Ruane, Cunniff & Goldfarb L.P. 13F holdings
Ruane, Cunniff & Goldfarb L.P. reported 49 positions with a total reported value of $6.4B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: GOOGL ALPHABET INC (16.2%), TSM TAIWAN SEMICONDUCTOR MANUFAC (8.7%), FWONA LIBERTY MEDIA CORP DEL (8.7%), SCHW SCHWAB CHARLES CORP (6.6%), COF CAPITAL ONE FINL CORP (6.1%). Against 2026-03-31 it opened 5 new positions and exited 1. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 49 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| GOOGL ALPHABET INC | 2,919,140 | $1.0B | 16.2% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 1,172,725 | $560.1M | 8.7% |
| FWONA LIBERTY MEDIA CORP DEL | 5,919,173 | $557.9M | 8.7% |
| SCHW SCHWAB CHARLES CORP | 4,571,355 | $421.8M | 6.6% |
| COF CAPITAL ONE FINL CORP | 1,956,084 | $392.4M | 6.1% |
| ELV ELEVANCE HEALTH INC FORMERLY | 979,598 | $378.8M | 5.9% |
| ICLR ICON PUB LTD CO | 2,048,087 | $355.8M | 5.5% |
| SUNB SUNBELT RENTALS HOLDINGS INC | 4,261,163 | $318.8M | 5.0% |
| ICE INTERCONTINENTAL EXCHANGE IN | 2,560,747 | $315.3M | 4.9% |
| MSA MSA SAFETY INC | 1,721,415 | $300.5M | 4.7% |
| UNH UNITEDHEALTH GROUP INC | 705,554 | $293.2M | 4.6% |
| TECH BIO-TECHNE CORP | 3,348,841 | $236.6M | 3.7% |
| ROP ROPER TECHNOLOGIES INC | 674,902 | $228.4M | 3.6% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 300,775 | $227.6M | 3.5% |
| ALGN ALIGN TECHNOLOGY INC | 1,171,455 | $197.6M | 3.1% |
| SAP SAP SE | 1,236,546 | $190.6M | 3.0% |
| ZTS ZOETIS INC | 2,353,300 | $169.1M | 2.6% |
| ACN ACCENTURE PLC IRELAND | 901,848 | $112.2M | 1.7% |
| META META PLATFORMS INC | 154,291 | $86.9M | 1.4% |
| LBRDK LIBERTY BROADBAND CORP | 377,254 | $12.5M | 0.2% |
| AMTM AMENTUM HOLDINGS INC | 537,213 | $11.1M | 0.2% |
| CREDIT ACCEP CORP MICH | 5,279 | $3.4M | <0.1% |
| LIBERTY CAP CORP | 142,281 | $3.1M | <0.1% |
| MU MICRON TECHNOLOGY INC | 2,162 | $2.5M | <0.1% |
| EQH EQUITABLE HLDGS INC | 40,310 | $1.8M | <0.1% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 5 in all · reported value as of 2026-06-30
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 1 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| GCI LIBERTY INC | 634,275 | $23.6M | 0.4% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| SAP SAP SE | 749,909 | 1,236,546 | +64.9% | $190.6M |
| ICLR ICON PUB LTD CO | 1,634,611 | 2,048,087 | +25.3% | $355.8M |
| GPI GROUP 1 AUTOMOTIVE INC | 4,013 | 4,884 | +21.7% | $1.4M |
| SDHC SMITH DOUGLAS HOMES CORP | 14,490 | 27,275 | +88.2% | $423.9K |
| VANGUARD INDEX FDS | 2,748 | 2,973 | +8.2% | $1.1M |
| VANGUARD STAR FDS | 5,912 | 6,420 | +8.6% | $548.8K |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| ELV ELEVANCE HEALTH INC FORMERLY | 1,387,968 | 979,598 | -29.4% | $378.8M |
| SUNB SUNBELT RENTALS HOLDINGS INC | 5,488,261 | 4,261,163 | -22.4% | $318.8M |
| CREDIT ACCEP CORP MICH | 146,203 | 5,279 | -96.4% | $3.4M |
| GOOGL ALPHABET INC | 3,068,038 | 2,919,140 | -4.9% | $1.0B |
| LBRDK LIBERTY BROADBAND CORP | 1,387,208 | 377,254 | -72.8% | $12.5M |
| META META PLATFORMS INC | 201,147 | 154,291 | -23.3% | $86.9M |
| AMTM AMENTUM HOLDINGS INC | 1,622,982 | 537,213 | -66.9% | $11.1M |
| CHTR CHARTER COMMUNICATIONS INC | 152,563 | 1,556 | -99.0% | $221.3K |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 1,208,419 | 1,172,725 | -3.0% | $560.1M |
| FWONA LIBERTY MEDIA CORP DEL | 6,081,010 | 5,919,173 | -2.7% | $557.9M |
| SCHW SCHWAB CHARLES CORP | 4,714,780 | 4,571,355 | -3.0% | $421.8M |
| COF CAPITAL ONE FINL CORP | 2,017,807 | 1,956,084 | -3.1% | $392.4M |
CIK 1720792 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
