Ruane, Cunniff & Goldfarb L.P. Top Holdings and 13F Report (2026)

About Ruane, Cunniff & Goldfarb L.P.

Investment Activity

Ruane, Cunniff & Goldfarb L.P. has $6.43 billion in total holdings as of June 30, 2026.
Ruane, Cunniff & Goldfarb L.P. owns shares of 54 different stocks, but just 14 companies or ETFs make up 80% of its holdings.
Approximately 5.86% of the portfolio was purchased this quarter.
About 9.67% of the portfolio was sold this quarter.
This quarter, Ruane, Cunniff & Goldfarb L.P. has purchased 50 new stocks and bought additional shares in 6 stocks.
Ruane, Cunniff & Goldfarb L.P. sold shares of 31 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Alphabet: $712,693,699
Taiwan Semiconductor Manufacturing: $560,058,278
Liberty Media Corporation - Liberty Formula One Series C: $496,959,318
Charles Schwab: $421,798,926
Capital One Financial: $392,429,572

Largest New Holdings this Quarter

776696106 - ROPER TECHNOLOGIES INC: $228,380,088 Holding
922042742 - Vanguard Total World Stock ETF: $223,811 Holding
43283X105 - Hilton Grand Vacations: $219,378 Holding
060505104 - Bank of America: $206,553 Holding

Largest Purchases this Quarter

ROPER TECHNOLOGIES INC: 674,902 shares (about $228.38M)
SAP: 486,637 shares (about $75.00M)
Icon: 413,476 shares (about $71.82M)
Group 1 Automotive: 871 shares (about $253.61K)
Vanguard Total World Stock ETF: 1,426 shares (about $223.81K)

Largest Sales this Quarter

Elevance Health: 408,370 shares (about $157.93M)
SUNBELT RENTALS HOLDINGS INC: 1,227,098 shares (about $91.80M)
Credit Acceptance: 140,924 shares (about $89.73M)
Alphabet: 123,370 shares (about $44.09M)
Liberty Broadband: 860,139 shares (about $28.61M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
GOOGL Alphabet	$712,693,699	$44,088,737 â–¼	-5.8%	1,994,274	11.1%	Communication Services
TSM Taiwan Semiconductor Manufacturing	$560,058,278	$17,046,384 â–¼	-3.0%	1,172,725	8.7%	Technology
FWONK Liberty Media Corporation - Liberty Formula One Series C	$496,959,318	$12,721,645 â–¼	-2.5%	5,223,453	7.7%	Communication Services
SCHW Charles Schwab	$421,798,926	$13,233,825 â–¼	-3.0%	4,571,355	6.6%	Finance
COF Capital One Financial	$392,429,572	$12,382,868 â–¼	-3.1%	1,956,084	6.1%	Finance
ELV Elevance Health	$378,839,935	$157,928,930 â–¼	-29.4%	979,598	5.9%	Healthcare
ICLR Icon	$355,773,193	$71,824,916 â–²	25.3%	2,048,087	5.5%	Healthcare
GOOG Alphabet	$326,782,926	$9,019,809 â–¼	-2.7%	924,866	5.1%	Communication Services
SUNBELT RENTALS HOLDINGS INC	$318,777,604	$91,799,201 â–¼	-22.4%	4,261,163	5.0%	SHS
ICE Intercontinental Exchange	$315,253,563	$9,679,524 â–¼	-3.0%	2,560,747	4.9%	Finance
MSA MSA Safety Incorporporated	$300,524,631	$9,578,681 â–¼	-3.1%	1,721,415	4.7%	Industrials
UNH UnitedHealth Group	$293,249,409	$9,498,392 â–¼	-3.1%	705,554	4.6%	Healthcare
TECH Bio-Techne	$236,595,617	$3,049,254 â–¼	-1.3%	3,348,841	3.7%	Healthcare
ROPER TECHNOLOGIES INC	$228,380,088	$228,380,088 â–²	New Holding	674,902	3.6%	COM
ALGN Align Technology	$197,577,600	$5,916,593 â–¼	-2.9%	1,171,455	3.1%	Healthcare
SAP SAP	$190,564,104	$74,995,628 â–²	64.9%	1,236,546	3.0%	Technology
ZTS Zoetis	$169,108,138	$5,153,081 â–¼	-3.0%	2,353,300	2.6%	Healthcare
BRK.B Berkshire Hathaway	$150,453,262	$4,861,789 â–¼	-3.1%	300,672	2.3%	Finance
ACN Accenture	$112,225,965	$3,279,741 â–¼	-2.8%	901,848	1.7%	Technology
META Meta Platforms	$86,910,577	$26,393,516 â–¼	-23.3%	154,291	1.4%	Communication Services
BRK.A Berkshire Hathaway	$77,131,550	$5,241,950 â–¼	-6.4%	103	1.2%	Finance
FWONA Liberty Media Corporation - Liberty Formula One Series A	$60,903,329	$2,461,800 â–¼	-3.9%	695,720	0.9%	Communication Services
AMENTUM HOLDINGS INC	$11,104,193	$22,442,846 â–¼	-66.9%	537,213	0.2%	COM
LBRDK Liberty Broadband	$10,088,057	$28,608,222 â–¼	-73.9%	303,309	0.2%	Communication Services
CACC Credit Acceptance	$3,361,350	$89,731,935 â–¼	-96.4%	5,279	0.1%	Finance
MU Micron Technology	$2,495,575		0.0%	2,162	0.0%	Technology
LBRDA Liberty Broadband	$2,460,890	$4,985,844 â–¼	-67.0%	73,945	0.0%	Communication Services
LIBERTY CAP CORP	$2,460,406	$8,464,630 â–¼	-77.5%	114,119	0.0%	SER C GCI GROUP
EQH Equitable	$1,768,803	$6,538 â–¼	-0.4%	40,310	0.0%	Finance
GPI Group 1 Automotive	$1,422,074	$253,609 â–²	21.7%	4,884	0.0%	Consumer Discretionary
VTI Vanguard Total Stock Market ETF	$1,100,129	$83,259 â–²	8.2%	2,973	0.0%	ETF
LAD Lithia Motors	$852,007	$15,977 â–¼	-1.8%	2,933	0.0%	Consumer Discretionary
J Jacobs Solutions	$786,744	$5,544 â–¼	-0.7%	6,244	0.0%	Industrials
LIBERTY CAP CORP	$616,748	$2,176,554 â–¼	-77.9%	28,162	0.0%	SER A GCI GROUP
NFLX Netflix	$577,697		0.0%	8,091	0.0%	Communication Services
VXUS Vanguard Total International Stock ETF	$548,846	$43,429 â–²	8.6%	6,420	0.0%	ETF
GMED Globus Medical	$474,692		0.0%	6,008	0.0%	Healthcare
SMITH DOUGLAS HOMES CORP	$423,854	$198,679 â–²	88.2%	27,275	0.0%	COM SHS CL A
CPA Copa	$397,481		0.0%	2,555	0.0%	Industrials
KASPI KZ JSC	$340,842	$12,909 â–¼	-3.6%	3,934	0.0%	SPONSORED ADS
AXP American Express	$315,249		0.0%	932	0.0%	Finance
AAPL Apple	$278,075		0.0%	961	0.0%	Technology
MSFT Microsoft	$274,916		0.0%	737	0.0%	Technology
SBGI Sinclair	$255,916		0.0%	17,959	0.0%	Communication Services
DG Dollar General	$251,861		0.0%	2,188	0.0%	Consumer Staples
FERGUSON ENTERPRISES INC	$237,330		0.0%	1,000	0.0%	COMMON STOCK NEW
VT Vanguard Total World Stock ETF	$223,811	$223,811 â–²	New Holding	1,426	0.0%	ETF
ATAIBECKLEY INC	$221,930		0.0%	42,112	0.0%	COM SHS
CHTR Charter Communications	$221,279	$21,474,729 â–¼	-99.0%	1,556	0.0%	Communication Services
HGV Hilton Grand Vacations	$219,378	$219,378 â–²	New Holding	4,189	0.0%	Consumer Discretionary
SPGI S&P Global	$216,255		0.0%	531	0.0%	Finance
BAC Bank of America	$206,553	$206,553 â–²	New Holding	3,625	0.0%	Finance
STLA Stellantis	$143,931		0.0%	25,075	0.0%	Consumer Discretionary
RMNI Rimini Street	$143,417	$6,812 â–¼	-4.5%	33,666	0.0%	Technology

Showing largest 100 holdings. View all holdings.

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Ruane, Cunniff & Goldfarb L.P. Top Holdings and 13F Report (2026)

About Ruane, Cunniff & Goldfarb L.P.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Ruane, Cunniff & Goldfarb L.P. Top Holdings and 13F Report (2026)

About Ruane, Cunniff & Goldfarb L.P.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofRuane, Cunniff & Goldfarb L.P.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

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