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 | 12.60% | Reduce −1.9% | 5,012,488 | $160.64 | $805M | −95,971 | +$106M |
| UNH - Unitedhealth Group | 8.84% | Reduce −1.8% | 966,315 | $584.68 | $565M | −17,511 | +$64M |
| ELV - Elevance Health | 8.17% | Reduce −1.9% | 1,004,533 | $520.00 | $522M | −19,538 | −$33M |
| TSM - Taiwan Semiconductor Mfg | 7.89% | Reduce −3.9% | 2,904,689 | $173.67 | $504M | −119,034 | −$21M |
| SCHW - Schwab Charles | 7.55% | Reduce −4.3% | 7,450,286 | $64.81 | $483M | −334,771 | −$91M |
| FWONK - Liberty Media Del | 7.37% | Reduce −1.6% | 6,081,334 | $77.43 | $471M | −98,241 | +$27M |
| GOOGL - Alphabet · CL A | 6.92% | Reduce −3.9% | 2,667,043 | $165.85 | $442M | −108,797 | −$63M |
| COF - Capital One Finl | 6.49% | Reduce −1.9% | 2,771,238 | $149.73 | $415M | −52,306 | +$24M |
| J - Jacobs Solutions | 5.18% | Reduce −1.8% | 2,530,209 | $130.90 | $331M | −45,250 | −$29M |
| META - Meta Platforms · CL A | 5.08% | Reduce −1.8% | 567,157 | $572.44 | $325M | −10,313 | +$33M |
| CACC - Credit Accep Mich | 4.73% | Reduce −3.9% | 681,604 | $443.42 | $302M | −27,323 | −$63M |
| GOOG - Alphabet · CL C | 3.82% | Reduce −2.2% | 1,460,992 | $167.19 | $244M | −32,757 | −$30M |
| BRK.B - Berkshire Hathaway · CL B | 3.13% | Reduce −1.1% | 434,304 | $460.26 | $200M | −4,617 | +$21M |
| LBRDA - Liberty Broadband | 3.04% | Reduce −2.0% | 2,514,729 | $77.29 | $194M | −51,499 | +$54M |
| CHTR - Charter Communications · CL A | 2.31% | Add +0.2% | 455,023 | $324.08 | $147M | +797 | +$12M |
| KMX - Carmax | 2.21% | Reduce −51.9% | 1,825,488 | $77.38 | $141M | −1,971,953 | −$137M |
| BRK.A - Berkshire Hathaway · CL A | 1.45% | Reduce −2.9% | 134 | $691,180 | $93M | −4 | +$8M |
| AMTM - Amentum | 1.28% | New | 2,530,489 | $32.25 | $82M | +2,530,489 | +$82M |
| FWONA - Liberty Media Del | 0.88% | Reduce −2.8% | 790,661 | $71.53 | $57M | −22,651 | +$4M |
| LBRDA - Liberty Broadband | 0.85% | Reduce −1.9% | 709,767 | $76.82 | $55M | −13,415 | +$15M |
| EXPD - Expeditors Intl Wash | 0.07% | Reduce −66.3% | 34,402 | $131.40 | $5M | −67,730 | −$8M |
| EQH - Equitable | 0.03% | Reduce −0.1% | 40,844 | $42.03 | $2M | −45 | +$46K |
| GPI - Group 1 Automotive | 0.02% | Reduce −1.2% | 3,386 | $383.04 | $1M | −41 | +$278K |
| Sendas Distribuidora S A | 0.02% | Add +9.4% | 151,270 | $6.88 | $1M | +12,988 | −$245K |
| BLDR - Builders Firstsource | 0.01% | Hold | 4,700 | $193.86 | $911K | — | — |
| LAD - Lithia Mtrs | 0.01% | Add +0.1% | 2,728 | $317.64 | $867K | +4 | +$179K |
| STLA - Stellantis | 0.01% | Add +14.4% | 51,673 | $14.05 | $726K | +6,509 | −$170K |
| NFLX - Netflix | 0.01% | Reduce −1.5% | 606 | $709.27 | $430K | −9 | +$15K |
| Ishares Tr | 0.01% | Hold | 6,380 | $63.48 | $405K | — | — |
| MSFT - Microsoft | 0.00% | Hold | 649 | $430.30 | $279K | — | — |
| SBGI - Sinclair · CL A | 0.00% | Hold | 17,959 | $15.30 | $275K | — | — |
| SPGI - S&P Global | 0.00% | Hold | 531 | $516.62 | $274K | — | — |
| AXP - American Express | 0.00% | Hold | 932 | $271.20 | $253K | — | — |
| MU - Micron Technology | 0.00% | Hold | 2,162 | $103.71 | $224K | — | — |
| RMNI - Rimini Str Del | 0.00% | Add +34.3% | 38,090 | $1.85 | $70K | +9,719 | −$17K |
| Atai Life Sciences | 0.00% | Hold | 42,112 | $1.16 | $49K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| MHK - Mohawk Inds | 0.02% | Exit | 0 | $113.62 | $1M | −10,790 | −$1M |
| GS - Goldman Sachs Group | — | Exit | 0 | $453.33 | $204K | −450 | −$204K |
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