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Ruane Cunniff — 13F History

Ruane, Cunniff & Goldfarb L.P.CIK 0001720792Form 13F-HR on EDGAR
Portfolio value$6.4B
Positions54
QuarterQ2 2026ended 2026-06-30
Filed08/142026

Every 13F on file since Q2 2013: what Ruane Cunniff bought, added to, reduced and sold each quarter, largest moves first, with share counts adjusted for stock splits.

Every quarter

53 filings · newest first
Q2 2026$6.4B · 54 stocks · filed Aug 14, 2026
4 bought6 added31 reduced0 sold
bought ROPreduced −29% ELVreduced −22% SUNBreduced −96% CACCadded +65% SAPadded +25% ICLR
Q1 2026$6.0B · 50 stocks · filed May 15, 2026
4 bought10 added30 reduced2 sold
bought SUNBbought ZTSreduced −73% CACCadded +1533% SAPadded +131% TECHreduced −16% SCHW
Q4 2025$6.4B · 48 stocks · filed Feb 13, 2026
4 bought6 added25 reduced3 sold
Q3 2025$6.0B · 47 stocks · filed Nov 14, 2025
7 bought8 added22 reduced3 sold
Q2 2025$5.8B · 43 stocks · filed Aug 14, 2025
6 bought7 added17 reduced1 sold
bought MSAreduced −22% METAadded +36% ICLRreduced −21% LBRDKreduced −9% CACCreduced −7% UNH
Q1 2025$5.5B · 38 stocks · filed May 15, 2025
2 bought1 added23 reduced3 sold
Q4 2024$5.9B · 39 stocks · filed Feb 14, 2025
3 bought3 added25 reduced1 sold
bought ICLRreduced −33% TSMreduced −52% Jreduced −98% KMXreduced −21% COFreduced −13% UNH
Q3 2024$6.4B · 37 stocks · filed Nov 14, 2024
2 bought5 added22 reduced2 sold
reduced −52% KMXbought AMTMreduced −18% Jreduced −4% SCHWreduced −4% TSMreduced −4% GOOGL
Q2 2024$6.4B · 37 stocks · filed Aug 14, 2024
3 bought3 added20 reduced0 sold
Q1 2024$6.4B · 34 stocks · filed May 15, 2024
1 bought1 added24 reduced0 sold
Q4 2023$6.3B · 33 stocks · filed Feb 14, 2024
1 bought0 added27 reduced4 sold
Q3 2023$6.0B · 36 stocks · filed Nov 14, 2023
5 bought4 added18 reduced3 sold
sold FWONKUSDbought FWONKsold LM05bought FWONAadded +10% ELVreduced −8% KMX

Each quarter is compared with the one before it. A quarter whose predecessor has no filing on file shows the book's size and no moves. Moves are ranked by the dollars that changed, at that quarter's reported prices; the twelve largest are kept.

Source: the manager's Form 13F-HR on SEC EDGAR, kept as immutable quarterly snapshots; changes compare two consecutive filings. A 13F is filed up to 45 days after quarter end and covers US-listed long positions only. Tickers come from a self-maintained CUSIP map; a position without one shows its CUSIP. Method notes in where the numbers come from.