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 | 9.14% | Reduce −2.7% | 1,820,398 | $509.97 | $928M | −50,296 | −$11M |
| ELV - Anthem | 8.50% | Reduce −0.7% | 1,757,428 | $491.22 | $863M | −12,612 | +$43M |
| TSM - Taiwan Semiconductor Mfg | 6.97% | Reduce −2.7% | 6,791,644 | $104.26 | $708M | −188,988 | −$132M |
| SCHW - Schwab Charles | 6.84% | Reduce −2.9% | 8,239,929 | $84.31 | $695M | −243,381 | −$19M |
| Liberty Media Del | 6.67% | Reduce −2.9% | 9,699,190 | $69.84 | $677M | −289,019 | +$46M |
| KMX - Carmax | 6.55% | Reduce −1.0% | 6,897,774 | $96.48 | $665M | −71,515 | −$242M |
| META - Meta Platforms · CL A | 6.21% | Add +7.2% | 2,834,735 | $222.36 | $630M | +189,688 | −$259M |
| MU - Micron Technology | 5.91% | Reduce −0.9% | 7,705,409 | $77.89 | $600M | −72,728 | −$124M |
| GOOGL - Alphabet · CL A | 5.73% | Reduce −0.4% | 209,177 | $2,781 | $582M | −862 | −$27M |
| NFLX - Netflix | 5.27% | Add +84.4% | 1,428,972 | $374.59 | $535M | +653,867 | +$68M |
| GOOG - Alphabet · CL C | 5.01% | Reduce −3.1% | 181,971 | $2,793 | $508M | −5,777 | −$35M |
| CACC - Credit Accep Mich | 4.67% | Reduce −3.6% | 861,752 | $550.37 | $474M | −31,799 | −$140M |
| ICE - Intercontinental Exchange | 4.52% | Reduce −0.9% | 3,470,304 | $132.12 | $458M | −32,711 | −$21M |
| Jacobs Engr Group | 3.94% | Reduce −1.1% | 2,905,334 | $137.81 | $400M | −32,268 | −$9M |
| W - Wayfair · CL A | 3.75% | Add +9.1% | 3,440,017 | $110.78 | $381M | +285,729 | −$218M |
| LBRDA - Liberty Broadband | 3.55% | Reduce −1.8% | 2,664,015 | $135.32 | $360M | −49,438 | −$77M |
| BRK.A - Berkshire Hathaway · CL A | 3.00% | Reduce −3.5% | 576 | $528,920 | $305M | −21 | +$36M |
| BRK.B - Berkshire Hathaway · CL B | 1.75% | Reduce −1.7% | 503,243 | $352.91 | $178M | −8,767 | +$25M |
| LBRDA - Liberty Broadband | 1.12% | Add +0.3% | 865,750 | $131.06 | $113M | +2,163 | −$25M |
| Liberty Media Del | 0.66% | Add +1.6% | 1,061,534 | $63.13 | $67M | +16,347 | +$5M |
| EXPD - Expeditors Intl Wash | 0.10% | Hold | 102,132 | $103.16 | $11M | — | — |
| BLDR - Builders Firstsource | 0.03% | Reduce −1.1% | 48,238 | $64.53 | $3M | −554 | −$1M |
| AMZN - Amazon | 0.02% | Reduce −0.5% | 657 | $3,260 | $2M | −3 | −$59K |
| Sendas Distribuidora S A | 0.02% | Add +1.6% | 98,082 | $17.18 | $2M | +1,557 | +$541K |
| MHK - Mohawk Inds | 0.01% | Hold | 10,833 | $124.16 | $1M | — | — |
| EQH - Equitable | 0.01% | Add +2.8% | 31,828 | $30.92 | $984K | +869 | −$31K |
| STLA - Stellantis | 0.01% | Add +4.1% | 40,407 | $16.26 | $657K | +1,600 | −$71K |
| Sinclair Broadcast Group · CL A | 0.00% | Hold | 17,719 | $27.99 | $496K | — | — |
| DIS - Disney Walt | 0.00% | Reduce −99.9% | 1,988 | $137.32 | $273K | −2,804,442 | −$434M |
| BABA - Alibaba Group | 0.00% | Reduce −30.9% | 2,360 | $108.90 | $257K | −1,055 | −$149K |
| RMNI - Rimini Str Del | 0.00% | Add +24.4% | 34,546 | $5.79 | $200K | +6,777 | +$34K |
| Opendoor Technologies | 0.00% | Hold | 22,200 | $8.65 | $192K | — | — |
| ANGI · CL A | 0.00% | Add +30.7% | 20,804 | $5.67 | $118K | +4,886 | −$29K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2021 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| PRI - Primerica | — | Exit | 0 | $153.57 | $215K | −1,400 | −$215K |
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