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 | 10.10% | Reduce −2.6% | 2,117,644 | $287.56 | $609M | −57,177 | −$72M |
| FWONK - Liberty Media Del | 7.56% | Reduce −2.4% | 5,357,168 | $85.02 | $455M | −133,950 | −$85M |
| SCHW - Schwab Charles | 7.35% | Reduce −15.7% | 4,714,780 | $93.98 | $443M | −880,168 | −$116M |
| ICE - Intercontinental Exchange | 6.89% | Reduce −2.4% | 2,639,372 | $157.28 | $415M | −64,535 | −$23M |
| TSM - Taiwan Semiconductor | 6.77% | Reduce −15.0% | 1,208,419 | $337.95 | $408M | −213,302 | −$24M |
| ELV - Elevance | 6.74% | Reduce −2.4% | 1,387,968 | $292.75 | $406M | −34,538 | −$92M |
| COF - Capital One Finl | 6.11% | Reduce −2.4% | 2,017,807 | $182.43 | $368M | −50,216 | −$133M |
| URI - Sunbelt Rentals | 5.93% | New | 5,488,261 | $65.09 | $357M | +5,488,261 | +$357M |
| MSA - Msa Safety | 4.83% | Reduce −2.0% | 1,776,282 | $163.95 | $291M | −35,353 | +$1M |
| ZTS - Zoetis · CL A | 4.76% | New | 2,425,010 | $118.21 | $287M | +2,425,010 | +$287M |
| GOOG - Alphabet · CL C | 4.52% | Reduce −16.8% | 950,394 | $286.86 | $273M | −191,959 | −$86M |
| ALGN - Align Technology | 3.43% | Reduce −1.3% | 1,206,535 | $171.43 | $207M | −15,999 | +$16M |
| UNH - Unitedhealth Group | 3.27% | Reduce −2.4% | 728,407 | $270.59 | $197M | −17,592 | −$49M |
| ACN - Accenture Ireland · CLASS A | 3.05% | Reduce −1.6% | 928,204 | $198.29 | $184M | −15,216 | −$69M |
| ICLR - ICON | 3.00% | Reduce −2.7% | 1,634,611 | $110.66 | $181M | −44,979 | −$125M |
| TECH - Bio-Techne | 2.94% | Add +131.4% | 3,392,001 | $52.26 | $177M | +1,926,066 | +$91M |
| BRK.B - Berkshire Hathaway · CL B | 2.47% | Reduce −1.8% | 310,388 | $479.20 | $149M | −5,718 | −$10M |
| SAP - Sap Se | 2.13% | Add +1532.8% | 749,909 | $171.21 | $128M | +703,982 | +$117M |
| META - Meta Platforms · CL A | 1.91% | Reduce −15.8% | 201,147 | $572.13 | $115M | −37,871 | −$43M |
| BRK.A - Berkshire Hathaway · CL A | 1.31% | Reduce −4.3% | 110 | $718,140 | $79M | −5 | −$8M |
| CACC - Credit Accep Mich | 1.03% | Reduce −72.7% | 146,203 | $423.46 | $62M | −389,929 | −$176M |
| LBRDA - Liberty Broadband | 0.97% | Reduce −36.8% | 1,163,448 | $50.30 | $59M | −678,176 | −$31M |
| FWONA - Liberty Media Del | 0.94% | Reduce −2.0% | 723,842 | $78.08 | $57M | −15,038 | −$10M |
| AMTM - Amentum | 0.70% | Reduce −32.2% | 1,622,982 | $26.08 | $42M | −771,147 | −$27M |
| CHTR - Charter Communications · CL A | 0.55% | Reduce −57.9% | 152,563 | $215.88 | $33M | −209,437 | −$43M |
| GLIBK - Gci Liberty | 0.31% | Reduce −6.0% | 506,727 | $37.21 | $19M | −32,344 | −$1M |
| LBRDA - Liberty Broadband | 0.19% | Reduce −65.7% | 223,760 | $50.22 | $11M | −429,020 | −$20M |
| GLIBA - Gci Liberty | 0.08% | Reduce −2.8% | 127,548 | $36.85 | $5M | −3,620 | −$136K |
| EQH - Equitable | 0.02% | Reduce −0.4% | 40,459 | $37.11 | $2M | −177 | −$435K |
| GPI - Group 1 Automotive | 0.02% | Add +11.2% | 4,013 | $330.63 | $1M | +403 | −$93K |
| VTI - Vanguard Index Fds | 0.01% | Add +2.6% | 2,748 | $320.81 | $882K | +70 | −$16K |
| J - Jacobs Solutions | 0.01% | Reduce −3.1% | 6,288 | $127.28 | $800K | −199 | −$59K |
| NFLX - Netflix | 0.01% | Add +55.0% | 8,091 | $96.15 | $778K | +2,871 | +$289K |
| LAD - Lithia Mtrs | 0.01% | Reduce −2.0% | 2,988 | $249.72 | $746K | −61 | −$267K |
| MU - Micron Technology | 0.01% | Hold | 2,162 | $337.84 | $730K | — | — |
| GMED - Globus Med · CL A | 0.01% | New | 6,008 | $86.16 | $518K | +6,008 | +$518K |
| VXUS - Vanguard Star Fds | 0.01% | Add +8.7% | 5,912 | $77.11 | $456K | +474 | +$46K |
| KSPI - Kaspi Kz Jsc | 0.01% | Reduce −0.7% | 4,083 | $74.07 | $302K | −29 | −$19K |
| COPA SA · CL A | 0.00% | Hold | 2,555 | $113.61 | $290K | — | — |
| AXP - American Express | 0.00% | Hold | 932 | $302.48 | $282K | — | — |
| MSFT - Microsoft | 0.00% | Add +7.0% | 737 | $370.17 | $273K | +48 | −$60K |
| DG - Dollar Gen | 0.00% | Add +0.8% | 2,188 | $118.73 | $260K | +18 | −$28K |
| AAPL - Apple | 0.00% | Add +7.9% | 961 | $253.79 | $244K | +70 | +$2K |
| FERG - Ferguson Enterprises | 0.00% | Hold | 1,000 | $233.26 | $233K | — | — |
| SBGI - Sinclair · CL A | 0.00% | Hold | 17,959 | $12.94 | $232K | — | — |
| SPGI - S&P Global | 0.00% | Hold | 531 | $425.34 | $226K | — | — |
| SDHC - Smith Douglas Homes · CL A | 0.00% | Add +18.7% | 14,490 | $12.80 | $185K | +2,281 | −$19K |
| STLA - Stellantis | 0.00% | Reduce −2.0% | 25,075 | $7.09 | $178K | −506 | −$101K |
| RMNI - Rimini Str Del | 0.00% | Reduce −5.1% | 35,265 | $3.28 | $116K | −1,876 | −$28K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| IVZ - Invesco | 0.01% | Exit | 0 | $39.80 | $439K | −11,029 | −$439K |
| VXUS - Vanguard Intl Equity Index | — | Exit | 0 | $140.95 | $201K | −1,426 | −$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