RUANE CUNNIFF & GOLDFARB L P
Q1 2022 Form 13-F
NEW YORK, NEW YORK
CIK 0001720792
· CRD 285971
· SEC-registered investment adviser
$10.2B Reported Value Total
RUANE CUNNIFF L.P. reports 1,446 total accounts under management (AUM). There are 1,446 discretionary accounts valued at $14,589,975,533, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
6 funds
· $7.3B gross asset value
Hedge Fund: $7.3B
Source: Form ADV filed 2026-03-31
Reported value
$10.2B
Quarter over quarter
-11.3%
Holdings
34
Top-10 concentration
67.8%
Key People
Form ADV owners & control persons
Gregory Alexander
MANAGEMENT COMMITTEE MEMBER
Michael G Benwitt
GENERAL COUNSEL
Patrick Lewis Dennis
CHIEF FINANCIAL OFFICER
Filing Navigation
13F Metrics
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Q1 2022 13F record
Q1 2022 13F filing summary
| Period of report | March 31, 2022 |
|---|---|
| Filed | May 13, 2022 |
| Form | 13F-HR |
| Reported value | $10.2B |
| Positions | 34 |
| Change in reported value | -13.3% |
| New positions | 1 |
| Exited positions | 1 |
| Position turnover | 5.7% |
| Top-10 concentration | 67.8% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 14, 2026
|
54 | $6.4B |
|
Q1 2026 13F
Filed May 15, 2026
|
50 | $6.0B |
|
Q4 2025 13F
Filed Feb 13, 2026
|
48 | $6.4B |
|
Q3 2025 13F
Filed Nov 14, 2025
|
47 | $6.0B |
|
Q2 2025 13F
Filed Aug 14, 2025
|
43 | $5.8B |
|
Q1 2025 13F
Filed May 15, 2025
|
38 | $5.5B |
|
Q4 2024 13F
Filed Feb 14, 2025
|
39 | $5.9B |
|
Q3 2024 13F
Filed Nov 14, 2024
|
37 | $6.4B |
|
Q2 2024 13F
Filed Aug 14, 2024
|
37 | $6.4B |
|
Q1 2024 13F
Filed May 15, 2024
|
34 | $6.4B |
|
Q4 2023 13F
Filed Feb 14, 2024
|
33 | $6.3B |
|
Q3 2023 13F
Filed Nov 14, 2023
|
36 | $6.0B |
|
Q2 2023 13F
Filed Aug 14, 2023
|
34 | $6.3B |
|
Q1 2023 13F
Filed May 15, 2023
|
31 | $6.1B |
|
Q4 2022 13F
Filed Feb 13, 2023
|
32 | $6.4B |
|
Q3 2022 13F
Filed Nov 14, 2022
|
31 | $6.7B |
|
Q2 2022 13F
Filed Aug 15, 2022
|
31 | $7.7B |
|
Q1 2022 13F
Filed May 13, 2022
|
34 | $10.2B |
|
Q4 2021 13F
Filed Feb 14, 2022
|
34 | $11.7B |
|
Q3 2021 13F
Filed Nov 15, 2021
|
33 | $11.1B |
14 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q1 2022
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | UNH UNITEDHEALTH GROUP INC | $928.3M | 9.14% |
| 2 | ELV ANTHEM INC | $863.3M | 8.5% |
| 3 | TSM TAIWAN SEMICONDUCTOR MFG LTD | $708.1M | 6.97% |
| 4 | SCHW SCHWAB CHARLES CORP | $694.7M | 6.84% |
| 5 | FWONK LIBERTY MEDIA CORP DEL | $677.4M | 6.67% |
| 6 | KMX CARMAX INC | $665.5M | 6.55% |
| 7 | META META PLATFORMS INC | $630.3M | 6.21% |
| 8 | MU MICRON TECHNOLOGY INC | $600.2M | 5.91% |
| 9 | GOOGL ALPHABET INC | $581.8M | 5.73% |
| 10 | NFLX NETFLIX INC | $535.3M | 5.27% |
| 11 | GOOG ALPHABET INC | $508.2M | 5.01% |
| 12 | CACC CREDIT ACCEP CORP MICH | $474.3M | 4.67% |
| 13 | ICE INTERCONTINENTAL EXCHANGE IN | $458.5M | 4.52% |
| 14 | J JACOBS ENGR GROUP INC | $400.4M | 3.94% |
| 15 | W WAYFAIR INC | $381.1M | 3.75% |
| 16 | LBRDK LIBERTY BROADBAND CORP | $360.5M | 3.55% |
| 17 | BRK-A BERKSHIRE HATHAWAY INC DEL | $304.7M | 3.0% |
| 18 | BRK-B BERKSHIRE HATHAWAY INC DEL | $177.6M | 1.75% |
| 19 | LBRDA LIBERTY BROADBAND CORP | $113.5M | 1.12% |
| 20 | FWONA LIBERTY MEDIA CORP DEL | $67.0M | 0.66% |
Values as reported on the Q1 2022 Form 13F. Every position is in the holdings table below.