Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb L.P. · CIK 0001720792 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗Value Investor
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$6.43B
2026 Q2
Positions
54
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
66.6%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
GOOGL
ALPHABET INC
11.1%
TSM
TAIWAN SEMICONDUCTOR MANUFAC
8.7%
FWONK
LIBERTY MEDIA CORP DEL
7.7%
SCHW
SCHWAB CHARLES CORP
6.6%
COF
CAPITAL ONE FINL CORP
6.1%
ELV
ELEVANCE HEALTH INC FORMERLY
5.9%
ICLR
ICON PUB LTD CO
5.5%
GOOG
ALPHABET INC
5.1%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Related managers
Five closest superinvestors by Jaccard overlap of tickers held in the latest quarter (computed nightly).
| Manager | Overlap | Shared holdings |
|---|---|---|
| Weitz Investment Management | 15.6% | 530307107, 8L8C, MSFT, TSM, GOOG, META, BRK-B, COF +6 |
| Giverny Capital | 14.1% | MSA, MSFT, SCHW, SUNB, TSM, BRK-A, GOOGL, GOOG +5 |
| Harris Associates (Bill Nygren) | 12.7% | 8L8C, LAD, MSFT, ROP, SCHW, SUNB, GOOGL, GOOG +13 |
| Semper Augustus Investments | 11.8% | DG, MSFT, SUNB, BRK-A, GOOGL, GOOG, BRK-B, AXP +3 |
| Markel Group (Tom Gayner) | 10.7% | DG, MSFT, SCHW, SUNB, BRK-A, GOOGL, GOOG, META +8 |
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.