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 | 9.90% | Reduce −1.6% | 1,320,091 | $505.04 | $667M | −21,404 | −$22M |
| SCHW - Schwab Charles | 9.31% | Reduce −1.5% | 8,720,090 | $71.87 | $627M | −132,867 | +$67M |
| ICE - Intercontinental Exchange | 8.62% | Reduce −1.6% | 6,422,256 | $90.35 | $580M | −101,515 | −$33M |
| Liberty Media Del | 8.07% | Reduce −1.4% | 9,292,365 | $58.50 | $544M | −136,308 | −$55M |
| ELV - Elevance Health | 6.67% | Reduce −2.6% | 987,857 | $454.24 | $449M | −26,130 | −$41M |
| KMX - Carmax | 6.34% | Reduce −3.6% | 6,468,603 | $66.02 | $427M | −239,403 | −$180M |
| META - Meta Platforms · CL A | 6.17% | Add +10.5% | 3,059,770 | $135.68 | $415M | +290,446 | −$31M |
| CACC - Credit Accep Mich | 5.35% | Reduce −1.8% | 822,873 | $438.00 | $360M | −14,678 | −$36M |
| GOOGL - Alphabet · CL A | 5.21% | Add +1917.8% | 3,668,670 | $95.65 | $351M | +3,486,858 | −$45M |
| TSM - Taiwan Semiconductor Mfg | 4.74% | Reduce −29.6% | 4,651,030 | $68.56 | $319M | −1,951,017 | −$221M |
| J - Jacobs Solutions | 4.48% | New | 2,779,534 | $108.49 | $302M | +2,779,534 | +$302M |
| NFLX - Netflix | 4.29% | Reduce −40.3% | 1,228,082 | $235.44 | $289M | −827,422 | −$70M |
| COF - Capital One Finl | 3.87% | New | 2,826,955 | $92.17 | $261M | +2,826,955 | +$261M |
| MU - Micron Technology | 3.66% | Reduce −34.3% | 4,920,440 | $50.10 | $247M | −2,565,636 | −$167M |
| GOOG - Alphabet · CL C | 3.26% | Add +1568.6% | 2,282,754 | $96.15 | $219M | +2,145,948 | −$80M |
| LBRDA - Liberty Broadband | 2.65% | Reduce −6.2% | 2,419,567 | $73.80 | $179M | −159,547 | −$120M |
| W - Wayfair · CL A | 2.27% | Reduce −5.0% | 4,685,292 | $32.55 | $153M | −245,307 | −$62M |
| BRK.B - Berkshire Hathaway · CL B | 2.07% | Add +2.5% | 522,115 | $267.02 | $139M | +12,493 | +$278K |
| BRK.A - Berkshire Hathaway · CL A | 1.20% | Reduce −8.3% | 199 | $406,472 | $81M | −18 | −$8M |
| LBRDA - Liberty Broadband | 0.94% | Reduce −0.8% | 849,073 | $74.60 | $63M | −6,935 | −$34M |
| Liberty Media Del | 0.79% | Reduce −3.6% | 1,007,980 | $52.52 | $53M | −37,766 | −$8M |
| BLDR - Builders Firstsource | 0.04% | Add +4.7% | 45,747 | $58.91 | $3M | +2,035 | +$348K |
| Sendas Distribuidora S A | 0.02% | Add +19.0% | 99,689 | $16.13 | $2M | +15,929 | +$470K |
| AMZN - Amazon | 0.02% | Hold | 13,140 | $113.01 | $1M | — | — |
| MHK - Mohawk Inds | 0.01% | Hold | 10,833 | $91.20 | $988K | — | — |
| EQH - Equitable | 0.01% | Add +6.3% | 33,972 | $26.35 | $895K | +2,018 | +$62K |
| STLA - Stellantis | 0.01% | Add +20.3% | 51,276 | $11.84 | $607K | +8,657 | +$80K |
| Sinclair Broadcast Group · CL A | 0.00% | Hold | 17,719 | $18.12 | $321K | — | — |
| RMNI - Rimini Str Del | 0.00% | Reduce −12.3% | 30,380 | $4.67 | $142K | −4,245 | −$66K |
| ANGI · CL A | 0.00% | Add +9.4% | 23,088 | $2.95 | $68K | +1,981 | −$29K |
| Opendoor Technologies | 0.00% | Reduce −21.2% | 17,500 | $3.09 | $54K | −4,700 | −$51K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Jacobs Engr Group | 4.68% | Exit | 0 | $127.13 | $359M | −2,826,968 | −$359M |
| BABA - Alibaba Group | — | Exit | 0 | $113.56 | $268K | −2,360 | −$268K |
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