Ruane, Cunniff & Goldfarb

Name: Ruane, Cunniff & Goldfarb 13F holdings, Q2 2026
Creator: Ruane, Cunniff & Goldfarb

13F Holdings · CIK 1720792 · filed 2026-08-14

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AI Summary

New Positions

7% of current holdings

Exited

0% of prior holdings

Increased

12% of prior holdings

Decreased

62% of prior holdings

Total holdings: 50 → 54

Show unchanged positions

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41 positions

					Shares				Value ($)

New	Long	BANK OF AMER CORP	060505104	COM	—	3,625	+3,625	—	—	$206.6K	+$206.6K	—
New	Long	HILTON GRAND VACATIONS INC	43283X105	COM	—	4,189	+4,189	—	—	$219.4K	+$219.4K	—
New	Long	ROPER TECHNOLOGIES INC	776696106	COM	—	674,902	+674,902	—	—	$228.4M	+$228.4M	—
New	Long	VANGUARD INTL EQUITY INDEX F	922042742	TT WRLD ST ETF	—	1,426	+1,426	—	—	$223.8K	+$223.8K	—
Increased	Long	GROUP 1 AUTOMOTIVE INC	398905109	COM	4,013	4,884	+871	+21.7%	$1.3M	$1.4M	+$95.3K	+7.2%
Increased	Long	ICON PUB LTD CO	G4705A100	SHS	1,634,611	2,048,087	+413,476	+25.3%	$180.9M	$355.8M	+$174.9M	+96.7%
Increased	Long	SAP SE	803054204	SPON ADR	749,909	1,236,546	+486,637	+64.9%	$128.4M	$190.6M	+$62.2M	+48.4%
Increased	Long	SMITH DOUGLAS HOMES CORP	83207R107	COM SHS CL A	14,490	27,275	+12,785	+88.2%	$185.5K	$423.9K	+$238.4K	+128.5%
Increased	Long	VANGUARD INDEX FDS	922908769	TOTAL STK MKT	2,748	2,973	+225	+8.2%	$881.6K	$1.1M	+$218.5K	+24.8%
Increased	Long	VANGUARD STAR FDS	921909768	VG TL INTL STK F	5,912	6,420	+508	+8.6%	$455.9K	$548.8K	+$93.0K	+20.4%
Decreased	Long	ACCENTURE PLC IRELAND	G1151C101	SHS CLASS A	928,204	901,848	−26,356	−2.8%	$184.1M	$112.2M	−$71.8M	−39.0%
Decreased	Long	ALIGN TECHNOLOGY INC	016255101	COM	1,206,535	1,171,455	−35,080	−2.9%	$206.8M	$197.6M	−$9.3M	−4.5%
Decreased	Long	ALPHABET INC	02079K107	CAP STK CL C	950,394	924,866	−25,528	−2.7%	$272.6M	$326.8M	+$54.2M	+19.9%
Decreased	Long	ALPHABET INC	02079K305	CAP STK CL A	2,117,644	1,994,274	−123,370	−5.8%	$608.9M	$712.7M	+$103.7M	+17.0%
Decreased	Long	AMENTUM HOLDINGS INC	023939101	COM	1,622,982	537,213	−1,085,769	−66.9%	$42.3M	$11.1M	−$31.2M	−73.8%
Decreased	Long	BERKSHIRE HATHAWAY INC DEL	084670702	CL B NEW	310,388	300,672	−9,716	−3.1%	$148.7M	$150.5M	+$1.7M	+1.2%
Decreased	Long	BERKSHIRE HATHAWAY INC DEL	084670108	CL A	110	103	−7	−6.4%	$79.0M	$77.1M	−$1.9M	−2.4%
Decreased	Long	BIO-TECHNE CORP	09073M104	COM	3,392,001	3,348,841	−43,160	−1.3%	$177.3M	$236.6M	+$59.3M	+33.5%
Decreased	Long	CAPITAL ONE FINL CORP	14040H105	COM	2,017,807	1,956,084	−61,723	−3.1%	$368.1M	$392.4M	+$24.3M	+6.6%
Decreased	Long	CHARTER COMMUNICATIONS INC	16119P108	CL A	152,563	1,556	−151,007	−99.0%	$32.9M	$221.3K	−$32.7M	−99.3%
Decreased	Long	CREDIT ACCEP CORP MICH	225310101	COM	146,203	5,279	−140,924	−96.4%	$61.9M	$3.4M	−$58.5M	−94.6%
Decreased	Long	ELEVANCE HEALTH INC FORMERLY	036752103	COM	1,387,968	979,598	−408,370	−29.4%	$406.3M	$378.8M	−$27.5M	−6.8%
Decreased	Long	EQUITABLE HLDGS INC	29452E101	COM	40,459	40,310	−149	−0.4%	$1.5M	$1.8M	+$267.4K	+17.8%
Decreased	Long	INTERCONTINENTAL EXCHANGE IN	45866F104	COM	2,639,372	2,560,747	−78,625	−3.0%	$415.1M	$315.3M	−$99.9M	−24.1%
Decreased	Long	JACOBS SOLUTIONS INC	46982L108	COM	6,288	6,244	−44	−0.7%	$800.3K	$786.7K	−$13.6K	−1.7%
Decreased	Long	KASPI KZ JSC	48581R205	SPONSORED ADS	4,083	3,934	−149	−3.6%	$302.4K	$340.8K	+$38.4K	+12.7%
Decreased	Long	LIBERTY BROADBAND CORP	530307107	COM SER A	223,760	73,945	−149,815	−67.0%	$11.2M	$2.5M	−$8.8M	−78.1%
Decreased	Long	LIBERTY BROADBAND CORP	530307305	COM SER C	1,163,448	303,309	−860,139	−73.9%	$58.5M	$10.1M	−$48.4M	−82.8%
Decreased	Long	LIBERTY CAP CORP	36164V800	SER C GCI GROUP	506,727	114,119	−392,608	−77.5%	$18.9M	$2.5M	−$16.4M	−87.0%
Decreased	Long	LIBERTY CAP CORP	36164V602	SER A GCI GROUP	127,548	28,162	−99,386	−77.9%	$4.7M	$616.7K	−$4.1M	−86.9%
Decreased	Long	LIBERTY MEDIA CORP DEL	531229771	COM LBTY ONE S A	723,842	695,720	−28,122	−3.9%	$56.5M	$60.9M	+$4.4M	+7.8%
Decreased	Long	LIBERTY MEDIA CORP DEL	531229755	COM LBTY ONE S C	5,357,168	5,223,453	−133,715	−2.5%	$455.5M	$497.0M	+$41.5M	+9.1%
Decreased	Long	LITHIA MTRS INC	536797103	COM	2,988	2,933	−55	−1.8%	$746.2K	$852.0K	+$105.8K	+14.2%
Decreased	Long	META PLATFORMS INC	30303M102	CL A	201,147	154,291	−46,856	−23.3%	$115.1M	$86.9M	−$28.2M	−24.5%
Decreased	Long	MSA SAFETY INC	553498106	COM	1,776,282	1,721,415	−54,867	−3.1%	$291.2M	$300.5M	+$9.3M	+3.2%
Decreased	Long	RIMINI STR INC DEL	76674Q107	COM	35,265	33,666	−1,599	−4.5%	$115.7K	$143.4K	+$27.7K	+24.0%
Decreased	Long	SCHWAB CHARLES CORP	808513105	COM	4,714,780	4,571,355	−143,425	−3.0%	$443.1M	$421.8M	−$21.3M	−4.8%
Decreased	Long	SUNBELT RENTALS HOLDINGS INC	866966104	SHS	5,488,261	4,261,163	−1,227,098	−22.4%	$357.2M	$318.8M	−$38.5M	−10.8%
Decreased	Long	TAIWAN SEMICONDUCTOR MANUFAC	874039100	SPONSORED ADS	1,208,419	1,172,725	−35,694	−3.0%	$408.4M	$560.1M	+$151.7M	+37.1%
Decreased	Long	UNITEDHEALTH GROUP INC	91324P102	COM	728,407	705,554	−22,853	−3.1%	$197.1M	$293.2M	+$96.1M	+48.8%
Decreased	Long	ZOETIS INC	98978V103	CL A	2,425,010	2,353,300	−71,710	−3.0%	$286.7M	$169.1M	−$117.6M	−41.0%