Ruane, Cunniff & Goldfarb L.P.

New York, NY · CIK 1720792 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2017 · limited partnership

Assets managed$10.5bn
Staff52 · 12 in investment roles
Main clients (by assets)High net worth individuals 37%, Mutual funds and ETFs 36%, Pension plans 17%
Form ADV · 2026-03-31SEC adviser record

Legal entityRUANE, CUNNIFF & GOLDFARB L.P. (US)
Part of RUANE, CUNNIFF & GOLDFARB INC. (US)

$6.4bn reported value +6.6% vs Q1 2026

54positions

66.6%in top 10

4 new 6 added 31 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,994,274	$712.7m11.09%	11.09%	Reduced -123.4k	-123,370 -5.8%
2	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	1,172,725	$560.1m8.71%	8.71%	Reduced -35.7k	-35,694 -3.0%
3	LIBERTY MEDIA CORP DEL COM LBTY ONE S C FWONK	FWONK	5,223,453	$497.0m7.73%	7.73%	Reduced -133.7k	-133,715 -2.5%
4	SCHWAB CHARLES CORP COM SCHW	SCHW	4,571,355	$421.8m6.56%	6.56%	Reduced -143.4k	-143,425 -3.0%
5	CAPITAL ONE FINL CORP COM COF	COF	1,956,084	$392.4m6.11%	6.11%	Reduced -61.7k	-61,723 -3.1%
6	ELEVANCE HEALTH INC COM ELV	ELV	979,598	$378.8m5.89%	5.89%	Reduced -408.4k	-408,370 -29.4%
7	ICON PLC SHS ICLR	ICLR	2,048,087	$355.8m5.54%	5.54%	Added +413.5k	+413,476 25.3%
8	ALPHABET INC CAP STK CL C GOOG	GOOG	924,866	$326.8m5.08%	5.08%	Reduced -25.5k	-25,528 -2.7%
9	SUNBELT RENTALS HOLDINGS INC SHS SUNB	SUNB	4,261,163	$318.8m4.96%	4.96%	Reduced -1.2m	-1,227,098 -22.4%
10	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	2,560,747	$315.3m4.90%	4.90%	Reduced -78.6k	-78,625 -3.0%
11	MSA SAFETY INC COM MSA	MSA	1,721,415	$300.5m4.68%	4.68%	Reduced -54.9k	-54,867 -3.1%
12	UNITEDHEALTH GROUP INC COM UNH	UNH	705,554	$293.2m4.56%	4.56%	Reduced -22.9k	-22,853 -3.1%
13	BIO-TECHNE CORP COM TECH	TECH	3,348,841	$236.6m3.68%	3.68%	Reduced -43.2k	-43,160 -1.3%
14	ROPER TECHNOLOGIES INC COM ROP	ROP	674,902	$228.4m3.55%	3.55%	New
15	ALIGN TECHNOLOGY INC COM ALGN	ALGN	1,171,455	$197.6m3.07%	3.07%	Reduced -35.1k	-35,080 -2.9%
16	SAP SE SPON ADR SAP	SAP	1,236,546	$190.6m2.96%	2.96%	Added +486.6k	+486,637 64.9%
17	ZOETIS INC CL A ZTS	ZTS	2,353,300	$169.1m2.63%	2.63%	Reduced -71.7k	-71,710 -3.0%
18	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	300,672	$150.5m2.34%	2.34%	Reduced -9.7k	-9,716 -3.1%
19	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	901,848	$112.2m1.75%	1.75%	Reduced -26.4k	-26,356 -2.8%
20	META PLATFORMS INC CL A META	META	154,291	$86.9m1.35%	1.35%	Reduced -46.9k	-46,856 -23.3%
21	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	103	$77.1m1.20%	1.20%	Reduced -7	-7 -6.4%
22	LIBERTY MEDIA CORP DEL COM LBTY ONE S A FWONA	FWONA	695,720	$60.9m0.95%	0.95%	Reduced -28.1k	-28,122 -3.9%
23	AMENTUM HOLDINGS INC COM AMTM	AMTM	537,213	$11.1m0.17%	0.17%	Reduced -1.1m	-1,085,769 -66.9%
24	LIBERTY BROADBAND CORP COM SER C LBRDK	LBRDK	303,309	$10.1m0.16%	0.16%	Reduced -860.1k	-860,139 -73.9%
25	CREDIT ACCEP CORP MICH COM CACC	CACC	5,279	$3.4m0.05%	0.05%	Reduced -140.9k	-140,924 -96.4%
26	MICRON TECHNOLOGY INC COM MU	MU	2,162	$2.5m0.04%	0.04%	Unchanged
27	LIBERTY BROADBAND CORP COM SER A LBRDA	LBRDA	73,945	$2.5m0.04%	0.04%	Reduced -149.8k	-149,815 -67.0%
28	GCI LIBERTY INC COM SER C GLIBK	GLIBK	114,119	$2.5m0.04%	0.04%	Reduced -392.6k	-392,608 -77.5%
29	EQUITABLE HLDGS INC COM EQH	EQH	40,310	$1.8m0.03%	0.03%	Reduced -149	-149 -0.4%
30	GROUP 1 AUTOMOTIVE INC COM GPI	GPI	4,884	$1.4m0.02%	0.02%	Added +871	+871 21.7%
31	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	2,973	$1.1m0.02%	0.02%	Added +225	+225 8.2%
32	LITHIA MTRS INC COM LAD	LAD	2,933	$852.0k0.01%	0.01%	Reduced -55	-55 -1.8%
33	JACOBS SOLUTIONS INC COM J	J	6,244	$786.7k0.01%	0.01%	Reduced -44	-44 -0.7%
34	GCI LIBERTY INC COM SER A GLIBA	GLIBA	28,162	$616.7k0.01%	0.01%	Reduced -99.4k	-99,386 -77.9%
35	NETFLIX INC COM NFLX	NFLX	8,091	$577.7k0.01%	0.01%	Unchanged
36	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	6,420	$548.8k0.01%	0.01%	Added +508	+508 8.6%
37	GLOBUS MED INC CL A GMED	GMED	6,008	$474.7k0.01%	0.01%	Unchanged
38	SMITH DOUGLAS HOMES CORP COM SHS CL A SDHC	SDHC	27,275	$423.9k0.01%	0.01%	Added +12.8k	+12,785 88.2%
39	COPA HOLDINGS SA CL A CPA	CPA	2,555	$397.5k0.01%	0.01%	Unchanged
40	KASPI KZ JSC SPONSORED ADS KSPI	KSPI	3,934	$340.8k0.01%	0.01%	Reduced -149	-149 -3.6%
41	AMERICAN EXPRESS CO COM AXP	AXP	932	$315.2k0.00%	0.00%	Unchanged
42	APPLE INC COM AAPL	AAPL	961	$278.1k0.00%	0.00%	Unchanged
43	MICROSOFT CORP COM MSFT	MSFT	737	$274.9k0.00%	0.00%	Unchanged
44	SINCLAIR INC CL A SBGI	SBGI	17,959	$255.9k0.00%	0.00%	Unchanged
45	DOLLAR GEN CORP NEW COM DG	DG	2,188	$251.9k0.00%	0.00%	Unchanged
46	FERGUSON ENTERPRISES INC COMMON STOCK NEW FERG	FERG	1,000	$237.3k0.00%	0.00%	Unchanged
47	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	1,426	$223.8k0.00%	0.00%	New
48	ATAIBECKLEY INC COM SHS ATAI	ATAI	42,112	$221.9k0.00%	0.00%	Unchanged
49	CHARTER COMMUNICATIONS INC N CL A CHTR	CHTR	1,556	$221.3k0.00%	0.00%	Reduced -151.0k	-151,007 -99.0%
50	HILTON GRAND VACATIONS INC COM HGV	HGV	4,189	$219.4k0.00%	0.00%	New
51	S&P GLOBAL INC COM SPGI	SPGI	531	$216.3k0.00%	0.00%	Unchanged
52	BANK AMERICA CORP COM BAC	BAC	3,625	$206.6k0.00%	0.00%	New
53	STELLANTIS N.V SHS STLA	STLA	25,075	$143.9k0.00%	0.00%	Unchanged
54	RIMINI STR INC DEL COM RMNI	RMNI	33,666	$143.4k0.00%	0.00%	Reduced -1.6k	-1,599 -4.5%