Ruane, Cunniff & Goldfarb L.P.
Institutional investor · Portfolio as of Q2 2024
Top Holdings37 positions
 Intercontinental Exchange Inc. | 5.1M | $699.3M | 10.9% | $91.15 | +46.15% | 16 qtrssince 2020-Q3 | Decreased 0 |
 The Charles Schwab Corporation | 7.8M | $573.7M | 8.9% | $38.90 | +83.92% | 20 qtrssince 2019-Q3 | Decreased 0 |
 Elevance Health, Inc. | 1M | $554.9M | 8.6% | $363.40 | +43.15% | 14 qtrssince 2021-Q1 | Decreased 0 |
 Taiwan Semiconductor Manufacturing Company Ltd. | 3M | $525.6M | 8.2% | $60.30 | +180.25% | 19 qtrssince 2019-Q4 | Decreased 0 |
 Alphabet Inc. | 2.8M | $505.6M | 7.9% | $62.33 | +189.80% | 20 qtrssince 2019-Q3 | Decreased 0 |
 UnitedHealth Group Incorporated | 983,826 | $501M | 7.8% | $253.36 | +90.96% | 19 qtrssince 2019-Q4 | Decreased 0 |
 Liberty Media Corporation | 6.2M | $443.9M | 6.9% | $62.30 | +15.31% | 4 qtrssince 2023-Q3 | Decreased 0 |
 Capital One Financial Corporation | 2.8M | $390.9M | 6.1% | $89.71 | +49.47% | 8 qtrssince 2022-Q3 | Decreased 0 |
 Credit Acceptance Corporation | 708,927 | $364.9M | 5.7% | $428.58 | +20.09% | 20 qtrssince 2019-Q3 | Decreased 0 |
 Jacobs Solutions Inc. | 2.6M | $359.8M | 5.6% | $87.63 | +29.03% | 8 qtrssince 2022-Q3 | Decreased 0 |
 Meta Platforms, Inc. | 577,470 | $291.2M | 4.5% | $198.63 | +151.95% | 20 qtrssince 2019-Q3 | Decreased 0 |
 CarMax Inc | 3.8M | $278.5M | 4.3% | $87.93 | -16.59% | 20 qtrssince 2019-Q3 | Decreased 0 |
 Alphabet Inc. | 1.5M | $274M | 4.3% | $60.38 | +201.28% | 20 qtrssince 2019-Q3 | Decreased 0 |
 Berkshire Hathaway Inc. | 438,921 | $178.6M | 2.8% | $218.37 | +86.29% | 20 qtrssince 2019-Q3 | Decreased 0 |
 LIBERTY BROADBAND CORP SERIES C C | 2.6M | $140.7M | 2.2% | — | — | 20 qtrssince 2019-Q3 | Decreased 0 |
 Charter Communications, Inc. | 454,226 | $135.8M | 2.1% | $298.96 | 0.00% | 1 qtr | New 79 |
 Berkshire Hathaway Inc. | 138 | $84.5M | 1.3% | — | — | 20 qtrssince 2019-Q3 | Decreased 0 |
 Liberty Media Corporation | 813,312 | $52.2M | 0.8% | $56.54 | +13.60% | 4 qtrssince 2023-Q3 | Decreased 0 |
 LIBERTY BROADBAND CORP | 723,182 | $39.5M | 0.6% | — | — | 20 qtrssince 2019-Q3 | Decreased 0 |
 Expeditors International of Washington, Inc. | 102,132 | $12.7M | 0.2% | $121.92 | 0.00% | 1 qtr | New 47 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 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% |
| 2024-Q2 | $6,417,106,306 | -0.38320838048% |
Ruane, Cunniff & Goldfarb L.P. manages $6.4B across 37 positions as of Q2 2024. Top holdings: ICE (10.9%), SCHW (8.9%), ELV (8.6%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4.5/5.0.
Added CHTR, EXPD and GS; increased 3, led by GPI (+643 shares); trimmed 20, led by TSM (−692,927 shares). Top move: CHTR (NEW, conviction 79). Portfolio: $6.4B across 37 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