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
| UNH - Unitedhealth Group | 8.02% | Reduce −1.6% | 1,870,694 | $502.14 | $939M | −30,777 | +$196M |
| KMX - Carmax | 7.75% | Reduce −2.6% | 6,969,289 | $130.23 | $908M | −184,851 | −$8M |
| META - Meta Platforms · CL A | 7.60% | Reduce −2.8% | 2,645,047 | $336.35 | $890M | −75,912 | −$34M |
| TSM - Taiwan Semiconductor Mfg | 7.17% | Reduce −1.3% | 6,980,632 | $120.31 | $840M | −90,160 | +$50M |
| ELV - Anthem | 7.01% | Reduce −2.8% | 1,770,040 | $463.54 | $820M | −51,373 | +$141M |
| MU - Micron Technology | 6.19% | Reduce −3.3% | 7,778,137 | $93.15 | $725M | −264,091 | +$154M |
| SCHW - Schwab Charles | 6.09% | Reduce −2.1% | 8,483,310 | $84.10 | $713M | −183,263 | +$82M |
| Liberty Media Del | 5.39% | Reduce −1.6% | 9,988,209 | $63.24 | $632M | −161,483 | +$110M |
| CACC - Credit Accep Mich | 5.25% | Reduce −32.3% | 893,551 | $687.68 | $614M | −426,540 | −$158M |
| GOOGL - Alphabet · CL A | 5.20% | Add +1.9% | 210,039 | $2,897 | $608M | +3,953 | +$58M |
| W - Wayfair · CL A | 5.12% | Add +32.5% | 3,154,288 | $189.97 | $599M | +773,999 | −$9M |
| GOOG - Alphabet · CL C | 4.64% | Reduce −4.1% | 187,748 | $2,894 | $543M | −8,034 | +$21M |
| ICE - Intercontinental Exchange | 4.09% | Reduce −0.6% | 3,503,015 | $136.77 | $479M | −20,181 | +$75M |
| NFLX - Netflix | 3.99% | Reduce −2.2% | 775,105 | $602.44 | $467M | −17,580 | −$17M |
| LBRDA - Liberty Broadband | 3.73% | Reduce −1.2% | 2,713,453 | $161.10 | $437M | −33,458 | −$37M |
| DIS - Disney Walt | 3.71% | Reduce −1.0% | 2,806,430 | $154.89 | $435M | −27,261 | −$45M |
| Jacobs Engr Group | 3.49% | Reduce −2.2% | 2,937,602 | $139.23 | $409M | −67,390 | +$11M |
| BRK.A - Berkshire Hathaway · CL A | 2.30% | Reduce −19.1% | 597 | $450,662 | $269M | −141 | −$35M |
| BRK.B - Berkshire Hathaway · CL B | 1.31% | Add +9.0% | 512,010 | $299.00 | $153M | +42,452 | +$25M |
| LBRDA - Liberty Broadband | 1.19% | Reduce −6.8% | 863,587 | $160.90 | $139M | −62,560 | −$17M |
| Liberty Media Del | 0.53% | Add +3.4% | 1,045,187 | $59.34 | $62M | +34,336 | +$14M |
| EXPD - Expeditors Intl Wash | 0.12% | Hold | 102,132 | $134.29 | $14M | — | — |
| BLDR - Builders Firstsource | 0.04% | Reduce −29.3% | 48,792 | $85.71 | $4M | −20,268 | +$609K |
| AMZN - Amazon | 0.02% | Hold | 660 | $3,335 | $2M | — | — |
| MHK - Mohawk Inds | 0.02% | Hold | 10,833 | $182.22 | $2M | — | — |
| Sendas Distribuidora S A | 0.01% | New | 96,525 | $11.85 | $1M | +96,525 | +$1M |
| EQH - Equitable | 0.01% | Hold | 30,959 | $32.79 | $1M | — | — |
| STLA - Stellantis | 0.01% | Add +0.6% | 38,807 | $18.76 | $728K | +225 | −$9K |
| Sinclair Broadcast Group · CL A | 0.00% | Hold | 17,719 | $26.41 | $468K | — | — |
| BABA - Alibaba Group | 0.00% | Reduce −0.6% | 3,415 | $118.89 | $406K | −20 | −$103K |
| Opendoor Technologies | 0.00% | Hold | 22,200 | $14.59 | $324K | — | — |
| PRI - Primerica | 0.00% | Hold | 1,400 | $153.57 | $215K | — | — |
| RMNI - Rimini Str Del | 0.00% | Add +24.0% | 27,769 | $5.98 | $166K | +5,381 | −$50K |
| ANGI · CL A | 0.00% | Hold | 15,918 | $9.23 | $147K | — | — |
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