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 | 12.16% | Reduce −4.1% | 4,806,982 | $149.01 | $716M | −205,506 | −$89M |
| FWONK - Liberty Media Del | 9.23% | Reduce −3.5% | 5,869,410 | $92.66 | $544M | −211,924 | +$73M |
| SCHW - Schwab Charles | 8.67% | Reduce −7.3% | 6,903,480 | $74.01 | $511M | −546,806 | +$28M |
| GOOGL - Alphabet · CL A | 7.69% | Reduce −10.3% | 2,391,801 | $189.30 | $453M | −275,242 | +$10M |
| UNH - Unitedhealth Group | 7.20% | Reduce −13.3% | 837,996 | $505.86 | $424M | −128,319 | −$141M |
| ELV - Elevance Health | 7.16% | Add +13.9% | 1,143,953 | $368.90 | $422M | +139,420 | −$100M |
| COF - Capital One Finl | 6.59% | Reduce −21.4% | 2,177,156 | $178.32 | $388M | −594,082 | −$27M |
| TSM - Taiwan Semiconductor Mfg | 6.48% | Reduce −33.4% | 1,933,881 | $197.49 | $382M | −970,808 | −$123M |
| CACC - Credit Accep Mich | 5.22% | Reduce −3.9% | 655,271 | $469.46 | $308M | −26,333 | +$5M |
| META - Meta Platforms · CL A | 5.18% | Reduce −8.0% | 521,537 | $585.51 | $305M | −45,620 | −$19M |
| ICLR - ICON | 4.51% | New | 1,265,540 | $209.71 | $265M | +1,265,540 | +$265M |
| GOOG - Alphabet · CL C | 4.50% | Reduce −4.7% | 1,391,955 | $190.44 | $265M | −69,037 | +$21M |
| LBRDA - Liberty Broadband | 3.06% | Reduce −4.1% | 2,412,168 | $74.76 | $180M | −102,561 | −$14M |
| J - Jacobs Solutions | 2.75% | Reduce −52.1% | 1,210,914 | $133.62 | $162M | −1,319,295 | −$169M |
| BRK.B - Berkshire Hathaway · CL B | 2.68% | Reduce −19.8% | 348,247 | $453.28 | $158M | −86,057 | −$42M |
| CHTR - Charter Communications · CL A | 2.41% | Reduce −9.0% | 414,122 | $342.77 | $142M | −40,901 | −$6M |
| BRK.A - Berkshire Hathaway · CL A | 1.46% | Reduce −6.0% | 126 | $680,920 | $86M | −8 | −$7M |
| FWONA - Liberty Media Del | 1.07% | Reduce −5.3% | 748,924 | $84.04 | $63M | −41,737 | +$6M |
| AMTM - Amentum | 0.87% | Reduce −3.7% | 2,436,294 | $21.03 | $51M | −94,195 | −$30M |
| LBRDA - Liberty Broadband | 0.86% | Reduce −3.7% | 683,406 | $74.36 | $51M | −26,361 | −$4M |
| EXPD - Expeditors Intl Wash | 0.04% | Reduce −36.3% | 21,902 | $110.77 | $2M | −12,500 | −$2M |
| KMX - Carmax | 0.04% | Reduce −98.5% | 27,571 | $81.76 | $2M | −1,797,917 | −$139M |
| EQH - Equitable | 0.03% | Reduce 0.0% | 40,832 | $47.17 | $2M | −12 | +$209K |
| GPI - Group 1 Automotive | 0.02% | Reduce −0.5% | 3,369 | $421.48 | $1M | −17 | +$123K |
| LAD - Lithia Mtrs | 0.02% | Reduce −0.4% | 2,716 | $357.43 | $971K | −12 | +$104K |
| Sendas Distribuidora S A | 0.01% | Add +0.8% | 152,478 | $4.47 | $682K | +1,208 | −$359K |
| STLA - Stellantis | 0.01% | Reduce −0.1% | 51,633 | $13.05 | $674K | −40 | −$52K |
| BLDR - Builders Firstsource | 0.01% | Hold | 4,700 | $142.93 | $672K | — | — |
| NFLX - Netflix | 0.01% | Hold | 606 | $891.32 | $540K | — | — |
| Ishares Tr | 0.01% | Hold | 6,380 | $63.41 | $405K | — | — |
| VTI - Vanguard Index Fds | 0.01% | Add +8.7% | 1,158 | $289.81 | $336K | +93 | +$34K |
| SBGI - Sinclair · CL A | 0.00% | Hold | 17,959 | $16.14 | $290K | — | — |
| AXP - American Express | 0.00% | Hold | 932 | $296.79 | $277K | — | — |
| MSFT - Microsoft | 0.00% | Hold | 649 | $421.50 | $274K | — | — |
| SPGI - S&P Global | 0.00% | Hold | 531 | $498.03 | $264K | — | — |
| RMNI - Rimini Str Del | 0.00% | Reduce −0.4% | 37,955 | $2.67 | $101K | −135 | +$31K |
| Atai Life Sciences | 0.00% | Hold | 42,112 | $1.33 | $56K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| MU - Micron Technology | — | Exit | 0 | $103.61 | $224K | −2,162 | −$224K |
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