Ruane, Cunniff & Goldfarb L.P.
Net seller this quarter
$6.43B
51
-$245M
66.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GOOGL | $713M | 11.09% | 0.02% | -5.8% | Q1 2018 |
 TSM | $560M | 8.71% | 0.00% | -3.0% | Q4 2019 |
 FWONK | $497M | 7.73% | Not reported | -2.5% | Q1 2018 |
 SCHW | $422M | 6.56% | 0.26% | -3.0% | Q1 2018 |
 COF | $392M | 6.11% | 0.32% | -3.1% | Q1 2018 |
 ELV | $379M | 5.89% | 0.45% | -29.4% | Q1 2021 |
 ICLR | $356M | 5.54% | 2.65% | +25.3% | Q4 2024 |
| GOOG | $327M | 5.08% | Not reported | -2.7% | Q1 2018 |
 SUNB | $319M | 4.96% | 1.04% | -22.4% | Q1 2026 |
 ICE | $315M | 4.90% | 0.46% | -3.0% | Q3 2020 |
 MSA | $301M | 4.68% | 4.46% | -3.1% | Q2 2025 |
 UNH | $293M | 4.56% | 0.08% | -3.1% | Q4 2019 |
 TECH | $237M | 3.68% | 2.15% | -1.3% | Q2 2025 |
 ROP | $228M | 3.55% | 0.68% | New | Q2 2026 |
 ALGN | $198M | 3.07% | 1.64% | -2.9% | Q4 2025 |
 SAP | $191M | 2.96% | 0.10% | +64.9% | Q3 2025 |
 ZTS | $169M | 2.63% | 0.57% | -3.0% | Q1 2026 |
 BRK.B | $150M | 2.34% | Not reported | -3.1% | Q1 2018 |
 ACN | $112M | 1.75% | 0.14% | -2.8% | Q4 2025 |
 META | $86.9M | 1.35% | Not reported | -23.3% | Q1 2018 |
| BRK.A | $77.1M | 1.20% | Not reported | -6.4% | Q1 2018 |
| FWONA | $60.9M | 0.95% | Not reported | -3.9% | Q3 2023 |
 AMTM | $11.1M | 0.17% | 0.22% | -66.9% | Q3 2024 |
| LBRDK | $10.1M | 0.16% | Not reported | -73.9% | Q1 2018 |
 CACC | $3.36M | 0.05% | 0.05% | -96.4% | Q1 2018 |
 MU | $2.5M | 0.04% | 0.00% | Not reported | Q1 2021 |
| LBRDA | $2.46M | 0.04% | Not reported | -67.0% | Q1 2018 |
 GLIBK | $2.46M | 0.04% | Not reported | -77.5% | Q3 2025 |
| EQH | $1.77M | 0.03% | 0.01% | -0.4% | Q4 2020 |
 GPI | $1.42M | 0.02% | 0.04% | +21.7% | Q2 2023 |
 LAD | $852K | 0.01% | 0.01% | -1.8% | Q4 2022 |
 J | $787K | 0.01% | 0.01% | -0.7% | Q3 2022 |
| GLIBA | $617K | 0.01% | Not reported | -77.9% | Q3 2025 |
 NFLX | $578K | 0.01% | 0.00% | Not reported | Q4 2020 |
 GMED | $475K | 0.01% | 0.00% | Not reported | Q1 2026 |
 SDHC | $424K | 0.01% | Not reported | +88.2% | Q3 2025 |
 CPA | $397K | 0.01% | 0.01% | Not reported | Q4 2024 |
 KSPI | $341K | 0.01% | 0.00% | -3.7% | Q3 2025 |
 AXP | $315K | 0.00% | 0.00% | Not reported | Q1 2018 |
 AAPL | $278K | 0.00% | 0.00% | Not reported | Q3 2018 |
 MSFT | $275K | 0.00% | 0.00% | Not reported | Q2 2023 |
 SBGI | $256K | 0.00% | Not reported | Not reported | Q1 2018 |
 DG | $252K | 0.00% | 0.00% | Not reported | Q2 2025 |
 FERG | $237K | 0.00% | 0.00% | Not reported | Q2 2025 |
| ATAI | $222K | 0.00% | 0.01% | Not reported | Q1 2026 |
 CHTR | $221K | 0.00% | 0.00% | -99.0% | Q2 2024 |
 HGV | $219K | 0.00% | 0.01% | New | Q2 2026 |
 SPGI | $216K | 0.00% | 0.00% | Not reported | Q2 2023 |
 BAC | $207K | 0.00% | 0.00% | New | Q2 2026 |
 STLA | $144K | 0.00% | 0.00% | Not reported | Q1 2021 |
| Q1 2026 | |||||
| GOOGL | $609M | 10.10% | 0.02% | -2.6% | Q1 2018 |
| FWONK | $455M | 7.56% | Not reported | -2.4% | Q1 2018 |
| SCHW | $443M | 7.35% | 0.27% | -15.7% | Q1 2018 |
| ICE | $415M | 6.89% | 0.47% | -2.4% | Q3 2020 |
| TSM | $408M | 6.77% | 0.00% | -15.0% | Q4 2019 |
| ELV | $406M | 6.74% | 0.64% | -2.4% | Q1 2021 |
| COF | $368M | 6.11% | 0.33% | -2.4% | Q1 2018 |
| SUNB | $357M | 5.93% | 1.33% | New | Q1 2026 |
| MSA | $291M | 4.83% | 4.59% | -2.0% | Q2 2025 |
| ZTS | $287M | 4.76% | 0.58% | New | Q1 2026 |
| GOOG | $273M | 4.52% | Not reported | -16.8% | Q1 2018 |
| ALGN | $207M | 3.43% | 1.68% | -1.3% | Q4 2025 |
| UNH | $197M | 3.27% | 0.08% | -2.4% | Q4 2019 |
| ACN | $184M | 3.05% | 0.15% | -1.6% | Q4 2025 |
| ICLR | $181M | 3.00% | 2.13% | -2.7% | Q4 2024 |
| TECH | $177M | 2.94% | 2.17% | +131.4% | Q2 2025 |
| BRK.B | $149M | 2.47% | Not reported | -1.8% | Q1 2018 |
| SAP | $128M | 2.13% | 0.06% | +1532.8% | Q3 2025 |
| META | $115M | 1.91% | Not reported | -15.8% | Q1 2018 |
| BRK.A | $79M | 1.31% | Not reported | -4.4% | Q1 2018 |
| CACC | $61.9M | 1.03% | 1.40% | -72.7% | Q1 2018 |
| LBRDK | $58.5M | 0.97% | Not reported | -36.8% | Q1 2018 |
| FWONA | $56.5M | 0.94% | Not reported | -2.0% | Q3 2023 |
| AMTM | $42.3M | 0.70% | 0.67% | -32.2% | Q3 2024 |
| CHTR | $32.9M | 0.55% | 0.06% | -57.9% | Q2 2024 |
| GLIBK | $18.9M | 0.31% | Not reported | -6.0% | Q3 2025 |
| LBRDA | $11.2M | 0.19% | Not reported | -65.7% | Q1 2018 |
| GLIBA | $4.7M | 0.08% | Not reported | -2.8% | Q3 2025 |
| EQH | $1.5M | 0.02% | 0.01% | -0.4% | Q4 2020 |
| GPI | $1.33M | 0.02% | 0.03% | +11.2% | Q2 2023 |
| J | $800K | 0.01% | 0.01% | -3.1% | Q3 2022 |
| NFLX | $778K | 0.01% | 0.00% | +55.0% | Q4 2020 |
| LAD | $746K | 0.01% | 0.01% | -2.0% | Q4 2022 |
| MU | $730K | 0.01% | 0.00% | Not reported | Q1 2021 |
| GMED | $518K | 0.01% | 0.00% | New | Q1 2026 |
| KSPI | $302K | 0.01% | 0.00% | -0.7% | Q3 2025 |
| CPA | $290K | 0.00% | 0.01% | Not reported | Q4 2024 |
| AXP | $282K | 0.00% | 0.00% | Not reported | Q1 2018 |
| MSFT | $273K | 0.00% | 0.00% | +7.0% | Q2 2023 |
| DG | $260K | 0.00% | 0.00% | +0.8% | Q2 2025 |
| AAPL | $244K | 0.00% | 0.00% | +7.9% | Q3 2018 |
| FERG | $233K | 0.00% | 0.00% | Not reported | Q2 2025 |
| SBGI | $232K | 0.00% | Not reported | Not reported | Q1 2018 |
| SPGI | $226K | 0.00% | 0.00% | Not reported | Q2 2023 |
| SDHC | $185K | 0.00% | Not reported | +18.7% | Q3 2025 |
| STLA | $178K | 0.00% | 0.00% | -2.0% | Q1 2021 |
| ATAI | $149K | 0.00% | 0.01% | New | Q1 2026 |
 RMNI | $116K | 0.00% | 0.04% | -5.1% | Q3 2018 |
| Q4 2025 | |||||
| GOOGL | $681M | 10.63% | 0.02% | -7.7% | Q1 2018 |
| SCHW | $559M | 8.73% | 0.31% | -11.4% | Q1 2018 |
| FWONK | $541M | 8.45% | Not reported | -1.4% | Q1 2018 |
| COF | $501M | 7.83% | 0.33% | -1.4% | Q1 2018 |
| ELV | $499M | 7.79% | 0.64% | -1.8% | Q1 2021 |
| ICE | $438M | 6.84% | 0.48% | -1.4% | Q3 2020 |
| TSM | $432M | 6.75% | 0.01% | -24.5% | Q4 2019 |
| GOOG | $358M | 5.60% | Not reported | -8.9% | Q1 2018 |
| ICLR | $306M | 4.78% | 2.19% | -1.3% | Q4 2024 |
| MSA | $290M | 4.53% | 4.66% | +6.2% | Q2 2025 |
| ACN | $253M | 3.95% | 0.15% | New | Q4 2025 |
| UNH | $246M | 3.85% | 0.08% | -1.6% | Q4 2019 |
| CACC | $238M | 3.71% | 5.02% | -7.3% | Q1 2018 |
| ALGN | $191M | 2.98% | 1.71% | New | Q4 2025 |
| BRK.B | $159M | 2.48% | Not reported | -2.0% | Q1 2018 |
| META | $158M | 2.46% | Not reported | -2.1% | Q1 2018 |
| LBRDK | $89.5M | 1.40% | Not reported | -1.7% | Q1 2018 |
| BRK.A | $86.8M | 1.36% | Not reported | -1.7% | Q1 2018 |
| TECH | $86.2M | 1.35% | 0.94% | -0.5% | Q2 2025 |
| CHTR | $75.6M | 1.18% | 0.13% | -3.1% | Q2 2024 |
| AMTM | $69.4M | 1.08% | 0.98% | -1.2% | Q3 2024 |
| FWONA | $66M | 1.03% | Not reported | -0.5% | Q3 2023 |
| LBRDA | $31.5M | 0.49% | Not reported | -2.5% | Q1 2018 |
| GLIBK | $20.1M | 0.31% | Not reported | +43.9% | Q3 2025 |
| SAP | $11.2M | 0.17% | 0.00% | -0.2% | Q3 2025 |
| GLIBA | $4.84M | 0.08% | Not reported | -1.5% | Q3 2025 |
| EQH | $1.94M | 0.03% | 0.01% | Not reported | Q4 2020 |
| GPI | $1.42M | 0.02% | 0.03% | Not reported | Q2 2023 |
| LAD | $1.01M | 0.02% | 0.01% | +12.3% | Q4 2022 |
| J | $859K | 0.01% | 0.01% | -30.6% | Q3 2022 |
| MU | $617K | 0.01% | 0.00% | Not reported | Q1 2021 |
| NFLX | $489K | 0.01% | 0.00% | -13.6% | Q4 2020 |
| AXP | $345K | 0.01% | 0.00% | Not reported | Q1 2018 |
| MSFT | $333K | 0.01% | 0.00% | Not reported | Q2 2023 |
| KSPI | $321K | 0.01% | 0.00% | +10.8% | Q3 2025 |
| CPA | $308K | 0.00% | 0.01% | Not reported | Q4 2024 |
| DG | $288K | 0.00% | 0.00% | Not reported | Q2 2025 |
| STLA | $279K | 0.00% | 0.00% | -6.3% | Q1 2021 |
| SPGI | $277K | 0.00% | 0.00% | Not reported | Q2 2023 |
| SBGI | $275K | 0.00% | Not reported | Not reported | Q1 2018 |
| AAPL | $242K | 0.00% | 0.00% | Not reported | Q3 2018 |
| FERG | $223K | 0.00% | 0.00% | Not reported | Q2 2025 |
| SDHC | $205K | 0.00% | Not reported | Not reported | Q3 2025 |
| RMNI | $144K | 0.00% | 0.04% | Not reported | Q3 2018 |
| Q3 2025 | |||||
| SCHW | $603M | 9.99% | 0.35% | -4.3% | Q1 2018 |
| FWONK | $582M | 9.64% | Not reported | -0.8% | Q1 2018 |
| GOOGL | $573M | 9.49% | 0.02% | -0.4% | Q1 2018 |
| TSM | $526M | 8.71% | 0.01% | -1.9% | Q4 2019 |
| ELV | $468M | 7.75% | 0.65% | +32.2% | Q1 2021 |
| ICE | $462M | 7.66% | 0.48% | -0.9% | Q3 2020 |
| COF | $446M | 7.39% | 0.33% | -0.9% | Q1 2018 |
| GOOG | $306M | 5.06% | Not reported | -2.5% | Q1 2018 |
| ICLR | $298M | 4.93% | 2.23% | -0.4% | Q4 2024 |
| MSA | $293M | 4.86% | 4.36% | +79.7% | Q2 2025 |
| CACC | $270M | 4.48% | 5.24% | -1.0% | Q1 2018 |
| UNH | $262M | 4.34% | 0.08% | -0.7% | Q4 2019 |
| META | $179M | 2.97% | Not reported | -38.6% | Q1 2018 |
| BRK.B | $162M | 2.69% | Not reported | -1.3% | Q1 2018 |
| LBRDK | $119M | 1.97% | Not reported | -0.8% | Q1 2018 |
| CHTR | $103M | 1.70% | 0.14% | -3.4% | Q2 2024 |
| BRK.A | $88.2M | 1.46% | Not reported | Not reported | Q1 2018 |
| TECH | $82M | 1.36% | 0.95% | +866.9% | Q2 2025 |
| FWONA | $70.7M | 1.17% | Not reported | -0.8% | Q3 2023 |
| AMTM | $58M | 0.96% | 1.00% | -0.7% | Q3 2024 |
| LBRDA | $42.4M | 0.70% | Not reported | +0.1% | Q1 2018 |
| GLIBK | $14M | 0.23% | Not reported | New | Q3 2025 |
| SAP | $12.3M | 0.20% | 0.00% | New | Q3 2025 |
| GLIBA | $5M | 0.08% | Not reported | New | Q3 2025 |
| EQH | $2.06M | 0.03% | 0.01% | -0.2% | Q4 2020 |
| GPI | $1.58M | 0.03% | 0.03% | +7.8% | Q2 2023 |
| J | $1.4M | 0.02% | 0.01% | -99.1% | Q3 2022 |
| LAD | $858K | 0.01% | 0.01% | Not reported | Q4 2022 |
| NFLX | $724K | 0.01% | 0.00% | -0.3% | Q4 2020 |
| MU | $362K | 0.01% | 0.00% | Not reported | Q1 2021 |
| MSFT | $357K | 0.01% | 0.00% | Not reported | Q2 2023 |
| AXP | $310K | 0.01% | 0.00% | Not reported | Q1 2018 |
| CPA | $304K | 0.01% | 0.01% | Not reported | Q4 2024 |
| KSPI | $303K | 0.01% | 0.00% | New | Q3 2025 |
| SBGI | $271K | 0.00% | Not reported | Not reported | Q1 2018 |
| SPGI | $258K | 0.00% | 0.00% | Not reported | Q2 2023 |
| STLA | $255K | 0.00% | 0.00% | -31.2% | Q1 2021 |
| AAPL | $227K | 0.00% | 0.00% | Not reported | Q3 2018 |
| FERG | $225K | 0.00% | 0.00% | Not reported | Q2 2025 |
| DG | $224K | 0.00% | 0.00% | +1.2% | Q2 2025 |
 BLK | $217K | 0.00% | 0.00% | New | Q3 2025 |
| SDHC | $216K | 0.00% | Not reported | New | Q3 2025 |
 KMX | $201K | 0.00% | 0.00% | -28.8% | Q1 2018 |
| RMNI | $174K | 0.00% | 0.04% | -2.1% | Q3 2018 |