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← Ruane Cunniff & Goldfarb LP, its record

Ruane Cunniff & Goldfarb LP and Dodge & Cox: where the books meet

At Q2 2026, 16% of the two 13F books was the same, across 20 stocks both listed, against 4.3% at Q2 2013. Overlap is the smaller of each shared stock’s two weights, added up: the part of one book that could be swapped for the other’s without a trade.

Overlap by quarter
0%8%16%Q2 2013: 4.3%, 41 in bothQ3 2013: 4.1%, 43 in bothQ4 2013: 4.3%, 47 in bothQ1 2014: 4.1%, 47 in both14Q2 2014: 4.8%, 48 in bothQ3 2014: 4.8%, 64 in bothQ4 2014: 5.4%, 58 in bothQ1 2015: 5.1%, 57 in both15Q2 2015: 5.1%, 55 in bothQ3 2015: 3.3%, 54 in bothQ4 2015: 6.4%, 53 in bothQ1 2016: 6.8%, 48 in both16Q2 2016: 13%, 43 in bothQ3 2016: 13%, 32 in bothQ4 2016: 14%, 32 in bothQ1 2017: 15%, 33 in both17Q2 2017: 15%, 23 in bothQ3 2017: 14%, 20 in bothQ4 2017: 14%, 19 in bothQ1 2018: 12%, 17 in both18Q2 2018: 11%, 17 in bothQ3 2018: 11%, 18 in bothQ4 2018: 9.2%, 16 in bothQ1 2019: 9.1%, 16 in both19Q2 2019: 7.7%, 14 in bothQ3 2019: 8.8%, 17 in bothQ4 2019: 10%, 17 in bothQ1 2020: 12%, 15 in both20Q2 2020: 9.4%, 16 in bothQ3 2020: 9.7%, 14 in bothQ4 2020: 9.2%, 14 in bothQ1 2021: 9.1%, 13 in both21Q2 2021: 9.4%, 12 in bothQ3 2021: 9.4%, 12 in bothQ4 2021: 10%, 12 in bothQ1 2022: 10%, 12 in both22Q2 2022: 9.9%, 11 in bothQ3 2022: 13%, 11 in bothQ4 2022: 12%, 10 in bothQ1 2023: 11%, 10 in both23Q2 2023: 12%, 13 in bothQ3 2023: 11%, 11 in bothQ4 2023: 12%, 12 in bothQ1 2024: 12%, 13 in both24Q2 2024: 15%, 15 in bothQ3 2024: 13%, 14 in bothQ4 2024: 14%, 16 in bothQ1 2025: 13%, 16 in both25Q2 2025: 14%, 16 in bothQ3 2025: 14%, 18 in bothQ4 2025: 14%, 17 in bothQ1 2026: 14%, 18 in both26Q2 2026: 16%, 20 in both
  • Q2 2013: 4.3%, 41 in both
  • Q3 2013: 4.1%, 43 in both
  • Q4 2013: 4.3%, 47 in both
  • Q1 2014: 4.1%, 47 in both
  • Q2 2014: 4.8%, 48 in both
  • Q3 2014: 4.8%, 64 in both
  • Q4 2014: 5.4%, 58 in both
  • Q1 2015: 5.1%, 57 in both
  • Q2 2015: 5.1%, 55 in both
  • Q3 2015: 3.3%, 54 in both
  • Q4 2015: 6.4%, 53 in both
  • Q1 2016: 6.8%, 48 in both
  • Q2 2016: 13%, 43 in both
  • Q3 2016: 13%, 32 in both
  • Q4 2016: 14%, 32 in both
  • Q1 2017: 15%, 33 in both
  • Q2 2017: 15%, 23 in both
  • Q3 2017: 14%, 20 in both
  • Q4 2017: 14%, 19 in both
  • Q1 2018: 12%, 17 in both
  • Q2 2018: 11%, 17 in both
  • Q3 2018: 11%, 18 in both
  • Q4 2018: 9.2%, 16 in both
  • Q1 2019: 9.1%, 16 in both
  • Q2 2019: 7.7%, 14 in both
  • Q3 2019: 8.8%, 17 in both
  • Q4 2019: 10%, 17 in both
  • Q1 2020: 12%, 15 in both
  • Q2 2020: 9.4%, 16 in both
  • Q3 2020: 9.7%, 14 in both
  • Q4 2020: 9.2%, 14 in both
  • Q1 2021: 9.1%, 13 in both
  • Q2 2021: 9.4%, 12 in both
  • Q3 2021: 9.4%, 12 in both
  • Q4 2021: 10%, 12 in both
  • Q1 2022: 10%, 12 in both
  • Q2 2022: 9.9%, 11 in both
  • Q3 2022: 13%, 11 in both
  • Q4 2022: 12%, 10 in both
  • Q1 2023: 11%, 10 in both
  • Q2 2023: 12%, 13 in both
  • Q3 2023: 11%, 11 in both
  • Q4 2023: 12%, 12 in both
  • Q1 2024: 12%, 13 in both
  • Q2 2024: 15%, 15 in both
  • Q3 2024: 13%, 14 in both
  • Q4 2024: 14%, 16 in both
  • Q1 2025: 13%, 16 in both
  • Q2 2025: 14%, 16 in both
  • Q3 2025: 14%, 18 in both
  • Q4 2025: 14%, 17 in both
  • Q1 2026: 14%, 18 in both
  • Q2 2026: 16%, 20 in both

Only quarters both managers filed. Where either filing has more positions than are read each quarter, a stock both hold below that range is not counted, so the figure is a floor.

What the overlap is made of, Q2 2026

Stocks both listed, by the smaller of the two weights. A weight is the stock’s share of that manager’s reported book, which says how large the position is, not how strongly it is held.

StockRuane Cunniff & Goldfarb LPDodge & Cox
Schwab Charles Corp(SCHW)6.6%Trimmed3.7%Added
Alphabet Inc. Cl C(GOOG)5.1%Trimmed2.2%Trimmed
Sunbelt Rentals Holdings Inc(SUNB)5.0%Trimmed2.1%Added
Alphabet Inc Cl A(GOOGL)11%Trimmed2.0%Added
Unitedhealth Group Inc(UNH)4.6%Trimmed2.0%Trimmed
Facebook Inc(META)1.4%Trimmed1.9%Added
Roper Industries Inc New(ROP)3.6%New1.3%Added
Capital One Finl Corp(COF)6.1%Trimmed1.0%Added
Taiwan Semiconductor MFG LTD(TSM)8.7%Trimmed0.4%Added
Kaspi KZ JSC(KSPI)under 0.1%Trimmedunder 0.1%Added
American Express(AXP)under 0.1%Heldunder 0.1%Trimmed
Apple Computer(AAPL)under 0.1%Heldunder 0.1%Trimmed
Microsoft(MSFT)under 0.1%Held2.5%Added
Charter Communications Inc Del(CHTR)under 0.1%Trimmed1.1%Added
Bank of America Corp(BAC)under 0.1%Newunder 0.1%Trimmed
Berkshire Hathaway - Cl B(BRK-B)2.3%Trimmedunder 0.1%Held
Berkshire Hathaway - Cl A1.2%Trimmedunder 0.1%Held
S&P Global Inc(SPGI)under 0.1%Heldunder 0.1%Trimmed
P31076105(CPA)under 0.1%Heldunder 0.1%Added
Anthem Inc(ELV)5.9%Trimmedunder 0.1%Held

Moved different ways in Q2 2026

Stocks one manager started or added to while the other trimmed or sold out, between the same two quarter ends. A 13F shows the quarter ends, never when in between anything was bought or sold, or why.

  • Schwab Charles Corp(SCHW)Ruane Cunniff & Goldfarb LP trimmed; Dodge & Cox added
  • Sunbelt Rentals Holdings Inc(SUNB)Ruane Cunniff & Goldfarb LP trimmed; Dodge & Cox added
  • Alphabet Inc Cl A(GOOGL)Ruane Cunniff & Goldfarb LP trimmed; Dodge & Cox added
  • Facebook Inc(META)Ruane Cunniff & Goldfarb LP trimmed; Dodge & Cox added
  • Charter Communications Inc Del(CHTR)Ruane Cunniff & Goldfarb LP trimmed; Dodge & Cox added
  • Capital One Finl Corp(COF)Ruane Cunniff & Goldfarb LP trimmed; Dodge & Cox added
  • Taiwan Semiconductor MFG LTD(TSM)Ruane Cunniff & Goldfarb LP trimmed; Dodge & Cox added
  • Bank of America Corp(BAC)Ruane Cunniff & Goldfarb LP started; Dodge & Cox trimmed
  • Kaspi KZ JSC(KSPI)Ruane Cunniff & Goldfarb LP trimmed; Dodge & Cox added
Ruane Cunniff & Goldfarb LP: the recordDodge & Cox: the record

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