Ruane, Cunniff & Goldfarb L.P.
Ruane, Cunniff & Goldfarb L.P. reported 54 holdings worth US$6.43B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Ruane, Cunniff & Goldfarb L.P. reported 54 holdings worth US$6.43B as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Taiwan Semiconductor Manufacturing Co., Ltd. and Liberty Media Corporation - Series A Liberty Formula One. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 54
- Value as reported
- US$6.43B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 2.91M | US$1.04B | 16.2% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1.17M | US$560M | 8.7% |
| Liberty Media Corporation - Series A Liberty Formula One | 5.86M | US$558M | 8.7% |
| Charles Schwab Corporation (the) | 4.57M | US$422M | 6.6% |
| Capital One Financial Corporation | 1.96M | US$392M | 6.1% |
| Elevance Health, Inc. | 980K | US$379M | 5.9% |
| Sunbelt Rentals Holdings, Inc. | 4.26M | US$319M | 5.0% |
| Intercontinental Exchange Inc. | 2.56M | US$315M | 4.9% |
| Msa Safety Incorporated | 1.72M | US$301M | 4.7% |
| Unitedhealth Group Incorporated | 706K | US$293M | 4.6% |
| Bio-techne Corp | 3.35M | US$237M | 3.7% |
| Roper Technologies, Inc. | 675K | US$228M | 3.6% |
| Berkshire Hathaway Inc. | 455K | US$228M | 3.5% |
| Align Technology, Inc. | 1.17M | US$198M | 3.1% |
| Sap Se | 1.24M | US$191M | 3.0% |
| Zoetis Inc. | 2.35M | US$169M | 2.6% |
| Meta Platforms, Inc. | 154K | US$86.9M | 1.4% |
| Liberty Broadband Corporation | 377K | US$12.5M | 0.20% |
| Amentum Holdings, Inc. | 537K | US$11.1M | 0.17% |
| Credit Acceptance Corporation | 5,279 | US$3.36M | 0.05% |
| Gci Liberty, Inc. - Series A Gci Group | 143K | US$3.08M | 0.05% |
| Micron Technology, Inc. | 2,162 | US$2.5M | 0.04% |
| Equitable Holdings, Inc. | 40,310 | US$1.77M | 0.03% |
| Group 1 Automotive, Inc. | 4,884 | US$1.42M | 0.02% |
| Lithia Motors, Inc. | 2,933 | US$852K | 0.01% |
| Jacobs Solutions Inc. | 6,244 | US$787K | 0.01% |
| Netflix, Inc. | 8,091 | US$578K | <0.01% |
| Globus Medical, Inc. | 6,008 | US$475K | <0.01% |
| Smith Douglas Homes Corp. | 27,275 | US$424K | <0.01% |
| Copa Holdings, S.a. | 2,555 | US$397K | <0.01% |
| American Express Company | 932 | US$315K | <0.01% |
| Apple Inc | 961 | US$278K | <0.01% |
| Microsoft Corp. | 737 | US$275K | <0.01% |
| Sinclair, Inc. | 17,959 | US$256K | <0.01% |
| Dollar General Corporation | 2,188 | US$252K | <0.01% |
| Ferguson Enterprises Inc. | 1,000 | US$237K | <0.01% |
| Ataibeckley Inc. | 42,112 | US$222K | <0.01% |
| Charter Communications, Inc. | 1,556 | US$221K | <0.01% |
| Hilton Grand Vacations Inc. | 4,189 | US$219K | <0.01% |
| S&p Global Inc. | 531 | US$216K | <0.01% |
| Bank Of America Corporation | 3,625 | US$207K | <0.01% |
| Rimini Street, Inc. | 33,666 | US$143K | <0.01% |
Source
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