Ruane, Cunniff & Goldfarb L.P.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$6.03B
Q ending 2026-03-31
Prior quarter
$6.40B
Q ending 2025-12-31
Change
-5.8% QoQ · +9.5% YoY
Positions
50
reported holdings
Largest positions
All 50 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Alphabet Inc | GOOGL | Shares | $608.9M | 2.1M |
| Liberty Media Corp Del | FWONK | Shares | $455.5M | 5.4M |
| Schwab Charles Corp | SCHW | Shares | $443.1M | 4.7M |
| Intercontinental Exchange In | ICE | Shares | $415.1M | 2.6M |
| Taiwan Semiconductor Manufac | TSM | Shares | $408.4M | 1.2M |
| Elevance Health Inc Formerly | ELV | Shares | $406.3M | 1.4M |
| Capital One Finl Corp | COF | Shares | $368.1M | 2.0M |
| Sunbelt Rentals Holdings Inc | SUNB | Shares | $357.2M | 5.5M |
| Msa Safety Inc | MSA | Shares | $291.2M | 1.8M |
| Zoetis Inc | ZTS | Shares | $286.7M | 2.4M |
| Alphabet Inc | GOOG | Shares | $272.6M | 950K |
| Align Technology Inc | ALGN | Shares | $206.8M | 1.2M |
| Unitedhealth Group Inc | UNH | Shares | $197.1M | 728K |
| Accenture Plc Ireland | Shares | $184.1M | 928K | |
| Icon Plc | Shares | $180.9M | 1.6M | |
| Bio-Techne Corp | TECH | Shares | $177.3M | 3.4M |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $148.7M | 310K |
| Sap Se | SAP | Shares | $128.4M | 750K |
| Meta Platforms Inc | META | Shares | $115.1M | 201K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $79.0M | 110 |
| Credit Accep Corp Mich | CACC | Shares | $61.9M | 146K |
| Liberty Broadband Corp | LBRDK | Shares | $58.5M | 1.2M |
| Liberty Media Corp Del | FWONA | Shares | $56.5M | 724K |
| Amentum Holdings Inc | AMTM | Shares | $42.3M | 1.6M |
| Charter Communications Inc | CHTR | Shares | $32.9M | 153K |
| Gci Liberty Inc | GLIBK | Shares | $18.9M | 507K |
| Liberty Broadband Corp | LBRDA | Shares | $11.2M | 224K |
| Gci Liberty Inc | GLIBA | Shares | $4.7M | 128K |
| Equitable Hldgs Inc | EQH | Shares | $1.5M | 40K |
| Group 1 Automotive Inc | GPI | Shares | $1.3M | 4K |
| Vanguard Index Fds | VTI | Shares | $882K | 3K |
| Jacobs Solutions Inc | J | Shares | $800K | 6K |
| Netflix Inc. | NFLX | Shares | $778K | 8K |
| Lithia Mtrs Inc | LAD | Shares | $746K | 3K |
| Micron Technology Inc | MU | Shares | $730K | 2K |
| Globus Med Inc | GMED | Shares | $518K | 6K |
| Vanguard Star Fds | VXUS | Shares | $456K | 6K |
| Kaspi Kz Jsc | KSPI | Shares | $302K | 4K |
| Copa Holdings Sa | Shares | $290K | 3K | |
| American Express Co | AXP | Shares | $282K | 932 |
| Microsoft Corp | MSFT | Shares | $273K | 737 |
| Dollar Gen Corp | DG | Shares | $260K | 2K |
| Apple Inc | AAPL | Shares | $244K | 961 |
| Ferguson Enterprises Inc | FERG | Shares | $233K | 1K |
| Sinclair Inc | SBGI | Shares | $232K | 18K |
| S&P Global Inc | SPGI | Shares | $226K | 531 |
| Smith Douglas Homes Corp | SDHC | Shares | $185K | 14K |
| Stellantis N.V | Shares | $178K | 25K | |
| Ataibeckley Inc | ATAI | Shares | $149K | 42K |
| Rimini Str Inc Del | RMNI | Shares | $116K | 35K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.