Ruane Cunniff
Long Only- Manager
- Ruane Cunniff
- Quarter
- Q2 2026
- Filed
- 2026-08-14
- 13F value
- $6.43B
- Positions
- 54
- CIK
- 0001720792
| # | # Shares | Source | ||||||
|---|---|---|---|---|---|---|---|---|
| 1 | Alphabet IncGOOGLHISTORY | 11.09% | (5.8%) | $712.7M | 1,994,274 | (123,370) | 0.02% | 13F |
| 2 | Taiwan Semiconductor ManufacTSMHISTORY | 8.71% | (3.0%) | $560.1M | 1,172,725 | (35,694) | 0.00% | 13F |
| 3 | Liberty Media Corp DelFWONKHISTORY | 7.73% | (2.5%) | $497.0M | 5,223,453 | (133,715) | 1.56% | 13F |
| 4 | Schwab Charles CorpSCHWHISTORY | 6.56% | (3.0%) | $421.8M | 4,571,355 | (143,425) | 0.26% | 13F |
| 5 | Capital One Finl CorpCOFHISTORY | 6.11% | (3.1%) | $392.4M | 1,956,084 | (61,723) | 0.32% | 13F |
| 6 | Elevance Health Inc FormerlyELVHISTORY | 5.89% | (29.4%) | $378.8M | 979,598 | (408,370) | 0.45% | 13F |
| 7 | Icon Pub LTD CoICLRHISTORY | 5.54% | +25.3% | $355.8M | 2,048,087 | +413,476 | 2.67% | 13F |
| 8 | Alphabet IncGOOGHISTORY | 5.08% | (2.7%) | $326.8M | 924,866 | (25,528) | 0.01% | 13F |
| 9 | Sunbelt Rentals Holdings IncSUNBHISTORY | 4.96% | (22.4%) | $318.8M | 4,261,163 | (1,227,098) | 1.04% | 13F |
| 10 | Intercontinental Exchange InICEHISTORY | 4.90% | (3.0%) | $315.3M | 2,560,747 | (78,625) | 0.46% | 13F |
| 11 | Msa Safety IncMSAHISTORY | 4.68% | (3.1%) | $300.5M | 1,721,415 | (54,867) | 4.46% | 13F |
| 12 | Unitedhealth Group IncUNHHISTORY | 4.56% | (3.1%) | $293.2M | 705,554 | (22,853) | 0.08% | 13F |
| 13 | Bio-Techne CorpTECHHISTORY | 3.68% | (1.3%) | $236.6M | 3,348,841 | (43,160) | 2.14% | 13F |
| 14 | Roper Technologies IncROPHISTORY | 3.55% | NEW | $228.4M | 674,902 | +674,902 | 0.68% | 13F |
| 15 | Align Technology IncALGNHISTORY | 3.07% | (2.9%) | $197.6M | 1,171,455 | (35,080) | 1.65% | 13F |
| 16 | Sap SESAPHISTORY | 2.96% | +64.9% | $190.6M | 1,236,546 | +486,637 | 0.10% | 13F |
| 17 | Zoetis IncZTSHISTORY | 2.63% | (3.0%) | $169.1M | 2,353,300 | (71,710) | 0.57% | 13F |
| 18 | Berkshire Hathaway Inc DelBRK-BHISTORY | 2.34% | (3.1%) | $150.5M | 300,672 | (9,716) | 31.94% | 13F |
| 19 | Accenture PLC IrelandACNHISTORY | 1.75% | (2.8%) | $112.2M | 901,848 | (26,356) | 0.14% | 13F |
| 20 | Meta Platforms IncMETAHISTORY | 1.35% | (23.3%) | $86.9M | 154,291 | (46,856) | 0.01% | 13F |
| 21 | Berkshire Hathaway Inc DelBRK-AHISTORY | 1.20% | (6.4%) | $77.1M | 103 | (7) | 0.01% | 13F |
| 22 | Liberty Media Corp DelFWONAHISTORY | 0.95% | (3.9%) | $60.9M | 695,720 | (28,122) | 0.21% | 13F |
| 23 | Amentum Holdings IncAMTMHISTORY | 0.17% | (66.9%) | $11.1M | 537,213 | (1,085,769) | 0.22% | 13F |
| 24 | Liberty Broadband Corp530307305HISTORY | 0.16% | (73.9%) | $10.1M | 303,309 | (860,139) | — | 13F |
| 25 | Credit Accep Corp MichCACCHISTORY | 0.05% | (96.4%) | $3.4M | 5,279 | (140,924) | 4.90% | 13F13G (older) |
| 26 | Micron Technology IncMUHISTORY | 0.04% | — | $2.5M | 2,162 | — | 0.00% | 13F |
| 27 | Liberty Broadband Corp530307107HISTORY | 0.04% | (67.0%) | $2.5M | 73,945 | (149,815) | — | 13F |
| 28 | Liberty Cap CorpGLIBKHISTORY | 0.04% | (77.5%) | $2.5M | 114,119 | (392,608) | — | 13F |
| 29 | Equitable Hldgs IncEQHHISTORY | 0.03% | (0.4%) | $1.8M | 40,310 | (149) | 0.01% | 13F |
| 30 | Group 1 Automotive IncGPIHISTORY | 0.02% | +21.7% | $1.4M | 4,884 | +871 | 0.04% | 13F |
| 31 | Vanguard Index FDSVTIHISTORY | 0.02% | +8.2% | $1.1M | 2,973 | +225 | 0.01% | 13F |
| 32 | Lithia Mtrs IncLADHISTORY | 0.01% | (1.8%) | $0.9M | 2,933 | (55) | 0.01% | 13F |
| 33 | Jacobs Solutions IncJHISTORY | 0.01% | (0.7%) | $0.8M | 6,244 | (44) | 0.01% | 13F |
| 34 | Liberty Cap CorpGLIBAHISTORY | 0.01% | (77.9%) | $0.6M | 28,162 | (99,386) | — | 13F |
| 35 | Netflix Inc.NFLXHISTORY | 0.01% | — | $0.6M | 8,091 | — | 0.00% | 13F |
| 36 | Vanguard Star FDSVXUSHISTORY | 0.01% | +8.6% | $0.5M | 6,420 | +508 | 0.01% | 13F |
| 37 | Globus Med IncGMEDHISTORY | 0.01% | — | $0.5M | 6,008 | — | 0.00% | 13F |
| 38 | Smith Douglas Homes CorpSDHCHISTORY | 0.01% | +88.2% | $0.4M | 27,275 | +12,785 | 0.31% | 13F |
| 39 | Copa Holdings SACPAHISTORY | 0.01% | — | $0.4M | 2,555 | — | 0.01% | 13F |
| 40 | Kaspi KZ JSCKSPIHISTORY | 0.01% | (3.6%) | $0.3M | 3,934 | (149) | — | 13F |
| 41 | American Express CoAXPHISTORY | <0.01% | — | $0.3M | 932 | — | 0.00% | 13F |
| 42 | Apple IncAAPLHISTORY | <0.01% | — | $0.3M | 961 | — | 0.00% | 13F |
| 43 | Microsoft CorpMSFTHISTORY | <0.01% | — | $0.3M | 737 | — | 0.00% | 13F |
| 44 | Sinclair IncSBGIHISTORY | <0.01% | — | $0.3M | 17,959 | — | 0.03% | 13F |
| 45 | Dollar Gen CorpDGHISTORY | <0.01% | — | $0.3M | 2,188 | — | 0.00% | 13F |
| 46 | Ferguson Enterprises IncFERGHISTORY | <0.01% | — | $0.2M | 1,000 | — | 0.00% | 13F |
| 47 | Vanguard Intl Equity Index FVTHISTORY | <0.01% | NEW | $0.2M | 1,426 | +1,426 | 0.00% | 13F |
| 48 | Ataibeckley Inc04650F101HISTORY | <0.01% | — | $0.2M | 42,112 | — | — | 13F |
| 49 | Charter Communications IncCHTRHISTORY | <0.01% | (99.0%) | $0.2M | 1,556 | (151,007) | 0.00% | 13F |
| 50 | Hilton Grand Vacations IncHGVHISTORY | <0.01% | NEW | $0.2M | 4,189 | +4,189 | 0.01% | 13F |
| 51 | S&P Global IncSPGIHISTORY | <0.01% | — | $0.2M | 531 | — | — | 13F |
| 52 | Bank Of Amer CorpBACHISTORY | <0.01% | NEW | $0.2M | 3,625 | +3,625 | 0.00% | 13F |
| 53 | Stellantis N.VSTLAHISTORY | <0.01% | — | $0.1M | 25,075 | — | 0.00% | 13F |
| 54 | Rimini STR Inc DelRMNIHISTORY | <0.01% | (4.5%) | $0.1M | 33,666 | (1,599) | 0.04% | 13F |
Positions are from the latest 13F-HR (period end 2026-06-30). Weights are calculated: position value ÷ the 13F book. Rows marked Off-13F are >5% stakes disclosed on a Schedule 13D/13G dated after the latest 13F; they report shares and percent of class but no dollar value. Chg Shares and % Chg compare with the adjacent prior quarter's 13F only. % Out is either calculated (position shares ÷ issuer shares outstanding from the issuer's XBRL cover page; weighted-average basic shares as a fallback) or reported (percent of class on a Schedule 13D/13G newer than the 13F period) — hover a value for its source and date. Unavailable figures show “—”, never an estimate. Methodology