Ruane, Cunniff & Goldfarb as of June 30, 2026
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 | 2.0M | 357.37 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 8.7 | $560M | 1.2M | 477.57 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 7.7 | $497M | 5.2M | 95.14 | |
| Charles Schwab Corporation (SCHW) | 6.6 | $422M | 4.6M | 92.27 | |
| Capital One Financial (COF) | 6.1 | $392M | 2.0M | 200.62 | |
| Anthem (ELV) | 5.9 | $379M | 980k | 386.73 | |
| Icon Pub SHS (ICLR) | 5.5 | $356M | 2.0M | 173.71 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.1 | $327M | 925k | 353.33 | |
| Sunbelt Rentals Holdings SHS (SUNB) | 5.0 | $319M | 4.3M | 74.81 | |
| Intercontinental Exchange (ICE) | 4.9 | $315M | 2.6M | 123.11 | |
| Msa Safety Inc equity (MSA) | 4.7 | $301M | 1.7M | 174.58 | |
| UnitedHealth (UNH) | 4.6 | $293M | 706k | 415.63 | |
| Bio-techne Corporation (TECH) | 3.7 | $237M | 3.3M | 70.65 | |
| Roper Industries (ROP) | 3.6 | $228M | 675k | 338.39 | |
| Align Technology (ALGN) | 3.1 | $198M | 1.2M | 168.66 | |
| Sap Se Spon Adr (SAP) | 3.0 | $191M | 1.2M | 154.11 | |
| Zoetis Cl A (ZTS) | 2.6 | $169M | 2.4M | 71.86 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.3 | $151M | 301k | 500.39 | |
| Accenture Plc Ireland Shs Class A (ACN) | 1.7 | $112M | 902k | 124.44 | |
| Meta Platforms Cl A (META) | 1.4 | $87M | 154k | 563.29 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.2 | $77M | 103.00 | 748850.00 | |
| Liberty Media Corp Del Com Lbty One S A (FWONA) | 0.9 | $61M | 696k | 87.54 | |
| Amentum Holdings (AMTM) | 0.2 | $11M | 537k | 20.67 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.2 | $10M | 303k | 33.26 | |
| Credit Acceptance (CACC) | 0.1 | $3.4M | 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 | 74k | 33.28 | |
| Liberty Cap Corp Ser C Gci Group (GLIBK) | 0.0 | $2.5M | 114k | 21.56 | |
| Equitable Holdings (EQH) | 0.0 | $1.8M | 40k | 43.88 | |
| Group 1 Automotive (GPI) | 0.0 | $1.4M | 4.9k | 291.17 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $1.1M | 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 | 28k | 21.90 | |
| Netflix (NFLX) | 0.0 | $578k | 8.1k | 71.40 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $549k | 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 | 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 | 3.9k | 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 | 1.4k | 156.95 | |
| Ataibeckley Com Shs (ATAI) | 0.0 | $222k | 42k | 5.27 | |
| Charter Communications Cl A (CHTR) | 0.0 | $221k | 1.6k | 142.21 | |
| Hilton Grand Vacations (HGV) | 0.0 | $219k | 4.2k | 52.37 | |
| S&p Global (SPGI) | 0.0 | $216k | 531.00 | 407.26 | |
| Bank of America Corporation (BAC) | 0.0 | $207k | 3.6k | 56.98 | |
| Stellantis SHS (STLA) | 0.0 | $144k | 25k | 5.74 | |
| Rimini Str Inc Del (RMNI) | 0.0 | $143k | 34k | 4.26 |