Ruane, Cunniff & Goldfarb
What Ruane, Cunniff & Goldfarb held at the end of Q2 2026, from its 13F filed on 2026-08-14, against Q1 2026. US-listed shares only. Its filings at the SEC ›
Value
$6.43B
Q2 2026
Positions
54
shares, no options
Top 10
67%
of the portfolio
Changes
+10 / −30
4 new, 0 sold out
Holdings at the end of Q2 2026
| Company | Share of portfolio | Shares | Value | Change |
|---|---|---|---|---|
| GOOGLALPHABET INC · CAP STK CL A | 11.09% | 1,994,274 | $712.69M | Reduced 6% |
| TSMTAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS | 8.71% | 1,172,725 | $560.06M | Reduced 3% |
| FWONKLIBERTY MEDIA CORP DEL · COM LBTY ONE S C | 7.73% | 5,223,453 | $496.96M | Reduced 2% |
| SCHWSCHWAB CHARLES CORP | 6.56% | 4,571,355 | $421.80M | Reduced 3% |
| COFCAPITAL ONE FINL CORP | 6.11% | 1,956,084 | $392.43M | Reduced 3% |
| ELVELEVANCE HEALTH INC FORMERLY | 5.89% | 979,598 | $378.84M | Reduced 29% |
| ICLRICON PUB LTD CO · SHS | 5.54% | 2,048,087 | $355.77M | Added 25% |
| GOOGALPHABET INC · CAP STK CL C | 5.08% | 924,866 | $326.78M | Reduced 3% |
| SUNBSUNBELT RENTALS HOLDINGS INC · SHS | 4.96% | 4,261,163 | $318.78M | Reduced 22% |
| ICEINTERCONTINENTAL EXCHANGE IN | 4.90% | 2,560,747 | $315.25M | Reduced 3% |
| MSAMSA SAFETY INC | 4.68% | 1,721,415 | $300.52M | Reduced 3% |
| UNHUNITEDHEALTH GROUP INC | 4.56% | 705,554 | $293.25M | Reduced 3% |
| TECHBIO-TECHNE CORP | 3.68% | 3,348,841 | $236.60M | Reduced 1% |
| ROPROPER TECHNOLOGIES INC | 3.55% | 674,902 | $228.38M | New |
| ALGNALIGN TECHNOLOGY INC | 3.07% | 1,171,455 | $197.58M | Reduced 3% |
| SAPSAP SE · SPON ADR | 2.96% | 1,236,546 | $190.56M | Added 65% |
| ZTSZOETIS INC · CL A | 2.63% | 2,353,300 | $169.11M | Reduced 3% |
| BRK-BBERKSHIRE HATHAWAY INC DEL · CL B NEW | 2.34% | 300,672 | $150.45M | Reduced 3% |
| ACNACCENTURE PLC IRELAND · SHS CLASS A | 1.75% | 901,848 | $112.23M | Reduced 3% |
| METAMETA PLATFORMS INC · CL A | 1.35% | 154,291 | $86.91M | Reduced 23% |
| BRK-ABERKSHIRE HATHAWAY INC DEL · CL A | 1.20% | 103 | $77.13M | Reduced 6% |
| FWONALIBERTY MEDIA CORP DEL · COM LBTY ONE S A | 0.95% | 695,720 | $60.90M | Reduced 4% |
| AMTMAMENTUM HOLDINGS INC | 0.17% | 537,213 | $11.10M | Reduced 67% |
| LIBERTY BROADBAND CORP · COM SER C | 0.16% | 303,309 | $10.09M | Reduced 74% |
| CACCCREDIT ACCEP CORP MICH | 0.05% | 5,279 | $3.36M | Reduced 96% |
| MUMICRON TECHNOLOGY INC | 0.04% | 2,162 | $2.50M | Unchanged |
| LIBERTY BROADBAND CORP · COM SER A | 0.04% | 73,945 | $2.46M | Reduced 67% |
| GLIBKLIBERTY CAP CORP · SER C GCI GROUP | 0.04% | 114,119 | $2.46M | Reduced 77% |
| EQHEQUITABLE HLDGS INC | 0.03% | 40,310 | $1.77M | Unchanged |
| GPIGROUP 1 AUTOMOTIVE INC | 0.02% | 4,884 | $1.42M | Added 22% |
| VTIVANGUARD INDEX FDS · TOTAL STK MKT | 0.02% | 2,973 | $1.10M | Added 8% |
| LADLITHIA MTRS INC | 0.01% | 2,933 | $852,007 | Reduced 2% |
| JJACOBS SOLUTIONS INC | 0.01% | 6,244 | $786,744 | Reduced 1% |
| GLIBALIBERTY CAP CORP · SER A GCI GROUP | 0.01% | 28,162 | $616,748 | Reduced 78% |
| NFLXNETFLIX INC. | 0.01% | 8,091 | $577,697 | Unchanged |
| VXUSVANGUARD STAR FDS · VG TL INTL STK F | 0.01% | 6,420 | $548,846 | Added 9% |
| GMEDGLOBUS MED INC · CL A | 0.01% | 6,008 | $474,692 | Unchanged |
| SDHCSMITH DOUGLAS HOMES CORP · COM SHS CL A | 0.01% | 27,275 | $423,854 | Added 88% |
| CPACOPA HOLDINGS SA · CL A | 0.01% | 2,555 | $397,481 | Unchanged |
| KSPIKASPI KZ JSC · SPONSORED ADS | 0.01% | 3,934 | $340,842 | Reduced 4% |
| AXPAMERICAN EXPRESS CO | 0.00% | 932 | $315,249 | Unchanged |
| AAPLAPPLE INC | 0.00% | 961 | $278,075 | Unchanged |
| MSFTMICROSOFT CORP | 0.00% | 737 | $274,916 | Unchanged |
| SBGISINCLAIR INC · CL A | 0.00% | 17,959 | $255,916 | Unchanged |
| DGDOLLAR GEN CORP | 0.00% | 2,188 | $251,861 | Unchanged |
| FERGFERGUSON ENTERPRISES INC · COMMON STOCK NEW | 0.00% | 1,000 | $237,330 | Unchanged |
| VTVANGUARD INTL EQUITY INDEX F · TT WRLD ST ETF | 0.00% | 1,426 | $223,811 | New |
| ATAIBECKLEY INC · COM SHS | 0.00% | 42,112 | $221,930 | Unchanged |
| CHTRCHARTER COMMUNICATIONS INC · CL A | 0.00% | 1,556 | $221,279 | Reduced 99% |
| HGVHILTON GRAND VACATIONS INC | 0.00% | 4,189 | $219,378 | New |
| SPGIS&P GLOBAL INC | 0.00% | 531 | $216,255 | Unchanged |
| BACBANK OF AMER CORP | 0.00% | 3,625 | $206,553 | New |
| STLASTELLANTIS N.V · SHS | 0.00% | 25,075 | $143,931 | Unchanged |
| RMNIRIMINI STR INC DEL | 0.00% | 33,666 | $143,417 | Reduced 5% |
Two years of filings
| Quarter | Positions | Value | Filed |
|---|---|---|---|
| 2026-06-30 | 54 positions | $6.43B | 2026-08-14 |
| 2026-03-31 | 50 positions | $6.03B | 2026-05-15 |
| 2025-12-31 | 48 positions | $6.40B | 2026-02-13 |
| 2025-09-30 | 47 positions | $6.04B | 2025-11-14 |
| 2025-06-30 | 43 positions | $5.83B | 2025-08-14 |
| 2025-03-31 | 38 positions | $5.51B | 2025-05-15 |
| 2024-12-31 | 39 positions | $5.89B | 2025-02-14 |
| 2024-09-30 | 37 positions | $6.39B | 2024-11-14 |
How to read it
A 13F lists US-listed shares and options at a quarter's end, filed up to 45 days later. “Added” and “reduced” compare the share counts of two quarter-ends; a correcting amendment replaces the original. Short positions, cash and holdings outside the US are not in it. None of this is advice.