Ruane, Cunniff & Goldfarb L.P.
Institutional investor · Portfolio as of Q1 2024
Top Holdings34 positions
 Intercontinental Exchange Inc. | 5.4M | $735.8M | 11.4% | $91.15 | +46.25% | 15 qtrssince 2020-Q3 | Decreased 0 |
 The Charles Schwab Corporation | 8.1M | $588.3M | 9.1% | $38.90 | +79.96% | 19 qtrssince 2019-Q3 | Decreased 0 |
 Elevance Health, Inc. | 1.1M | $557.3M | 8.7% | $363.40 | +36.57% | 13 qtrssince 2021-Q1 | Decreased 0 |
 UnitedHealth Group Incorporated | 1M | $508.5M | 7.9% | $253.36 | +84.71% | 18 qtrssince 2019-Q4 | Decreased 0 |
 Taiwan Semiconductor Manufacturing Company Ltd. | 3.7M | $505.7M | 7.8% | $60.30 | +118.67% | 18 qtrssince 2019-Q4 | Decreased 0 |
 Capital One Financial Corporation | 3M | $439.6M | 6.8% | $89.71 | +60.06% | 7 qtrssince 2022-Q3 | Decreased 0 |
 Alphabet Inc. | 2.9M | $438.4M | 6.8% | $62.33 | +139.85% | 19 qtrssince 2019-Q3 | Decreased 0 |
 Liberty Media Corporation | 6.4M | $422.4M | 6.6% | $62.30 | +5.30% | 3 qtrssince 2023-Q3 | Decreased 0 |
 Jacobs Solutions Inc. | 2.7M | $413.2M | 6.4% | $87.63 | +41.68% | 7 qtrssince 2022-Q3 | Decreased 0 |
 Credit Acceptance Corporation | 718,040 | $396M | 6.1% | $428.58 | +28.69% | 19 qtrssince 2019-Q3 | Decreased 0 |
 CarMax Inc | 4M | $345.7M | 5.4% | $87.93 | -0.93% | 19 qtrssince 2019-Q3 | Decreased 0 |
 Meta Platforms, Inc. | 600,710 | $291.7M | 4.5% | $198.63 | +142.40% | 19 qtrssince 2019-Q3 | Decreased 0 |
 Alphabet Inc. | 1.6M | $240.7M | 3.7% | $60.38 | +149.81% | 19 qtrssince 2019-Q3 | Decreased 0 |
 Berkshire Hathaway Inc. | 450,522 | $189.5M | 2.9% | $218.37 | +92.58% | 19 qtrssince 2019-Q3 | Decreased 0 |
 LIBERTY BROADBAND CORP SERIES C C | 3M | $169.4M | 2.6% | — | — | 19 qtrssince 2019-Q3 | Decreased 0 |
 Berkshire Hathaway Inc. | 149 | $94.5M | 1.5% | — | — | 19 qtrssince 2019-Q3 | Decreased 0 |
 Liberty Media Corporation | 856,558 | $50.3M | 0.8% | $56.54 | +3.89% | 3 qtrssince 2023-Q3 | Decreased 0 |
 LIBERTY BROADBAND CORP | 766,130 | $43.8M | 0.7% | — | — | 19 qtrssince 2019-Q3 | Decreased 0 |
AS SENDAS DISTRIBUIDORA SA ADR | 138,282 | $2M | 0.0% | — | — | 10 qtrssince 2021-Q4 | Decreased 0 |
 Equitable Holdings, Inc. | 40,889 | $1.6M | 0.0% | $25.17 | +43.27% | 14 qtrssince 2020-Q4 | Decreased 0 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2022-Q4 | $6,400,945,539 | -4.91998283762% |
| 2023-Q1 | $6,119,741,745 | -4.3931602337% |
| 2023-Q2 | $6,338,653,315 | 3.57713738785% |
| 2023-Q3 | $6,024,559,427 | -4.95521481285% |
| 2023-Q4 | $6,257,108,855 | 3.86002380453% |
| 2024-Q1 | $6,441,791,792 | 2.95156982689% |
Ruane, Cunniff & Goldfarb L.P. manages $6.4B across 34 positions as of Q1 2024. Top holdings: ICE (11.4%), SCHW (9.1%), ELV (8.7%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4.5/5.0.
Added AXP; increased 1, led by GPI (+33 shares); trimmed 24, led by TSM (−353,629 shares). No standout high-conviction moves this quarter. Portfolio: $6.4B across 34 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR