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
| SCHW - Schwab Charles | 9.61% | Reduce −2.1% | 6,761,375 | $78.28 | $529M | −142,105 | +$18M |
| FWONK - Liberty Media Del | 9.41% | Reduce −1.9% | 5,755,304 | $90.01 | $518M | −114,106 | −$26M |
| ELV - Elevance Health | 8.87% | Reduce −1.8% | 1,122,920 | $434.96 | $488M | −21,033 | +$66M |
| ICE - Intercontinental Exchange | 8.75% | Reduce −41.9% | 2,794,096 | $172.50 | $482M | −2,012,886 | −$234M |
| UNH - Unitedhealth Group | 7.82% | Reduce −1.9% | 822,168 | $523.75 | $431M | −15,828 | +$7M |
| COF - Capital One Finl | 6.94% | Reduce −2.1% | 2,130,414 | $179.30 | $382M | −46,742 | −$6M |
| GOOGL - Alphabet · CL A | 6.66% | Reduce −0.8% | 2,372,844 | $154.64 | $367M | −18,957 | −$86M |
| CACC - Credit Accep Mich | 6.03% | Reduce −1.9% | 643,101 | $516.35 | $332M | −12,170 | +$24M |
| TSM - Taiwan Semiconductor Mfg | 5.63% | Reduce −3.5% | 1,866,293 | $166.00 | $310M | −67,588 | −$72M |
| META - Meta Platforms · CL A | 5.35% | Reduce −2.0% | 510,972 | $576.36 | $295M | −10,565 | −$11M |
| ICLR - ICON | 3.99% | Reduce −0.9% | 1,254,350 | $174.99 | $219M | −11,190 | −$46M |
| GOOG - Alphabet · CL C | 3.77% | Reduce −4.6% | 1,328,509 | $156.23 | $208M | −63,446 | −$58M |
| LBRDA - Liberty Broadband | 3.68% | Reduce −1.2% | 2,383,453 | $85.05 | $203M | −28,715 | +$22M |
| BRK.B - Berkshire Hathaway · CL B | 3.26% | Reduce −3.2% | 336,982 | $532.58 | $179M | −11,265 | +$22M |
| CHTR - Charter Communications · CL A | 2.68% | Reduce −3.3% | 400,460 | $368.53 | $148M | −13,662 | +$6M |
| J - Jacobs Solutions | 2.58% | Reduce −2.8% | 1,176,743 | $120.89 | $142M | −34,171 | −$20M |
| BRK.A - Berkshire Hathaway · CL A | 1.83% | Hold | 126 | $798,442 | $101M | — | — |
| FWONA - Liberty Media Del | 1.10% | Reduce −1.0% | 741,230 | $81.47 | $60M | −7,694 | −$3M |
| LBRDA - Liberty Broadband | 1.04% | Reduce −1.4% | 674,067 | $85.00 | $57M | −9,339 | +$6M |
| AMTM - Amentum | 0.79% | Reduce −1.8% | 2,393,039 | $18.20 | $44M | −43,255 | −$8M |
| EXPD - Expeditors Intl Wash | 0.05% | Hold | 21,902 | $120.25 | $3M | — | — |
| EQH - Equitable | 0.04% | Reduce −0.3% | 40,728 | $52.09 | $2M | −104 | +$195K |
| GPI - Group 1 Automotive | 0.02% | Reduce −0.2% | 3,361 | $381.95 | $1M | −8 | −$136K |
| LAD - Lithia Mtrs | 0.01% | Hold | 2,716 | $293.54 | $797K | — | — |
| BLDR - Builders Firstsource | 0.01% | Hold | 4,700 | $124.94 | $587K | — | — |
| NFLX - Netflix | 0.01% | Hold | 606 | $932.53 | $565K | — | — |
| KMX - Carmax | 0.01% | Reduce −77.2% | 6,280 | $77.92 | $489K | −21,291 | −$2M |
| VTI - Vanguard Index Fds | 0.01% | Add +49.0% | 1,725 | $274.84 | $474K | +567 | +$138K |
| STLA - Stellantis | 0.01% | Reduce −23.2% | 39,677 | $11.21 | $445K | −11,956 | −$229K |
| VOO - Vanguard Index Fds | 0.01% | New | 682 | $513.91 | $350K | +682 | +$350K |
| SBGI - Sinclair · CL A | 0.01% | Hold | 17,959 | $15.93 | $286K | — | — |
| SPGI - S&P Global | 0.00% | Hold | 531 | $508.10 | $270K | — | — |
| AXP - American Express | 0.00% | Hold | 932 | $269.05 | $251K | — | — |
| MSFT - Microsoft | 0.00% | Hold | 649 | $375.39 | $244K | — | — |
| COPA SA · CL A | 0.00% | Hold | 2,555 | $92.46 | $236K | — | — |
| RMNI - Rimini Str Del | 0.00% | Hold | 37,955 | $3.48 | $132K | — | — |
| Atai Life Sciences | 0.00% | Hold | 42,112 | $1.36 | $57K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Sendas Distribuidora S A | 0.01% | Exit | 0 | $4.47 | $682K | −152,478 | −$682K |
| Ishares Tr | 0.01% | Exit | 0 | $63.48 | $405K | −6,380 | −$405K |
| AAPL - Apple | — | Exit | 0 | $250.91 | $206K | −821 | −$206K |
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