Filed: 2/13/2026ACC: 0000919574-26-000775
📋 What this filing means
RUANE, CUNNIFF & GOLDFARB L.P. filed this quarterly 13F‑HR report disclosing 48 equity positions with a total reported market value of $6.40B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
48
Positions
$6.40B
Total AUM (reported)
37.87M
Total Shares
Allocation by class
COM$3.13B48.8%
CAP STK CL A$680.72M10.6%
COM LBTY ONE S C$540.93M8.4%
SPONSORED ADS$432.37M6.8%
CAP STK CL C$358.47M5.6%
CL A$320.73M5.0%
SHS$306.33M4.8%
Portfolio Concentration
Top 3$1.78B27.8%
4–10$2.82B44.1%
11–25$1.78B27.8%
Rest$16.36M0.3%
Top 3 weight
27.8%
Top 10 weight
71.9%
Voting Authority Distribution
Total shares with voting rights: 37.87M
Sole
Full voting authority
37.77M
shares
% of voting shares99.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
100.92K
shares
% of voting shares0.3%
Investment Discretion (by position count)
Sole48
Shared0
Other0
Dominant voting typeSole · 99.7% of voting shares
Institutional Holdings48
Rows:
ALPHABET INC
SOLEShares2.17M
TypeSH
Market value$680.72M
10.63%
Sole
2.17M
Shared
0.00
None
3.76K
SCHWAB CHARLES CORP
SOLEShares5.59M
TypeSH
Market value$558.99M
8.73%
Sole
5.58M
Shared
0.00
None
17.14K
LIBERTY MEDIA CORP DEL
SOLEShares5.49M
TypeSH
Market value$540.93M
8.45%
Sole
5.48M
Shared
0.00
None
13.38K
CAPITAL ONE FINL CORP
SOLEShares2.07M
TypeSH
Market value$501.21M
7.83%
Sole
2.06M
Shared
0.00
None
5.29K
ELEVANCE HEALTH INC FORMERLY
SOLEShares1.42M
TypeSH
Market value$498.66M
7.79%
Sole
1.42M
Shared
0.00
None
3.90K
INTERCONTINENTAL EXCHANGE IN
SOLEShares2.70M
TypeSH
Market value$437.92M
6.84%
Sole
2.70M
Shared
0.00
None
7.25K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares1.42M
TypeSH
Market value$432.05M
6.75%
Sole
1.42M
Shared
0.00
None
3.92K
ALPHABET INC
SOLEShares1.14M
TypeSH
Market value$358.47M
5.60%
Sole
1.14M
Shared
0.00
None
6.32K
ICON PLC
SOLEShares1.68M
TypeSH
Market value$306.05M
4.78%
Sole
1.68M
Shared
0.00
None
4.51K
MSA SAFETY INC
SOLEShares1.81M
TypeSH
Market value$290.12M
4.53%
Sole
1.81M
Shared
0.00
None
4.92K
ACCENTURE PLC IRELAND
SOLEShares943.42K
TypeSH
Market value$253.12M
3.95%
Sole
941.04K
Shared
0.00
None
2.38K
UNITEDHEALTH GROUP INC
SOLEShares746K
TypeSH
Market value$246.26M
3.85%
Sole
744K
Shared
0.00
None
2K
CREDIT ACCEP CORP MICH
SOLEShares536.13K
TypeSH
Market value$237.75M
3.71%
Sole
534.52K
Shared
0.00
None
1.61K
ALIGN TECHNOLOGY INC
SOLEShares1.22M
TypeSH
Market value$190.90M
2.98%
Sole
1.22M
Shared
0.00
None
3.29K
BERKSHIRE HATHAWAY INC DEL
SOLEShares316.11K
TypeSH
Market value$158.89M
2.48%
Sole
315.67K
Shared
0.00
None
436.00
META PLATFORMS INC
SOLEShares239.02K
TypeSH
Market value$157.77M
2.46%
Sole
238.30K
Shared
0.00
None
717.00
LIBERTY BROADBAND CORP
SOLEShares1.84M
TypeSH
Market value$89.50M
1.40%
Sole
1.84M
Shared
0.00
None
4.66K
BERKSHIRE HATHAWAY INC DEL
SOLEShares115.00
TypeSH
Market value$86.80M
1.36%
Sole
115.00
Shared
0.00
None
0.00
BIO-TECHNE CORP
SOLEShares1.47M
TypeSH
Market value$86.21M
1.35%
Sole
1.46M
Shared
0.00
None
3.77K
CHARTER COMMUNICATIONS INC N
SOLEShares362K
TypeSH
Market value$75.57M
1.18%
Sole
360.83K
Shared
0.00
None
1.17K
AMENTUM HOLDINGS INC
SOLEShares2.39M
TypeSH
Market value$69.43M
1.08%
Sole
2.39M
Shared
0.00
None
5.76K
LIBERTY MEDIA CORP DEL
SOLEShares738.88K
TypeSH
Market value$66.04M
1.03%
Sole
737.14K
Shared
0.00
None
1.74K
LIBERTY BROADBAND CORP
SOLEShares652.78K
TypeSH
Market value$31.52M
0.49%
Sole
651.49K
Shared
0.00
None
1.29K
GCI LIBERTY INC
SOLEShares539.07K
TypeSH
Market value$20.06M
0.31%
Sole
537.72K
Shared
0.00
None
1.35K
SAP SE
SOLEShares45.93K
TypeSH
Market value$11.16M
0.17%
Sole
45.93K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL A | 2.17M | SH | $680.72M 10.63% | 2.17M | 0.00 | 3.76K |
SCHWAB CHARLES CORPSOLE | COM | 5.59M | SH | $558.99M 8.73% | 5.58M | 0.00 | 17.14K |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 5.49M | SH | $540.93M 8.45% | 5.48M | 0.00 | 13.38K |
CAPITAL ONE FINL CORPSOLE | COM | 2.07M | SH | $501.21M 7.83% | 2.06M | 0.00 | 5.29K |
ELEVANCE HEALTH INC FORMERLYSOLE | COM | 1.42M | SH | $498.66M 7.79% | 1.42M | 0.00 | 3.90K |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 2.70M | SH | $437.92M 6.84% | 2.70M | 0.00 | 7.25K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 1.42M | SH | $432.05M 6.75% | 1.42M | 0.00 | 3.92K |
ALPHABET INCSOLE | CAP STK CL C | 1.14M | SH | $358.47M 5.60% | 1.14M | 0.00 | 6.32K |
ICON PLCSOLE | SHS | 1.68M | SH | $306.05M 4.78% | 1.68M | 0.00 | 4.51K |
MSA SAFETY INCSOLE | COM | 1.81M | SH | $290.12M 4.53% | 1.81M | 0.00 | 4.92K |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 943.42K | SH | $253.12M 3.95% | 941.04K | 0.00 | 2.38K |
UNITEDHEALTH GROUP INCSOLE | COM | 746K | SH | $246.26M 3.85% | 744K | 0.00 | 2K |
CREDIT ACCEP CORP MICHSOLE | COM | 536.13K | SH | $237.75M 3.71% | 534.52K | 0.00 | 1.61K |
ALIGN TECHNOLOGY INCSOLE | COM | 1.22M | SH | $190.90M 2.98% | 1.22M | 0.00 | 3.29K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 316.11K | SH | $158.89M 2.48% | 315.67K | 0.00 | 436.00 |
META PLATFORMS INCSOLE | CL A | 239.02K | SH | $157.77M 2.46% | 238.30K | 0.00 | 717.00 |
LIBERTY BROADBAND CORPSOLE | COM SER C | 1.84M | SH | $89.50M 1.40% | 1.84M | 0.00 | 4.66K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 115.00 | SH | $86.80M 1.36% | 115.00 | 0.00 | 0.00 |
BIO-TECHNE CORPSOLE | COM | 1.47M | SH | $86.21M 1.35% | 1.46M | 0.00 | 3.77K |
CHARTER COMMUNICATIONS INC NSOLE | CL A | 362K | SH | $75.57M 1.18% | 360.83K | 0.00 | 1.17K |
AMENTUM HOLDINGS INCSOLE | COM | 2.39M | SH | $69.43M 1.08% | 2.39M | 0.00 | 5.76K |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S A | 738.88K | SH | $66.04M 1.03% | 737.14K | 0.00 | 1.74K |
LIBERTY BROADBAND CORPSOLE | COM SER A | 652.78K | SH | $31.52M 0.49% | 651.49K | 0.00 | 1.29K |
GCI LIBERTY INCSOLE | COM SER C | 539.07K | SH | $20.06M 0.31% | 537.72K | 0.00 | 1.35K |
SAP SESOLE | SPON ADR | 45.93K | SH | $11.16M 0.17% | 45.93K | 0.00 | 0.00 |
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