Ruane, Cunniff & Goldfarb L.P.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Ruane, Cunniff & Goldfarb L.P. reported 50 stock positions worth $6.0 billion. Its top holding was Alphabet Class A (GOOGL) at 10.1% of the portfolio, followed by Liberty Media Class C (FWONK, 7.6%) and Schwab (charles) (SCHW, 7.4%). Compared with Q4 2025, it opened 4 new positions, sold out of 2, added to 10 and reduced 30. The biggest buy was a new position in Sunbelt Rentals (SUNB) and the biggest sale Credit Acceptance (CACC, shares −73%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001720792
- Portfolio Value
- $6.0B (Q1 2026)
- SEC Filing
- 0000919574-26-003132 ↗ filed May 15, 2026
Holdings Value
Holdings 50 stocks · $6.0B
| GOOGL Alphabet Inc. Class A | 10.10% | 2,117,644 | $608.9M | Reduce -2.6% |
| FWONK Liberty Media Corp. Class C | 7.56% | 5,357,168 | $455.5M | Reduce -2.4% |
| SCHW Schwab (charles) Corp. | 7.35% | 4,714,780 | $443.1M | Reduce -15.7% |
| ICE Intercontinental Exchange Inc. | 6.89% | 2,639,372 | $415.1M | Reduce -2.4% |
| TSM Taiwan Semiconductor-SP ADR | 6.77% | 1,208,419 | $408.4M | Reduce -15.0% |
| ELV Elevance Health Inc. | 6.74% | 1,387,968 | $406.3M | Reduce -2.4% |
| COF Capital One Financial Corp. | 6.11% | 2,017,807 | $368.1M | Reduce -2.4% |
| SUNB Sunbelt Rentals Holdings Inc. | 5.93% | 5,488,261 | $357.2M | New |
| MSA Msa Safety Inc. | 4.83% | 1,776,282 | $291.2M | Reduce -1.9% |
| ZTS Zoetis Inc. | 4.76% | 2,425,010 | $286.7M | New |
| GOOG Alphabet Inc. Class C | 4.52% | 950,394 | $272.6M | Reduce -16.8% |
| ALGN Align Technology Inc. | 3.43% | 1,206,535 | $206.8M | Reduce -1.3% |
| UNH Unitedhealth Group Inc. | 3.27% | 728,407 | $197.1M | Reduce -2.4% |
| ACN Accenture PLC Class A | 3.05% | 928,204 | $184.1M | Reduce -1.6% |
| ICLR Icon PLC | 3.00% | 1,634,611 | $180.9M | Reduce -2.7% |
| TECH Bio-Techne Corp. | 2.94% | 3,392,001 | $177.3M | Add +131.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.47% | 310,388 | $148.7M | Reduce -1.8% |
| SAP Sap SE-Sponsored ADR | 2.13% | 749,909 | $128.4M | Add +1532.8% |
| META Meta Platforms Inc. Class A | 1.91% | 201,147 | $115.1M | Reduce -15.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.31% | 110 | $79.0M | Reduce -4.3% |
| CACC Credit Acceptance Corp. | 1.03% | 146,203 | $61.9M | Reduce -72.7% |
| LBRDK Liberty Broadband-C | 0.97% | 1,163,448 | $58.5M | Reduce -36.8% |
| FWONA Liberty Media Corp. Class A | 0.94% | 723,842 | $56.5M | Reduce -2.0% |
| AMTM Amentum Holdings Inc. | 0.70% | 1,622,982 | $42.3M | Reduce -32.2% |
| CHTR Charter Communications Inc. Class A | 0.55% | 152,563 | $32.9M | Reduce -57.9% |
| GLIBK Liberty Capital Corp. Class C filed as GCI LIBERTY INC | 0.31% | 506,727 | $18.9M | Reduce -6.0% |
| LBRDA Liberty Broadband-A | 0.19% | 223,760 | $11.2M | Reduce -65.7% |
| GLIBA Liberty Capital Corp. filed as GCI LIBERTY INC | 0.08% | 127,548 | $4.7M | Reduce -2.8% |
| EQH Equitable Holdings Inc. | 0.02% | 40,459 | $1.5M | Reduce -0.4% |
| GPI Group 1 Automotive Inc. | 0.02% | 4,013 | $1.3M | Add +11.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.01% | 2,748 | $882K | Add +2.6% |
| J Jacobs Solutions Inc. | 0.01% | 6,288 | $800K | Reduce -3.1% |
| NFLX Netflix Inc. | 0.01% | 8,091 | $778K | Add +55.0% |
| LAD Lithia Motors Inc. | 0.01% | 2,988 | $746K | Reduce -2.0% |
| MU Micron Technology Inc. | 0.01% | 2,162 | $730K | No change |
| GMED Globus Medical Inc. Class A | 0.01% | 6,008 | $518K | New |
| VXUS Vanguard Total Intl Stock | 0.01% | 5,912 | $456K | Add +8.7% |
| KSPI JSC Kaspi.kz ADR filed as KASPI KZ JSC | 0.01% | 4,083 | $302K | Reduce -0.7% |
| CPA Copa Holdings SA Class A | 0.00% | 2,555 | $290K | No change |
| AXP American Express Co. | 0.00% | 932 | $282K | No change |
| MSFT Microsoft Corp. | 0.00% | 737 | $273K | Add +7.0% |
| DG Dollar General Corp. | 0.00% | 2,188 | $260K | Add +0.8% |
| AAPL Apple Inc. | 0.00% | 961 | $244K | Add +7.9% |
| FERG Ferguson Enterprises Inc. | 0.00% | 1,000 | $233K | No change |
| SBGI Sinclair Inc. | 0.00% | 17,959 | $232K | No change |
| SPGI S&P Global Inc. | 0.00% | 531 | $226K | No change |
| SDHC Smith Douglas Homes Corp. | 0.00% | 14,490 | $185K | Add +18.7% |
| STLA Stellantis NV | 0.00% | 25,075 | $178K | Reduce -2.0% |
| ATAI Ataibeckley Inc. | 0.00% | 42,112 | $149K | New |
| RMNI Rimini Street Inc. | 0.00% | 35,265 | $116K | Reduce -5.0% |
Portfolio Sells Q4 2025 → Q1 2026
| CACC Credit Acceptance Corp. | Reduce -72.7% | 1.03% | −2.69 |
| ICLR Icon PLC | Reduce -2.7% | 3.00% | −1.78 |
| COF Capital One Financial Corp. | Reduce -2.4% | 6.11% | −1.72 |
| SCHW Schwab (charles) Corp. | Reduce -15.7% | 7.35% | −1.38 |
| GOOG Alphabet Inc. Class C | Reduce -16.8% | 4.52% | −1.08 |
| ELV Elevance Health Inc. | Reduce -2.4% | 6.74% | −1.05 |
| ACN Accenture PLC Class A | Reduce -1.6% | 3.05% | −0.90 |
| FWONK Liberty Media Corp. Class C | Reduce -2.4% | 7.56% | −0.89 |
| CHTR Charter Communications Inc. Class A | Reduce -57.9% | 0.55% | −0.63 |
| UNH Unitedhealth Group Inc. | Reduce -2.4% | 3.27% | −0.58 |
| META Meta Platforms Inc. Class A | Reduce -15.8% | 1.91% | −0.56 |
| GOOGL Alphabet Inc. Class A | Reduce -2.6% | 10.10% | −0.53 |
| LBRDK Liberty Broadband-C | Reduce -36.8% | 0.97% | −0.43 |
| AMTM Amentum Holdings Inc. | Reduce -32.2% | 0.70% | −0.38 |
| LBRDA Liberty Broadband-A | Reduce -65.7% | 0.19% | −0.31 |
| FWONA Liberty Media Corp. Class A | Reduce -2.0% | 0.94% | −0.09 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -4.3% | 1.31% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.8% | 2.47% | −0.01 |
| RSPC Invesco S&P 500 Equal Weig C | Sold out | 0.00% | −0.01 |
| EQH Equitable Holdings Inc. | Reduce -0.4% | 0.02% | −0.01 |
| LAD Lithia Motors Inc. | Reduce -2.0% | 0.01% | −0.00 |
| VT Vanguard Tot World STK ETF | Sold out | 0.00% | −0.00 |
| STLA Stellantis NV | Reduce -2.0% | 0.00% | −0.00 |
| GLIBK Liberty Capital Corp. Class C | Reduce -6.0% | 0.31% | −0.00 |
| RMNI Rimini Street Inc. | Reduce -5.0% | 0.00% | −0.00 |
| J Jacobs Solutions Inc. | Reduce -3.1% | 0.01% | −0.00 |
| KSPI JSC Kaspi.kz ADR | Reduce -0.7% | 0.01% | 0.00 |
| GLIBA Liberty Capital Corp. | Reduce -2.8% | 0.08% | +0.00 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -15.0% | 6.77% | +0.03 |
| ICE Intercontinental Exchange Inc. | Reduce -2.4% | 6.89% | +0.05 |
| MSA Msa Safety Inc. | Reduce -1.9% | 4.83% | +0.30 |
| ALGN Align Technology Inc. | Reduce -1.3% | 3.43% | +0.45 |
Portfolio Buys Q4 2025 → Q1 2026
| SUNB Sunbelt Rentals Holdings Inc. | New | 5.93% | +5.93 |
| ZTS Zoetis Inc. | New | 4.76% | +4.76 |
| SAP Sap SE-Sponsored ADR | Add +1532.8% | 2.13% | +1.96 |
| TECH Bio-Techne Corp. | Add +131.4% | 2.94% | +1.59 |
| GMED Globus Medical Inc. Class A | New | 0.01% | +0.01 |
| NFLX Netflix Inc. | Add +55.0% | 0.01% | +0.01 |
| ATAI Ataibeckley Inc. | New | 0.00% | +0.00 |
| VXUS Vanguard Total Intl Stock | Add +8.7% | 0.01% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +2.6% | 0.01% | +0.00 |
| AAPL Apple Inc. | Add +7.9% | 0.00% | +0.00 |
| SDHC Smith Douglas Homes Corp. | Add +18.7% | 0.00% | −0.00 |
| DG Dollar General Corp. | Add +0.8% | 0.00% | −0.00 |
| GPI Group 1 Automotive Inc. | Add +11.2% | 0.02% | −0.00 |
| MSFT Microsoft Corp. | Add +7.0% | 0.00% | −0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 54 | $6.4B | GOOGL, TSM, FWONK, SCHW, COF |
| Q1 2026 | 50 | $6.0B | GOOGL, FWONK, SCHW, ICE, TSM |
| Q4 2025 | 48 | $6.4B | GOOGL, SCHW, FWONK, COF, ELV |
| Q3 2025 | 47 | $6.0B | SCHW, FWONK, GOOGL, TSM, ELV |
| Q2 2025 | 43 | $5.8B | SCHW, FWONK, ICE, COF, TSM |
| Q1 2025 | 38 | $5.5B | SCHW, FWONK, ELV, ICE, UNH |
| Q4 2024 | 39 | $5.9B | ICE, FWONK, SCHW, GOOGL, UNH |
| Q3 2024 | 37 | $6.4B | ICE, UNH, ELV, TSM, SCHW |
| Q2 2024 | 37 | $6.4B | ICE, SCHW, ELV, TSM, GOOGL |
| Q1 2024 | 34 | $6.4B | ICE, SCHW, ELV, UNH, TSM |