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 | 8.98% | Reduce −26.3% | 1,341,495 | $513.63 | $689M | −478,903 | −$239M |
| ICE - Intercontinental Exchange | 7.99% | Add +88.0% | 6,523,771 | $94.04 | $613M | +3,053,467 | +$155M |
| KMX - Carmax | 7.91% | Reduce −2.8% | 6,708,006 | $90.48 | $607M | −189,768 | −$59M |
| Liberty Media Del | 7.80% | Reduce −2.8% | 9,428,673 | $63.47 | $598M | −270,517 | −$79M |
| SCHW - Schwab Charles | 7.29% | Add +7.4% | 8,852,957 | $63.18 | $559M | +613,028 | −$135M |
| TSM - Taiwan Semiconductor Mfg | 7.03% | Reduce −2.8% | 6,602,047 | $81.75 | $540M | −189,597 | −$168M |
| ELV - Elevance Health | 6.38% | Reduce −42.3% | 1,013,987 | $482.58 | $489M | −743,441 | −$374M |
| META - Meta Platforms · CL A | 5.82% | Reduce −2.3% | 2,769,324 | $161.25 | $447M | −65,411 | −$184M |
| MU - Micron Technology | 5.39% | Reduce −2.8% | 7,486,076 | $55.28 | $414M | −219,333 | −$186M |
| CACC - Credit Accep Mich | 5.17% | Reduce −2.8% | 837,551 | $473.41 | $397M | −24,201 | −$78M |
| GOOGL - Alphabet · CL A | 5.16% | Reduce −13.1% | 181,812 | $2,179 | $396M | −27,365 | −$186M |
| NFLX - Netflix | 4.68% | Add +43.8% | 2,055,504 | $174.87 | $359M | +626,532 | −$176M |
| Jacobs Engr Group | 4.68% | Reduce −2.7% | 2,826,968 | $127.13 | $359M | −78,366 | −$41M |
| GOOG - Alphabet · CL C | 3.90% | Reduce −24.8% | 136,806 | $2,187 | $299M | −45,165 | −$209M |
| LBRDA - Liberty Broadband | 3.89% | Reduce −3.2% | 2,579,114 | $115.64 | $298M | −84,901 | −$62M |
| W - Wayfair · CL A | 2.80% | Add +43.3% | 4,930,599 | $43.56 | $215M | +1,490,582 | −$166M |
| BRK.B - Berkshire Hathaway · CL B | 1.81% | Add +1.3% | 509,622 | $273.02 | $139M | +6,379 | −$38M |
| LBRDA - Liberty Broadband | 1.27% | Reduce −1.1% | 856,008 | $113.55 | $97M | −9,742 | −$16M |
| BRK.A - Berkshire Hathaway · CL A | 1.16% | Reduce −62.3% | 217 | $408,949 | $89M | −359 | −$216M |
| Liberty Media Del | 0.79% | Reduce −1.5% | 1,045,746 | $57.97 | $61M | −15,788 | −$6M |
| BLDR - Builders Firstsource | 0.03% | Reduce −9.4% | 43,712 | $53.69 | $2M | −4,526 | −$766K |
| AMZN - Amazon | 0.02% | Add +1900.0% | 13,140 | $106.24 | $1M | +12,483 | −$746K |
| MHK - Mohawk Inds | 0.02% | Hold | 10,833 | $124.07 | $1M | — | — |
| Sendas Distribuidora S A | 0.01% | Reduce −14.6% | 83,760 | $13.59 | $1M | −14,322 | −$547K |
| EQH - Equitable | 0.01% | Add +0.4% | 31,954 | $26.07 | $833K | +126 | −$151K |
| STLA - Stellantis | 0.01% | Add +5.5% | 42,619 | $12.37 | $527K | +2,212 | −$130K |
| Sinclair Broadcast Group · CL A | 0.00% | Hold | 17,719 | $20.37 | $361K | — | — |
| BABA - Alibaba Group | 0.00% | Hold | 2,360 | $113.56 | $268K | — | — |
| RMNI - Rimini Str Del | 0.00% | Add +0.2% | 34,625 | $6.01 | $208K | +79 | +$8K |
| Opendoor Technologies | 0.00% | Hold | 22,200 | $4.73 | $105K | — | — |
| ANGI · CL A | 0.00% | Add +1.5% | 21,107 | $4.60 | $97K | +303 | −$21K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| EXPD - Expeditors Intl Wash | 0.10% | Exit | 0 | $103.16 | $11M | −102,132 | −$11M |
| DIS - Disney Walt | — | Exit | 0 | $137.32 | $273K | −1,988 | −$273K |
| VCTR - Victory Cap · CL A | — | Exit | 0 | $28.83 | $207K | −7,179 | −$207K |
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