Institutional
Ruane, Cunniff & Goldfarb L.P.
CIK 0001720792
$6.03B
Reported AUM
50
Positions
Q1 2026
Period
2026-05-15
Filed
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%.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $368.53 | -0.98% | 112.92% | 175.80% | $608.9M | 10.10% | −57,177 | −2.6% |
| 2 | FWONK | LIBERTY MEDIA CORP DEL | $87.68 | 1.99% | -11.42% | 93.24% | $455.5M | 7.56% | −133,950 | −2.4% |
| 3 | SCHW | SCHWAB CHARLES CORP | $88.84 | 0.95% | 1.95% | 39.71% | $443.1M | 7.35% | −880,168 | −15.7% |
| 4 | ICE | INTERCONTINENTAL EXCHANGE IN | $141.50 | -0.39% | -19.88% | 25.58% | $415.1M | 6.89% | −64,535 | −2.4% |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $415.17 | -6.69% | 104.85% | 285.24% | $408.4M | 6.77% | −213,302 | −15.0% |
| 6 | ELV | ELEVANCE HEALTH INC FORMERLY | $415.53 | 1.49% | 7.89% | 15.79% | $406.3M | 6.74% | −34,538 | −2.4% |
| 7 | COF | CAPITAL ONE FINL CORP | $180.67 | -1.38% | -7.47% | 22.49% | $368.1M | 6.11% | −50,216 | −2.4% |
| 8 | SUNB | SUNBELT RENTALS HOLDINGS INC | $79.36 | -2.37% | 6.62% | 3.70% | $357.2M | 5.93% | +5,488,261 | NEW |
| 9 | MSA | MSA SAFETY INC | $161.30 | -0.13% | -1.11% | 4.29% | $291.2M | 4.83% | −35,353 | −2.0% |
| 10 | ZTS | ZOETIS INC | $79.44 | -0.10% | -52.59% | -58.78% | $286.7M | 4.76% | +2,425,010 | NEW |
| 11 | GOOG | ALPHABET INC | $365.76 | -0.95% | 109.82% | 172.71% | $272.6M | 4.52% | −191,959 | −16.8% |
| 12 | ALGN | ALIGN TECHNOLOGY INC | $167.74 | -0.33% | -7.13% | -75.89% | $206.8M | 3.43% | −15,999 | −1.3% |
| 13 | UNH | UNITEDHEALTH GROUP INC | $399.47 | 0.76% | 35.46% | 5.19% | $197.1M | 3.27% | −17,592 | −2.4% |
| 14 | ACN | ACCENTURE PLC IRELAND | $178.25 | -0.34% | -43.13% | -39.60% | $184.1M | 3.05% | −15,216 | −1.6% |
| 15 | ICLR | ICON PLC | $149.45 | -2.19% | 7.43% | -38.57% | $180.9M | 3.00% | −44,979 | −2.7% |
| 16 | TECH | BIO-TECHNE CORP | $51.99 | -2.24% | 7.42% | -55.90% | $177.3M | 2.94% | +1,926,066 | +131.4% |
| 17 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $148.7M | 2.47% | −5,718 | −1.8% |
| 18 | SAP | SAP SE | $184.77 | -1.27% | -39.32% | 39.85% | $128.4M | 2.13% | +703,982 | +1532.8% |
| 19 | META | META PLATFORMS INC | $593.00 | -5.51% | -14.74% | 67.74% | $115.1M | 1.91% | −37,871 | −15.8% |
| 20 | BRK/A | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $79.0M | 1.31% | −5 | −4.3% |
| 21 | CACC | CREDIT ACCEP CORP MICH | $544.71 | -0.67% | 7.74% | 12.36% | $61.9M | 1.03% | −389,929 | −72.7% |
| 22 | LBRDK | LIBERTY BROADBAND CORP | $30.91 | 2.45% | -64.94% | -81.40% | $58.5M | 0.97% | −678,176 | −36.8% |
| 23 | FWONA | LIBERTY MEDIA CORP DEL | $80.94 | 2.25% | -9.82% | 103.91% | $56.5M | 0.94% | −15,038 | −2.0% |
| 24 | AMTM | AMENTUM HOLDINGS INC | $22.80 | -2.10% | 1.74% | -23.34% | $42.3M | 0.70% | −771,147 | −32.2% |
| 25 | CHTR | CHARTER COMMUNICATIONS INC | $132.12 | 2.38% | -66.67% | -82.24% | $32.9M | 0.55% | −209,437 | −57.9% |
| 26 | GLIBK | GCI LIBERTY INC | $21.56 | 4.10% | -30.68% | -41.16% | $18.9M | 0.31% | −32,344 | −6.0% |
| 27 | LBRDA | LIBERTY BROADBAND CORP | $30.88 | 2.42% | -64.72% | -80.81% | $11.2M | 0.19% | −429,020 | −65.7% |
| 28 | GLIBA | GCI LIBERTY INC | $21.68 | 4.38% | -33.29% | -41.92% | $4.7M | 0.08% | −3,620 | −2.8% |
| 29 | EQH | EQUITABLE HLDGS INC | $40.80 | 1.47% | -23.25% | 49.94% | $1.5M | 0.02% | −177 | −0.4% |
| 30 | GPI | GROUP 1 AUTOMOTIVE INC | $311.00 | 1.82% | -25.95% | 84.99% | $1.3M | 0.02% | +403 | +11.2% |
| 31 | VTI | VANGUARD INDEX FDS | $363.38 | -2.68% | — | — | $882K | 0.01% | +70 | +2.6% |
| 32 | J | JACOBS SOLUTIONS INC | $122.55 | -0.83% | — | — | $800K | 0.01% | −199 | −3.1% |
| 33 | NFLX | NETFLIX INC. | $82.18 | 0.76% | — | — | $778K | 0.01% | +2,871 | +55.0% |
| 34 | LAD | LITHIA MTRS INC | $288.84 | -0.61% | — | — | $746K | 0.01% | −61 | −2.0% |
| 35 | MU | MICRON TECHNOLOGY INC | $864.01 | -13.25% | — | — | $730K | 0.01% | — | HELD |
| 36 | GMED | GLOBUS MED INC | $80.00 | 0.00% | — | — | $518K | 0.01% | +6,008 | NEW |
| 37 | VXUS | VANGUARD STAR FDS | $83.03 | -3.73% | — | — | $456K | 0.01% | +474 | +8.7% |
| 38 | KSPI | KASPI KZ JSC | $81.17 | -2.69% | — | — | $302K | 0.01% | −29 | −0.7% |
| 39 | CPA | COPA HOLDINGS SA | $133.59 | 0.34% | — | — | $290K | 0.00% | — | HELD |
| 40 | AXP | AMERICAN EXPRESS CO | $310.66 | -0.60% | — | — | $282K | 0.00% | — | HELD |
| 41 | MSFT | MICROSOFT CORP | $416.67 | -2.66% | — | — | $273K | 0.00% | +48 | +7.0% |
| 42 | DG | DOLLAR GEN CORP | $103.70 | 0.17% | — | — | $260K | 0.00% | +18 | +0.8% |
| 43 | AAPL | APPLE INC | $307.34 | -1.25% | — | — | $244K | 0.00% | +70 | +7.9% |
| 44 | FERG | FERGUSON ENTERPRISES INC | $229.58 | -0.44% | — | — | $233K | 0.00% | — | HELD |
| 45 | SBGI | SINCLAIR INC | $13.85 | -0.14% | — | — | $232K | 0.00% | — | HELD |
| 46 | SPGI | S&P GLOBAL INC | $424.44 | 1.03% | — | — | $226K | 0.00% | — | HELD |
| 47 | SDHC | SMITH DOUGLAS HOMES CORP | $12.68 | -2.39% | — | — | $185K | 0.00% | +2,281 | +18.7% |
| 48 | STLA | STELLANTIS N.V | $7.11 | -3.79% | — | — | $178K | 0.00% | −506 | −2.0% |
| 49 | ATAI | ATAIBECKLEY INC | $3.95 | -12.22% | — | — | $149K | 0.00% | +42,112 | NEW |
| 50 | RMNI | RIMINI STR INC DEL | $4.15 | 0.00% | — | — | $116K | 0.00% | −1,876 | −5.1% |
| 51 | RSPC | INVESCO EXCHANGE TRADED FD T | $36.66 | -0.84% | — | — | — | — | −11,029 | EXITED |
| 52 | VT | VANGUARD INTL EQUITY INDEX F | $153.68 | -3.07% | — | — | — | — | −1,426 | EXITED |
Source: SEC EDGAR · accession 0000919574-26-003132. 13F discloses long positions only — shorts, foreign equities, and options are excluded.