← Ruane Cunniff & Goldfarb LP, latest filing
What Ruane Cunniff & Goldfarb LP changed, 2013 to 2026
53 quarterly 13F filings, from Q2 2013 to Q2 2026, each read from the filing itself. A quarter is compared only with the quarter before it, so a quarter with no filing is a gap in the record, not a sale.
Reported book
$6.4bn
$15.5bn at Q2 2013
Positions
54
148 at Q2 2013
Top ten weight
67%
68% at Q2 2013
Typical quarterly turnover
about 5%
Estimated from share changes
- Q2 2013: $15.5bn
- Q3 2013: $16.8bn
- Q4 2013: $18.0bn
- Q1 2014: $18.7bn
- Q2 2014: $18.7bn
- Q3 2014: $18.9bn
- Q4 2014: $19.6bn
- Q1 2015: $21.1bn
- Q2 2015: $21.0bn
- Q3 2015: $19.5bn
- Q4 2015: $17.6bn
- Q1 2016: $12.9bn
- Q2 2016: $10.5bn
- Q3 2016: $10.7bn
- Q4 2016: $10.6bn
- Q1 2017: $10.6bn
- Q2 2017: $10.8bn
- Q3 2017: $11.4bn
- Q4 2017: $12.2bn
- Q1 2018: $10.9bn
- Q2 2018: $11.2bn
- Q3 2018: $10.9bn
- Q4 2018: $9.1bn
- Q1 2019: $9.8bn
- Q2 2019: $7.4bn
- Q3 2019: $7.6bn
- Q4 2019: $8.1bn
- Q1 2020: $6.2bn
- Q2 2020: $7.5bn
- Q3 2020: $8.4bn
- Q4 2020: $9.4bn
- Q1 2021: $10.6bn
- Q2 2021: $11.3bn
- Q3 2021: $11.1bn
- Q4 2021: $11.7bn
- Q1 2022: $10.2bn
- Q2 2022: $7.7bn
- Q3 2022: $6.7bn
- Q4 2022: $6.4bn
- Q1 2023: $6.1bn
- Q2 2023: $6.3bn
- Q3 2023: $6.0bn
- Q4 2023: $6.3bn
- Q1 2024: $6.4bn
- Q2 2024: $6.4bn
- Q3 2024: $6.4bn
- Q4 2024: $5.9bn
- Q1 2025: $5.5bn
- Q2 2025: $5.8bn
- Q3 2025: $6.0bn
- Q4 2025: $6.4bn
- Q1 2026: $6.0bn
- Q2 2026: $6.4bn
- Q2 2013: 68%
- Q3 2013: 69%
- Q4 2013: 69%
- Q1 2014: 70%
- Q2 2014: 66%
- Q3 2014: 68%
- Q4 2014: 70%
- Q1 2015: 73%
- Q2 2015: 73%
- Q3 2015: 72%
- Q4 2015: 68%
- Q1 2016: 64%
- Q2 2016: 58%
- Q3 2016: 57%
- Q4 2016: 56%
- Q1 2017: 53%
- Q2 2017: 51%
- Q3 2017: 55%
- Q4 2017: 57%
- Q1 2018: 63%
- Q2 2018: 63%
- Q3 2018: 63%
- Q4 2018: 62%
- Q1 2019: 63%
- Q2 2019: 75%
- Q3 2019: 73%
- Q4 2019: 67%
- Q1 2020: 64%
- Q2 2020: 65%
- Q3 2020: 63%
- Q4 2020: 60%
- Q1 2021: 58%
- Q2 2021: 62%
- Q3 2021: 65%
- Q4 2021: 66%
- Q1 2022: 68%
- Q2 2022: 70%
- Q3 2022: 70%
- Q4 2022: 73%
- Q1 2023: 71%
- Q2 2023: 76%
- Q3 2023: 75%
- Q4 2023: 77%
- Q1 2024: 78%
- Q2 2024: 77%
- Q3 2024: 76%
- Q4 2024: 76%
- Q1 2025: 75%
- Q2 2025: 73%
- Q3 2025: 75%
- Q4 2025: 72%
- Q1 2026: 67%
- Q2 2026: 67%
The positions that defined it
Every position that was ever among the 25 largest: when it first appeared, when it was largest, and where it stands in Q2 2026. The line is its reported value each quarter.
| Position | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| Alphabet Inc Cl A(GOOGL)Capital Stock Class A | Q4 2016 | $997mQ3 2018 | $713m | |
| Taiwan Semiconductor MFG LTD(TSM)Sponsored ADS | Q4 2019 | $840mQ4 2021 | $560m | |
| Liberty Media Corp Del(FWONK)Common Lbty ONE S C | Q3 2023 | $586mQ2 2025 | $497m | |
| Schwab Charles Corp(SCHW) | Q2 2016 | $713mQ4 2021 | $422m | |
| Capital One Finl Corp(COF) | Q4 2016 | $501mQ4 2025 | $392m | |
| Anthem Inc(ELV) | Q1 2021 | $863mQ1 2022 | $379m | |
| Icon PLC(ICLR) | Q4 2024 | $356mQ2 2026 | $356m | |
| Alphabet Inc. Cl C(GOOG)Capital Stock Class C | Q4 2016 | $1.0bnQ3 2018 | $327m | |
| Sunbelt Rentals Holdings Inc(SUNB) | Q1 2026 | $357mQ1 2026 | $319m | |
| Intercontinental Exchange Ange(ICE) | Q3 2013 | $805mQ3 2024 | $315m | |
| Msa Safety Inc(MSA) | Q2 2025 | $301mQ2 2026 | $301m | |
| Unitedhealth Group Inc(UNH) | Q4 2019 | $939mQ4 2021 | $293m | |
| Valeant Pharmaceuticals Intern | Q2 2013 | $7.5bnQ2 2015 | Soldlast listed Q3 2016 | |
| Berkshire Hathaway - Cl A | Q2 2013 | $2.2bnQ4 2014 | Soldlast listed Q3 2016 | |
| TJX Cos - New(TJX) | Q2 2013 | $2.0bnQ4 2013 | Soldlast listed Q4 2019 | |
| Fastenal Co(FAST) | Q2 2013 | $1.1bnQ4 2014 | Soldlast listed Q4 2018 | |
| Precision Castparts Corp | Q2 2013 | $1.1bnQ4 2015 | Soldlast listed Q4 2015 | |
| Amazon Com Inc(AMZN) | Q4 2016 | $968mQ1 2018 | Soldlast listed Q3 2023 | |
| Carmax, Inc.(KMX) | Q2 2016 | $915mQ3 2021 | Soldlast listed Q3 2025 | |
| O Reilly Automotive Inc(ORLY) | Q2 2013 | $896mQ4 2015 | Soldlast listed Q4 2018 |
Quarter by quarter
Q4 2016: $10.6bn across 92 positions
Against Q3 2016: 39 new, 7 added to, 39 trimmed, 21 sold out, across all 92 positions.
Turnover about 8% of the book, estimated from share changes at quarter-end prices.
Largest additions
- Carmax, Inc. (KMX)+$325m
- Dentsply Sirona Inc. (XRAY)+$40m
- Builders Firstsource Inc. (BLDR)+$8.8m
- IAC Interactivecorp+$2.8m
- AT&T Inc (T)+$183k
- American Electric Power (AEP)+$51k
- Athenahealth Inc.+-$6.1m
Largest reductions
- Praxair-$147m
- Mohawk Industries (MHK)-$126m
- TJX Cos - New (TJX)-$87m
- Waters Corp (WAT)-$51m
- Chipotle Mexican Grill Inc (CMG)-$39m
- Fastenal Co (FAST)-$37m
- JP Morgan Chase & Co. (JPM)-$23m
- O Reilly Automotive Inc (ORLY)-$13m
Opened
- Berkshire Hathaway - Cl A$1.2bn
- Berkshire Hathaway - Cl B (BRK-B)$645m
- Mastercard Inc (MA)$509m
- Baidu Com Inc Sponsored ADR (BIDU)$435m
- Amazon Com Inc (AMZN)$336m
- Alphabet Inc. Cl C (GOOG)$327m
- Alphabet Inc Cl A (GOOGL)$307m
- Visa Inc Class A (V)$161m
Sold out
- Wal-Mart Stores (WMT)was $65m
- Fortive Corp. (FTV)was $39m
- Match Group Inc.was $12m
- Valeant Pharmaceuticals Internwas $6.8m
- Fang Holdings LTD ADRwas $4.5m
- Verisk Analytics Class A (VRSK)was $4.5m
- Exxon Mobil Corpwas $4.2m
- Cabelas Inc. Cl Awas $2.8m
Largest positions, Q4 2016
The largest 25 of 92 reported positions.
| Position | Value | Weight | On the quarter |
|---|---|---|---|
| Berkshire Hathaway - Cl A | $1.2bn | 11.0% | New |
| TJX Cos - New (TJX) | $744m | 7.0% | Trimmed |
| Carmax, Inc. (KMX) | $647m | 6.1% | Added |
| Berkshire Hathaway - Cl B (BRK-B) | $645m | 6.1% | New |
| Dentsply Sirona Inc. (XRAY) | $526m | 4.9% | Added |
| Mastercard Inc (MA) | $509m | 4.8% | New |
| O Reilly Automotive Inc (ORLY) | $506m | 4.8% | Trimmed |
| Fastenal Co (FAST) | $441m | 4.1% | Trimmed |
| Baidu Com Inc Sponsored ADR (BIDU) | $435m | 4.1% | New |
| Mohawk Industries (MHK) | $368m | 3.5% | Trimmed |
| Amazon Com Inc (AMZN) | $336m | 3.2% | New |
| Schwab Charles Corp (SCHW) | $333m | 3.1% | Trimmed |
| Alphabet Inc. Cl C (GOOG) | $327m | 3.1% | New |
| Alphabet Inc Cl A (GOOGL) | $307m | 2.9% | New |
| Wells Fargo & Co. New (WFC) | $287m | 2.7% | Trimmed |
| Jacobs Engineering Group Inc | $281m | 2.6% | Trimmed |
| Waters Corp (WAT) | $231m | 2.2% | Trimmed |
| Primerica Inc (PRI) | $208m | 2.0% | Trimmed |
| Chipotle Mexican Grill Inc (CMG) | $204m | 1.9% | Trimmed |
| Omnicom Group (OMC) | $183m | 1.7% | Trimmed |
| Goldman Sachs Group Inc (GS) | $171m | 1.6% | Trimmed |
| Visa Inc Class A (V) | $161m | 1.5% | New |
| Tiffany & Co | $160m | 1.5% | Trimmed |
| 58.com Inc ADR | $147m | 1.4% | New |
| Danaher Corp. (DHR) | $135m | 1.3% | Trimmed |
The books most like this one
Among the managers whose filings are on file, at Q2 2026. Overlap is the share of the two books that is the same: for every stock both list, the smaller of its two weights, added up. Two books can overlap because both own the largest companies; it says nothing about whether the managers agree.
| Manager | Overlap | Stocks in both | Overlap over time | |
|---|---|---|---|---|
| Tiger Global Management LLC | 20% | 6 | Compare | |
| Harris Associates LP | 19% | 24 | Compare | |
| Artisan Partners LP | 17% | 22 | Compare | |
| Third Point LLC | 16% | 3 | Compare | |
| Dodge & Cox | 16% | 20 | Compare | |
| Appaloosa LP | 15% | 4 | Compare | |
| Coatue Management LLC | 14% | 7 | Compare | |
| Markel Group Inc | 13% | 18 | Compare |
The filings behind it
Every quarter above is one 13F holdings report, with any amendment the filer made to it applied in the order it was filed. Where the reporting entity changed, each quarter keeps the filer that actually reported it.
| Quarter | Filer | Book | Amended | Filing |
|---|---|---|---|---|
| Q2 2026 | Ruane, Cunniff & Goldfarb L.P. | $6.4bn | 13F-HR | |
| Q1 2026 | Ruane, Cunniff & Goldfarb L.P. | $6.0bn | 13F-HR | |
| Q4 2025 | Ruane, Cunniff & Goldfarb L.P. | $6.4bn | 13F-HR | |
| Q3 2025 | Ruane, Cunniff & Goldfarb L.P. | $6.0bn | 13F-HR | |
| Q2 2025 | Ruane, Cunniff & Goldfarb L.P. | $5.8bn | 13F-HR | |
| Q1 2025 | Ruane, Cunniff & Goldfarb L.P. | $5.5bn | 13F-HR | |
| Q4 2024 | Ruane, Cunniff & Goldfarb L.P. | $5.9bn | 13F-HR | |
| Q3 2024 | Ruane, Cunniff & Goldfarb L.P. | $6.4bn | 13F-HR | |
| Q2 2024 | Ruane, Cunniff & Goldfarb L.P. | $6.4bn | 13F-HR | |
| Q1 2024 | Ruane, Cunniff & Goldfarb L.P. | $6.4bn | 13F-HR | |
| Q4 2023 | Ruane, Cunniff & Goldfarb L.P. | $6.3bn | 13F-HR | |
| Q3 2023 | Ruane, Cunniff & Goldfarb L.P. | $6.0bn | 13F-HR | |
| Q2 2023 | Ruane, Cunniff & Goldfarb L.P. | $6.3bn | 13F-HR | |
| Q1 2023 | Ruane, Cunniff & Goldfarb L.P. | $6.1bn | 13F-HR | |
| Q4 2022 | Ruane, Cunniff & Goldfarb L.P. | $6.4bn | 13F-HR | |
| Q3 2022 | Ruane, Cunniff & Goldfarb L.P. | $6.7bn | 13F-HR | |
| Q2 2022 | Ruane, Cunniff & Goldfarb L.P. | $7.7bn | 13F-HR | |
| Q1 2022 | Ruane, Cunniff & Goldfarb L.P. | $10.2bn | 13F-HR | |
| Q4 2021 | Ruane, Cunniff & Goldfarb L.P. | $11.7bn | 13F-HR | |
| Q3 2021 | Ruane, Cunniff & Goldfarb L.P. | $11.1bn | 13F-HR | |
| Q2 2021 | Ruane, Cunniff & Goldfarb L.P. | $11.3bn | 13F-HR | |
| Q1 2021 | Ruane, Cunniff & Goldfarb L.P. | $10.6bn | 13F-HR | |
| Q4 2020 | Ruane, Cunniff & Goldfarb L.P. | $9.4bn | 13F-HR | |
| Q3 2020 | Ruane, Cunniff & Goldfarb L.P. | $8.4bn | 13F-HR | |
| Q2 2020 | Ruane, Cunniff & Goldfarb L.P. | $7.5bn | 13F-HR | |
| Q1 2020 | Ruane, Cunniff & Goldfarb L.P. | $6.2bn | 13F-HR | |
| Q4 2019 | Ruane, Cunniff & Goldfarb L.P. | $8.1bn | 13F-HR | |
| Q3 2019 | Ruane, Cunniff & Goldfarb L.P. | $7.6bn | 13F-HR | |
| Q2 2019 | Ruane, Cunniff & Goldfarb L.P. | $7.4bn | 13F-HR | |
| Q1 2019 | Ruane, Cunniff & Goldfarb L.P. | $9.8bn | 13F-HR | |
| Q4 2018 | Ruane, Cunniff & Goldfarb L.P. | $9.1bn | 13F-HR | |
| Q3 2018 | Ruane, Cunniff & Goldfarb L.P. | $10.9bn | 13F-HR | |
| Q2 2018 | Ruane, Cunniff & Goldfarb L.P. | $11.2bn | 13F-HR | |
| Q1 2018 | Ruane, Cunniff & Goldfarb L.P. | $10.9bn | 13F-HR | |
| Q4 2017 | Ruane, Cunniff & Goldfarb Inc | $12.2bn | 13F-HR | |
| Q3 2017 | Ruane, Cunniff & Goldfarb Inc | $11.4bn | 13F-HR | |
| Q2 2017 | Ruane, Cunniff & Goldfarb Inc | $10.8bn | 13F-HR | |
| Q1 2017 | Ruane, Cunniff & Goldfarb Inc | $10.6bn | 13F-HR | |
| Q4 2016 | Ruane, Cunniff & Goldfarb Inc | $10.6bn | 13F-HR | |
| Q3 2016 | Ruane, Cunniff & Goldfarb Inc | $10.7bn | 13F-HR | |
| Q2 2016 | Ruane, Cunniff & Goldfarb Inc | $10.5bn | 13F-HR | |
| Q1 2016 | Ruane, Cunniff & Goldfarb Inc | $12.9bn | 13F-HR | |
| Q4 2015 | Ruane, Cunniff & Goldfarb Inc | $17.6bn | 13F-HR | |
| Q3 2015 | Ruane, Cunniff & Goldfarb Inc | $19.5bn | 13F-HR | |
| Q2 2015 | Ruane, Cunniff & Goldfarb Inc | $21.0bn | 13F-HR | |
| Q1 2015 | Ruane, Cunniff & Goldfarb Inc | $21.1bn | 13F-HR | |
| Q4 2014 | Ruane, Cunniff & Goldfarb Inc | $19.6bn | 13F-HR | |
| Q3 2014 | Ruane, Cunniff & Goldfarb Inc | $18.9bn | 13F-HR | |
| Q2 2014 | Ruane, Cunniff & Goldfarb Inc | $18.7bn | 13F-HR | |
| Q1 2014 | Ruane, Cunniff & Goldfarb Inc | $18.7bn | 13F-HR | |
| Q4 2013 | Ruane, Cunniff & Goldfarb Inc | $18.0bn | 13F-HR | |
| Q3 2013 | Ruane, Cunniff & Goldfarb Inc | $16.8bn | 13F-HR | |
| Q2 2013 | Ruane, Cunniff & Goldfarb Inc | $15.5bn | 13F-HR |
Reading this record
A 13F lists US-listed long equity and options at the quarter end, filed up to 45 days later. It shows what was held, not when it was bought or at what price, and nothing short. Where a quarter lists only the largest positions, a name missing from it may still be held below that range; the counts of what was opened and sold always cover the whole filing.
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