Ruane, Cunniff & Goldfarb as of March 31, 2026
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 | 2.1M | 287.56 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 7.6 | $456M | 5.4M | 85.02 | |
| Charles Schwab Corporation (SCHW) | 7.4 | $443M | 4.7M | 93.98 | |
| Intercontinental Exchange (ICE) | 6.9 | $415M | 2.6M | 157.28 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 6.8 | $408M | 1.2M | 337.95 | |
| Anthem (ELV) | 6.7 | $406M | 1.4M | 292.75 | |
| Capital One Financial (COF) | 6.1 | $368M | 2.0M | 182.43 | |
| Sunbelt Rentals Holdings SHS (SUNB) | 5.9 | $357M | 5.5M | 65.09 | |
| Msa Safety Inc equity (MSA) | 4.8 | $291M | 1.8M | 163.95 | |
| Zoetis Cl A (ZTS) | 4.8 | $287M | 2.4M | 118.21 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.5 | $273M | 950k | 286.86 | |
| Align Technology (ALGN) | 3.4 | $207M | 1.2M | 171.43 | |
| UnitedHealth (UNH) | 3.3 | $197M | 728k | 270.59 | |
| Accenture Plc Ireland Shs Class A (ACN) | 3.1 | $184M | 928k | 198.29 | |
| Icon SHS (ICLR) | 3.0 | $181M | 1.6M | 110.66 | |
| Bio-techne Corporation (TECH) | 2.9 | $177M | 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 | 750k | 171.21 | |
| Meta Platforms Cl A (META) | 1.9 | $115M | 201k | 572.13 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.3 | $79M | 110.00 | 718140.00 | |
| Credit Acceptance (CACC) | 1.0 | $62M | 146k | 423.46 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 1.0 | $59M | 1.2M | 50.30 | |
| Liberty Media Corp Del Com Lbty One S A (FWONA) | 0.9 | $57M | 724k | 78.08 | |
| Amentum Holdings (AMTM) | 0.7 | $42M | 1.6M | 26.08 | |
| Charter Communications Cl A (CHTR) | 0.5 | $33M | 153k | 215.88 | |
| Gci Liberty Com Ser C (GLIBK) | 0.3 | $19M | 507k | 37.21 | |
| Liberty Broadband Corp Com Ser A (LBRDA) | 0.2 | $11M | 224k | 50.22 | |
| Gci Liberty Com Ser A (GLIBA) | 0.1 | $4.7M | 128k | 36.85 | |
| Equitable Holdings (EQH) | 0.0 | $1.5M | 41k | 37.11 | |
| Group 1 Automotive (GPI) | 0.0 | $1.3M | 4.0k | 330.63 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $882k | 2.7k | 320.81 | |
| Jacobs Engineering Group (J) | 0.0 | $800k | 6.3k | 127.28 | |
| Netflix (NFLX) | 0.0 | $778k | 8.1k | 96.15 | |
| Lithia Motors (LAD) | 0.0 | $746k | 3.0k | 249.72 | |
| Micron Technology (MU) | 0.0 | $730k | 2.2k | 337.84 | |
| Globus Med Cl A (GMED) | 0.0 | $518k | 6.0k | 86.16 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $456k | 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 | 737.00 | 370.17 | |
| Dollar General (DG) | 0.0 | $260k | 2.2k | 118.73 | |
| Apple (AAPL) | 0.0 | $244k | 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 | 15k | 12.80 | |
| Stellantis SHS (STLA) | 0.0 | $178k | 25k | 7.09 | |
| Ataibeckley Com Shs (ATAI) | 0.0 | $149k | 42k | 3.54 | |
| Rimini Str Inc Del (RMNI) | 0.0 | $116k | 35k | 3.28 |
