RC
Ruane, Cunniff & Goldfarb L.P.
Ruane, Cunniff & Goldfarb L.P. · Investor
1Y performance ⓘ
+14%
AUM (13F)
$6.0B
# of Holdings
50
3Y performance ⓘ
+47%
vs S&P 500 ⓘ
−32%
Updated
Mar 31
Ruane, Cunniff & Goldfarb L.P.'s Ruane, Cunniff & Goldfarb L.P. holds 50 U.S.-equity positions worth $6.0B (SEC 13F, Q1 2026). Top positions: Alphabet Inc. Class A Common Stock 10.1%, Liberty Media Corporation Series C Liberty Formula One Common Stock 7.6%, The Charles Schwab Corporation 7.3%. 13F-replication return is +47% over 3 years (-32 pts vs the S&P 500) — a replicated, non-audited figure.
Holdings
| Stock | % of portfolio | Shares | Value | Latest activity | Avg buy price | Current price | Date |
|---|---|---|---|---|---|---|---|
| GOOGL Alphabet Inc. Class A Common Stock | 10.1% | 2.1M | $609M | ▼ 2.6% (−57K) | $103.73 | $344.90 (+232%) | 2026-03-31 |
| FWONK Liberty Media Corporation Series C Liberty Formula One Common Stock | 7.6% | 5.4M | $455M | ▼ 2.4% (−134K) | $62.30 | $92.19 (+48%) | 2026-03-31 |
| SCHW The Charles Schwab Corporation | 7.3% | 4.7M | $443M | ▼ 16% (−880K) | $52.72 | $97.72 (+85%) | 2026-03-31 |
| ICE Intercontinental Exchange Inc. | 6.9% | 2.6M | $415M | ▼ 2.4% (−65K) | $104.29 | $152.37 (+46%) | 2026-03-31 |
| TSM Taiwan Semiconductor Manufac | 6.8% | 1.2M | $408M | ▼ 15% (−213K) | $96.60 | $456.19 (+372%) | 2026-03-31 |
| ELV Elevance Health, Inc. | 6.7% | 1.4M | $406M | ▼ 2.4% (−35K) | $414.55 | $387.11 (−7%) | 2026-03-31 |
| COF Capital One Financial | 6.1% | 2.0M | $368M | ▼ 2.4% (−50K) | $98.92 | $192.54 (+95%) | 2026-03-31 |
| SUNB Sunbelt Rentals Holdings, Inc. | 5.9% | 5.5M | $357M | NEW (+5.5M) | $65.09 | $72.42 (+11%) | 2026-03-31 |
| MSA Mine Safety Incorporated | 4.8% | 1.8M | $291M | ▼ 2.0% (−35K) | $168.99 | $178.04 (+5%) | 2026-03-31 |
| ZTS ZOETIS INC. | 4.8% | 2.4M | $287M | NEW (+2.4M) | $118.21 | $70.33 (−41%) | 2026-03-31 |
| GOOG Alphabet Inc. Class C Capital Stock | 4.5% | 950K | $273M | ▼ 17% (−192K) | $104.00 | $341.94 (+229%) | 2026-03-31 |
| ALGN Align Technology Inc | 3.4% | 1.2M | $207M | ▼ 1.3% (−16K) | $156.15 | $144.55 (−7%) | 2026-03-31 |
| UNH UNITEDHEALTH GROUP INCORPORATED (Delaware) | 3.3% | 728K | $197M | ▼ 2.4% (−18K) | $472.77 | $369.91 (−22%) | 2026-03-31 |
| ACN Accenture PLC | 3.0% | 928K | $184M | ▼ 1.6% (−15K) | $268.30 | $223.84 (−17%) | 2026-03-31 |
| ICLR Icon Plc | 3.0% | 1.6M | $181M | ▼ 2.7% (−45K) | $192.64 | $168.46 (−13%) | 2026-03-31 |
| TECH Bio-Techne Corp. | 2.9% | 3.4M | $177M | ▲ 131% (+1.9M) | $53.53 | $72.42 (+35%) | 2026-03-31 |
| BRK.B BERKSHIRE HATHAWAY Class B | 2.5% | 310K | $149M | ▼ 1.8% (−6K) | $308.77 | $498.00 (+61%) | 2026-03-31 |
| SAP Sap Se | 2.1% | 750K | $128M | ▲ 1533% (+704K) | $177.09 | $212.49 (+20%) | 2026-03-31 |
| META Meta Platforms, Inc. Class A Common Stock | 1.9% | 201K | $115M | ▼ 16% (−38K) | $211.94 | $732.25 (+245%) | 2026-03-31 |
| BRK.A Berkshire Hathaway Inc. | 1.3% | 110 | $79M | ▼ 4.3% (−5) | $465,600.00 | $748,100.00 (+61%) | 2026-03-31 |
| CACC Credit Acceptance Corp | 1.0% | 146K | $62M | ▼ 73% (−390K) | $436.67 | $528.89 (+21%) | 2026-03-31 |
| LBRDK Liberty Broadband Corporation Class C | 1.0% | 1.2M | $59M | ▼ 37% (−678K) | $81.22 | — (−38%) | 2026-03-31 |
| FWONA Liberty Media Corporation Series A Liberty Formula One Common Stock | 0.9% | 724K | $57M | ▼ 2.0% (−15K) | $56.91 | $84.50 (+48%) | 2026-03-31 |
| AMTM Amentum Holdings, Inc. | 0.7% | 1.6M | $42M | ▼ 32% (−771K) | $32.08 | $18.39 (−43%) | 2026-03-31 |
| CHTR Charter Comm Inc Del CL A New | 0.6% | 153K | $33M | ▼ 58% (−209K) | $299.00 | $110.00 (−63%) | 2026-03-31 |
| GLIBK Liberty Capital Corporation Series C GCI Group Common Stock | 0.3% | 507K | $19M | ▼ 6.0% (−32K) | $37.25 | $23.14 (−38%) | 2026-03-31 |
| LBRDA Liberty Broadband Corporation Class A | 0.2% | 224K | $11M | ▼ 66% (−429K) | $82.11 | — (−39%) | 2026-03-31 |
| GLIBA Liberty Capital Corporation Series A GCI Group Common Stock | 0.1% | 128K | $5M | ▼ 2.8% (−4K) | $37.55 | $23.03 (−39%) | 2026-03-31 |
| EQH Equitable Holdings, Inc. | 0.0% | 40K | $2M | — | $25.39 | $51.01 (+101%) | 2026-03-31 |
| GPI Group 1 Automotive, Inc. | 0.0% | 4K | $1M | ▲ 11% (+403) | $283.82 | $238.10 (−16%) | 2026-03-31 |
| VTI Vanguard Index Fds | 0.0% | 3K | $882K | ▲ 2.6% (+70) | $291.03 | $375.07 (+29%) | 2026-03-31 |
| J Jacobs Solutions Inc. | 0.0% | 6K | $800K | ▼ 3.1% (−199) | $117.66 | $137.57 (+17%) | 2026-03-31 |
| NFLX NetFlix Inc | 0.0% | 8K | $778K | ▲ 55% (+3K) | $56.41 | $69.19 (+23%) | 2026-03-31 |
| LAD Lithia Motors, Inc. | 0.0% | 3K | $746K | ▼ 2.0% (−61) | $248.56 | $290.11 (+17%) | 2026-03-31 |
| MU Micron Technology, Inc. | 0.0% | 2K | $730K | — | $60.34 | $1,062.39 (+1661%) | 2026-03-31 |
| GMED GLOBUS MEDICAL INC | 0.0% | 6K | $518K | NEW (+6K) | $86.16 | $75.13 (−13%) | 2026-03-31 |
| VXUS Vanguard Star Fds | 0.0% | 6K | $456K | ▲ 8.7% (+474) | $65.48 | $84.61 (+29%) | 2026-03-31 |
| KSPI Kaspi Kz Jsc | 0.0% | 4K | $302K | ▼ 0.7% (−29) | $81.33 | $93.00 (+14%) | 2026-03-31 |
| CPA Copa Holdings, S.A. | 0.0% | 3K | $290K | — | $87.88 | $131.06 (+49%) | 2026-03-31 |
| AXP American Express Company | 0.0% | 932 | $282K | — | $227.69 | $302.93 (+33%) | 2026-03-31 |
| MSFT MICROSOFT CORP | 0.0% | 737 | $273K | ▲ 7.0% (+48) | $350.98 | $519.35 (+48%) | 2026-03-31 |
| DG Dollar General Corp. | 0.0% | 2K | $260K | ▲ 0.8% (+18) | $114.28 | $120.25 (+5%) | 2026-03-31 |
| AAPL Apple Inc. | 0.0% | 961 | $244K | ▲ 7.9% (+70) | $250.97 | $332.30 (+32%) | 2026-03-31 |
| FERG Ferguson Enterprises Inc. | 0.0% | 1K | $233K | — | $217.75 | $222.41 (+2%) | 2026-03-31 |
| SBGI Sinclair, Inc. Class A Common Stock | 0.0% | 18K | $232K | — | $13.82 | $12.50 (−10%) | 2026-03-31 |
| SPGI S&P Global Inc. | 0.0% | 531 | $226K | — | $400.89 | $397.18 (−1%) | 2026-03-31 |
| SDHC Smith Douglas Homes Corp. | 0.0% | 14K | $185K | ▲ 19% (+2K) | $16.89 | — (−24%) | 2026-03-31 |
| STLA Stellantis N.V. | 0.0% | 25K | $178K | ▼ 2.0% (−506) | $17.67 | $4.34 (−75%) | 2026-03-31 |
| ATAI AtaiBeckley Inc. Common Stock | 0.0% | 42K | $149K | NEW (+42K) | $3.54 | — (−0%) | 2026-03-31 |
| RMNI Rimini Street, Inc. (DE) Common Stock | 0.0% | 35K | $116K | ▼ 5.1% (−2K) | $3.10 | $4.28 (+38%) | 2026-03-31 |
FAQ ▾
What are Ruane, Cunniff & Goldfarb L.P.'s largest holdings?
As of the latest 13F: Alphabet Inc. Class A Common Stock 10.1%, Liberty Media Corporation Series C Liberty Formula One Common Stock 7.6%, The Charles Schwab Corporation 7.3%, Intercontinental Exchange Inc. 6.9%, Taiwan Semiconductor Manufac 6.8%.
How big is Ruane, Cunniff & Goldfarb L.P.'s 13F portfolio?
$6.0B across 50 disclosed U.S.-equity positions.
What is Ruane, Cunniff & Goldfarb L.P.'s 3-year performance?
+47% (13F-replication, price return), -32 pts vs the S&P 500. Not an audited fund return.
Where does this data come from?
U.S. SEC Form 13F-HR institutional holdings filings.
Sourced from SEC Form 13F-HR filings · Not investment advice ▾
Data as of 2026-03-31 · Methodology
13F-replication (price return, filing-date based) — not an audited fund return.
Published by WealthFile · Not investment advice.
Latest activity = change vs. the prior 13F. Avg buy price = est. entry over the trailing 3 years (gain = vs. latest price). Returns are 13F-replication, not audited fund returns. Sourced from SEC 13F filings.