Hedge fund
Ruane Cunniff & Goldfarb
Holdings as of Q1 2026
Quarter
Q1-2026
Market value
$6.0B
Positions
50
Concentration
Balanced
Top holding
10%GOOGL
Top 5
39%of book
Top 10
67%of book
Top 5
6 – 10
Tail
Top 5
6 – 10
Tail
| Holding | Weightshares held per quarter · hover for change | Q/Q change | Value | |
|---|---|---|---|---|
| 1 | ALPHABETGOOGL | 10.10% | ↘Reduced 2.63% | 2.1M shares · $287.56 $608.9M |
| 2 | LIBERTY MEDIA CORPFWONK | 7.56% | ↘Reduced 2.44% | 5.4M shares · $85.02 $455.5M |
| 3 | SCHWAB CHARLES CORPSCHW | 7.35% | ↘Reduced 15.73% | 4.7M shares · $93.98 $443.1M |
| 4 | INTERCONTINENTAL EXCHANGE INICE | 6.89% | ↘Reduced 2.39% | 2.6M shares · $157.28 $415.1M |
| 5 | TAIWAN SEMICONDUCTOR MFGTSM | 6.77% | ↘Reduced 15.00% | 1.2M shares · $337.95 $408.4M |
| 6 | ELEVANCE HEALTHELV | 6.74% | ↘Reduced 2.43% | 1.4M shares · $292.75 $406.3M |
| 7 | CAPITAL ONE FINL CORPCOF | 6.11% | ↘Reduced 2.43% | 2.0M shares · $182.43 $368.1M |
| 8 | SUNBELT RENTALSSUNB | 5.93% | ↗Buy | 5.5M shares · $65.09 $357.2M |
| 9 | MSA SAFETYMSA | 4.83% | ↘Reduced 1.95% | 1.8M shares · $163.95 $291.2M |
| 10 | ZOETISZTS | 4.76% | ↗Buy | 2.4M shares · $118.21 $286.7M |
| 11 | ALPHABETGOOG | 4.52% | ↘Reduced 16.80% | 950.4K shares · $286.86 $272.6M |
| 12 | ALIGN TECHNOLOGYALGN | 3.43% | ↘Reduced 1.31% | 1.2M shares · $171.43 $206.8M |
| 13 | UNITEDHEALTHUNH | 3.27% | ↘Reduced 2.36% | 728.4K shares · $270.59 $197.1M |
| 14 | ACCENTURE IRELANDACN | 3.05% | ↘Reduced 1.61% | 928.2K shares · $198.29 $184.1M |
| 15 | Icon (ICLR)ICLR | 3.00% | ↘Reduced 2.68% | 1.6M shares · $110.66 $180.9M |
| 16 | BIO-TECHNE CORPTECH | 2.94% | ↗Added 131.39% | 3.4M shares · $52.26 $177.3M |
| 17 | BERKSHIRE HATHAWAYBRK-B | 2.47% | ↘Reduced 1.81% | 310.4K shares · $479.20 $148.7M |
| 18 | SAPSAP | 2.13% | ↗Added 1532.83% | 749.9K shares · $171.21 $128.4M |
| 19 | META PLATFORMSMETA | 1.91% | ↘Reduced 15.84% | 201.1K shares · $572.13 $115.1M |
| 20 | BERKSHIRE HATHAWAYBRK-A | 1.31% | ↘Reduced 4.35% | 110 shares · $718140.00 $79.0M |
| 21 | CREDIT ACCEP CORP MICHCACC | 1.03% | ↘Reduced 72.73% | 146.2K shares · $423.46 $61.9M |
| 22 | LIBERTY BROADBAND CORPLBRDK | 0.97% | ↘Reduced 36.82% | 1.2M shares · $50.30 $58.5M |
| 23 | LIBERTY MEDIA CORPFWONA | 0.94% | ↘Reduced 2.04% | 723.8K shares · $78.08 $56.5M |
| 24 | AMENTUMAMTM | 0.70% | ↘Reduced 32.21% | 1.6M shares · $26.08 $42.3M |
| 25 | CHARTER COMMUNICATIONS NCHTR | 0.55% | ↘Reduced 57.86% | 152.6K shares · $215.88 $32.9M |
| 26 | GCI LIBERTYGLIBK | 0.31% | ↘Reduced 6.00% | 506.7K shares · $37.21 $18.9M |
| 27 | LIBERTY BROADBAND CORPLBRDA | 0.19% | ↘Reduced 65.72% | 223.8K shares · $50.22 $11.2M |
| 28 | GCI LIBERTYGLIBA | 0.08% | ↘Reduced 2.76% | 127.5K shares · $36.85 $4.7M |
| 29 | EQUITABLEEQH | 0.02% | ↘Reduced 0.44% | 40.5K shares · $37.11 $1.5M |
| 30 | 1 AUTOMOTIVEGPI | 0.02% | ↗Added 11.16% | 4.0K shares · $330.63 $1.3M |
| 31 | VANGUARD INDEX FDSVTI | 0.01% | ↗Added 2.61% | 2.7K shares · $320.81 $881,586 |
| 32 | JACOBS SOLUTIONSJ | 0.01% | ↘Reduced 3.07% | 6.3K shares · $127.28 $800,337 |
| 33 | NETFLIXNFLX | 0.01% | ↗Added 55.00% | 8.1K shares · $96.15 $777,950 |
| 34 | LITHIA MTRSLAD | 0.01% | ↘Reduced 2.00% | 3.0K shares · $249.72 $746,163 |
| 35 | MICRON TECHNOLOGYMU | 0.01% | 2.2K shares · $337.84 $730,410 | |
| 36 | GLOBUS MEDGMED | 0.01% | ↗Buy | 6.0K shares · $86.16 $517,649 |
| 37 | VANGUARD STAR FDSVXUS | 0.01% | ↗Added 8.72% | 5.9K shares · $77.11 $455,874 |
| 38 | KASPI KZ JSCKSPI | 0.01% | ↘Reduced 0.71% | 4.1K shares · $74.07 $302,428 |
| 39 | CopaCPA | 0.00% | 2.6K shares · $113.61 $290,274 | |
| 40 | AMERICAN EXPRESSAXP | 0.00% | 932 shares · $302.48 $281,911 | |
| 41 | MICROSOFT CORPMSFT | 0.00% | ↗Added 6.97% | 737 shares · $370.17 $272,815 |
| 42 | DOLLAR GEN CORP NEWDG | 0.00% | ↗Added 0.83% | 2.2K shares · $118.73 $259,781 |
| 43 | APPLEAAPL | 0.00% | ↗Added 7.86% | 961 shares · $253.79 $243,892 |
| 44 | FERGUSON ENTERPRISESFERG | 0.00% | 1.0K shares · $233.26 $233,260 | |
| 45 | SINCLAIRSBGI | 0.00% | 18.0K shares · $12.94 $232,389 | |
| 46 | SP GLOBALSPGI | 0.00% | 531 shares · $425.34 $225,856 | |
| 47 | SMITH DOUGLAS HOMES CORPSDHC | 0.00% | ↗Added 18.68% | 14.5K shares · $12.80 $185,472 |
| 48 | STELLANTIS NVSTLA | 0.00% | ↘Reduced 1.98% | 25.1K shares · $7.09 $177,782 |
| 49 | ATAIBECKLEYATAI | 0.00% | ↗Buy | 42.1K shares · $3.54 $149,076 |
| 50 | RIMINI STRRMNI | 0.00% | ↘Reduced 5.05% | 35.3K shares · $3.28 $115,669 |
| 50 positions | 100.00% | $6.0B |