |
| 2022 Q1 | 34 | $10.2B | −13.3% | 13F-HR | 5/13/2022 | 000091957422003202 |
| 2021 Q4 | 34 | $11.7B | +5.2% | 13F-HR | 2/14/2022 | 000091957422000966 |
| 2021 Q3 | 33 | $11.1B | — | 13F-HR | 11/15/2021 | 000091957421006870 |
About
Ruane, Cunniff & Goldfarb L.P.
20 processed 13Fs on this site · 2021 Q3–2026 Q2