Ruane, Cunniff & Goldfarb L.P.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Ruane, Cunniff & Goldfarb L.P. reported 34 stock positions worth $6.4 billion. Its top holding was Intercontinental Exchange (ICE) at 11.4% of the portfolio, followed by Schwab (charles) (SCHW, 9.1%) and Elevance Health (ELV, 8.7%). Compared with Q4 2023, it opened 1 new position, added to 1 and reduced 24. The biggest buy was a new position in American Express (AXP) and the biggest sale Liberty Broadband-C (LBRDK, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001720792
- Portfolio Value
- $6.4B (Q1 2024)
- SEC Filing
- 0000919574-24-002995 ↗ filed May 15, 2024
Holdings Value
Holdings 34 stocks · $6.4B
| ICE Intercontinental Exchange Inc. | 11.42% | 5,354,303 | $735.8M | Reduce -4.5% |
| SCHW Schwab (charles) Corp. | 9.13% | 8,132,643 | $588.3M | Reduce -4.0% |
| ELV Elevance Health Inc. | 8.65% | 1,074,685 | $557.3M | Reduce -4.2% |
| UNH Unitedhealth Group Inc. | 7.89% | 1,027,863 | $508.5M | Reduce -3.9% |
| TSM Taiwan Semiconductor-SP ADR | 7.85% | 3,716,650 | $505.7M | Reduce -8.7% |
| COF Capital One Financial Corp. | 6.82% | 2,952,729 | $439.6M | Reduce -8.4% |
| GOOGL Alphabet Inc. Class A | 6.81% | 2,904,857 | $438.4M | Reduce -2.4% |
| FWONK Liberty Media Corp. Class C | 6.56% | 6,438,428 | $422.4M | Reduce -4.2% |
| J Jacobs Solutions Inc. | 6.41% | 2,687,568 | $413.2M | Reduce -4.0% |
| CACC Credit Acceptance Corp. | 6.15% | 718,040 | $396.0M | Reduce -3.9% |
| KMX Carmax Inc. | 5.37% | 3,968,078 | $345.7M | Reduce -3.9% |
| META Meta Platforms Inc. Class A | 4.53% | 600,710 | $291.7M | Reduce -3.7% |
| GOOG Alphabet Inc. Class C | 3.74% | 1,580,745 | $240.7M | Reduce -11.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.94% | 450,522 | $189.5M | Reduce -1.3% |
| LBRDK Liberty Broadband-C | 2.63% | 2,960,299 | $169.4M | Reduce -4.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.47% | 149 | $94.5M | Reduce -11.3% |
| FWONA Liberty Media Corp. Class A | 0.78% | 856,558 | $50.3M | Reduce -1.1% |
| LBRDA Liberty Broadband-A | 0.68% | 766,130 | $43.8M | Reduce -1.1% |
| ASAIY Sendas Distribuidora SA | 0.03% | 138,282 | $2.0M | Reduce -0.9% |
| EQH Equitable Holdings Inc. | 0.02% | 40,889 | $1.6M | Reduce -0.3% |
| MHK Mohawk Industries Inc. | 0.02% | 10,790 | $1.4M | No change |
| STLA Stellantis NV | 0.02% | 48,160 | $1.4M | Reduce -6.8% |
| BLDR Builders Firstsource Inc. | 0.02% | 4,700 | $980K | No change |
| GPI Group 1 Automotive Inc. | 0.01% | 2,784 | $814K | Add +1.2% |
| LAD Lithia Motors Inc. | 0.01% | 2,331 | $701K | Reduce -1.3% |
| ISCV iShares Morningstar Small-Ca | 0.01% | 6,380 | $390K | No change |
| NFLX Netflix Inc. | 0.01% | 615 | $374K | No change |
| MU Micron Technology Inc. | 0.01% | 3,162 | $373K | No change |
| MSFT Microsoft Corp. | 0.00% | 649 | $273K | Reduce -6.2% |
| SBGI Sinclair Inc. | 0.00% | 17,959 | $242K | No change |
| SPGI S&P Global Inc. | 0.00% | 531 | $226K | No change |
| AXP American Express Co. | 0.00% | 932 | $212K | New |
| ATAIBECKLEY INC filed as ATAI LIFE SCIENCES NV | 0.00% | 42,112 | $83K | No change |
| RMNI Rimini Street Inc. | 0.00% | 18,371 | $60K | Reduce -6.5% |
Portfolio Sells Q4 2023 → Q1 2024
| LBRDK Liberty Broadband-C | Reduce -4.6% | 2.63% | −1.37 |
| UNH Unitedhealth Group Inc. | Reduce -3.9% | 7.89% | −1.10 |
| LBRDA Liberty Broadband-A | Reduce -1.1% | 0.68% | −0.32 |
| GOOG Alphabet Inc. Class C | Reduce -11.2% | 3.74% | −0.27 |
| FWONK Liberty Media Corp. Class C | Reduce -4.2% | 6.56% | −0.23 |
| CACC Credit Acceptance Corp. | Reduce -3.9% | 6.15% | −0.22 |
| SCHW Schwab (charles) Corp. | Reduce -4.0% | 9.13% | −0.18 |
| ICE Intercontinental Exchange Inc. | Reduce -4.5% | 11.42% | −0.08 |
| FWONA Liberty Media Corp. Class A | Reduce -1.1% | 0.78% | −0.02 |
| LAD Lithia Motors Inc. | Reduce -1.3% | 0.01% | −0.00 |
| RMNI Rimini Street Inc. | Reduce -6.5% | 0.00% | −0.00 |
| MSFT Microsoft Corp. | Reduce -6.2% | 0.00% | +0.00 |
| ASAIY Sendas Distribuidora SA | Reduce -0.9% | 0.03% | +0.00 |
| STLA Stellantis NV | Reduce -6.8% | 0.02% | +0.00 |
| EQH Equitable Holdings Inc. | Reduce -0.3% | 0.02% | +0.00 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -11.3% | 1.47% | +0.01 |
| COF Capital One Financial Corp. | Reduce -8.4% | 6.82% | +0.07 |
| GOOGL Alphabet Inc. Class A | Reduce -2.4% | 6.81% | +0.16 |
| ELV Elevance Health Inc. | Reduce -4.2% | 8.65% | +0.20 |
| KMX Carmax Inc. | Reduce -3.9% | 5.37% | +0.30 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.3% | 2.94% | +0.34 |
| J Jacobs Solutions Inc. | Reduce -4.0% | 6.41% | +0.61 |
| META Meta Platforms Inc. Class A | Reduce -3.7% | 4.53% | +1.00 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -8.7% | 7.85% | +1.08 |
Portfolio Buys Q4 2023 → Q1 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 54 | $6.4B | GOOGL, TSM, FWONK, SCHW, COF |
| Q1 2026 | 50 | $6.0B | GOOGL, FWONK, SCHW, ICE, TSM |
| Q4 2025 | 48 | $6.4B | GOOGL, SCHW, FWONK, COF, ELV |
| Q3 2025 | 47 | $6.0B | SCHW, FWONK, GOOGL, TSM, ELV |
| Q2 2025 | 43 | $5.8B | SCHW, FWONK, ICE, COF, TSM |
| Q1 2025 | 38 | $5.5B | SCHW, FWONK, ELV, ICE, UNH |
| Q4 2024 | 39 | $5.9B | ICE, FWONK, SCHW, GOOGL, UNH |
| Q3 2024 | 37 | $6.4B | ICE, UNH, ELV, TSM, SCHW |
| Q2 2024 | 37 | $6.4B | ICE, SCHW, ELV, TSM, GOOGL |
| Q1 2024 | 34 | $6.4B | ICE, SCHW, ELV, UNH, TSM |