Ruane, Cunniff & Goldfarb L.P.
13F Reported Value
ⓘ$6.0B
Holdings
50
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Ruane, Cunniff & Goldfarb L.P. disclosed 50 positions worth $6.0B in its Form 13F-HR for Q1 2026, led by $GOOG (Alphabet Inc.) at 10.1% of the equity portfolio, followed by $FWONA and $SCHW. During the quarter the fund opened 4 new positions and exited 2 — including a new stake in $SUNB. The portfolio is most concentrated in Healthcare (29.0% of disclosed assets). All figures are sourced directly from Ruane, Cunniff & Goldfarb L.P.’s Form 13F-HR filing with the SEC under CIK 1720792.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 80.2#45
Quality
$608.9M2,117,644 sh - 51.0#1,420
Quality
$455.5M5,357,168 sh - 77.2#90
Quality
$443.1M4,714,780 sh - 73.8
Quality
$415.1M2,639,372 sh - $408.4M1,208,419 sh
- 59.4
Quality
$406.3M1,387,968 sh - 71.0
Quality
$368.1M2,017,807 sh - —
Quality
$357.2M5,488,261 sh - 59.1
Quality
$291.2M1,776,282 sh - 72.6
Quality
$286.7M2,425,010 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Alphabet Inc.$GOOG | 80.2#45 | $608.9M | 2,117,644 |
 Liberty Media Corp$FWONA | 51.0#1,420 | $455.5M | 5,357,168 |
 SCHWAB CHARLES CORP$SCHW | 77.2#90 | $443.1M | 4,714,780 |
 Intercontinental Exchange, Inc.$ICE | 73.8 | $415.1M | 2,639,372 |
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $408.4M | 1,208,419 |
 Elevance Health, Inc.$ELV | 59.4 | $406.3M | 1,387,968 |
 CAPITAL ONE FINANCIAL CORP$COF | 71.0 | $368.1M | 2,017,807 |
 Sunbelt Rentals Holdings, Inc.$SUNB | — | $357.2M | 5,488,261 |
 MSA Safety Inc$MSA | 59.1 | $291.2M | 1,776,282 |
 Zoetis Inc.$ZTS | 72.6 | $286.7M | 2,425,010 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Ruane, Cunniff & Goldfarb L.P.'s 50 positions.
Showing top 10 of 50 holdings.
Sector Allocation
Healthcare
$1.7B
Technology
$1.5B
Financials
$1.5B
Communication Services
$620.4M
Industrials
$585.5M
Other
$20.2M
Consumer Discretionary
$2.6M
Full Holdings — Ruane, Cunniff & Goldfarb L.P. (Q1 2026)
All 50 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $GOOG | Alphabet Inc. | $608.9M | 10.1% | -3% | 80.2 |
| 2 | $FWONA | Liberty Media Corp | $455.5M | 7.6% | -2% | 51 |
| 3 | $SCHW | SCHWAB CHARLES CORP | $443.1M | 7.3% | -16% | 77.2 |
| 4 | $ICE | Intercontinental Exchange, Inc. | $415.1M | 6.9% | -2% | 73.8 |
| 5 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $408.4M | 6.8% | -15% | — |
| 6 | $ELV | Elevance Health, Inc. | $406.3M | 6.7% | -2% | 59.4 |
| 7 | $COF | CAPITAL ONE FINANCIAL CORP | $368.1M | 6.1% | -2% | 71 |
| 8 | $SUNB | Sunbelt Rentals Holdings, Inc. | $357.2M | 5.9% | NEW | — |
| 9 | $MSA | MSA Safety Inc | $291.2M | 4.8% | -2% | 59.1 |
| 10 | $ZTS | Zoetis Inc. | $286.7M | 4.8% | NEW | 72.6 |
| 11 |  $GOOGL | Alphabet Inc. | $272.6M | 4.5% | -17% | 80.2 |
| 12 |  $ALGN | ALIGN TECHNOLOGY INC | $206.8M | 3.4% | -1% | 58.2 |
| 13 |  $UNH | UNITEDHEALTH GROUP INC | $197.1M | 3.3% | -2% | 66.8 |
| 14 |  $ACN | Accenture plc | $184.1M | 3.0% | -2% | — |
| 15 |  $ICLR | ICON PLC | $180.9M | 3.0% | -3% | — |
| 16 |  $TECH | BIO-TECHNE Corp | $177.3M | 2.9% | +131% | 59.6 |
| 17 |  $BRK.B | BERKSHIRE HATHAWAY INC | $148.7M | 2.5% | -2% | 64.5 |
| 18 |  $SAP | SAP SE | $128.4M | 2.1% | +1533% | — |
| 19 |  $META | Meta Platforms, Inc. | $115.1M | 1.9% | -16% | 80.9 |
| 20 |  $BRK.A | BERKSHIRE HATHAWAY INC | $79.0M | 1.3% | -4% | 64.5 |
| 21 |  $CACC | CREDIT ACCEPTANCE CORP | $61.9M | 1.0% | -73% | 70.6 |
| 22 |  $LBRDA | Liberty Broadband Corp | $58.5M | 1.0% | -37% | 59.4 |
| 23 | $FWONA | Liberty Media Corp | $56.5M | 0.9% | -2% | 51 |
| 24 |  $AMTM | Amentum Holdings, Inc. | $42.3M | 0.7% | -32% | 55.6 |
| 25 |  $CHTR | CHARTER COMMUNICATIONS, INC. /MO/ | $32.9M | 0.6% | -58% | 57.7 |
| 26 | — | GCI LIBERTY INC | $18.9M | 0.3% | -6% | — |
| 27 | $LBRDA | Liberty Broadband Corp | $11.2M | 0.2% | -66% | 59.4 |
| 28 |  $GLIBA | Liberty Capital Corp/NV | $4.7M | 0.1% | -3% | 30.3 |
| 29 |  $EQH | Equitable Holdings, Inc. | $1.5M | 0.0% | -0% | 48.9 |
| 30 |  $GPI | GROUP 1 AUTOMOTIVE INC | $1.3M | 0.0% | +11% | 57.1 |
| 31 | — | VANGUARD INDEX FDS | $881,586 | 0.0% | +3% | — |
| 32 |  $J | JACOBS SOLUTIONS INC. | $800,337 | 0.0% | -3% | 47.7 |
| 33 |  $NFLX | NETFLIX INC | $777,950 | 0.0% | +55% | 86.7 |
| 34 |  $LAD | LITHIA MOTORS INC | $746,163 | 0.0% | -2% | 59.1 |
| 35 |  $MU | MICRON TECHNOLOGY INC | $730,410 | 0.0% | +0% | 88.4 |
| 36 |  $GMED | GLOBUS MEDICAL INC | $517,649 | 0.0% | NEW | 77.6 |
| 37 | — | VANGUARD STAR FDS | $455,874 | 0.0% | +9% | — |
| 38 |  $KSPI | Joint Stock Co Kaspi.kz | $302,428 | 0.0% | -1% | — |
| 39 |  $CPA | Copa Holdings, S.A. | $290,274 | 0.0% | +0% | — |
| 40 |  $AXP | AMERICAN EXPRESS CO | $281,911 | 0.0% | +0% | 73.2 |
| 41 |  $MSFT | MICROSOFT CORP | $272,815 | 0.0% | +7% | 83.7 |
| 42 |  $DG | DOLLAR GENERAL CORP | $259,781 | 0.0% | +1% | 60.4 |
| 43 |  $AAPL | Apple Inc. | $243,892 | 0.0% | +8% | 76.1 |
| 44 |  $FERG | Ferguson Enterprises Inc. /DE/ | $233,260 | 0.0% | +0% | 58.9 |
| 45 |  $SBGI | Sinclair, Inc. | $232,389 | 0.0% | +0% | 34.8 |
| 46 |  $SPGI | S&P Global Inc. | $225,856 | 0.0% | +0% | 79.4 |
| 47 |  $SDHC | Smith Douglas Homes Corp. | $185,472 | 0.0% | +19% | 31.2 |
| 48 |  $STLA | Stellantis N.V. | $177,782 | 0.0% | -2% | — |
| 49 |  $ATAI | Atai Beckley N.V. | $149,076 | 0.0% | NEW | — |
| 50 |  $RMNI | Rimini Street, Inc. | $115,669 | 0.0% | -5% | 56.6 |
New Positions (4)
Exited Positions (2)
$DOV DOVER CorpBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Ruane, Cunniff & Goldfarb L.P. including:
Track Ruane, Cunniff & Goldfarb L.P.'s Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Ruane, Cunniff & Goldfarb L.P. and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: Ruane, Cunniff & Goldfarb L.P.
13F Pro is an AI hedge fund tracker and stock research platform. For Ruane, Cunniff & Goldfarb L.P. (SEC CIK: 1720792), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Ruane, Cunniff & Goldfarb L.P.'s portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.