Funds › Ruane, Cunniff & Goldfarb L.P.
Ruane, Cunniff & Goldfarb L.P.
13F for Q2 2026, filed Aug 14, 2026. 54 positions worth $6.4B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q2 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | GOOGL Alphabet Inc. Class A | 1.99M | $712.7M | 11.1% | -5.8% | 13F ↗ |
| 2 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 1.17M | $560.1M | 8.7% | -3.0% | 13F ↗ |
| 3 | FWONK Liberty Media Corporation Series C | 5.22M | $497.0M | 7.7% | -2.5% | 13F ↗ |
| 4 | SCHW Charles Schwab Corporation | 4.57M | $421.8M | 6.6% | -3.0% | 13F ↗ |
| 5 | COF Capital One Financial Corporation | 1.96M | $392.4M | 6.1% | -3.1% | 13F ↗ |
| 6 | ELV Elevance Health, Inc. | 979,598 | $378.8M | 5.9% | -29.4% | 13F ↗ |
| 7 | ICLR ICON plc | 2.05M | $355.8M | 5.5% | +25.3% | 13F ↗ |
| 8 | GOOG Alphabet Inc. Class C | 924,866 | $326.8M | 5.1% | -2.7% | 13F ↗ |
| 9 | SUNB Sunbelt Rentals Holdings, Inc. | 4.26M | $318.8M | 5.0% | -22.4% | 13F ↗ |
| 10 | ICE Intercontinental Exchange Inc. | 2.56M | $315.3M | 4.9% | -3.0% | 13F ↗ |
| 11 | MSA MSA Safety Incorporated | 1.72M | $300.5M | 4.7% | -3.1% | 13F ↗ |
| 12 | UNH UnitedHealth Group Incorporated | 705,554 | $293.2M | 4.6% | -3.1% | 13F ↗ |
| 13 | TECH Bio-Techne Corp | 3.35M | $236.6M | 3.7% | -1.3% | 13F ↗ |
| 14 | ROP Roper Technologies, Inc. | 674,902 | $228.4M | 3.6% | New | 13F ↗ |
| 15 | ALGN Align Technology, Inc. | 1.17M | $197.6M | 3.1% | -2.9% | 13F ↗ |
| 16 | SAP Sap SE · ADR | 1.24M | $190.6M | 3.0% | +64.9% | 13F ↗ |
| 17 | ZTS Zoetis Inc. | 2.35M | $169.1M | 2.6% | -3.0% | 13F ↗ |
| 18 | BRK-B Berkshire Hathaway Inc. Class B | 300,672 | $150.5M | 2.3% | -3.1% | 13F ↗ |
| 19 | ACN Accenture plc | 901,848 | $112.2M | 1.7% | -2.8% | 13F ↗ |
| 20 | META Meta Platforms, Inc. | 154,291 | $86.9M | 1.4% | -23.3% | 13F ↗ |
| 21 | BRK-A Berkshire Hathaway Inc. Class A | 103 | $77.1M | 1.2% | -6.4% | 13F ↗ |
| 22 | FWONA Liberty Media Corporation Series A | 695,720 | $60.9M | 0.9% | -3.9% | 13F ↗ |
| 23 | AMTM Amentum Holdings, Inc. | 537,213 | $11.1M | 0.2% | -66.9% | 13F ↗ |
| 24 | Liberty Broadband Corp | 303,309 | $10.1M | 0.2% | -73.9% | 13F ↗ |
| 25 | CACC Credit Acceptance Corporation | 5,279 | $3.4M | 0.1% | -96.4% | 13F ↗ |
| 26 | MU Micron Technology, Inc. | 2,162 | $2.5M | <0.1% | Unchanged | 13F ↗ |
| 27 | Liberty Broadband Corp | 73,945 | $2.5M | <0.1% | -67.0% | 13F ↗ |
| 28 | GLIBK Liberty Capital Corporation Series C | 114,119 | $2.5M | <0.1% | -77.5% | 13F ↗ |
| 29 | EQH Equitable Holdings, Inc. | 40,310 | $1.8M | <0.1% | -0.4% | 13F ↗ |
| 30 | GPI Group 1 Automotive, Inc. | 4,884 | $1.4M | <0.1% | +21.7% | 13F ↗ |
| 31 | Vanguard Index Fds Mrngstr Ttl Stk | 2,973 | $1.1M | <0.1% | +8.2% | 13F ↗ |
| 32 | LAD Lithia Motors, Inc. | 2,933 | $852.0K | <0.1% | -1.8% | 13F ↗ |
| 33 | J Jacobs Solutions Inc. | 6,244 | $786.7K | <0.1% | -0.7% | 13F ↗ |
| 34 | GLIBA Liberty Capital Corporation Series A | 28,162 | $616.7K | <0.1% | -77.9% | 13F ↗ |
| 35 | NFLX Netflix, Inc. | 8,091 | $577.7K | <0.1% | Unchanged | 13F ↗ |
| 36 | Vanguard Star Fds | 6,420 | $548.8K | <0.1% | +8.6% | 13F ↗ |
| 37 | GMED Globus Medical, Inc. | 6,008 | $474.7K | <0.1% | Unchanged | 13F ↗ |
| 38 | SDHC Smith Douglas Homes Corp. | 27,275 | $423.9K | <0.1% | +88.2% | 13F ↗ |
| 39 | CPA Copa Holdings, S.A. | 2,555 | $397.5K | <0.1% | Unchanged | 13F ↗ |
| 40 | KSPI Joint Stock Company Kaspi.kz · ADR | 3,934 | $340.8K | <0.1% | -3.6% | 13F ↗ |
| 41 | AXP American Express Company | 932 | $315.2K | <0.1% | Unchanged | 13F ↗ |
| 42 | AAPL Apple Inc. | 961 | $278.1K | <0.1% | Unchanged | 13F ↗ |
| 43 | MSFT Microsoft Corporation | 737 | $274.9K | <0.1% | Unchanged | 13F ↗ |
| 44 | SBGI Sinclair, Inc. | 17,959 | $255.9K | <0.1% | Unchanged | 13F ↗ |
| 45 | DG Dollar General Corporation | 2,188 | $251.9K | <0.1% | Unchanged | 13F ↗ |
| 46 | FERG Ferguson Enterprises Inc. | 1,000 | $237.3K | <0.1% | Unchanged | 13F ↗ |
| 47 | Vanguard International Equity Index F Tt Wrld St Etf | 1,426 | $223.8K | <0.1% | New | 13F ↗ |
| 48 | Ataibeckley Inc | 42,112 | $221.9K | <0.1% | Unchanged | 13F ↗ |
| 49 | CHTR Charter Communications, Inc. | 1,556 | $221.3K | <0.1% | -99.0% | 13F ↗ |
| 50 | HGV Hilton Grand Vacations Inc. | 4,189 | $219.4K | <0.1% | New | 13F ↗ |
Changes since Q1 2026
4 new, 6 added to, 31 trimmed, 0 exited, 13 unchanged. By estimated dollars.
New positions (4)
Added to (6)
Trimmed (31)
| ELV Elevance Health, Inc. | 979,598 | -29.4% | -$157.9M |
| SUNB Sunbelt Rentals Holdings, Inc. | 4.26M | -22.4% | -$91.8M |
| CACC Credit Acceptance Corporation | 5,279 | -96.4% | -$89.7M |
| GOOGL Alphabet Inc. Class A | 1.99M | -5.8% | -$44.1M |
| Liberty Broadband Corp | 303,309 | -73.9% | -$28.6M |
| META Meta Platforms, Inc. | 154,291 | -23.3% | -$26.4M |
| AMTM Amentum Holdings, Inc. | 537,213 | -66.9% | -$22.4M |
| CHTR Charter Communications, Inc. | 1,556 | -99.0% | -$21.5M |
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | 1.17M | -3.0% | -$17.0M |
| SCHW Charles Schwab Corporation | 4.57M | -3.0% | -$13.2M |
Exited (0)
None this quarter.
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Compare two quarters
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q2 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer