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 | 11.50% | Reduce −2.7% | 5,603,791 | $128.43 | $720M | −153,084 | +$86M |
| SCHW - Schwab Charles | 9.31% | Reduce −2.4% | 8,470,156 | $68.80 | $583M | −210,679 | +$106M |
| UNH - Unitedhealth Group | 9.00% | Reduce −2.4% | 1,069,419 | $526.47 | $563M | −26,040 | +$11M |
| ELV - Elevance Health | 8.45% | Reduce −2.5% | 1,121,643 | $471.56 | $529M | −28,578 | +$28M |
| FWONK - Liberty Media Del | 6.78% | Reduce −2.4% | 6,722,411 | $63.13 | $424M | −165,977 | −$5M |
| TSM - Taiwan Semiconductor Mfg | 6.77% | Reduce −3.0% | 4,070,279 | $104.00 | $423M | −125,036 | +$59M |
| COF - Capital One Finl | 6.76% | Reduce −2.3% | 3,225,195 | $131.12 | $423M | −77,598 | +$102M |
| GOOGL - Alphabet · CL A | 6.64% | Reduce −2.2% | 2,976,113 | $139.69 | $416M | −67,551 | +$17M |
| CACC - Credit Accep Mich | 6.36% | Reduce −2.3% | 747,356 | $532.73 | $398M | −17,874 | +$46M |
| J - Jacobs Solutions | 5.81% | Reduce −2.3% | 2,799,085 | $129.80 | $363M | −66,362 | −$28M |
| KMX - Carmax | 5.06% | Reduce −25.8% | 4,126,906 | $76.74 | $317M | −1,438,450 | −$77M |
| GOOG - Alphabet · CL C | 4.01% | Reduce −5.0% | 1,780,687 | $140.93 | $251M | −93,914 | +$4M |
| LBRDA - Liberty Broadband | 4.00% | Reduce −2.5% | 3,103,016 | $80.59 | $250M | −78,227 | −$40M |
| META - Meta Platforms · CL A | 3.53% | Reduce −30.2% | 624,010 | $353.96 | $221M | −270,004 | −$48M |
| BRK.B - Berkshire Hathaway · CL B | 2.60% | Reduce −3.3% | 456,279 | $356.66 | $163M | −15,782 | −$3M |
| BRK.A - Berkshire Hathaway · CL A | 1.46% | Reduce −1.2% | 168 | $542,625 | $91M | −2 | +$810K |
| LBRDA - Liberty Broadband | 1.00% | Reduce −1.8% | 774,436 | $80.64 | $62M | −14,454 | −$9M |
| FWONA - Liberty Media Del | 0.80% | Reduce −2.5% | 865,672 | $57.98 | $50M | −22,345 | −$17K |
| Sendas Distribuidora S A | 0.03% | Reduce −4.2% | 139,514 | $13.82 | $2M | −6,191 | +$153K |
| EQH - Equitable | 0.02% | Reduce −0.1% | 41,007 | $33.30 | $1M | −50 | +$200K |
| STLA - Stellantis | 0.02% | Reduce −6.6% | 51,697 | $23.32 | $1M | −3,648 | +$147K |
| MHK - Mohawk Inds | 0.02% | Hold | 10,790 | $103.50 | $1M | — | — |
| GPI - Group 1 Automotive | 0.01% | Reduce −0.9% | 2,751 | $304.74 | $838K | −26 | +$92K |
| BLDR - Builders Firstsource | 0.01% | Reduce −19.0% | 4,700 | $166.94 | $785K | −1,100 | +$63K |
| LAD - Lithia Mtrs | 0.01% | Reduce −0.5% | 2,361 | $329.28 | $777K | −13 | +$76K |
| Ishares Tr | 0.01% | Hold | 6,380 | $59.21 | $378K | — | — |
| NFLX - Netflix | 0.00% | Reduce −49.1% | 615 | $486.88 | $299K | −593 | −$157K |
| MU - Micron Technology | 0.00% | Reduce −53.6% | 3,162 | $85.34 | $270K | −3,646 | −$193K |
| MSFT - Microsoft | 0.00% | Hold | 692 | $376.04 | $260K | — | — |
| SBGI - Sinclair · CL A | 0.00% | Hold | 17,959 | $13.03 | $234K | — | — |
| RMNI - Rimini Str Del | 0.00% | Reduce −33.3% | 19,652 | $3.27 | $64K | −9,790 | −$1K |
| Atai Life Sciences | 0.00% | Hold | 42,112 | $1.41 | $59K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Liberty Media Del | 0.16% | Exit | 0 | $32.10 | $9M | −295,040 | −$9M |
| BATRK - Atlanta Braves | 0.13% | Exit | 0 | $35.73 | $8M | −224,489 | −$8M |
| Liberty Media Del | 0.02% | Exit | 0 | $31.93 | $1M | −37,392 | −$1M |
| AMZN - Amazon | 0.01% | Exit | 0 | $127.08 | $765K | −6,020 | −$765K |
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