Ruane, Cunniff & Goldfarb L.P.

New York, NY · CIK 1720792 · 13F filing filed 2024-08-14

SEC-registered investment adviser since 2017 · limited partnership

Assets managed$10.5bn
Staff52 · 12 in investment roles
Main clients (by assets)High net worth individuals 37%, Mutual funds and ETFs 36%, Pension plans 17%
Form ADV · 2026-03-31SEC adviser record

Legal entityRUANE, CUNNIFF & GOLDFARB L.P. (US)
Part of RUANE, CUNNIFF & GOLDFARB INC. (US)

$6.4bn reported value -0.4% vs Q1 2024

37positions

76.7%in top 10

3 new 3 added 20 reduced 0 sold out vs Q1 2024

Holdings, Q2 2024

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	5,108,459	$699.3m10.90%	10.90%	Reduced -245.8k	-245,844 -4.6%
2	SCHWAB CHARLES CORP COM SCHW	SCHW	7,785,057	$573.7m8.94%	8.94%	Reduced -347.6k	-347,586 -4.3%
3	ELEVANCE HEALTH INC COM ELV	ELV	1,024,071	$554.9m8.65%	8.65%	Reduced -50.6k	-50,614 -4.7%
4	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	3,023,723	$525.6m8.19%	8.19%	Reduced -692.9k	-692,927 -18.6%
5	ALPHABET INC CAP STK CL A GOOGL	GOOGL	2,775,840	$505.6m7.88%	7.88%	Reduced -129.0k	-129,017 -4.4%
6	UNITEDHEALTH GROUP INC COM UNH	UNH	983,826	$501.0m7.81%	7.81%	Reduced -44.0k	-44,037 -4.3%
7	LIBERTY MEDIA CORP DEL COM LBTY ONE S C FWONK	FWONK	6,179,575	$443.9m6.92%	6.92%	Reduced -258.9k	-258,853 -4.0%
8	CAPITAL ONE FINL CORP COM COF	COF	2,823,544	$390.9m6.09%	6.09%	Reduced -129.2k	-129,185 -4.4%
9	CREDIT ACCEP CORP MICH COM CACC	CACC	708,927	$364.9m5.69%	5.69%	Reduced -9.1k	-9,113 -1.3%
10	JACOBS SOLUTIONS INC COM J	J	2,575,459	$359.8m5.61%	5.61%	Reduced -112.1k	-112,109 -4.2%
11	META PLATFORMS INC CL A META	META	577,470	$291.2m4.54%	4.54%	Reduced -23.2k	-23,240 -3.9%
12	CARMAX INC COM KMX	KMX	3,797,441	$278.5m4.34%	4.34%	Reduced -170.6k	-170,637 -4.3%
13	ALPHABET INC CAP STK CL C GOOG	GOOG	1,493,749	$274.0m4.27%	4.27%	Reduced -87.0k	-86,996 -5.5%
14	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	438,921	$178.6m2.78%	2.78%	Reduced -11.6k	-11,601 -2.6%
15	LIBERTY BROADBAND CORP COM SER C LBRDK	LBRDK	2,566,228	$140.7m2.19%	2.19%	Reduced -394.1k	-394,071 -13.3%
16	CHARTER COMMUNICATIONS INC N CL A CHTR	CHTR	454,226	$135.8m2.12%	2.12%	New
17	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	138	$84.5m1.32%	1.32%	Reduced -11	-11 -7.4%
18	LIBERTY MEDIA CORP DEL COM LBTY ONE S A FWONA	FWONA	813,312	$52.2m0.81%	0.81%	Reduced -43.2k	-43,246 -5.0%
19	LIBERTY BROADBAND CORP COM SER A LBRDA	LBRDA	723,182	$39.5m0.62%	0.62%	Reduced -42.9k	-42,948 -5.6%
20	EXPEDITORS INTL WASH INC COM EXPD	EXPD	102,132	$12.7m0.20%	0.20%	New
21	EQUITABLE HLDGS INC COM EQH	EQH	40,889	$1.7m0.03%	0.03%	Unchanged
22	SENDAS DISTRIBUIDORA S A SPON ADS ASAIY	ASAIY	138,282	$1.3m0.02%	0.02%	Unchanged
23	MOHAWK INDS INC COM MHK	MHK	10,790	$1.2m0.02%	0.02%	Unchanged
24	GROUP 1 AUTOMOTIVE INC COM GPI	GPI	3,427	$1.0m0.02%	0.02%	Added +643	+643 23.1%
25	STELLANTIS N.V SHS STLA	STLA	45,164	$896.5k0.01%	0.01%	Reduced -3.0k	-2,996 -6.2%
26	LITHIA MTRS INC COM LAD	LAD	2,724	$687.7k0.01%	0.01%	Added +393	+393 16.9%
27	BUILDERS FIRSTSOURCE INC COM BLDR	BLDR	4,700	$650.5k0.01%	0.01%	Unchanged
28	NETFLIX INC COM NFLX	NFLX	615	$415.1k0.01%	0.01%	Unchanged
29	ISHARES TR MRNING SM CP ETF ISCV	ISCV	6,380	$369.5k0.01%	0.01%	Unchanged
30	MICROSOFT CORP COM MSFT	MSFT	649	$290.1k0.00%	0.00%	Unchanged
31	MICRON TECHNOLOGY INC COM MU	MU	2,162	$284.4k0.00%	0.00%	Reduced -1.0k	-1,000 -31.6%
32	SINCLAIR INC CL A SBGI	SBGI	17,959	$239.4k0.00%	0.00%	Unchanged
33	S&P GLOBAL INC COM SPGI	SPGI	531	$236.8k0.00%	0.00%	Unchanged
34	AMERICAN EXPRESS CO COM AXP	AXP	932	$215.8k0.00%	0.00%	Unchanged
35	GOLDMAN SACHS GROUP INC COM GS	GS	450	$203.5k0.00%	0.00%	New
36	RIMINI STR INC DEL COM RMNI	RMNI	28,371	$87.1k0.00%	0.00%	Added +10.0k	+10,000 54.4%
37	ATAI LIFE SCIENCES NV SHS ATAI	ATAI	42,112	$56.0k0.00%	0.00%	Unchanged