Q1 2026 · 13F-HR
Ruane, Cunniff & Goldfarb L.P.holdings as filed
Filed 2026-05-15 · accession 0000919574-26-003132
$6.03B
Reported value
50
Positions
2026-03-31
Period end
The Brief · Ruane, Cunniff & Goldfarb L.P. · Q1 2026
AI · grounded in 13F
Ruane, Cunniff & Goldfarb L.P. established a new position in SUNB valued at $357.2M. The fund also opened a new stake in ZTS worth $286.7M and increased its holdings in SAP by 1,532.8%. On the sell side, the fund reduced its position in CREDIT ACCEP CORP MICH by 72.7% and trimmed its stake in GOOG by 16.8%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 02079K305 | GOOGL | ALPHABET INC | $608.9M | 10.1% | 2,117,644 | Common | SOLE |
| 531229755 | FWONK | LIBERTY MEDIA CORP DEL | $455.5M | 7.56% | 5,357,168 | Common | SOLE |
| 808513105 | SCHW | SCHWAB CHARLES CORP | $443.1M | 7.35% | 4,714,780 | Common | SOLE |
| 45866F104 | ICE | INTERCONTINENTAL EXCHANGE IN | $415.1M | 6.89% | 2,639,372 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $408.4M | 6.77% | 1,208,419 | Common | SOLE |
| 036752103 | ELV | ELEVANCE HEALTH INC FORMERLY | $406.3M | 6.74% | 1,387,968 | Common | SOLE |
| 14040H105 | COF | CAPITAL ONE FINL CORP | $368.1M | 6.11% | 2,017,807 | Common | SOLE |
| 866966104 | SUNB | SUNBELT RENTALS HOLDINGS INC | $357.2M | 5.93% | 5,488,261 | Common | SOLE |
| 553498106 | MSA | MSA SAFETY INC | $291.2M | 4.83% | 1,776,282 | Common | SOLE |
| 98978V103 | ZTS | ZOETIS INC | $286.7M | 4.76% | 2,425,010 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $272.6M | 4.52% | 950,394 | Common | SOLE |
| 016255101 | ALGN | ALIGN TECHNOLOGY INC | $206.8M | 3.43% | 1,206,535 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $197.1M | 3.27% | 728,407 | Common | SOLE |
| G1151C101 | ACN | ACCENTURE PLC IRELAND | $184.1M | 3.05% | 928,204 | Common | SOLE |
| G4705A100 | ICLR | ICON PLC | $180.9M | 3.00% | 1,634,611 | Common | SOLE |
| 09073M104 | TECH | BIO-TECHNE CORP | $177.3M | 2.94% | 3,392,001 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $148.7M | 2.47% | 310,388 | Common | SOLE |
| 803054204 | SAP | SAP SE | $128.4M | 2.13% | 749,909 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $115.1M | 1.91% | 201,147 | Common | SOLE |
| 084670108 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $79.0M | 1.31% | 110 | Common | SOLE |
| 225310101 | CACC | CREDIT ACCEP CORP MICH | $61.9M | 1.03% | 146,203 | Common | SOLE |
| 530307305 | LBRDK | LIBERTY BROADBAND CORP | $58.5M | 0.97% | 1,163,448 | Common | SOLE |
| 531229771 | FWONA | LIBERTY MEDIA CORP DEL | $56.5M | 0.94% | 723,842 | Common | SOLE |
| 023939101 | AMTM | AMENTUM HOLDINGS INC | $42.3M | 0.70% | 1,622,982 | Common | SOLE |
| 16119P108 | CHTR | CHARTER COMMUNICATIONS INC | $32.9M | 0.55% | 152,563 | Common | SOLE |
| 36164V800 | GLIBK | GCI LIBERTY INC | $18.9M | 0.31% | 506,727 | Common | SOLE |
| 530307107 | LBRDA | LIBERTY BROADBAND CORP | $11.2M | 0.19% | 223,760 | Common | SOLE |
| 36164V602 | GLIBA | GCI LIBERTY INC | $4.7M | 0.08% | 127,548 | Common | SOLE |
| 29452E101 | EQH | EQUITABLE HLDGS INC | $1.5M | 0.02% | 40,459 | Common | SOLE |
| 398905109 | GPI | GROUP 1 AUTOMOTIVE INC | $1.3M | 0.02% | 4,013 | Common | SOLE |
| 922908769 | VTI | VANGUARD INDEX FDS | $881,586 | 0.01% | 2,748 | Common | SOLE |
| 46982L108 | J | JACOBS SOLUTIONS INC | $800,337 | 0.01% | 6,288 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC. | $777,950 | 0.01% | 8,091 | Common | SOLE |
| 536797103 | LAD | LITHIA MTRS INC | $746,163 | 0.01% | 2,988 | Common | SOLE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $730,410 | 0.01% | 2,162 | Common | SOLE |
| 379577208 | GMED | GLOBUS MED INC | $517,649 | 0.01% | 6,008 | Common | SOLE |
| 921909768 | VXUS | VANGUARD STAR FDS | $455,874 | 0.01% | 5,912 | Common | SOLE |
| 48581R205 | KSPI | KASPI KZ JSC | $302,428 | 0.01% | 4,083 | Common | SOLE |
| P31076105 | CPA | COPA HOLDINGS SA | $290,274 | 0.00% | 2,555 | Common | SOLE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $281,911 | 0.00% | 932 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $272,815 | 0.00% | 737 | Common | SOLE |
| 256677105 | DG | DOLLAR GEN CORP | $259,781 | 0.00% | 2,188 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $243,892 | 0.00% | 961 | Common | SOLE |
| 31488V107 | FERG | FERGUSON ENTERPRISES INC | $233,260 | 0.00% | 1,000 | Common | SOLE |
| 829242106 | SBGI | SINCLAIR INC | $232,389 | 0.00% | 17,959 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $225,856 | 0.00% | 531 | Common | SOLE |
| 83207R107 | SDHC | SMITH DOUGLAS HOMES CORP | $185,472 | 0.00% | 14,490 | Common | SOLE |
| N82405106 | STLA | STELLANTIS N.V | $177,782 | 0.00% | 25,075 | Common | SOLE |
| 04650F101 | ATAI | ATAIBECKLEY INC | $149,076 | 0.00% | 42,112 | Common | SOLE |
| 76674Q107 | RMNI | RIMINI STR INC DEL | $115,669 | 0.00% | 35,265 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.