Holders — by stockHoldings — by fund
Ruane, Cunniff & Goldfarb L.P.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001720792
$6.43B
disclosed book value
54
positions
11.1%
largest position share
Positions, as of 2026-06-30
top 54 of 54 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | GOOGLALPHABET INC | 2.0M | $712.7M | 11.1% |
| 2 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 1.2M | $560.1M | 8.7% |
| 3 | FWONKLIBERTY MEDIA CORP DEL | 5.2M | $497.0M | 7.7% |
| 4 | SCHWSCHWAB CHARLES CORP | 4.6M | $421.8M | 6.6% |
| 5 | COFCAPITAL ONE FINL CORP | 2.0M | $392.4M | 6.1% |
| 6 | ELVELEVANCE HEALTH INC FORMERLY | 979,598 | $378.8M | 5.9% |
| 7 | ICON PUB LTD CO | 2.0M | $355.8M | 5.5% |
| 8 | GOOGALPHABET INC | 924,866 | $326.8M | 5.1% |
| 9 | SUNBSUNBELT RENTALS HOLDINGS INC | 4.3M | $318.8M | 5% |
| 10 | ICEINTERCONTINENTAL EXCHANGE IN | 2.6M | $315.3M | 4.9% |
| 11 | MSAMSA SAFETY INC | 1.7M | $300.5M | 4.7% |
| 12 | UNHUNITEDHEALTH GROUP INC | 705,554 | $293.2M | 4.6% |
| 13 | TECHBIO-TECHNE CORP | 3.3M | $236.6M | 3.7% |
| 14 | ROPROPER TECHNOLOGIES INC | 674,902 | $228.4M | 3.6% |
| 15 | ALGNALIGN TECHNOLOGY INC | 1.2M | $197.6M | 3.1% |
| 16 | SAPSAP SE | 1.2M | $190.6M | 3% |
| 17 | ZTSZOETIS INC | 2.4M | $169.1M | 2.6% |
| 18 | BRK/BBERKSHIRE HATHAWAY INC DEL | 300,672 | $150.5M | 2.3% |
| 19 | ACCENTURE PLC IRELAND | 901,848 | $112.2M | 1.7% |
| 20 | METAMETA PLATFORMS INC | 154,291 | $86.9M | 1.4% |
| 21 | BRK/ABERKSHIRE HATHAWAY INC DEL | 103 | $77.1M | 1.2% |
| 22 | FWONALIBERTY MEDIA CORP DEL | 695,720 | $60.9M | 0.9% |
| 23 | AMTMAMENTUM HOLDINGS INC | 537,213 | $11.1M | 0.2% |
| 24 | LBRDKLIBERTY BROADBAND CORP | 303,309 | $10.1M | 0.2% |
| 25 | CACCCREDIT ACCEP CORP MICH | 5,279 | $3.4M | 0.1% |
| 26 | MUMICRON TECHNOLOGY INC | 2,162 | $2.5M | 0% |
| 27 | LBRDALIBERTY BROADBAND CORP | 73,945 | $2.5M | 0% |
| 28 | GLIBKLIBERTY CAP CORP | 114,119 | $2.5M | 0% |
| 29 | EQHEQUITABLE HLDGS INC | 40,310 | $1.8M | 0% |
| 30 | GPIGROUP 1 AUTOMOTIVE INC | 4,884 | $1.4M | 0% |
| 31 | VTIVANGUARD INDEX FDS | 2,973 | $1.1M | 0% |
| 32 | LADLITHIA MTRS INC | 2,933 | $852,007 | 0% |
| 33 | JJACOBS SOLUTIONS INC | 6,244 | $786,744 | 0% |
| 34 | GLIBALIBERTY CAP CORP | 28,162 | $616,748 | 0% |
| 35 | NFLXNETFLIX INC. | 8,091 | $577,697 | 0% |
| 36 | VXUSVANGUARD STAR FDS | 6,420 | $548,846 | 0% |
| 37 | GMEDGLOBUS MED INC | 6,008 | $474,692 | 0% |
| 38 | SDHCSMITH DOUGLAS HOMES CORP | 27,275 | $423,854 | 0% |
| 39 | COPA HOLDINGS SA | 2,555 | $397,481 | 0% |
| 40 | KSPIKASPI KZ JSC | 3,934 | $340,842 | 0% |
| 41 | AXPAMERICAN EXPRESS CO | 932 | $315,249 | 0% |
| 42 | AAPLAPPLE INC | 961 | $278,075 | 0% |
| 43 | MSFTMICROSOFT CORP | 737 | $274,916 | 0% |
| 44 | SBGISINCLAIR INC | 17,959 | $255,916 | 0% |
| 45 | DGDOLLAR GEN CORP | 2,188 | $251,861 | 0% |
| 46 | FERGFERGUSON ENTERPRISES INC | 1,000 | $237,330 | 0% |
| 47 | VTVANGUARD INTL EQUITY INDEX F | 1,426 | $223,811 | 0% |
| 48 | ATAIATAIBECKLEY INC | 42,112 | $221,930 | 0% |
| 49 | CHTRCHARTER COMMUNICATIONS INC | 1,556 | $221,279 | 0% |
| 50 | HGVHILTON GRAND VACATIONS INC | 4,189 | $219,378 | 0% |
| 51 | SPGIS&P GLOBAL INC | 531 | $216,255 | 0% |
| 52 | BACBANK OF AMER CORP | 3,625 | $206,553 | 0% |
| 53 | STELLANTIS N.V | 25,075 | $143,931 | 0% |
| 54 | RMNIRIMINI STR INC DEL | 33,666 | $143,417 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.