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Ruane, Cunniff & Goldfarb L.P.

CIK 1720792 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

Ruane, Cunniff & Goldfarb L.P. reported 54 US-listed holdings worth $6.43 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Alphabet Inc. (11.1%), Taiwan Semiconductor Manufacturing Company Limited (8.7%) and Liberty Media Corp. Del (7.7%). Against the quarter before, it opened 4 positions, added to 6, trimmed 31 and sold out of 0.

Reported holdings$6.43B+6.6% on Q1 2026
Positions54+4 on Q1 2026
The largest ten66.6%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
OpenedAdded toTrimmed
GOOGL11.1%TSM8.7%FWONK7.7%SCHW6.6%COF6.1%ELV5.9%ICLR5.5%GOOG5.1%SUNB5.0%ICE4.9%MSA4.7%UNH4.6%TECH3.7%ROP3.6%40 more16.9%

The 14 largest of its 54 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $6.39 billion in 37 positions$6.39BQ3 24Q4 2024: $5.89 billion in 39 positions$5.89BQ4 24Q1 2025: $5.51 billion in 38 positions$5.51BQ1 25Q2 2025: $5.83 billion in 43 positions$5.83BQ2 25Q3 2025: $6.04 billion in 47 positions$6.04BQ3 25Q4 2025: $6.40 billion in 48 positions$6.40BQ4 25Q1 2026: $6.03 billion in 50 positions$6.03BQ1 26Q2 2026: $6.43 billion in 54 positions$6.43BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 4Added 6Held 13Trimmed 31
Opened: 4Added: 6Held: 13Trimmed: 31

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 4

  1. Roper Technologies Inc. ROP$228.4 million
  2. Vanguard Intl Equity Index F VT$223,811
  3. Hilton Grand Vacations Inc. HGV$219,378
  4. Bank of America Corp. BAC$206,553

Added to 6

  1. SAP SE SAP+486,637 shares · +65%
  2. ICON plc ICLR+413,476 shares · +25%
  3. Group 1 Automotive Inc. GPI+871 shares · +22%
  4. Smith Douglas Homes Corp. SDHC+12,785 shares · +88%
  5. VG Totl STK Vprs VTI+225 shares · +8%
  6. Vanguard Star FDS VXUS+508 shares · +9%

Trimmed 31

  1. Elevance Health, Inc. ELV-408,370 shares · -29%
  2. Sunbelt Rentals Holdings Inc. SUNB-1.2 million shares · -22%
  3. Credit Acceptance Corp. CACC-140,924 shares · -96%
  4. Alphabet Inc. GOOGL-123,370 shares · -6%
  5. Liberty Broadband Corp. LBRDK-860,139 shares · -74%
  6. Meta Platforms, Inc. META-46,856 shares · -23%
  7. Amentum Holdings, Inc. AMTM-1.1 million shares · -67%
  8. Charter Communications, Inc. CHTR-151,007 shares · -99%

and 23 more in the table below

What it holds

CompanySharesValueOf its bookChange in shares
Alphabet Inc. GOOGL1,994,274$712.7 million11.09%-123,370
Taiwan Semiconductor Manufacturing Company Limited TSM1,172,725$560.1 million8.71%-35,694
Liberty Media Corp. Del FWONK5,223,453$497.0 million7.73%-133,715
Charles Schwab Corp. SCHW4,571,355$421.8 million6.56%-143,425
Capital One Financial Corp. COF1,956,084$392.4 million6.11%-61,723
Elevance Health, Inc. ELV979,598$378.8 million5.89%-408,370
ICON plc ICLR2,048,087$355.8 million5.54%+413,476
Alphabet Inc. GOOG924,866$326.8 million5.08%-25,528
Sunbelt Rentals Holdings Inc. SUNB4,261,163$318.8 million4.96%-1,227,098
Intercontinental Exchange, Inc. ICE2,560,747$315.3 million4.90%-78,625
MSA Safety Inc. MSA1,721,415$300.5 million4.68%-54,867
UnitedHealth Group Inc. UNH705,554$293.2 million4.56%-22,853
Bio-Techne Corp. TECH3,348,841$236.6 million3.68%-43,160
Roper Technologies Inc. ROP674,902$228.4 million3.55%new
Align Technology Inc. ALGN1,171,455$197.6 million3.07%-35,080
SAP SE SAP1,236,546$190.6 million2.96%+486,637
Zoetis Inc. ZTS2,353,300$169.1 million2.63%-71,710
Berkshire Hathaway Inc. Class B BRKB300,672$150.5 million2.34%-9,716
Accenture plc ACN901,848$112.2 million1.75%-26,356
Meta Platforms, Inc. META154,291$86.9 million1.35%-46,856
Berkshire Hathaway Inc. Del103$77.1 million1.20%-7
Liberty Media Corp. Del FWONA695,720$60.9 million0.95%-28,122
Amentum Holdings, Inc. AMTM537,213$11.1 million0.17%-1,085,769
Liberty Broadband Corp. LBRDK303,309$10.1 million0.16%-860,139
Credit Acceptance Corp. CACC5,279$3.4 million0.05%-140,924
Micron Technology Inc. MU2,162$2.5 million0.04%no change
Liberty Broadband Corp. LBRDA73,945$2.5 million0.04%-149,815
Gci Liberty Inc. GLIBK114,119$2.5 million0.04%-392,608
Equitable Holdings, Inc. EQH40,310$1.8 million0.03%-149
Group 1 Automotive Inc. GPI4,884$1.4 million0.02%+871
VG Totl STK Vprs VTI2,973$1.1 million0.02%+225
Lithia Motors Inc. LAD2,933$852,0070.01%-55
Jacobs Solutions Inc. J6,244$786,7440.01%-44
Gci Liberty Inc. GLIBA28,162$616,7480.01%-99,386
Netflix Inc. NFLX8,091$577,6970.01%no change
Vanguard Star FDS VXUS6,420$548,8460.01%+508
Globus Medical Inc. GMED6,008$474,6920.01%no change
Smith Douglas Homes Corp. SDHC27,275$423,8540.01%+12,785
Copa Holdings SA CPA2,555$397,4810.01%no change
Kaspi KZ JSC KSPI3,934$340,8420.01%-149
American Express Co. AXP932$315,2490.00%no change
Apple Inc. AAPL961$278,0750.00%no change
Microsoft Corp. MSFT737$274,9160.00%no change
Sinclair Inc. SBGI17,959$255,9160.00%no change
Dollar General Corp. DG2,188$251,8610.00%no change
Ferguson Enterprises Inc. FERG1,000$237,3300.00%no change
Vanguard Intl Equity Index F VT1,426$223,8110.00%new
Atai Beckley NV ATAI42,112$221,9300.00%no change
Charter Communications, Inc. CHTR1,556$221,2790.00%-151,007
Hilton Grand Vacations Inc. HGV4,189$219,3780.00%new
S&P Global Inc. SPGI531$216,2550.00%no change
Bank of America Corp. BAC3,625$206,5530.00%new
Stellantis N.V. STLA25,075$143,9310.00%no change
Rimini STR Inc. Del RMNI33,666$143,4170.00%-1,599
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before.