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
| SCHW - Schwab Charles | 10.98% | Reduce −3.2% | 8,439,564 | $83.26 | $703M | −280,526 | +$76M |
| ICE - Intercontinental Exchange | 9.96% | Reduce −3.3% | 6,212,039 | $102.59 | $637M | −210,217 | +$57M |
| UNH - Unitedhealth Group | 9.36% | Reduce −14.4% | 1,129,622 | $530.18 | $599M | −190,469 | −$68M |
| Liberty Media Del | 8.20% | Reduce −5.5% | 8,784,381 | $59.78 | $525M | −507,984 | −$18M |
| ELV - Elevance Health | 6.62% | Reduce −16.3% | 826,523 | $512.97 | $424M | −161,334 | −$25M |
| KMX - Carmax | 5.97% | Reduce −3.0% | 6,271,401 | $60.89 | $382M | −197,202 | −$45M |
| CACC - Credit Accep Mich | 5.92% | Reduce −2.9% | 798,731 | $474.40 | $379M | −24,142 | +$18M |
| META - Meta Platforms · CL A | 5.57% | Reduce −3.1% | 2,963,720 | $120.34 | $357M | −96,050 | −$58M |
| TSM - Taiwan Semiconductor Mfg | 5.24% | Reduce −3.2% | 4,504,162 | $74.49 | $336M | −146,868 | +$17M |
| J - Jacobs Solutions | 5.06% | Reduce −3.0% | 2,697,117 | $120.07 | $324M | −82,417 | +$22M |
| GOOGL - Alphabet · CL A | 4.94% | Reduce −2.4% | 3,581,758 | $88.23 | $316M | −86,912 | −$35M |
| COF - Capital One Finl | 3.99% | Reduce −2.8% | 2,747,356 | $92.96 | $255M | −79,599 | −$5M |
| MU - Micron Technology | 3.72% | Reduce −3.1% | 4,765,452 | $49.98 | $238M | −154,988 | −$8M |
| GOOG - Alphabet · CL C | 2.98% | Reduce −5.7% | 2,151,988 | $88.73 | $191M | −130,766 | −$29M |
| NFLX - Netflix | 2.90% | Reduce −48.8% | 629,259 | $294.88 | $186M | −598,823 | −$104M |
| LBRDA - Liberty Broadband | 2.78% | Reduce −3.5% | 2,334,429 | $76.27 | $178M | −85,138 | −$517K |
| BRK.B - Berkshire Hathaway · CL B | 2.46% | Reduce −2.5% | 509,192 | $308.90 | $157M | −12,923 | +$18M |
| BRK.A - Berkshire Hathaway · CL A | 1.38% | Reduce −5.5% | 188 | $468,711 | $88M | −11 | +$7M |
| LBRDA - Liberty Broadband | 0.99% | Reduce −1.6% | 835,640 | $75.85 | $63M | −13,433 | +$42K |
| Liberty Media Del | 0.82% | Reduce −2.2% | 985,377 | $53.43 | $53M | −22,603 | −$290K |
| BLDR - Builders Firstsource | 0.05% | Reduce −1.6% | 45,002 | $64.88 | $3M | −745 | +$225K |
| Sendas Distribuidora S A | 0.03% | Add +1.4% | 101,069 | $18.31 | $2M | +1,380 | +$243K |
| MHK - Mohawk Inds | 0.02% | Hold | 10,833 | $102.22 | $1M | — | — |
| AMZN - Amazon | 0.02% | Hold | 13,140 | $84.00 | $1M | — | — |
| EQH - Equitable | 0.02% | Hold | 33,972 | $28.70 | $975K | — | — |
| IVV - Ishares Tr | 0.01% | New | 2,460 | $384.21 | $945K | +2,460 | +$945K |
| STLA - Stellantis | 0.01% | Add +6.5% | 54,617 | $14.20 | $776K | +3,341 | +$169K |
| LAD - Lithia Mtrs | 0.01% | New | 2,061 | $204.74 | $422K | +2,061 | +$422K |
| Sinclair Broadcast Group · CL A | 0.00% | Hold | 17,719 | $15.51 | $275K | — | — |
| RMNI - Rimini Str Del | 0.00% | Add +0.2% | 30,438 | $3.81 | $116K | +58 | −$26K |
| ANGI · CL A | 0.00% | Add +40.3% | 32,383 | $2.35 | $76K | +9,295 | +$8K |
| Opendoor Technologies | 0.00% | Hold | 17,500 | $1.16 | $20K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| W - Wayfair · CL A | 2.27% | Exit | 0 | $32.55 | $153M | −4,685,292 | −$153M |
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