Fund portfolio

Ruane Cunniff

Portfolio history

Quarter: Q1 2026
Filed: 2026-05-15
Portfolio value: $6,028,259,104
Positions: 50
Source: 13F on EDGAR ↗

Ticker	Change	% of portfolio	Shares	Value
GOOG(L) history	SELL	14.62%	—	$881,579,750
FWONK history	−2%	7.56%	5,357,168	$455,466,423
SCHW history	−16%	7.35%	4,714,780	$443,095,024
ICE history	−2%	6.89%	2,639,372	$415,120,428
TSM history	−15%	6.77%	1,208,419	$408,385,201
ELV history	−2%	6.74%	1,387,968	$406,327,632
COF history	−2%	6.11%	2,017,807	$368,108,531
SUNB history	NEW	5.93%	5,488,261	$357,230,908
MSA history	−2%	4.83%	1,776,282	$291,221,434
ZTS history	NEW	4.76%	2,425,010	$286,660,432
BRK.{A,B} history	SELL	3.78%	—	$227,733,330
ALGN history	−1%	3.43%	1,206,535	$206,836,295
UNH history	−2%	3.27%	728,407	$197,099,650
ACN history	−2%	3.05%	928,204	$184,053,571
ICLR history	−3%	3.0%	1,634,611	$180,886,053
TECH history	+131%	2.94%	3,392,001	$177,265,972
SAP history	+1533%	2.13%	749,909	$128,391,920
META history	−16%	1.91%	201,147	$115,082,233
CACC history	−73%	1.03%	146,203	$61,911,122
LBRDK history	−37%	0.97%	1,163,448	$58,521,434
FWONA history	−2%	0.94%	723,842	$56,517,583
AMTM history	−32%	0.7%	1,622,982	$42,327,370
CHTR history	−58%	0.55%	152,563	$32,935,300
GLIBK history	−6%	0.31%	506,727	$18,855,312
LBRDA history	−66%	0.19%	223,760	$11,237,227
GLIBA history	−3%	0.08%	127,548	$4,700,144
EQH history	−0%	0.02%	40,459	$1,501,433
GPI history	+11%	0.02%	4,013	$1,326,818
VTI history	+3%	0.01%	2,748	$881,586
J history	−3%	0.01%	6,288	$800,337
NFLX history	+55%	0.01%	8,091	$777,950
LAD history	−2%	0.01%	2,988	$746,163
MU history		0.01%	2,162	$730,410
GMED history	NEW	0.01%	6,008	$517,649
VXUS history	+9%	0.01%	5,912	$455,874
KSPI history	−1%	0.01%	4,083	$302,428
CPA history		0.0%	2,555	$290,274
AXP history		0.0%	932	$281,911
MSFT history	+7%	0.0%	737	$272,815
DG history	+1%	0.0%	2,188	$259,781
AAPL history	+8%	0.0%	961	$243,892
FERG history		0.0%	1,000	$233,260
SBGI history		0.0%	17,959	$232,389
SPGI history		0.0%	531	$225,856
SDHC history	+19%	0.0%	14,490	$185,472
STLA history	−2%	0.0%	25,075	$177,782
ATAI history	NEW	0.0%	42,112	$149,076
RMNI history	−5%	0.0%	35,265	$115,669
RSPC history	SOLD	—	—	—
VT history	SOLD	—	—	—