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
| GOOGL - Alphabet · CL A | 10.63% | Reduce −7.7% | 2,174,821 | $313.00 | $681M | −181,898 | +$108M |
| SCHW - Schwab Charles | 8.73% | Reduce −11.4% | 5,594,948 | $99.91 | $559M | −720,613 | −$44M |
| FWONK - Liberty Media Del | 8.45% | Reduce −1.4% | 5,491,118 | $98.51 | $541M | −77,871 | −$41M |
| COF - Capital One Finl | 7.83% | Reduce −1.4% | 2,068,023 | $242.36 | $501M | −30,101 | +$55M |
| ELV - Elevance | 7.79% | Reduce −1.8% | 1,422,506 | $350.55 | $499M | −25,777 | +$31M |
| ICE - Intercontinental Exchange | 6.84% | Reduce −1.4% | 2,703,907 | $161.96 | $438M | −39,384 | −$24M |
| TSM - Taiwan Semiconductor Mfg | 6.75% | Reduce −24.4% | 1,421,721 | $303.89 | $432M | −460,000 | −$93M |
| GOOG - Alphabet · CL C | 5.60% | Reduce −8.9% | 1,142,353 | $313.80 | $358M | −112,218 | +$53M |
| ICLR - ICON | 4.78% | Reduce −1.3% | 1,679,590 | $182.22 | $306M | −21,404 | +$8M |
| MSA - Msa Safety | 4.53% | Add +6.2% | 1,811,635 | $160.14 | $290M | +106,349 | −$3M |
| ACN - Accenture Ireland · CLASS A | 3.95% | New | 943,420 | $268.30 | $253M | +943,420 | +$253M |
| UNH - Unitedhealth Group | 3.85% | Reduce −1.6% | 745,999 | $330.11 | $246M | −12,224 | −$16M |
| CACC - Credit Accep Mich | 3.71% | Reduce −7.3% | 536,132 | $443.46 | $238M | −42,327 | −$32M |
| ALGN - Align Technology | 2.98% | New | 1,222,534 | $156.15 | $191M | +1,222,534 | +$191M |
| BRK.B - Berkshire Hathaway · CL B | 2.48% | Reduce −2.0% | 316,106 | $502.65 | $159M | −6,446 | −$3M |
| META - Meta Platforms · CL A | 2.46% | Reduce −2.1% | 239,018 | $660.09 | $158M | −5,003 | −$21M |
| LBRDA - Liberty Broadband | 1.40% | Reduce −1.7% | 1,841,624 | $48.60 | $90M | −32,613 | −$30M |
| BRK.A - Berkshire Hathaway · CL A | 1.36% | Reduce −1.7% | 115 | $754,800 | $87M | −2 | −$1M |
| TECH - Bio-Techne | 1.35% | Reduce −0.5% | 1,465,935 | $58.81 | $86M | −7,820 | +$4M |
| CHTR - Charter Communications · CL A | 1.18% | Reduce −3.1% | 362,000 | $208.75 | $76M | −11,432 | −$27M |
| AMTM - Amentum | 1.08% | Reduce −1.2% | 2,394,129 | $29.00 | $69M | −29,619 | +$11M |
| FWONA - Liberty Media Del | 1.03% | Reduce −0.5% | 738,880 | $89.38 | $66M | −3,430 | −$5M |
| LBRDA - Liberty Broadband | 0.49% | Reduce −2.4% | 652,780 | $48.28 | $32M | −16,380 | −$11M |
| GLIBK - Gci Liberty | 0.31% | Add +43.9% | 539,071 | $37.21 | $20M | +164,401 | +$6M |
| SAP - Sap Se | 0.17% | Reduce −0.2% | 45,927 | $242.91 | $11M | −73 | −$1M |
| GLIBA - Gci Liberty | 0.08% | Reduce −1.5% | 131,168 | $36.87 | $5M | −2,032 | −$166K |
| EQH - Equitable | 0.03% | Hold | 40,636 | $47.65 | $2M | — | — |
| GPI - Group 1 Automotive | 0.02% | Hold | 3,610 | $393.30 | $1M | — | — |
| LAD - Lithia Mtrs | 0.02% | Add +12.3% | 3,049 | $332.33 | $1M | +333 | +$155K |
| VTI - Vanguard Index Fds | 0.01% | Add +1.2% | 2,678 | $335.27 | $898K | +31 | +$29K |
| J - Jacobs Solutions | 0.01% | Reduce −30.6% | 6,487 | $132.46 | $859K | −2,862 | −$542K |
| MU - Micron Technology | 0.01% | Hold | 2,162 | $285.41 | $617K | — | — |
| NFLX - Netflix | 0.01% | Add +764.2% | 5,220 | $93.76 | $489K | +4,616 | −$235K |
| IVZ - Invesco | 0.01% | New | 11,029 | $39.83 | $439K | +11,029 | +$439K |
| VXUS - Vanguard Star Fds | 0.01% | Add +2.6% | 5,438 | $75.44 | $410K | +137 | +$21K |
| AXP - American Express | 0.01% | Hold | 932 | $369.95 | $345K | — | — |
| MSFT - Microsoft | 0.01% | Hold | 689 | $483.62 | $333K | — | — |
| KSPI - Kaspi Kz Jsc | 0.01% | Add +10.8% | 4,112 | $78.13 | $321K | +400 | +$18K |
| COPA SA · CL A | 0.00% | Hold | 2,555 | $120.61 | $308K | — | — |
| DG - Dollar Gen | 0.00% | Hold | 2,170 | $132.77 | $288K | — | — |
| STLA - Stellantis | 0.00% | Reduce −6.3% | 25,581 | $10.89 | $279K | −1,732 | +$23K |
| SPGI - S&P Global | 0.00% | Hold | 531 | $522.59 | $277K | — | — |
| SBGI - Sinclair · CL A | 0.00% | Hold | 17,959 | $15.30 | $275K | — | — |
| AAPL - Apple | 0.00% | Hold | 891 | $271.86 | $242K | — | — |
| FERG - Ferguson Enterprises | 0.00% | Hold | 1,000 | $222.63 | $223K | — | — |
| SDHC - Smith Douglas Homes · CL A | 0.00% | Hold | 12,209 | $16.77 | $205K | — | — |
| RMNI - Rimini Str Del | 0.00% | Hold | 37,141 | $3.88 | $144K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Atai Life Sciences | — | Exit | 0 | $5.30 | $223K | −42,112 | −$223K |
| BLK - Blackrock | — | Exit | 0 | $1,167 | $217K | −186 | −$217K |
| KMX - Carmax | — | Exit | 0 | $44.98 | $201K | −4,469 | −$201K |
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