Ruane, Cunniff & Goldfarb
Latest statistics and disclosures from Ruane, Cunniff & Goldfarb's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOGL, FWONK, SCHW, ICE, TSM, and represent 38.67% of Ruane, Cunniff & Goldfarb's stock portfolio.
- Added to shares of these 10 stocks: SUNB (+$357M), ZTS (+$287M), SAP (+$121M), TECH (+$101M), GMED, NFLX, ATAI, GPI, VXUS, SDHC.
- Started 4 new stock positions in ATAI, GMED, ZTS, SUNB.
- Reduced shares in these 10 stocks: CACC (-$165M), SCHW (-$83M), TSM (-$72M), GOOG (-$55M), CHTR (-$45M), LBRDK (-$34M), META (-$22M), LBRDA (-$22M), AMTM (-$20M), GOOGL (-$16M).
- Sold out of its positions in RSPC, VT.
- Ruane, Cunniff & Goldfarb was a net buyer of stock by $261M.
- Ruane, Cunniff & Goldfarb has $6.0B in assets under management (AUM), dropping by -5.84%.
- Central Index Key (CIK): 0001720792
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Portfolio Holdings for Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb holds 50 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 10.1 | $609M | -2% | 2.1M | 287.56 |
|
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 7.6 | $456M | -2% | 5.4M | 85.02 |
|
| Charles Schwab Corporation (SCHW) | 7.4 | $443M | -15% | 4.7M | 93.98 |
|
| Intercontinental Exchange (ICE) | 6.9 | $415M | -2% | 2.6M | 157.28 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 6.8 | $408M | -15% | 1.2M | 337.95 |
|
| Anthem (ELV) | 6.7 | $406M | -2% | 1.4M | 292.75 |
|
| Capital One Financial (COF) | 6.1 | $368M | -2% | 2.0M | 182.43 |
|
| Sunbelt Rentals Holdings SHS (SUNB) | 5.9 | $357M | NEW | 5.5M | 65.09 |
|
| Msa Safety Inc equity (MSA) | 4.8 | $291M | 1.8M | 163.95 |
|
|
| Zoetis Cl A (ZTS) | 4.8 | $287M | NEW | 2.4M | 118.21 |
|
| Alphabet Cap Stk Cl C (GOOG) | 4.5 | $273M | -16% | 950k | 286.86 |
|
| Align Technology (ALGN) | 3.4 | $207M | 1.2M | 171.43 |
|
|
| UnitedHealth (UNH) | 3.3 | $197M | -2% | 728k | 270.59 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 3.1 | $184M | 928k | 198.29 |
|
|
| Icon SHS (ICLR) | 3.0 | $181M | -2% | 1.6M | 110.66 |
|
| Bio-techne Corporation (TECH) | 2.9 | $177M | +131% | 3.4M | 52.26 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.5 | $149M | 310k | 479.20 |
|
|
| Sap Se Spon Adr (SAP) | 2.1 | $128M | +1532% | 750k | 171.21 |
|
| Meta Platforms Cl A (META) | 1.9 | $115M | -15% | 201k | 572.13 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.3 | $79M | -4% | 110.00 | 718140.00 |
|
| Credit Acceptance (CACC) | 1.0 | $62M | -72% | 146k | 423.46 |
|
| Liberty Broadband Corp Com Ser C (LBRDK) | 1.0 | $59M | -36% | 1.2M | 50.30 |
|
| Liberty Media Corp Del Com Lbty One S A (FWONA) | 0.9 | $57M | -2% | 724k | 78.08 |
|
| Amentum Holdings (AMTM) | 0.7 | $42M | -32% | 1.6M | 26.08 |
|
| Charter Communications Cl A (CHTR) | 0.5 | $33M | -57% | 153k | 215.88 |
|
| Gci Liberty Com Ser C (GLIBK) | 0.3 | $19M | -5% | 507k | 37.21 |
|
| Liberty Broadband Corp Com Ser A (LBRDA) | 0.2 | $11M | -65% | 224k | 50.22 |
|
| Gci Liberty Com Ser A (GLIBA) | 0.1 | $4.7M | -2% | 128k | 36.85 |
|
| Equitable Holdings (EQH) | 0.0 | $1.5M | 41k | 37.11 |
|
|
| Group 1 Automotive (GPI) | 0.0 | $1.3M | +11% | 4.0k | 330.63 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $882k | +2% | 2.7k | 320.81 |
|
| Jacobs Engineering Group (J) | 0.0 | $800k | -3% | 6.3k | 127.28 |
|
| Netflix (NFLX) | 0.0 | $778k | +55% | 8.1k | 96.15 |
|
| Lithia Motors (LAD) | 0.0 | $746k | -2% | 3.0k | 249.72 |
|
| Micron Technology (MU) | 0.0 | $730k | 2.2k | 337.84 |
|
|
| Globus Med Cl A (GMED) | 0.0 | $518k | NEW | 6.0k | 86.16 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $456k | +8% | 5.9k | 77.11 |
|
| Kaspi Kz Jsc Sponsored Ads (KSPI) | 0.0 | $302k | 4.1k | 74.07 |
|
|
| Copa Holdings Sa Cl A (CPA) | 0.0 | $290k | 2.6k | 113.61 |
|
|
| American Express Company (AXP) | 0.0 | $282k | 932.00 | 302.48 |
|
|
| Microsoft Corporation (MSFT) | 0.0 | $273k | +6% | 737.00 | 370.17 |
|
| Dollar General (DG) | 0.0 | $260k | 2.2k | 118.73 |
|
|
| Apple (AAPL) | 0.0 | $244k | +7% | 961.00 | 253.79 |
|
| Ferguson Enterprises Common Stock New (FERG) | 0.0 | $233k | 1.0k | 233.26 |
|
|
| Sinclair Cl A (SBGI) | 0.0 | $232k | 18k | 12.94 |
|
|
| S&p Global (SPGI) | 0.0 | $226k | 531.00 | 425.34 |
|
|
| Smith Douglas Homes Corp Com Shs Cl A (SDHC) | 0.0 | $186k | +18% | 15k | 12.80 |
|
| Stellantis SHS (STLA) | 0.0 | $178k | 25k | 7.09 |
|
|
| Ataibeckley Com Shs (ATAI) | 0.0 | $149k | NEW | 42k | 3.54 |
|
| Rimini Str Inc Del (RMNI) | 0.0 | $116k | -5% | 35k | 3.28 |
|
Past Filings by Ruane, Cunniff & Goldfarb
SEC 13F filings are viewable for Ruane, Cunniff & Goldfarb going back to 2018
- 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
- Ruane, Cunniff & Goldfarb 2022 Q2 filed Aug. 15, 2022