Form 13F manager

Ruane, Cunniff & Goldfarb L.P.

Latest quarter 2026-06-30 · filed 2026-08-14 · reported total $6,427M · filing —

As filed on Form 13F — long US-listed positions only. No shorts, cash, bonds, or non-13F assets appear here.

Filed up to 45 days after quarter end; holdings may have changed since.

Positions

Row	Issuer	Class	Put/call	Value	% of total	SH/PRN qty
1	GOOGL · ALPHABET INC	CAP STK CL A	—	$713M	11.1%	SH 1,994,274
2	TSM · TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	—	$560M	8.7%	SH 1,172,725
3	LIBERTY MEDIA CORP DEL	COM LBTY ONE S C	—	$497M	7.7%	SH 5,223,453
4	SCHWAB CHARLES CORP	COM	—	$422M	6.6%	SH 4,571,355
5	COF · CAPITAL ONE FINL CORP	COM	—	$392M	6.1%	SH 1,956,084
6	ELEVANCE HEALTH INC FORMERLY	COM	—	$379M	5.9%	SH 979,598
7	ICON PUB LTD CO	SHS	—	$356M	5.5%	SH 2,048,087
8	GOOG · ALPHABET INC	CAP STK CL C	—	$327M	5.1%	SH 924,866
9	SUNB · SUNBELT RENTALS HOLDINGS INC	SHS	—	$319M	5.0%	SH 4,261,163
10	INTERCONTINENTAL EXCHANGE IN	COM	—	$315M	4.9%	SH 2,560,747
11	MSA SAFETY INC	COM	—	$301M	4.7%	SH 1,721,415
12	UNH · UNITEDHEALTH GROUP INC	COM	—	$293M	4.6%	SH 705,554
13	TECH · BIO-TECHNE CORP	COM	—	$237M	3.7%	SH 3,348,841
14	ROP · ROPER TECHNOLOGIES INC	COM	—	$228M	3.6%	SH 674,902
15	ALGN · ALIGN TECHNOLOGY INC	COM	—	$198M	3.1%	SH 1,171,455
16	SAP SE	SPON ADR	—	$191M	3.0%	SH 1,236,546
17	ZTS · ZOETIS INC	CL A	—	$169M	2.6%	SH 2,353,300
18	BRK-B · BERKSHIRE HATHAWAY INC DEL	CL B NEW	—	$150M	2.3%	SH 300,672
19	ACCENTURE PLC IRELAND	SHS CLASS A	—	$112M	1.7%	SH 901,848
20	META · META PLATFORMS INC	CL A	—	$87M	1.4%	SH 154,291
21	BRK-A · BERKSHIRE HATHAWAY INC DEL	CL A	—	$77M	1.2%	SH 103
22	LIBERTY MEDIA CORP DEL	COM LBTY ONE S A	—	$61M	0.9%	SH 695,720
23	AMTM · AMENTUM HOLDINGS INC	COM	—	$11M	0.2%	SH 537,213
24	LIBERTY BROADBAND CORP	COM SER C	—	$10M	0.2%	SH 303,309
25	CREDIT ACCEP CORP MICH	COM	—	$3.4M	<0.1%	SH 5,279
26	MU · MICRON TECHNOLOGY INC	COM	—	$2.5M	<0.1%	SH 2,162
27	LIBERTY BROADBAND CORP	COM SER A	—	$2.5M	<0.1%	SH 73,945
28	LIBERTY CAP CORP	SER C GCI GROUP	—	$2.5M	<0.1%	SH 114,119
29	EQUITABLE HLDGS INC	COM	—	$1.8M	<0.1%	SH 40,310
30	GPI · GROUP 1 AUTOMOTIVE INC	COM	—	$1.4M	<0.1%	SH 4,884
31	VANGUARD INDEX FDS	TOTAL STK MKT	—	$1.1M	<0.1%	SH 2,973
32	LITHIA MTRS INC	COM	—	$0.9M	<0.1%	SH 2,933
33	J · JACOBS SOLUTIONS INC	COM	—	$0.8M	<0.1%	SH 6,244
34	LIBERTY CAP CORP	SER A GCI GROUP	—	$0.6M	<0.1%	SH 28,162
35	NFLX · NETFLIX INC.	COM	—	$0.6M	<0.1%	SH 8,091
36	VANGUARD STAR FDS	VG TL INTL STK F	—	$0.5M	<0.1%	SH 6,420
37	GLOBUS MED INC	CL A	—	<$1M	<0.1%	SH 6,008
38	SDHC · SMITH DOUGLAS HOMES CORP	COM SHS CL A	—	<$1M	<0.1%	SH 27,275
39	COPA HOLDINGS SA	CL A	—	<$1M	<0.1%	SH 2,555
40	KASPI KZ JSC	SPONSORED ADS	—	<$1M	<0.1%	SH 3,934
41	AXP · AMERICAN EXPRESS CO	COM	—	<$1M	<0.1%	SH 932
42	AAPL · APPLE INC	COM	—	<$1M	<0.1%	SH 961
43	MSFT · MICROSOFT CORP	COM	—	<$1M	<0.1%	SH 737
44	SBGI · SINCLAIR INC	CL A	—	<$1M	<0.1%	SH 17,959
45	DOLLAR GEN CORP	COM	—	<$1M	<0.1%	SH 2,188
46	FERGUSON ENTERPRISES INC	COMMON STOCK NEW	—	<$1M	<0.1%	SH 1,000
47	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	—	<$1M	<0.1%	SH 1,426
48	ATAI · ATAIBECKLEY INC	COM SHS	—	<$1M	<0.1%	SH 42,112
49	CHARTER COMMUNICATIONS INC	CL A	—	<$1M	<0.1%	SH 1,556
50	HGV · HILTON GRAND VACATIONS INC	COM	—	<$1M	<0.1%	SH 4,189
51	SPGI · S&P GLOBAL INC	COM	—	<$1M	<0.1%	SH 531
52	BAC · BANK OF AMER CORP	COM	—	<$1M	<0.1%	SH 3,625
53	STLA · STELLANTIS N.V	SHS	—	<$1M	<0.1%	SH 25,075
54	RIMINI STR INC DEL	COM	—	<$1M	<0.1%	SH 33,666

Filed rows (54) — as filed

Row	Issuer	Class	Put/call	Value	% of total	SH/PRN qty	Source
1	ALPHABET INC	CAP STK CL A	—	$713M	11.1%	SH 1,994,274	0000919574-26-005176
2	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	—	$560M	8.7%	SH 1,172,725	0000919574-26-005176
3	LIBERTY MEDIA CORP DEL	COM LBTY ONE S C	—	$497M	7.7%	SH 5,223,453	0000919574-26-005176
4	SCHWAB CHARLES CORP	COM	—	$422M	6.6%	SH 4,571,355	0000919574-26-005176
5	CAPITAL ONE FINL CORP	COM	—	$392M	6.1%	SH 1,956,084	0000919574-26-005176
6	ELEVANCE HEALTH INC FORMERLY	COM	—	$379M	5.9%	SH 979,598	0000919574-26-005176
7	ICON PUB LTD CO	SHS	—	$356M	5.5%	SH 2,048,087	0000919574-26-005176
8	ALPHABET INC	CAP STK CL C	—	$327M	5.1%	SH 924,866	0000919574-26-005176
9	SUNBELT RENTALS HOLDINGS INC	SHS	—	$319M	5.0%	SH 4,261,163	0000919574-26-005176
10	INTERCONTINENTAL EXCHANGE IN	COM	—	$315M	4.9%	SH 2,560,747	0000919574-26-005176
11	MSA SAFETY INC	COM	—	$301M	4.7%	SH 1,721,415	0000919574-26-005176
12	UNITEDHEALTH GROUP INC	COM	—	$293M	4.6%	SH 705,554	0000919574-26-005176
13	BIO-TECHNE CORP	COM	—	$237M	3.7%	SH 3,348,841	0000919574-26-005176
14	ROPER TECHNOLOGIES INC	COM	—	$228M	3.6%	SH 674,902	0000919574-26-005176
15	ALIGN TECHNOLOGY INC	COM	—	$198M	3.1%	SH 1,171,455	0000919574-26-005176
16	SAP SE	SPON ADR	—	$191M	3.0%	SH 1,236,546	0000919574-26-005176
17	ZOETIS INC	CL A	—	$169M	2.6%	SH 2,353,300	0000919574-26-005176
18	BERKSHIRE HATHAWAY INC DEL	CL B NEW	—	$150M	2.3%	SH 300,672	0000919574-26-005176
19	ACCENTURE PLC IRELAND	SHS CLASS A	—	$112M	1.7%	SH 901,848	0000919574-26-005176
20	META PLATFORMS INC	CL A	—	$87M	1.4%	SH 154,291	0000919574-26-005176
21	BERKSHIRE HATHAWAY INC DEL	CL A	—	$77M	1.2%	SH 103	0000919574-26-005176
22	LIBERTY MEDIA CORP DEL	COM LBTY ONE S A	—	$61M	0.9%	SH 695,720	0000919574-26-005176
23	AMENTUM HOLDINGS INC	COM	—	$11M	0.2%	SH 537,213	0000919574-26-005176
24	LIBERTY BROADBAND CORP	COM SER C	—	$10M	0.2%	SH 303,309	0000919574-26-005176
25	CREDIT ACCEP CORP MICH	COM	—	$3.4M	<0.1%	SH 5,279	0000919574-26-005176
26	MICRON TECHNOLOGY INC	COM	—	$2.5M	<0.1%	SH 2,162	0000919574-26-005176
27	LIBERTY BROADBAND CORP	COM SER A	—	$2.5M	<0.1%	SH 73,945	0000919574-26-005176
28	LIBERTY CAP CORP	SER C GCI GROUP	—	$2.5M	<0.1%	SH 114,119	0000919574-26-005176
29	EQUITABLE HLDGS INC	COM	—	$1.8M	<0.1%	SH 40,310	0000919574-26-005176
30	GROUP 1 AUTOMOTIVE INC	COM	—	$1.4M	<0.1%	SH 4,884	0000919574-26-005176
31	VANGUARD INDEX FDS	TOTAL STK MKT	—	$1.1M	<0.1%	SH 2,973	0000919574-26-005176
32	LITHIA MTRS INC	COM	—	$0.9M	<0.1%	SH 2,933	0000919574-26-005176
33	JACOBS SOLUTIONS INC	COM	—	$0.8M	<0.1%	SH 6,244	0000919574-26-005176
34	LIBERTY CAP CORP	SER A GCI GROUP	—	$0.6M	<0.1%	SH 28,162	0000919574-26-005176
35	NETFLIX INC.	COM	—	$0.6M	<0.1%	SH 8,091	0000919574-26-005176
36	VANGUARD STAR FDS	VG TL INTL STK F	—	$0.5M	<0.1%	SH 6,420	0000919574-26-005176
37	GLOBUS MED INC	CL A	—	<$1M	<0.1%	SH 6,008	0000919574-26-005176
38	SMITH DOUGLAS HOMES CORP	COM SHS CL A	—	<$1M	<0.1%	SH 27,275	0000919574-26-005176
39	COPA HOLDINGS SA	CL A	—	<$1M	<0.1%	SH 2,555	0000919574-26-005176
40	KASPI KZ JSC	SPONSORED ADS	—	<$1M	<0.1%	SH 3,934	0000919574-26-005176
41	AMERICAN EXPRESS CO	COM	—	<$1M	<0.1%	SH 932	0000919574-26-005176
42	APPLE INC	COM	—	<$1M	<0.1%	SH 961	0000919574-26-005176
43	MICROSOFT CORP	COM	—	<$1M	<0.1%	SH 737	0000919574-26-005176
44	SINCLAIR INC	CL A	—	<$1M	<0.1%	SH 17,959	0000919574-26-005176
45	DOLLAR GEN CORP	COM	—	<$1M	<0.1%	SH 2,188	0000919574-26-005176
46	FERGUSON ENTERPRISES INC	COMMON STOCK NEW	—	<$1M	<0.1%	SH 1,000	0000919574-26-005176
47	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	—	<$1M	<0.1%	SH 1,426	0000919574-26-005176
48	ATAIBECKLEY INC	COM SHS	—	<$1M	<0.1%	SH 42,112	0000919574-26-005176
49	CHARTER COMMUNICATIONS INC	CL A	—	<$1M	<0.1%	SH 1,556	0000919574-26-005176
50	HILTON GRAND VACATIONS INC	COM	—	<$1M	<0.1%	SH 4,189	0000919574-26-005176
51	S&P GLOBAL INC	COM	—	<$1M	<0.1%	SH 531	0000919574-26-005176
52	BANK OF AMER CORP	COM	—	<$1M	<0.1%	SH 3,625	0000919574-26-005176
53	STELLANTIS N.V	SHS	—	<$1M	<0.1%	SH 25,075	0000919574-26-005176
54	RIMINI STR INC DEL	COM	—	<$1M	<0.1%	SH 33,666	0000919574-26-005176

Changes from 2026-03-31 (rows of a security combined)

Reported change, not a confirmed trade: this compares quarter-end reports filed up to 45 days later, and the position may since have changed. Amendments, corporate actions, and changes in reporting scope can also move these rows. Value change compares period-end reported values; for continuing rows it includes market price movement.

4 new · ▲ 6 up · ▼ 31 down · 0 exited · 13 unchanged — by reported quantity, largest value change first

Row	Change	Issuer	Class	Put/call	Value change	Qty change
1	new	ROPER TECHNOLOGIES INC	COM	—	+$228M	SH +674,902
2	▲ up	ICON PLC / ICON PUB LTD CO	SHS	—	+$175M	SH +413,476 (+25.3%)
3	▼ down	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	—	+$152M	SH −35,694 (−3.0%)
4	▼ down	ZOETIS INC	CL A	—	−$118M	SH −71,710 (−3.0%)
5	▼ down	ALPHABET INC	CAP STK CL A	—	+$104M	SH −123,370 (−5.8%)
6	▼ down	INTERCONTINENTAL EXCHANGE IN	COM	—	−$100M	SH −78,625 (−3.0%)
7	▼ down	UNITEDHEALTH GROUP INC	COM	—	+$96M	SH −22,853 (−3.1%)
8	▼ down	ACCENTURE PLC IRELAND	SHS CLASS A	—	−$72M	SH −26,356 (−2.8%)
9	▲ up	SAP SE	SPON ADR	—	+$62M	SH +486,637 (+64.9%)
10	▼ down	BIO-TECHNE CORP	COM	—	+$59M	SH −43,160 (−1.3%)
11	▼ down	CREDIT ACCEP CORP MICH	COM	—	−$59M	SH −140,924 (−96.4%)
12	▼ down	ALPHABET INC	CAP STK CL C	—	+$54M	SH −25,528 (−2.7%)
13	▼ down	LIBERTY BROADBAND CORP	COM SER C	—	−$48M	SH −860,139 (−73.9%)
14	▼ down	LIBERTY MEDIA CORP DEL	COM LBTY ONE S C	—	+$41M	SH −133,715 (−2.5%)
15	▼ down	SUNBELT RENTALS HOLDINGS INC	SHS	—	−$38M	SH −1,227,098 (−22.4%)
16	▼ down	CHARTER COMMUNICATIONS INC	CL A	—	−$33M	SH −151,007 (−99.0%)
17	▼ down	AMENTUM HOLDINGS INC	COM	—	−$31M	SH −1,085,769 (−66.9%)
18	▼ down	META PLATFORMS INC	CL A	—	−$28M	SH −46,856 (−23.3%)
19	▼ down	ELEVANCE HEALTH INC FORMERLY	COM	—	−$27M	SH −408,370 (−29.4%)
20	▼ down	CAPITAL ONE FINL CORP	COM	—	+$24M	SH −61,723 (−3.1%)

Remaining 21 reported changes

Row	Change	Issuer	Class	Put/call	Value change	Qty change
21	▼ down	SCHWAB CHARLES CORP	COM	—	−$21M	SH −143,425 (−3.0%)
22	▼ down	GCI LIBERTY INC / LIBERTY CAP CORP	COM SER C / SER C GCI GROUP	—	−$16M	SH −392,608 (−77.5%)
23	▼ down	MSA SAFETY INC	COM	—	+$9.3M	SH −54,867 (−3.1%)
24	▼ down	ALIGN TECHNOLOGY INC	COM	—	−$9.3M	SH −35,080 (−2.9%)
25	▼ down	LIBERTY BROADBAND CORP	COM SER A	—	−$8.8M	SH −149,815 (−67.0%)
26	▼ down	LIBERTY MEDIA CORP DEL	COM LBTY ONE S A	—	+$4.4M	SH −28,122 (−3.9%)
27	▼ down	GCI LIBERTY INC / LIBERTY CAP CORP	COM SER A / SER A GCI GROUP	—	−$4.1M	SH −99,386 (−77.9%)
28	▼ down	BERKSHIRE HATHAWAY INC DEL	CL A	—	−$1.9M	SH −7 (−6.4%)
29	▼ down	BERKSHIRE HATHAWAY INC DEL	CL B NEW	—	+$1.7M	SH −9,716 (−3.1%)
30	▼ down	EQUITABLE HLDGS INC	COM	—	+<$1M	SH −149 (−0.4%)
31	▲ up	SMITH DOUGLAS HOMES CORP	COM SHS CL A	—	+<$1M	SH +12,785 (+88.2%)
32	new	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	—	+<$1M	SH +1,426
33	new	HILTON GRAND VACATIONS INC	COM	—	+<$1M	SH +4,189
34	▲ up	VANGUARD INDEX FDS	TOTAL STK MKT	—	+<$1M	SH +225 (+8.2%)
35	new	BANK OF AMER CORP	COM	—	+<$1M	SH +3,625
36	▼ down	LITHIA MTRS INC	COM	—	+<$1M	SH −55 (−1.8%)
37	▲ up	GROUP 1 AUTOMOTIVE INC	COM	—	+<$1M	SH +871 (+21.7%)
38	▲ up	VANGUARD STAR FDS	VG TL INTL STK F	—	+<$1M	SH +508 (+8.6%)
39	▼ down	KASPI KZ JSC	SPONSORED ADS	—	+<$1M	SH −149 (−3.6%)
40	▼ down	RIMINI STR INC DEL	COM	—	+<$1M	SH −1,599 (−4.5%)
41	▼ down	JACOBS SOLUTIONS INC	COM	—	−<$1M	SH −44 (−0.7%)

Changes appear only where the prior quarter's validated report exists.

Filing details

CIK set: 0001720792

Filing history

2026-06-3013F-HR

2019-06-3013F-HR / 13F-HR/Asuperseded / Not validated by us — excluded from every total