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
| ICE - Intercontinental Exchange | 10.33% | Reduce −2.5% | 6,059,276 | $104.29 | $632M | −152,763 | −$5M |
| Liberty Media Del | 8.80% | Reduce −18.1% | 7,198,040 | $74.83 | $539M | −1,586,341 | +$13M |
| UNH - Unitedhealth Group | 8.52% | Reduce −2.4% | 1,102,819 | $472.59 | $521M | −26,803 | −$78M |
| SCHW - Schwab Charles | 7.05% | Reduce −2.4% | 8,239,678 | $52.38 | $432M | −199,886 | −$271M |
| TSM - Taiwan Semiconductor Mfg | 6.69% | Reduce −2.3% | 4,400,820 | $93.02 | $409M | −103,342 | +$74M |
| KMX - Carmax | 6.44% | Reduce −2.2% | 6,133,144 | $64.28 | $394M | −138,257 | +$12M |
| ELV - Elevance Health | 6.06% | Reduce −2.3% | 807,124 | $459.81 | $371M | −19,399 | −$53M |
| GOOGL - Alphabet · CL A | 6.02% | Reduce −0.9% | 3,549,653 | $103.73 | $368M | −32,105 | +$52M |
| CACC - Credit Accep Mich | 5.57% | Reduce −2.2% | 781,492 | $436.04 | $341M | −17,239 | −$38M |
| J - Jacobs Solutions | 5.07% | Reduce −2.1% | 2,640,784 | $117.51 | $310M | −56,333 | −$14M |
| MU - Micron Technology | 4.60% | Reduce −2.1% | 4,664,011 | $60.34 | $281M | −101,441 | +$43M |
| META - Meta Platforms · CL A | 4.42% | Reduce −57.0% | 1,275,689 | $211.94 | $270M | −1,688,031 | −$86M |
| COF - Capital One Finl | 4.23% | Reduce −2.0% | 2,693,378 | $96.16 | $259M | −53,978 | +$4M |
| NFLX - Netflix | 3.48% | Reduce −2.0% | 616,494 | $345.48 | $213M | −12,765 | +$27M |
| GOOG - Alphabet · CL C | 3.47% | Reduce −5.2% | 2,039,908 | $104.00 | $212M | −112,080 | +$21M |
| LBRDA - Liberty Broadband | 3.05% | Reduce −2.1% | 2,286,475 | $81.70 | $187M | −47,954 | +$9M |
| BRK.B - Berkshire Hathaway · CL B | 2.48% | Reduce −3.6% | 491,015 | $308.77 | $152M | −18,177 | −$6M |
| BRK.A - Berkshire Hathaway · CL A | 1.38% | Reduce −3.2% | 182 | $465,600 | $85M | −6 | −$3M |
| LBRDA - Liberty Broadband | 1.10% | Reduce −1.7% | 821,578 | $82.12 | $67M | −14,062 | +$4M |
| Liberty Media Del | 1.03% | Reduce −4.8% | 937,917 | $67.50 | $63M | −47,460 | +$11M |
| BLDR - Builders Firstsource | 0.07% | Add +11.1% | 49,975 | $88.78 | $4M | +4,973 | +$2M |
| Sendas Distribuidora S A | 0.04% | Add +39.2% | 140,697 | $15.40 | $2M | +39,628 | +$316K |
| AMZN - Amazon | 0.02% | Add +1.4% | 13,320 | $103.29 | $1M | +180 | +$272K |
| STLA - Stellantis | 0.02% | Add +12.9% | 61,670 | $18.19 | $1M | +7,053 | +$346K |
| MHK - Mohawk Inds | 0.02% | Reduce −0.4% | 10,790 | $100.22 | $1M | −43 | −$26K |
| EQH - Equitable | 0.02% | Add +21.3% | 41,196 | $25.39 | $1M | +7,224 | +$71K |
| LAD - Lithia Mtrs | 0.01% | Add +4.7% | 2,158 | $228.93 | $494K | +97 | +$72K |
| Ishares Tr | 0.01% | New | 6,380 | $52.17 | $333K | +6,380 | +$333K |
| Sinclair Broadcast Group · CL A | 0.01% | Add +1.4% | 17,959 | $17.16 | $308K | +240 | +$33K |
| RMNI - Rimini Str Del | 0.00% | Reduce −18.1% | 24,933 | $4.12 | $103K | −5,505 | −$13K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| IVV - Ishares Tr | 0.01% | Exit | 0 | $384.15 | $945K | −2,460 | −$945K |
| ANGI · CL A | — | Exit | 0 | $2.35 | $76K | −32,383 | −$76K |
| Opendoor Technologies | — | Exit | 0 | $1.14 | $20K | −17,500 | −$20K |
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