Ruane, Cunniff & Goldfarb
Latest statistics and disclosures from Ruane, Cunniff & Goldfarb's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOGL, TSM, FWONK, SCHW, COF, and represent 40.20% of Ruane, Cunniff & Goldfarb's stock portfolio.
- Added to shares of these 10 stocks: ROP (+$228M), SAP (+$75M), ICLR (+$72M), GPI, VT, HGV, BAC, SDHC, VTI, VXUS.
- Started 4 new stock positions in BAC, ROP, HGV, VT.
- Reduced shares in these 10 stocks: ELV (-$158M), SUNB (-$92M), CACC (-$90M), GOOGL (-$44M), LBRDK (-$29M), META (-$26M), AMTM (-$22M), CHTR (-$22M), TSM (-$17M), SCHW (-$13M).
- Ruane, Cunniff & Goldfarb was a net seller of stock by $-245M.
- Ruane, Cunniff & Goldfarb has $6.4B in assets under management (AUM), dropping by 6.62%.
- Central Index Key (CIK): 0001720792
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Portfolio Holdings for Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb holds 54 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 11.1 | $713M | -5% | 2.0M | 357.37 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 8.7 | $560M | -2% | 1.2M | 477.57 |
|
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 7.7 | $497M | -2% | 5.2M | 95.14 |
|
| Charles Schwab Corporation (SCHW) | 6.6 | $422M | -3% | 4.6M | 92.27 |
|
| Capital One Financial (COF) | 6.1 | $392M | -3% | 2.0M | 200.62 |
|
| Anthem (ELV) | 5.9 | $379M | -29% | 980k | 386.73 |
|
| Icon Pub SHS (ICLR) | 5.5 | $356M | +25% | 2.0M | 173.71 |
|
| Alphabet Cap Stk Cl C (GOOG) | 5.1 | $327M | -2% | 925k | 353.33 |
|
| Sunbelt Rentals Holdings SHS (SUNB) | 5.0 | $319M | -22% | 4.3M | 74.81 |
|
| Intercontinental Exchange (ICE) | 4.9 | $315M | -2% | 2.6M | 123.11 |
|
| Msa Safety Inc equity (MSA) | 4.7 | $301M | -3% | 1.7M | 174.58 |
|
| UnitedHealth (UNH) | 4.6 | $293M | -3% | 706k | 415.63 |
|
| Bio-techne Corporation (TECH) | 3.7 | $237M | 3.3M | 70.65 |
|
|
| Roper Industries (ROP) | 3.6 | $228M | NEW | 675k | 338.39 |
|
| Align Technology (ALGN) | 3.1 | $198M | -2% | 1.2M | 168.66 |
|
| Sap Se Spon Adr (SAP) | 3.0 | $191M | +64% | 1.2M | 154.11 |
|
| Zoetis Cl A (ZTS) | 2.6 | $169M | -2% | 2.4M | 71.86 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.3 | $151M | -3% | 301k | 500.39 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 1.7 | $112M | -2% | 902k | 124.44 |
|
| Meta Platforms Cl A (META) | 1.4 | $87M | -23% | 154k | 563.29 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.2 | $77M | -6% | 103.00 | 748850.00 |
|
| Liberty Media Corp Del Com Lbty One S A (FWONA) | 0.9 | $61M | -3% | 696k | 87.54 |
|
| Amentum Holdings (AMTM) | 0.2 | $11M | -66% | 537k | 20.67 |
|
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.2 | $10M | -73% | 303k | 33.26 |
|
| Credit Acceptance (CACC) | 0.1 | $3.4M | -96% | 5.3k | 636.74 |
|
| Micron Technology (MU) | 0.0 | $2.5M | 2.2k | 1154.29 |
|
|
| Liberty Broadband Corp Com Ser A (LBRDA) | 0.0 | $2.5M | -66% | 74k | 33.28 |
|
| Liberty Cap Corp Ser C Gci Group (GLIBK) | 0.0 | $2.5M | -77% | 114k | 21.56 |
|
| Equitable Holdings (EQH) | 0.0 | $1.8M | 40k | 43.88 |
|
|
| Group 1 Automotive (GPI) | 0.0 | $1.4M | +21% | 4.9k | 291.17 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $1.1M | +8% | 3.0k | 370.04 |
|
| Lithia Motors (LAD) | 0.0 | $852k | 2.9k | 290.49 |
|
|
| Jacobs Engineering Group (J) | 0.0 | $787k | 6.2k | 126.00 |
|
|
| Liberty Cap Corp Ser A Gci Group (GLIBA) | 0.0 | $617k | -77% | 28k | 21.90 |
|
| Netflix (NFLX) | 0.0 | $578k | 8.1k | 71.40 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $549k | +8% | 6.4k | 85.49 |
|
| Globus Med Cl A (GMED) | 0.0 | $475k | 6.0k | 79.01 |
|
|
| Smith Douglas Homes Corp Com Shs Cl A (SDHC) | 0.0 | $424k | +88% | 27k | 15.54 |
|
| Copa Holdings Sa Cl A (CPA) | 0.0 | $398k | 2.6k | 155.57 |
|
|
| Kaspi Kz Jsc Sponsored Ads (KSPI) | 0.0 | $341k | -3% | 3.9k | 86.64 |
|
| American Express Company (AXP) | 0.0 | $315k | 932.00 | 338.25 |
|
|
| Apple (AAPL) | 0.0 | $278k | 961.00 | 289.36 |
|
|
| Microsoft Corporation (MSFT) | 0.0 | $275k | 737.00 | 373.02 |
|
|
| Sinclair Cl A (SBGI) | 0.0 | $256k | 18k | 14.25 |
|
|
| Dollar General (DG) | 0.0 | $252k | 2.2k | 115.11 |
|
|
| Ferguson Enterprises Common Stock New (FERG) | 0.0 | $237k | 1.0k | 237.33 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $224k | NEW | 1.4k | 156.95 |
|
| Ataibeckley Com Shs (ATAI) | 0.0 | $222k | 42k | 5.27 |
|
|
| Charter Communications Cl A (CHTR) | 0.0 | $221k | -98% | 1.6k | 142.21 |
|
| Hilton Grand Vacations (HGV) | 0.0 | $219k | NEW | 4.2k | 52.37 |
|
| S&p Global (SPGI) | 0.0 | $216k | 531.00 | 407.26 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $207k | NEW | 3.6k | 56.98 |
|
| Stellantis SHS (STLA) | 0.0 | $144k | 25k | 5.74 |
|
|
| Rimini Str Inc Del (RMNI) | 0.0 | $143k | -4% | 34k | 4.26 |
|
Past Filings by Ruane, Cunniff & Goldfarb
SEC 13F filings are viewable for Ruane, Cunniff & Goldfarb going back to 2018
- Ruane, Cunniff & Goldfarb 2026 Q2 filed Aug. 14, 2026
- Ruane, Cunniff & Goldfarb 2026 Q1 filed May 15, 2026
- Ruane, Cunniff & Goldfarb 2025 Q4 filed Feb. 13, 2026
- Ruane, Cunniff & Goldfarb 2025 Q3 filed Nov. 14, 2025
- Ruane, Cunniff & Goldfarb 2025 Q2 filed Aug. 14, 2025
- Ruane, Cunniff & Goldfarb 2025 Q1 filed May 15, 2025
- Ruane, Cunniff & Goldfarb 2024 Q4 filed Feb. 14, 2025
- Ruane, Cunniff & Goldfarb 2024 Q3 filed Nov. 14, 2024
- Ruane, Cunniff & Goldfarb 2024 Q2 filed Aug. 14, 2024
- Ruane, Cunniff & Goldfarb 2024 Q1 filed May 15, 2024
- Ruane, Cunniff & Goldfarb 2023 Q4 filed Feb. 14, 2024
- Ruane, Cunniff & Goldfarb 2023 Q3 filed Nov. 14, 2023
- Ruane, Cunniff & Goldfarb 2023 Q2 filed Aug. 14, 2023
- Ruane, Cunniff & Goldfarb 2023 Q1 filed May 15, 2023
- Ruane, Cunniff & Goldfarb 2022 Q4 filed Feb. 13, 2023
- Ruane, Cunniff & Goldfarb 2022 Q3 filed Nov. 14, 2022