Ruane, Cunniff & Goldfarb L.P. portfolio
Managed by . 50 reported positions worth $6.0B as of 2026-03-31, filed with the SEC on 2026-05-15. Parsed from the filing itself, not a reseller.
Every position on this page is a snapshot of 2026-03-31. It was already 45 days old on 2026-05-15, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| SUNB | SUNBELT RENTALS HOLDINGS INC | $357.2M | 5,488,261 | 5.93% |
| ZTS | ZOETIS INC | $286.7M | 2,425,010 | 4.76% |
| GMED | GLOBUS MED INC | $517,649 | 6,008 | 0.01% |
| ATAI | ATAIBECKLEY INC | $149,076 | 42,112 | 0.00% |
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| RSPC | INVESCO EXCHANGE TRADED FD T | $439,321 | 11,029 | 0.00% |
| VT | VANGUARD INTL EQUITY INDEX F | $201,152 | 1,426 | 0.00% |
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| TECH | BIO-TECHNE CORP | $177.3M | 3,392,001 | 2.94% | +131% |
| SAP | SAP SE | $128.4M | 749,909 | 2.13% | +1533% |
| GPI | GROUP 1 AUTOMOTIVE INC | $1.3M | 4,013 | 0.02% | +11% |
| VTI | VANGUARD INDEX FDS | $881,586 | 2,748 | 0.01% | +3% |
| NFLX | NETFLIX INC. | $777,950 | 8,091 | 0.01% | +55% |
| VXUS | VANGUARD STAR FDS | $455,874 | 5,912 | 0.01% | +9% |
| MSFT | MICROSOFT CORP | $272,815 | 737 | 0.00% | +7% |
| AAPL | APPLE INC | $243,892 | 961 | 0.00% | +8% |
| SDHC | SMITH DOUGLAS HOMES CORP | $185,472 | 14,490 | 0.00% | +19% |
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| CACC | CREDIT ACCEP CORP MICH | $61.9M | 146,203 | 1.03% | -73% |
| LBRDA | LIBERTY BROADBAND CORP | $11.2M | 223,760 | 0.19% | -66% |
| CHTR | CHARTER COMMUNICATIONS INC | $32.9M | 152,563 | 0.55% | -58% |
| LBRDK | LIBERTY BROADBAND CORP | $58.5M | 1,163,448 | 0.97% | -37% |
| AMTM | AMENTUM HOLDINGS INC | $42.3M | 1,622,982 | 0.70% | -32% |
| GOOG | ALPHABET INC | $272.6M | 950,394 | 4.52% | -17% |
| META | META PLATFORMS INC | $115.1M | 201,147 | 1.91% | -16% |
| SCHW | SCHWAB CHARLES CORP | $443.1M | 4,714,780 | 7.35% | -16% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $408.4M | 1,208,419 | 6.77% | -15% |
| GLIBK | GCI LIBERTY INC | $18.9M | 506,727 | 0.31% | -6% |
| RMNI | RIMINI STR INC DEL | $115,669 | 35,265 | 0.00% | -5% |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $79.0M | 110 | 1.31% | -4% |
| J | JACOBS SOLUTIONS INC | $800,337 | 6,288 | 0.01% | -3% |
| GLIBA | GCI LIBERTY INC | $4.7M | 127,548 | 0.08% | -3% |
| ICLR | ICON PLC | $180.9M | 1,634,611 | 3.00% | -3% |
All reported holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $608.9M | 2,117,644 | 10.10% | — |
| FWONK | LIBERTY MEDIA CORP DEL | $455.5M | 5,357,168 | 7.56% | — |
| SCHW | SCHWAB CHARLES CORP | $443.1M | 4,714,780 | 7.35% | — |
| ICE | INTERCONTINENTAL EXCHANGE IN | $415.1M | 2,639,372 | 6.89% | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $408.4M | 1,208,419 | 6.77% | — |
| ELV | ELEVANCE HEALTH INC FORMERLY | $406.3M | 1,387,968 | 6.74% | — |
| COF | CAPITAL ONE FINL CORP | $368.1M | 2,017,807 | 6.11% | — |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $357.2M | 5,488,261 | 5.93% | — |
| MSA | MSA SAFETY INC | $291.2M | 1,776,282 | 4.83% | — |
| ZTS | ZOETIS INC | $286.7M | 2,425,010 | 4.76% | — |
| GOOG | ALPHABET INC | $272.6M | 950,394 | 4.52% | — |
| ALGN | ALIGN TECHNOLOGY INC | $206.8M | 1,206,535 | 3.43% | — |
| UNH | UNITEDHEALTH GROUP INC | $197.1M | 728,407 | 3.27% | — |
| ACN | ACCENTURE PLC IRELAND | $184.1M | 928,204 | 3.05% | — |
| ICLR | ICON PLC | $180.9M | 1,634,611 | 3.00% | — |
| TECH | BIO-TECHNE CORP | $177.3M | 3,392,001 | 2.94% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $148.7M | 310,388 | 2.47% | — |
| SAP | SAP SE | $128.4M | 749,909 | 2.13% | — |
| META | META PLATFORMS INC | $115.1M | 201,147 | 1.91% | — |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $79.0M | 110 | 1.31% | — |
| CACC | CREDIT ACCEP CORP MICH | $61.9M | 146,203 | 1.03% | — |
| LBRDK | LIBERTY BROADBAND CORP | $58.5M | 1,163,448 | 0.97% | — |
| FWONA | LIBERTY MEDIA CORP DEL | $56.5M | 723,842 | 0.94% | — |
| AMTM | AMENTUM HOLDINGS INC | $42.3M | 1,622,982 | 0.70% | — |
| CHTR | CHARTER COMMUNICATIONS INC | $32.9M | 152,563 | 0.55% | — |
| GLIBK | GCI LIBERTY INC | $18.9M | 506,727 | 0.31% | — |
| LBRDA | LIBERTY BROADBAND CORP | $11.2M | 223,760 | 0.19% | — |
| GLIBA | GCI LIBERTY INC | $4.7M | 127,548 | 0.08% | — |
| EQH | EQUITABLE HLDGS INC | $1.5M | 40,459 | 0.02% | — |
| GPI | GROUP 1 AUTOMOTIVE INC | $1.3M | 4,013 | 0.02% | — |
| VTI | VANGUARD INDEX FDS | $881,586 | 2,748 | 0.01% | — |
| J | JACOBS SOLUTIONS INC | $800,337 | 6,288 | 0.01% | — |
| NFLX | NETFLIX INC. | $777,950 | 8,091 | 0.01% | — |
| LAD | LITHIA MTRS INC | $746,163 | 2,988 | 0.01% | — |
| MU | MICRON TECHNOLOGY INC | $730,410 | 2,162 | 0.01% | — |
| GMED | GLOBUS MED INC | $517,649 | 6,008 | 0.01% | — |
| VXUS | VANGUARD STAR FDS | $455,874 | 5,912 | 0.01% | — |
| KSPI | KASPI KZ JSC | $302,428 | 4,083 | 0.01% | — |
| CPA | COPA HOLDINGS SA | $290,274 | 2,555 | 0.00% | — |
| AXP | AMERICAN EXPRESS CO | $281,911 | 932 | 0.00% | — |
| MSFT | MICROSOFT CORP | $272,815 | 737 | 0.00% | — |
| DG | DOLLAR GEN CORP | $259,781 | 2,188 | 0.00% | — |
| AAPL | APPLE INC | $243,892 | 961 | 0.00% | — |
| FERG | FERGUSON ENTERPRISES INC | $233,260 | 1,000 | 0.00% | — |
| SBGI | SINCLAIR INC | $232,389 | 17,959 | 0.00% | — |
| SPGI | S&P GLOBAL INC | $225,856 | 531 | 0.00% | — |
| SDHC | SMITH DOUGLAS HOMES CORP | $185,472 | 14,490 | 0.00% | — |
| STLA | STELLANTIS N.V | $177,782 | 25,075 | 0.00% | — |
| ATAI | ATAIBECKLEY INC | $149,076 | 42,112 | 0.00% | — |
| RMNI | RIMINI STR INC DEL | $115,669 | 35,265 | 0.00% | — |
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
This page was built from one document: the 2026-03-31 Form 13F info table filed by Ruane, Cunniff & Goldfarb L.P. (CIK 1720792, accession 0000919574-26-003132). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
Tested and published by IndicatorEdge · backtest grid generated 2026-06-25 · base rates recomputed 2026-07-31 · how we test
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