---
title: Ruane Cunniff (Ruane, Cunniff & Goldfarb L.P.) — 13F holdings
canonical: https://sweetvaluelab.com/investors/ruane-cunniff
cik: 0001720792
quarter: 2026-06-30
filed: 2026-08-14
---
# Ruane Cunniff — Ruane, Cunniff & Goldfarb L.P.

Latest 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026: 54 positions worth $6.4B. Against the quarter ended Mar 31, 2026: 4 bought, 6 added to, 13 unchanged, 31 reduced, 0 sold. The top five are 40% of the portfolio, the top ten 67%; 25 of the positions have a research page on this site.

## Holdings

| Ticker | Issuer | Shares | Value | % of portfolio | Change this quarter |
| --- | --- | ---: | ---: | ---: | --- |
| GOOGL | ALPHABET INC | 1,994,274 | $712.7M | 11.1% | reduced (-6%) |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 1,172,725 | $560.1M | 8.7% | reduced (-3%) |
| FWONK | LIBERTY MEDIA CORP DEL | 5,223,453 | $497.0M | 7.7% | reduced (-2%) |
| SCHW | SCHWAB CHARLES CORP | 4,571,355 | $421.8M | 6.6% | reduced (-3%) |
| COF | CAPITAL ONE FINL CORP | 1,956,084 | $392.4M | 6.1% | reduced (-3%) |
| ELV | ELEVANCE HEALTH INC FORMERLY | 979,598 | $378.8M | 5.9% | reduced (-29%) |
| ICLR | ICON PUB LTD CO | 2,048,087 | $355.8M | 5.5% | added (+25%) |
| GOOG | ALPHABET INC | 924,866 | $326.8M | 5.1% | reduced (-3%) |
| SUNB | SUNBELT RENTALS HOLDINGS INC | 4,261,163 | $318.8M | 5.0% | reduced (-22%) |
| ICE | INTERCONTINENTAL EXCHANGE IN | 2,560,747 | $315.3M | 4.9% | reduced (-3%) |
| MSA | MSA SAFETY INC | 1,721,415 | $300.5M | 4.7% | reduced (-3%) |
| UNH | UNITEDHEALTH GROUP INC | 705,554 | $293.2M | 4.6% | reduced (-3%) |
| TECH | BIO-TECHNE CORP | 3,348,841 | $236.6M | 3.7% | reduced (-1%) |
| ROP | ROPER TECHNOLOGIES INC | 674,902 | $228.4M | 3.6% | bought |
| ALGN | ALIGN TECHNOLOGY INC | 1,171,455 | $197.6M | 3.1% | reduced (-3%) |
| SAP | SAP SE | 1,236,546 | $190.6M | 3.0% | added (+65%) |
| ZTS | ZOETIS INC | 2,353,300 | $169.1M | 2.6% | reduced (-3%) |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | 300,672 | $150.5M | 2.3% | reduced (-3%) |
| ACN | ACCENTURE PLC IRELAND | 901,848 | $112.2M | 1.7% | reduced (-3%) |
| META | META PLATFORMS INC | 154,291 | $86.9M | 1.4% | reduced (-23%) |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | 103 | $77.1M | 1.2% | reduced (-6%) |
| FWONA | LIBERTY MEDIA CORP DEL | 695,720 | $60.9M | 0.9% | reduced (-4%) |
| AMTM | AMENTUM HOLDINGS INC | 537,213 | $11.1M | 0.2% | reduced (-67%) |
| LBRDK | LIBERTY BROADBAND CORP | 303,309 | $10.1M | 0.2% | reduced (-74%) |
| CACC | CREDIT ACCEP CORP MICH | 5,279 | $3.4M | 0.1% | reduced (-96%) |
| MU | MICRON TECHNOLOGY INC | 2,162 | $2.5M | 0.0% | held (0%) |
| LBRDA | LIBERTY BROADBAND CORP | 73,945 | $2.5M | 0.0% | reduced (-67%) |
| GLIBK | LIBERTY CAP CORP | 114,119 | $2.5M | 0.0% | reduced (-77%) |
| EQH | EQUITABLE HLDGS INC | 40,310 | $1.8M | 0.0% | reduced (-0%) |
| GPI | GROUP 1 AUTOMOTIVE INC | 4,884 | $1.4M | 0.0% | added (+22%) |
| VTI | VANGUARD INDEX FDS | 2,973 | $1.1M | 0.0% | added (+8%) |
| LAD | LITHIA MTRS INC | 2,933 | $852,007 | 0.0% | reduced (-2%) |
| J | JACOBS SOLUTIONS INC | 6,244 | $786,744 | 0.0% | reduced (-1%) |
| GLIBA | LIBERTY CAP CORP | 28,162 | $616,748 | 0.0% | reduced (-78%) |
| NFLX | NETFLIX INC. | 8,091 | $577,697 | 0.0% | held (0%) |
| VXUS | VANGUARD STAR FDS | 6,420 | $548,846 | 0.0% | added (+9%) |
| GMED | GLOBUS MED INC | 6,008 | $474,692 | 0.0% | held (0%) |
| SDHC | SMITH DOUGLAS HOMES CORP | 27,275 | $423,854 | 0.0% | added (+88%) |
| CPA | COPA HOLDINGS SA | 2,555 | $397,481 | 0.0% | held (0%) |
| KSPI | KASPI KZ JSC | 3,934 | $340,842 | 0.0% | reduced (-4%) |
| AXP | AMERICAN EXPRESS CO | 932 | $315,249 | 0.0% | held (0%) |
| AAPL | APPLE INC | 961 | $278,075 | 0.0% | held (0%) |
| MSFT | MICROSOFT CORP | 737 | $274,916 | 0.0% | held (0%) |
| SBGI | SINCLAIR INC | 17,959 | $255,916 | 0.0% | held (0%) |
| DG | DOLLAR GEN CORP | 2,188 | $251,861 | 0.0% | held (0%) |
| FERG | FERGUSON ENTERPRISES INC | 1,000 | $237,330 | 0.0% | held (0%) |
| VT | VANGUARD INTL EQUITY INDEX F | 1,426 | $223,811 | 0.0% | bought |
| ATAI | ATAIBECKLEY INC | 42,112 | $221,930 | 0.0% | held (0%) |
| CHTR | CHARTER COMMUNICATIONS INC | 1,556 | $221,279 | 0.0% | reduced (-99%) |
| HGV | HILTON GRAND VACATIONS INC | 4,189 | $219,378 | 0.0% | bought |
| SPGI | S&P GLOBAL INC | 531 | $216,255 | 0.0% | held (0%) |
| BAC | BANK OF AMER CORP | 3,625 | $206,553 | 0.0% | bought |
| STLA | STELLANTIS N.V | 25,075 | $143,931 | 0.0% | held (0%) |
| RMNI | RIMINI STR INC DEL | 33,666 | $143,417 | 0.0% | reduced (-5%) |

## Largest moves this quarter

| Ticker | Issuer | Shares now | Shares before | Change | Bought / sold at reported prices | Value |
| --- | --- | ---: | ---: | --- | ---: | ---: |
| ROP | ROPER TECHNOLOGIES INC | 674,902 | 0 | bought | +$228.4M | $228.4M |
| ELV | ELEVANCE HEALTH INC FORMERLY | 979,598 | 1,387,968 | reduced (-29%) | −$157.9M | $378.8M |
| SUNB | SUNBELT RENTALS HOLDINGS INC | 4,261,163 | 5,488,261 | reduced (-22%) | −$91.8M | $318.8M |
| CACC | CREDIT ACCEP CORP MICH | 5,279 | 146,203 | reduced (-96%) | −$89.7M | $3.4M |
| SAP | SAP SE | 1,236,546 | 749,909 | added (+65%) | +$75.0M | $190.6M |
| ICLR | ICON PUB LTD CO | 2,048,087 | 1,634,611 | added (+25%) | +$71.8M | $355.8M |
| GOOGL | ALPHABET INC | 1,994,274 | 2,117,644 | reduced (-6%) | −$44.1M | $712.7M |

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Source: https://sweetvaluelab.com/investors/ruane-cunniff (SweetValueLab, free, no account). Holdings from SEC Form 13F-HR filings; tickers resolved from CUSIPs. Values as reported by the filer. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.