Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb (Ruane, Cunniff & Goldfarb L.P.) reported 54 positions worth $6.43B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: GOOGL (11.1%). Biggest move: new buy ROP ($228.4M).
| # | Symbol | Company | Type | Value ↓ | % Port. | Time Held | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|---|
| ▸ 1 | GOOGL | SH | $712.7M | 11.09% | 8.5 Years | 1,994,274 | — | — | |
| ▸ 2 | TSM | SH | $560.1M | 8.71% | 6.8 Years | 1,172,725 | — | — | |
| ▸ 3 | FWONK | SH | $497.0M | 7.73% | 3 Years | 5,223,453 | — | — | |
| ▸ 4 | SCHW | SH | $421.8M | 6.56% | 8.5 Years | 4,571,355 | — | — | |
| ▸ 5 | COF | SH | $392.4M | 6.11% | 4 Years | 1,956,084 | — | — | |
| ▸ 6 | ELV | SH | $378.8M | 5.89% | 5.5 Years | 979,598 | — | — | |
| ▸ 7 | ICLR | SH | $355.8M | 5.54% | 1.8 Years | 2,048,087 | — | — | |
| ▸ 8 | GOOG | SH | $326.8M | 5.08% | 8.5 Years | 924,866 | — | — | |
| ▸ 9 | SUNB | SH | $318.8M | 4.96% | 2 Q | 4,261,163 | — | — | |
| ▸ 10 | ICE | SH | $315.3M | 4.91% | 6 Years | 2,560,747 | — | — |
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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
Frequently Asked Questions
What stocks does Ruane, Cunniff & Goldfarb hold as of Q2 2026?
Ruane, Cunniff & Goldfarb reported 54 positions worth $6.43B in its Q2 2026 13F filing. Largest positions: GOOGL (11.1%), TSM (8.7%), FWONK (7.7%), SCHW (6.6%) and COF (6.1%).
What did Ruane, Cunniff & Goldfarb buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Ruane, Cunniff & Goldfarb sell in Q2 2026?
No previous quarter is available yet.
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.