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 | 10.51% | Reduce −3.2% | 5,756,875 | $110.02 | $633M | −187,397 | −$39M |
| UNH - Unitedhealth Group | 9.17% | Reduce −2.9% | 1,095,459 | $504.19 | $552M | −33,171 | +$10M |
| ELV - Elevance Health | 8.31% | Add +9.7% | 1,150,221 | $435.42 | $501M | +101,573 | +$35M |
| SCHW - Schwab Charles | 7.91% | Reduce −3.0% | 8,680,835 | $54.90 | $477M | −267,834 | −$31M |
| FWONK - Liberty Media Del | 7.12% | New | 6,888,388 | $62.30 | $429M | +6,888,388 | +$429M |
| GOOGL - Alphabet · CL A | 6.61% | Reduce −6.7% | 3,043,664 | $130.86 | $398M | −219,168 | +$8M |
| KMX - Carmax | 6.53% | Reduce −7.7% | 5,565,356 | $70.73 | $394M | −464,864 | −$111M |
| J - Jacobs Solutions | 6.49% | Reduce −3.0% | 2,865,447 | $136.50 | $391M | −88,671 | +$40M |
| TSM - Taiwan Semiconductor Mfg | 6.05% | Reduce −3.0% | 4,195,315 | $86.90 | $365M | −128,621 | −$72M |
| CACC - Credit Accep Mich | 5.84% | Reduce −2.9% | 765,230 | $460.12 | $352M | −23,215 | −$48M |
| COF - Capital One Finl | 5.32% | Reduce −3.0% | 3,302,793 | $97.05 | $321M | −100,744 | −$52M |
| LBRDA - Liberty Broadband | 4.82% | Reduce −3.2% | 3,181,243 | $91.32 | $291M | −105,118 | +$27M |
| META - Meta Platforms · CL A | 4.45% | Reduce −3.2% | 894,014 | $300.21 | $268M | −29,693 | +$3M |
| GOOG - Alphabet · CL C | 4.10% | Reduce −4.6% | 1,874,601 | $131.85 | $247M | −91,150 | +$9M |
| BRK.B - Berkshire Hathaway · CL B | 2.74% | Reduce −3.8% | 472,061 | $350.30 | $165M | −18,618 | −$2M |
| BRK.A - Berkshire Hathaway · CL A | 1.50% | Reduce −2.3% | 170 | $531,477 | $90M | −4 | +$252K |
| LBRDA - Liberty Broadband | 1.19% | Reduce −2.9% | 788,890 | $90.91 | $72M | −23,815 | +$7M |
| FWONA - Liberty Media Del | 0.83% | New | 888,017 | $56.54 | $50M | +888,017 | +$50M |
| Liberty Media Del | 0.16% | New | 295,040 | $32.10 | $9M | +295,040 | +$9M |
| BATRK - Atlanta Braves | 0.13% | New | 224,489 | $35.73 | $8M | +224,489 | +$8M |
| Sendas Distribuidora S A | 0.03% | Add +4.6% | 145,705 | $12.18 | $2M | +6,378 | −$233K |
| Liberty Media Del | 0.02% | New | 37,392 | $31.92 | $1M | +37,392 | +$1M |
| EQH - Equitable | 0.02% | Hold | 41,057 | $28.39 | $1M | — | — |
| STLA - Stellantis | 0.02% | Reduce −0.7% | 55,345 | $19.13 | $1M | −377 | +$81K |
| MHK - Mohawk Inds | 0.02% | Hold | 10,790 | $85.81 | $926K | — | — |
| AMZN - Amazon | 0.01% | Hold | 6,020 | $127.12 | $765K | — | — |
| GPI - Group 1 Automotive | 0.01% | Add +6.0% | 2,777 | $268.71 | $746K | +158 | +$70K |
| BLDR - Builders Firstsource | 0.01% | Hold | 5,800 | $124.49 | $722K | — | — |
| LAD - Lithia Mtrs | 0.01% | Hold | 2,374 | $295.33 | $701K | — | — |
| MU - Micron Technology | 0.01% | Reduce −2.5% | 6,808 | $68.03 | $463K | −173 | +$23K |
| NFLX - Netflix | 0.01% | Reduce −37.8% | 1,208 | $377.60 | $456K | −734 | −$399K |
| Ishares Tr | 0.01% | Hold | 6,380 | $51.78 | $330K | — | — |
| MSFT - Microsoft | 0.00% | Hold | 692 | $315.75 | $218K | — | — |
| SBGI - Sinclair · CL A | 0.00% | Hold | 17,959 | $11.22 | $202K | — | — |
| RMNI - Rimini Str Del | 0.00% | Add +22.3% | 29,442 | $2.20 | $65K | +5,369 | −$51K |
| Atai Life Sciences | 0.00% | Hold | 42,112 | $1.29 | $54K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Liberty Media Del | 8.42% | Exit | 0 | $75.28 | $534M | −7,093,216 | −$534M |
| Liberty Media Del | 0.98% | Exit | 0 | $67.62 | $62M | −920,464 | −$62M |
| SPGI - S&P Global | — | Exit | 0 | $401.13 | $213K | −531 | −$213K |
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