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 | 11.42% | Reduce −4.5% | 5,354,303 | $137.43 | $736M | −249,488 | +$16M |
| SCHW - Schwab Charles | 9.13% | Reduce −4.0% | 8,132,643 | $72.34 | $588M | −337,513 | +$6M |
| ELV - Elevance Health | 8.65% | Reduce −4.2% | 1,074,685 | $518.54 | $557M | −46,958 | +$28M |
| UNH - Unitedhealth Group | 7.89% | Reduce −3.9% | 1,027,863 | $494.70 | $508M | −41,556 | −$55M |
| TSM - Taiwan Semiconductor Mfg | 7.85% | Reduce −8.7% | 3,716,650 | $136.05 | $506M | −353,629 | +$82M |
| COF - Capital One Finl | 6.82% | Reduce −8.4% | 2,952,729 | $148.89 | $440M | −272,466 | +$17M |
| GOOGL - Alphabet · CL A | 6.81% | Reduce −2.4% | 2,904,857 | $150.93 | $438M | −71,256 | +$23M |
| FWONK - Liberty Media Del | 6.56% | Reduce −4.2% | 6,438,428 | $65.60 | $422M | −283,983 | −$2M |
| J - Jacobs Solutions | 6.41% | Reduce −4.0% | 2,687,568 | $153.73 | $413M | −111,517 | +$50M |
| CACC - Credit Accep Mich | 6.15% | Reduce −3.9% | 718,040 | $551.55 | $396M | −29,316 | −$2M |
| KMX - Carmax | 5.37% | Reduce −3.8% | 3,968,078 | $87.11 | $346M | −158,828 | +$29M |
| META - Meta Platforms · CL A | 4.53% | Reduce −3.7% | 600,710 | $485.58 | $292M | −23,300 | +$71M |
| GOOG - Alphabet · CL C | 3.74% | Reduce −11.2% | 1,580,745 | $152.26 | $241M | −199,942 | −$10M |
| BRK.B - Berkshire Hathaway · CL B | 2.94% | Reduce −1.3% | 450,522 | $420.52 | $189M | −5,757 | +$27M |
| LBRDA - Liberty Broadband | 2.63% | Reduce −4.6% | 2,960,299 | $57.23 | $169M | −142,717 | −$81M |
| BRK.A - Berkshire Hathaway · CL A | 1.47% | Reduce −11.3% | 149 | $634,440 | $95M | −19 | +$3M |
| FWONA - Liberty Media Del | 0.78% | Reduce −1.1% | 856,558 | $58.74 | $50M | −9,114 | +$123K |
| LBRDA - Liberty Broadband | 0.68% | Reduce −1.1% | 766,130 | $57.12 | $44M | −8,306 | −$19M |
| Sendas Distribuidora S A | 0.03% | Reduce −0.9% | 138,282 | $14.78 | $2M | −1,232 | +$116K |
| EQH - Equitable | 0.02% | Reduce −0.3% | 40,889 | $38.01 | $2M | −118 | +$189K |
| MHK - Mohawk Inds | 0.02% | Hold | 10,790 | $130.89 | $1M | — | — |
| STLA - Stellantis | 0.02% | Reduce −6.8% | 48,160 | $28.30 | $1M | −3,537 | +$157K |
| BLDR - Builders Firstsource | 0.02% | Hold | 4,700 | $208.55 | $980K | — | — |
| GPI - Group 1 Automotive | 0.01% | Add +1.2% | 2,784 | $292.23 | $814K | +33 | −$25K |
| LAD - Lithia Mtrs | 0.01% | Reduce −1.3% | 2,331 | $300.86 | $701K | −30 | −$76K |
| Ishares Tr | 0.01% | Hold | 6,380 | $61.20 | $390K | — | — |
| NFLX - Netflix | 0.01% | Hold | 615 | $607.33 | $374K | — | — |
| MU - Micron Technology | 0.01% | Hold | 3,162 | $117.89 | $373K | — | — |
| MSFT - Microsoft | 0.00% | Reduce −6.2% | 649 | $420.72 | $273K | −43 | +$13K |
| SBGI - Sinclair · CL A | 0.00% | Hold | 17,959 | $13.47 | $242K | — | — |
| SPGI - S&P Global | 0.00% | Hold | 531 | $425.45 | $226K | — | — |
| Atai Life Sciences | 0.00% | Hold | 42,112 | $1.97 | $83K | — | — |
| RMNI - Rimini Str Del | 0.00% | Reduce −6.5% | 18,371 | $3.26 | $60K | −1,281 | −$4K |
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