Institutional Fund
Ruane, Cunniff & Goldfarb L.P.
New York, NYCIK 17207925 filings on record
Portfolio Value
$6.03B
Q1 2026
Holdings
50
Reported positions
New Buys
4
Opened this quarter
QoQ Change
-5.8%
from $6.40B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Alphabet Inc10.1%
- Liberty Media Corp Del7.6%
- Schwab Charles Corp7.4%
- Intercontinental Exchange In6.9%
- Taiwan Semiconductor Mfg Ltd6.8%
- Elevance Health Inc6.7%
- Other54.6%
Portfolio Holdings
50 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 2.12M | $608.95M | 10.1% | −57.2K | Reduced |
| 2 | Liberty Media Corp Del | 5.36M | $455.47M | 7.6% | −133.9K | Reduced |
| 3 | Schwab Charles Corp | 4.71M | $443.10M | 7.4% | −880.2K | Reduced |
| 4 | Intercontinental Exchange In | 2.64M | $415.12M | 6.9% | −64.5K | Reduced |
| 5 | Taiwan Semiconductor Mfg Ltd | 1.21M | $408.39M | 6.8% | −213.3K | Reduced |
| 6 | Elevance Health Inc | 1.39M | $406.33M | 6.7% | −34.5K | Reduced |
| 7 | Capital One Finl Corp | 2.02M | $368.11M | 6.1% | −50.2K | Reduced |
| 8 | Sunbelt Rentals Holdings Inc | 5.49M | $357.23M | 5.9% | +5.49M | New |
| 9 | Msa Safety Inc | 1.78M | $291.22M | 4.8% | −35.4K | Reduced |
| 10 | Zoetis Inc | 2.43M | $286.66M | 4.8% | +2.43M | New |
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