Filed: 5/15/2026ACC: 0000919574-26-003132
๐ What this filing means
RUANE, CUNNIFF & GOLDFARB L.P. filed this quarterly 13FโHR report disclosing 50 equity positions with a total reported market value of $6.03B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
50
Positions
$6.03B
Total AUM (reported)
44.13M
Total Shares
Allocation by class
COM$2.62B43.4%
CAP STK CL A$608.95M10.1%
SHS$538.29M8.9%
CL A$514.71M8.5%
COM LBTY ONE S C$455.47M7.6%
SPONSORED ADS$408.69M6.8%
CAP STK CL C$272.63M4.5%
Portfolio Concentration
Top 3$1.51B25.0%
4โ10$2.53B42.0%
11โ25$1.94B32.2%
Rest$45.50M0.8%
Top 3 weight
25.0%
Top 10 weight
67.0%
Voting Authority Distribution
Total shares with voting rights: 44.13M
Sole
Full voting authority
44.01M
shares
% of voting shares99.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
114.90K
shares
% of voting shares0.3%
Investment Discretion (by position count)
Sole50
Shared0
Other0
Dominant voting typeSole ยท 99.7% of voting shares
Institutional Holdings50
Rows:
ALPHABET INC
SOLEShares2.12M
TypeSH
Market value$608.95M
10.10%
Sole
2.11M
Shared
0.00
None
3.76K
LIBERTY MEDIA CORP DEL
SOLEShares5.36M
TypeSH
Market value$455.47M
7.56%
Sole
5.34M
Shared
0.00
None
13.38K
SCHWAB CHARLES CORP
SOLEShares4.71M
TypeSH
Market value$443.10M
7.35%
Sole
4.70M
Shared
0.00
None
14.88K
INTERCONTINENTAL EXCHANGE IN
SOLEShares2.64M
TypeSH
Market value$415.12M
6.89%
Sole
2.63M
Shared
0.00
None
7.25K
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares1.21M
TypeSH
Market value$408.39M
6.77%
Sole
1.20M
Shared
0.00
None
3.91K
ELEVANCE HEALTH INC FORMERLY
SOLEShares1.39M
TypeSH
Market value$406.33M
6.74%
Sole
1.38M
Shared
0.00
None
3.90K
CAPITAL ONE FINL CORP
SOLEShares2.02M
TypeSH
Market value$368.11M
6.11%
Sole
2.01M
Shared
0.00
None
5.29K
SUNBELT RENTALS HOLDINGS INC
SOLEShares5.49M
TypeSH
Market value$357.23M
5.93%
Sole
5.47M
Shared
0.00
None
15.25K
MSA SAFETY INC
SOLEShares1.78M
TypeSH
Market value$291.22M
4.83%
Sole
1.77M
Shared
0.00
None
4.92K
ZOETIS INC
SOLEShares2.43M
TypeSH
Market value$286.66M
4.76%
Sole
2.42M
Shared
0.00
None
6.59K
ALPHABET INC
SOLEShares950.39K
TypeSH
Market value$272.63M
4.52%
Sole
944.12K
Shared
0.00
None
6.28K
ALIGN TECHNOLOGY INC
SOLEShares1.21M
TypeSH
Market value$206.84M
3.43%
Sole
1.20M
Shared
0.00
None
3.29K
UNITEDHEALTH GROUP INC
SOLEShares728.41K
TypeSH
Market value$197.10M
3.27%
Sole
726.41K
Shared
0.00
None
2K
ACCENTURE PLC IRELAND
SOLEShares928.20K
TypeSH
Market value$184.05M
3.05%
Sole
925.82K
Shared
0.00
None
2.38K
ICON PLC
SOLEShares1.63M
TypeSH
Market value$180.89M
3.00%
Sole
1.63M
Shared
0.00
None
4.51K
BIO-TECHNE CORP
SOLEShares3.39M
TypeSH
Market value$177.27M
2.94%
Sole
3.38M
Shared
0.00
None
8.06K
BERKSHIRE HATHAWAY INC DEL
SOLEShares310.39K
TypeSH
Market value$148.74M
2.47%
Sole
309.95K
Shared
0.00
None
436.00
SAP SE
SOLEShares749.91K
TypeSH
Market value$128.39M
2.13%
Sole
747.74K
Shared
0.00
None
2.17K
META PLATFORMS INC
SOLEShares201.15K
TypeSH
Market value$115.08M
1.91%
Sole
200.43K
Shared
0.00
None
717.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares110.00
TypeSH
Market value$79.00M
1.31%
Sole
110.00
Shared
0.00
None
0.00
CREDIT ACCEP CORP MICH
SOLEShares146.20K
TypeSH
Market value$61.91M
1.03%
Sole
146K
Shared
0.00
None
203.00
LIBERTY BROADBAND CORP
SOLEShares1.16M
TypeSH
Market value$58.52M
0.97%
Sole
1.16M
Shared
0.00
None
93.00
LIBERTY MEDIA CORP DEL
SOLEShares723.84K
TypeSH
Market value$56.52M
0.94%
Sole
722.10K
Shared
0.00
None
1.74K
AMENTUM HOLDINGS INC
SOLEShares1.62M
TypeSH
Market value$42.33M
0.70%
Sole
1.62M
Shared
0.00
None
2.15K
CHARTER COMMUNICATIONS INC
SOLEShares152.56K
TypeSH
Market value$32.94M
0.55%
Sole
152.56K
Shared
0.00
None
8.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL A | 2.12M | SH | $608.95M 10.10% | 2.11M | 0.00 | 3.76K |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 5.36M | SH | $455.47M 7.56% | 5.34M | 0.00 | 13.38K |
SCHWAB CHARLES CORPSOLE | COM | 4.71M | SH | $443.10M 7.35% | 4.70M | 0.00 | 14.88K |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 2.64M | SH | $415.12M 6.89% | 2.63M | 0.00 | 7.25K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 1.21M | SH | $408.39M 6.77% | 1.20M | 0.00 | 3.91K |
ELEVANCE HEALTH INC FORMERLYSOLE | COM | 1.39M | SH | $406.33M 6.74% | 1.38M | 0.00 | 3.90K |
CAPITAL ONE FINL CORPSOLE | COM | 2.02M | SH | $368.11M 6.11% | 2.01M | 0.00 | 5.29K |
SUNBELT RENTALS HOLDINGS INCSOLE | SHS | 5.49M | SH | $357.23M 5.93% | 5.47M | 0.00 | 15.25K |
MSA SAFETY INCSOLE | COM | 1.78M | SH | $291.22M 4.83% | 1.77M | 0.00 | 4.92K |
ZOETIS INCSOLE | CL A | 2.43M | SH | $286.66M 4.76% | 2.42M | 0.00 | 6.59K |
ALPHABET INCSOLE | CAP STK CL C | 950.39K | SH | $272.63M 4.52% | 944.12K | 0.00 | 6.28K |
ALIGN TECHNOLOGY INCSOLE | COM | 1.21M | SH | $206.84M 3.43% | 1.20M | 0.00 | 3.29K |
UNITEDHEALTH GROUP INCSOLE | COM | 728.41K | SH | $197.10M 3.27% | 726.41K | 0.00 | 2K |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 928.20K | SH | $184.05M 3.05% | 925.82K | 0.00 | 2.38K |
ICON PLCSOLE | SHS | 1.63M | SH | $180.89M 3.00% | 1.63M | 0.00 | 4.51K |
BIO-TECHNE CORPSOLE | COM | 3.39M | SH | $177.27M 2.94% | 3.38M | 0.00 | 8.06K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 310.39K | SH | $148.74M 2.47% | 309.95K | 0.00 | 436.00 |
SAP SESOLE | SPON ADR | 749.91K | SH | $128.39M 2.13% | 747.74K | 0.00 | 2.17K |
META PLATFORMS INCSOLE | CL A | 201.15K | SH | $115.08M 1.91% | 200.43K | 0.00 | 717.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 110.00 | SH | $79.00M 1.31% | 110.00 | 0.00 | 0.00 |
CREDIT ACCEP CORP MICHSOLE | COM | 146.20K | SH | $61.91M 1.03% | 146K | 0.00 | 203.00 |
LIBERTY BROADBAND CORPSOLE | COM SER C | 1.16M | SH | $58.52M 0.97% | 1.16M | 0.00 | 93.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S A | 723.84K | SH | $56.52M 0.94% | 722.10K | 0.00 | 1.74K |
AMENTUM HOLDINGS INCSOLE | COM | 1.62M | SH | $42.33M 0.70% | 1.62M | 0.00 | 2.15K |
CHARTER COMMUNICATIONS INCSOLE | CL A | 152.56K | SH | $32.94M 0.55% | 152.56K | 0.00 | 8.00 |
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