Holdings of Ruane, Cunniff & Goldfarb L.P.
46 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 71.4 % of the equity sleeve
Sector breakdown
- Financials 25.7 %
- Communication 18.2 %
- Health care 15.7 %
- Technology 9.5 %
- Industrials 6.3 %
- Unattributed 24.6 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 90.5 %
- TW 7.2 %
- DE 2.3 %
- KZ 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 43 | 5.1B $ | 90.52 % |
| 2 | TW | 1 | 408.4M $ | 7.21 % |
| 3 | DE | 1 | 128.4M $ | 2.27 % |
| 4 | KZ | 1 | 302.4K $ | 0.01 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Alphabet Inc | 2,117,644 | 608.9M $ | |
| 2 | Liberty Media Corp-Liberty Formula One | 5,357,168 | 455.5M $ | |
| 3 | Charles Schwab Corp/The | 4,714,780 | 443.1M $ | |
| 4 | Intercontinental Exchange Inc | 2,639,372 | 415.1M $ | |
| 5 | Taiwan Semiconductor Manufacturing Co Ltd | 1,208,419 | 408.4M $ | |
| 6 | Elevance Health Inc | 1,387,968 | 406.3M $ | |
| 7 | Capital One Financial Corp | 2,017,807 | 368.1M $ | |
| 8 | Sunbelt Rentals Holdings Inc | 5,488,261 | 357.2M $ | |
| 9 | MSA Safety Inc | 1,776,282 | 291.2M $ | |
| 10 | Zoetis Inc | 2,425,010 | 286.7M $ | |
| 11 | Alphabet Inc | 950,394 | 272.6M $ | |
| 12 | Align Technology Inc | 1,206,535 | 206.8M $ | |
| 13 | UnitedHealth Group Inc | 728,407 | 197.1M $ | |
| 14 | Bio-Techne Corp | 3,392,001 | 177.3M $ | |
| 15 | Berkshire Hathaway Inc | 310,388 | 148.7M $ | |
| 16 | SAP SE | 749,909 | 128.4M $ | |
| 17 | Meta Platforms Inc | 201,147 | 115.1M $ | |
| 18 | Berkshire Hathaway Inc | 110 | 79M $ | |
| 19 | Credit Acceptance Corp | 146,203 | 61.9M $ | |
| 20 | Liberty Broadband Corp | 1,163,448 | 58.5M $ | |
| 21 | Liberty Media Corp-Liberty Formula One | 723,842 | 56.5M $ | |
| 22 | Amentum Holdings Inc | 1,622,982 | 42.3M $ | |
| 23 | Charter Communications, Inc. | 152,563 | 32.9M $ | |
| 24 | GCI Liberty Inc | 506,727 | 18.9M $ | |
| 25 | Liberty Broadband Corp | 223,760 | 11.2M $ | |
| 26 | GCI Liberty Inc | 127,548 | 4.7M $ | |
| 27 | Equitable Holdings Inc | 40,459 | 1.5M $ | |
| 28 | Group 1 Automotive Inc | 4,013 | 1.3M $ | |
| 29 | Vanguard Total Stock Market ETF | 2,748 | 881.6K $ | |
| 30 | Jacobs Solutions Inc | 6,288 | 800.3K $ | |
| 31 | Netflix Inc | 8,091 | 778K $ | |
| 32 | Lithia Motors Inc | 2,988 | 746.2K $ | |
| 33 | Micron Technology Inc | 2,162 | 730.4K $ | |
| 34 | Globus Medical Inc | 6,008 | 517.6K $ | |
| 35 | Vanguard Total International S | 5,912 | 455.9K $ | |
| 36 | Kaspi.KZ JSC | 4,083 | 302.4K $ | |
| 37 | American Express Co | 932 | 281.9K $ | |
| 38 | Microsoft Corp | 737 | 272.8K $ | |
| 39 | Dollar General Corp | 2,188 | 259.8K $ | |
| 40 | Apple Inc | 961 | 243.9K $ | |
| 41 | Ferguson Enterprises Inc | 1,000 | 233.3K $ | |
| 42 | Sinclair Inc | 17,959 | 232.4K $ | |
| 43 | S&P Global Inc | 531 | 225.9K $ | |
| 44 | Smith Douglas Homes Corp | 14,490 | 185.5K $ | |
| 45 | AtaiBeckley Inc | 42,112 | 149.1K $ | |
| 46 | Rimini Street Inc | 35,265 | 115.7K $ | |