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 | 10.32% | Reduce −2.4% | 6,598,822 | $91.24 | $602M | −162,553 | +$73M |
| FWONK - Liberty Media Del | 10.05% | Reduce −2.5% | 5,610,983 | $104.50 | $586M | −144,321 | +$68M |
| ICE - Intercontinental Exchange | 8.71% | Reduce −0.9% | 2,768,977 | $183.47 | $508M | −25,119 | +$26M |
| COF - Capital One Finl | 7.72% | Reduce −0.6% | 2,117,016 | $212.76 | $450M | −13,398 | +$68M |
| TSM - Taiwan Semiconductor Mfg | 7.45% | Add +2.8% | 1,917,681 | $226.49 | $434M | +51,388 | +$125M |
| ELV - Elevance Health | 7.31% | Reduce −2.4% | 1,095,655 | $388.96 | $426M | −27,265 | −$62M |
| GOOGL - Alphabet · CL A | 7.15% | Reduce −0.3% | 2,366,319 | $176.23 | $417M | −6,525 | +$50M |
| CACC - Credit Accep Mich | 5.10% | Reduce −9.2% | 584,025 | $509.43 | $298M | −59,076 | −$35M |
| META - Meta Platforms · CL A | 5.03% | Reduce −22.2% | 397,558 | $738.09 | $293M | −113,414 | −$1M |
| ICLR - ICON | 4.26% | Add +36.2% | 1,708,183 | $145.45 | $248M | +453,833 | +$29M |
| UNH - Unitedhealth Group | 4.08% | Reduce −7.1% | 763,439 | $311.97 | $238M | −58,729 | −$192M |
| GOOG - Alphabet · CL C | 3.91% | Reduce −3.2% | 1,286,121 | $177.39 | $228M | −42,388 | +$21M |
| LBRDA - Liberty Broadband | 3.19% | Reduce −20.7% | 1,889,287 | $98.38 | $186M | −494,166 | −$17M |
| MSA - Msa Safety | 2.73% | New | 949,067 | $167.53 | $159M | +949,067 | +$159M |
| BRK.B - Berkshire Hathaway · CL B | 2.72% | Reduce −3.0% | 326,841 | $485.77 | $159M | −10,141 | −$21M |
| CHTR - Charter Communications · CL A | 2.71% | Reduce −3.5% | 386,614 | $408.81 | $158M | −13,846 | +$10M |
| J - Jacobs Solutions | 2.42% | Reduce −8.9% | 1,072,124 | $131.45 | $141M | −104,619 | −$1M |
| BRK.A - Berkshire Hathaway · CL A | 1.46% | Reduce −7.1% | 117 | $728,800 | $85M | −9 | −$15M |
| FWONA - Liberty Media Del | 1.22% | Add +1.0% | 748,343 | $94.96 | $71M | +7,113 | +$11M |
| LBRDA - Liberty Broadband | 1.12% | Reduce −0.8% | 668,807 | $97.82 | $65M | −5,260 | +$8M |
| AMTM - Amentum | 0.99% | Add +2.0% | 2,441,743 | $23.61 | $58M | +48,704 | +$14M |
| TECH - Bio-Techne | 0.13% | New | 152,417 | $51.45 | $8M | +152,417 | +$8M |
| EXPD - Expeditors Intl Wash | 0.04% | Hold | 21,902 | $114.25 | $3M | — | — |
| EQH - Equitable | 0.04% | Hold | 40,728 | $56.10 | $2M | — | — |
| GPI - Group 1 Automotive | 0.03% | Reduce −0.3% | 3,350 | $436.71 | $1M | −11 | +$179K |
| LAD - Lithia Mtrs | 0.02% | Hold | 2,716 | $337.82 | $918K | — | — |
| NFLX - Netflix | 0.01% | Hold | 606 | $1,339 | $812K | — | — |
| VTI - Vanguard Index Fds | 0.01% | Add +47.9% | 2,551 | $303.93 | $775K | +826 | +$301K |
| KMX - Carmax | 0.01% | Hold | 6,280 | $67.21 | $422K | — | — |
| STLA - Stellantis | 0.01% | Hold | 39,677 | $10.03 | $398K | — | — |
| VOO - Vanguard Index Fds | 0.01% | Hold | 682 | $568.03 | $387K | — | — |
| MSFT - Microsoft | 0.01% | Add +6.2% | 689 | $497.41 | $343K | +40 | +$99K |
| VXUS - Vanguard Star Fds | 0.01% | Add +13.1% | 4,662 | $69.09 | $322K | +541 | +$66K |
| AXP - American Express | 0.01% | Hold | 932 | $318.98 | $297K | — | — |
| COPA SA · CL A | 0.00% | Hold | 2,555 | $109.97 | $281K | — | — |
| SPGI - S&P Global | 0.00% | Hold | 531 | $527.29 | $280K | — | — |
| SBGI - Sinclair · CL A | 0.00% | Hold | 17,959 | $13.82 | $248K | — | — |
| RMNI - Rimini Str Del | 0.00% | Hold | 37,955 | $3.77 | $143K | — | — |
| Atai Life Sciences | 0.00% | Hold | 42,112 | $2.19 | $92K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| BLDR - Builders Firstsource | 0.01% | Exit | 0 | $124.89 | $587K | −4,700 | −$587K |
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