Ruane, Cunniff & Goldfarb L.P.
Institutional investor · Portfolio as of Q2 2023
Top Holdings34 positions
 Intercontinental Exchange Inc. | 5.9M | $672.2M | 10.6% | $91.15 | +19.08% | 12 qtrssince 2020-Q3 | Decreased 0 |
 UnitedHealth Group Incorporated | 1.1M | $542.5M | 8.6% | $253.36 | +77.46% | 15 qtrssince 2019-Q4 | Increased 63 |
 Liberty Media Corporation | 7.1M | $534M | 8.4% | $37.29 | +51.62% | 16 qtrssince 2019-Q3 | Decreased 0 |
 The Charles Schwab Corporation | 8.9M | $507.2M | 8.0% | $38.90 | +39.26% | 16 qtrssince 2019-Q3 | Increased 67 |
 CarMax Inc | 6M | $504.7M | 8.0% | $87.93 | -4.81% | 16 qtrssince 2019-Q3 | Decreased 0 |
 Elevance Health, Inc. | 1M | $465.9M | 7.4% | $358.49 | +17.48% | 10 qtrssince 2021-Q1 | Increased 78 |
 Taiwan Semiconductor Manufacturing Company Ltd. | 4.3M | $436.4M | 6.9% | $60.30 | +59.97% | 15 qtrssince 2019-Q4 | Decreased 0 |
 Credit Acceptance Corporation | 788,445 | $400.5M | 6.3% | $428.58 | +18.52% | 16 qtrssince 2019-Q3 | Increased 62 |
 Alphabet Inc. | 3.3M | $390.6M | 6.2% | $62.33 | +90.22% | 16 qtrssince 2019-Q3 | Decreased 0 |
 Capital One Financial Corporation | 3.4M | $372.2M | 5.9% | $89.71 | +15.77% | 4 qtrssince 2022-Q3 | Increased 76 |
 Jacobs Solutions Inc. | 3M | $351.2M | 5.5% | $87.63 | +8.91% | 4 qtrssince 2022-Q3 | Increased 68 |
 Meta Platforms, Inc. | 923,707 | $265.1M | 4.2% | $198.63 | +43.11% | 16 qtrssince 2019-Q3 | Decreased 0 |
 LIBERTY BROADBAND CORP SERIES C C | 3.3M | $263.3M | 4.2% | — | — | 16 qtrssince 2019-Q3 | Increased 77 |
 Alphabet Inc. | 2M | $237.8M | 3.8% | $60.38 | +98.47% | 16 qtrssince 2019-Q3 | Decreased 0 |
 Berkshire Hathaway Inc. | 490,679 | $167.3M | 2.6% | $218.37 | +56.16% | 16 qtrssince 2019-Q3 | Decreased 0 |
 Berkshire Hathaway Inc. | 174 | $90.1M | 1.4% | — | — | 16 qtrssince 2019-Q3 | Decreased 0 |
 LIBERTY BROADBAND CORP | 812,705 | $64.8M | 1.0% | — | — | 16 qtrssince 2019-Q3 | Decreased 0 |
 Liberty Media Corporation | 920,464 | $62.2M | 1.0% | $43.53 | +29.88% | 16 qtrssince 2019-Q3 | Decreased 0 |
AS SENDAS DISTRIBUIDORA SA ADR | 139,327 | $2M | 0.0% | — | — | 7 qtrssince 2021-Q4 | Decreased 0 |
 Equitable Holdings, Inc. | 41,057 | $1.1M | 0.0% | $25.17 | +0.17% | 11 qtrssince 2020-Q4 | Decreased 0 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2022-Q1 | $10,152,832,000 | -13.2882472586% |
| 2022-Q2 | $7,674,831,000 | -24.4069930439% |
| 2022-Q3 | $6,732,167,000 | -12.2825375569% |
| 2022-Q4 | $6,400,945,539 | -4.91998283762% |
| 2023-Q1 | $6,119,741,745 | -4.3931602337% |
| 2023-Q2 | $6,338,653,315 | 3.57713738785% |
Ruane, Cunniff & Goldfarb L.P. manages $6.3B across 34 positions as of Q2 2023. Top holdings: ICE (10.6%), UNH (8.6%), FWONA (8.4%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4.5/5.0.
Added GPI, SBGI, MSFT and 1 more; exited SBGI; increased 8, led by ELV (+241,524 shares); trimmed 19, led by MU (−4.7M shares). Top move: ELV (INCREASED, conviction 78). Portfolio: $6.3B across 34 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Famous Investors' Portfolios
What the most-followed managers hold, and what they bought and sold each quarter.
- Warren Buffett (Chairman Emeritus)Berkshire Hathaway
- Leopold AschenbrennerSituational Awareness
- Michael BurryScion Asset Management
- Cathie WoodARK Invest
- Bill AckmanPershing Square
- Stanley DruckenmillerDuquesne Family Office
- David TepperAppaloosa
- Ray Dalio (Founder)Bridgewater Associates
- Li LuHimalaya Capital
- Carl IcahnCarl C. Icahn
- Brad GerstnerAltimeter Capital
- Seth KlarmanThe Baupost Group
- Howard Marks (Co‑founder)Oaktree Capital Management
- Ken GriffinCitadel
- Paul Tudor JonesTudor Investment Corp
- George Soros (Founder)Soros Fund Management
- Steve CohenPoint72
- Terry SmithFundsmith
- Ken Fisher (Founder)Fisher Investments
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR