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 | 10.60% | Reduce −1.9% | 5,944,272 | $113.08 | $672M | −115,004 | +$40M |
| UNH - Unitedhealth Group | 8.56% | Add +2.3% | 1,128,630 | $480.64 | $542M | +25,811 | +$21M |
| Liberty Media Del | 8.42% | Reduce −1.5% | 7,093,216 | $75.28 | $534M | −104,824 | −$5M |
| SCHW - Schwab Charles | 8.00% | Add +8.6% | 8,948,669 | $56.68 | $507M | +708,991 | +$76M |
| KMX - Carmax | 7.96% | Reduce −1.7% | 6,030,220 | $83.70 | $505M | −102,924 | +$110M |
| ELV - Elevance Health | 7.35% | Add +29.9% | 1,048,648 | $444.29 | $466M | +241,524 | +$95M |
| TSM - Taiwan Semiconductor Mfg | 6.88% | Reduce −1.7% | 4,323,936 | $100.92 | $436M | −76,884 | +$27M |
| CACC - Credit Accep Mich | 6.32% | Add +0.9% | 788,445 | $507.93 | $400M | +6,953 | +$60M |
| GOOGL - Alphabet · CL A | 6.16% | Reduce −8.1% | 3,262,832 | $119.70 | $391M | −286,821 | +$22M |
| COF - Capital One Finl | 5.87% | Add +26.4% | 3,403,537 | $109.37 | $372M | +710,159 | +$113M |
| J - Jacobs Solutions | 5.54% | Add +11.9% | 2,954,118 | $118.89 | $351M | +313,334 | +$41M |
| META - Meta Platforms · CL A | 4.18% | Reduce −27.6% | 923,707 | $286.98 | $265M | −351,982 | −$5M |
| LBRDA - Liberty Broadband | 4.15% | Add +43.7% | 3,286,361 | $80.11 | $263M | +999,886 | +$76M |
| GOOG - Alphabet · CL C | 3.75% | Reduce −3.6% | 1,965,751 | $120.97 | $238M | −74,157 | +$26M |
| BRK.B - Berkshire Hathaway · CL B | 2.64% | Reduce −0.1% | 490,679 | $341.00 | $167M | −336 | +$16M |
| BRK.A - Berkshire Hathaway · CL A | 1.42% | Reduce −4.4% | 174 | $517,810 | $90M | −8 | +$5M |
| LBRDA - Liberty Broadband | 1.02% | Reduce −1.1% | 812,705 | $79.73 | $65M | −8,873 | −$3M |
| Liberty Media Del | 0.98% | Reduce −1.9% | 920,464 | $67.62 | $62M | −17,453 | −$1M |
| Sendas Distribuidora S A | 0.03% | Reduce −1.0% | 139,327 | $14.41 | $2M | −1,370 | −$159K |
| EQH - Equitable | 0.02% | Reduce −0.3% | 41,057 | $27.16 | $1M | −139 | +$69K |
| MHK - Mohawk Inds | 0.02% | Hold | 10,790 | $103.16 | $1M | — | — |
| STLA - Stellantis | 0.02% | Reduce −9.6% | 55,722 | $17.54 | $977K | −5,948 | −$144K |
| NFLX - Netflix | 0.01% | Reduce −99.7% | 1,942 | $440.49 | $855K | −614,552 | −$212M |
| BLDR - Builders Firstsource | 0.01% | Reduce −88.4% | 5,800 | $136.00 | $789K | −44,175 | −$4M |
| AMZN - Amazon | 0.01% | Reduce −54.8% | 6,020 | $130.36 | $785K | −7,300 | −$591K |
| LAD - Lithia Mtrs | 0.01% | Add +10.0% | 2,374 | $304.11 | $722K | +216 | +$228K |
| GPI - Group 1 Automotive | 0.01% | New | 2,619 | $258.10 | $676K | +2,619 | +$676K |
| MU - Micron Technology | 0.01% | Reduce −99.9% | 6,981 | $63.11 | $441K | −4,657,030 | −$281M |
| Ishares Tr | 0.01% | Hold | 6,380 | $54.02 | $345K | — | — |
| RMNI - Rimini Str Del | 0.00% | Reduce −3.4% | 24,073 | $4.79 | $115K | −860 | +$13K |
| Atai Life Sciences | 0.00% | Hold | 42,112 | $1.72 | $72K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Sinclair Broadcast Group · CL A | 0.01% | Exit | 0 | $17.15 | $308K | −17,959 | −$308K |
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