Ruane, Cunniff & Goldfarb L.P. Top Holdings and 13F Report (2026) About Ruane, Cunniff & Goldfarb L.P.Investment ActivityRuane, Cunniff & Goldfarb L.P. has $6.03 billion in total holdings as of March 31, 2026.Ruane, Cunniff & Goldfarb L.P. owns shares of 50 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 14.37% of the portfolio was purchased this quarter.About 10.05% of the portfolio was sold this quarter.This quarter, Ruane, Cunniff & Goldfarb L.P. has purchased 48 new stocks and bought additional shares in 10 stocks.Ruane, Cunniff & Goldfarb L.P. sold shares of 30 stocks and completely divested from 2 stocks this quarter.Largest Holdings Alphabet $608,949,709Liberty Media Corporation - Liberty Formula One Series C $455,466,423Charles Schwab $443,095,024Intercontinental Exchange $415,120,428Taiwan Semiconductor Manufacturing $408,385,201 Largest New Holdings this Quarter 866966104 - SUNBELT RENTALS HOLDINGS INC $357,230,908 Holding98978V103 - Zoetis $286,660,432 Holding379577208 - Globus Medical $517,649 Holding04650F101 - ATAIBECKLEY INC $149,076 Holding Largest Purchases this Quarter SUNBELT RENTALS HOLDINGS INC 5,488,261 shares (about $357.23M)Zoetis 2,425,010 shares (about $286.66M)SAP 703,982 shares (about $120.53M)Bio-Techne 1,926,066 shares (about $100.66M)Globus Medical 6,008 shares (about $517.65K) Largest Sales this Quarter Credit Acceptance 389,929 shares (about $165.12M)Charles Schwab 880,168 shares (about $82.72M)Taiwan Semiconductor Manufacturing 213,302 shares (about $72.09M)Alphabet 191,959 shares (about $55.07M)Charter Communications 209,437 shares (about $45.21M) Sector Allocation Over TimeMap of 500 Largest Holdings ofRuane, Cunniff & Goldfarb L.P. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGOOGLAlphabet$608,949,709$16,441,818 â–¼-2.6%2,117,64410.1%Computer and TechnologyFWONKLiberty Media Corporation - Liberty Formula One Series C$455,466,423$11,388,429 â–¼-2.4%5,357,1687.6%Consumer DiscretionarySCHWCharles Schwab$443,095,024$82,718,189 â–¼-15.7%4,714,7807.4%FinanceICEIntercontinental Exchange$415,120,428$10,150,065 â–¼-2.4%2,639,3726.9%FinanceTSMTaiwan Semiconductor Manufacturing$408,385,201$72,085,411 â–¼-15.0%1,208,4196.8%Computer and TechnologyELVElevance Health$406,327,632$10,111,000 â–¼-2.4%1,387,9686.7%MedicalCOFCapital One Financial$368,108,531$9,160,905 â–¼-2.4%2,017,8076.1%FinanceSUNBELT RENTALS HOLDINGS INC$357,230,908$357,230,908 â–²New Holding5,488,2615.9%SHSMSAMSA Safety Incorporporated$291,221,434$5,796,124 â–¼-2.0%1,776,2824.8%IndustrialsZTSZoetis$286,660,432$286,660,432 â–²New Holding2,425,0104.8%MedicalGOOGAlphabet$272,630,041$55,065,362 â–¼-16.8%950,3944.5%Computer and TechnologyALGNAlign Technology$206,836,295$2,742,709 â–¼-1.3%1,206,5353.4%MedicalUNHUnitedHealth Group$197,099,650$4,760,219 â–¼-2.4%728,4073.3%MedicalACNAccenture$184,053,571$3,017,181 â–¼-1.6%928,2043.1%Computer and TechnologyICLRIcon$180,886,053$4,977,376 â–¼-2.7%1,634,6113.0%MedicalTECHBio-Techne$177,265,972$100,656,209 â–²131.4%3,392,0012.9%MedicalBRK.BBerkshire Hathaway$148,737,930$2,740,066 â–¼-1.8%310,3882.5%FinanceSAPSAP$128,391,920$120,528,758 â–²1,532.8%749,9092.1%Computer and TechnologyMETAMeta Platforms$115,082,233$21,667,135 â–¼-15.8%201,1471.9%Computer and TechnologyBRK.ABerkshire Hathaway$78,995,400$3,590,700 â–¼-4.3%1101.3%FinanceCACCCredit Acceptance$61,911,122$165,119,333 â–¼-72.7%146,2031.0%FinanceLBRDKLiberty Broadband$58,521,434$34,112,253 â–¼-36.8%1,163,4481.0%Consumer DiscretionaryFWONALiberty Media Corporation - Liberty Formula One Series A$56,517,583$1,174,167 â–¼-2.0%723,8420.9%Consumer DiscretionaryAMENTUM HOLDINGS INC$42,327,370$20,111,513 â–¼-32.2%1,622,9820.7%COMCHTRCharter Communications$32,935,300$45,213,259 â–¼-57.9%152,5630.5%Consumer DiscretionaryGCI LIBERTY INC$18,855,312$1,203,520 â–¼-6.0%506,7270.3%COM SER CLBRDALiberty Broadband$11,237,227$21,545,384 â–¼-65.7%223,7600.2%Consumer DiscretionaryGCI LIBERTY INC$4,700,144$133,397 â–¼-2.8%127,5480.1%COM SER AEQHEquitable$1,501,433$6,568 â–¼-0.4%40,4590.0%FinanceGPIGroup 1 Automotive$1,326,818$133,244 â–²11.2%4,0130.0%Retail/WholesaleVTIVanguard Total Stock Market ETF$881,586$22,457 â–²2.6%2,7480.0%ETFJJacobs Solutions$800,337$25,329 â–¼-3.1%6,2880.0%Business ServicesNFLXNetflix$777,950$276,047 â–²55.0%8,0910.0%Consumer DiscretionaryLADLithia Motors$746,163$15,233 â–¼-2.0%2,9880.0%Retail/WholesaleMUMicron Technology$730,4100.0%2,1620.0%Computer and TechnologyGMEDGlobus Medical$517,649$517,649 â–²New Holding6,0080.0%MedicalVXUSVanguard Total International Stock ETF$455,874$36,550 â–²8.7%5,9120.0%ETFKASPI KZ JSC$302,428$2,148 â–¼-0.7%4,0830.0%SPONSORED ADSCPACopa$290,2740.0%2,5550.0%TransportationAXPAmerican Express$281,9110.0%9320.0%FinanceMSFTMicrosoft$272,815$17,768 â–²7.0%7370.0%Computer and TechnologyDGDollar General$259,781$2,137 â–²0.8%2,1880.0%Retail/WholesaleAAPLApple$243,892$17,765 â–²7.9%9610.0%Computer and TechnologyFERGUSON ENTERPRISES INC$233,2600.0%1,0000.0%COMMON STOCK NEWSBGISinclair$232,3890.0%17,9590.0%Consumer DiscretionarySPGIS&P Global$225,8560.0%5310.0%FinanceSMITH DOUGLAS HOMES CORP$185,472$29,197 â–²18.7%14,4900.0%COM SHS CL ASTLAStellantis$177,782$3,588 â–¼-2.0%25,0750.0%Auto/Tires/TrucksATAIBECKLEY INC$149,076$149,076 â–²New Holding42,1120.0%COM SHSRMNIRimini Street$115,669$6,153 â–¼-5.1%35,2650.0%Computer and TechnologyRSPCInvesco S&P 500 Equal Weight Communication Services ETF$0$439,321 â–¼-100.0%00.0%ETFVTVanguard Total World Stock ETF$0$201,152 â–¼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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