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Asset Manager ← All Institutions

Ruane, Cunniff & Goldfarb L.P.

Q1 2026 · Filed 2026-02-13
Market Value
$0
-100.0%
Holdings
46
-3
New Purchases
0
Added To
0
Closed
46
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 15 $0 0%
Large Cap 16 $0 0%
Mid Cap 10 $0 0%
Small Cap 1 $0 0%
Micro Cap 4 $0 0%

Portfolio Analytics

Avg Market Cap
$584.9B
Median Market Cap
$33.3B
Avg P/E
21.9
Median P/E
21.4
Avg Dividend Yield
0.01%
Avg Beta
0.97
# Stocks
42
# ETFs / Funds
4

Top Holdings (46 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 CPA —% -$308K -2,555 -100.0% SOLD
2 ACN —% -$253M -943,420 -100.0% SOLD
3 BRK-A —% -$87M -115 -100.0% SOLD
4 STLA —% -$279K -25,581 -100.0% SOLD
5 ICE —% -$438M -2,703,907 -100.0% SOLD
6 AXP —% -$345K -932 -100.0% SOLD
7 J —% -$859K -6,487 -100.0% SOLD
8 SPGI —% -$277K -531 -100.0% SOLD
9 DG —% -$288K -2,170 -100.0% SOLD
10 AMTM —% -$69M -2,394,129 -100.0% SOLD
11 FERG —% -$223K -1,000 -100.0% SOLD
12 SCHW —% -$559M -5,594,948 -100.0% SOLD
13 EQH —% -$2M -40,636 -100.0% SOLD
14 GPI —% -$1M -3,610 -100.0% SOLD
15 SAP —% -$11M -45,927 -100.0% SOLD
16 SDHC —% -$205K -12,209 -100.0% SOLD
17 COF —% -$501M -2,068,023 -100.0% SOLD
18 UNH —% -$246M -745,999 -100.0% SOLD
19 LAD —% -$1M -3,049 -100.0% SOLD
20 MSA —% -$290M -1,811,635 -100.0% SOLD
21 TSM —% -$432M -1,421,721 -100.0% SOLD
22 CHTR —% -$76M -362,000 -100.0% SOLD
23 AAPL —% -$242K -891 -100.0% SOLD
24 CACC —% -$238M -536,132 -100.0% SOLD
25 LBRDK —% -$90M -1,841,624 -100.0% SOLD
26 KSPI —% -$321K -4,112 -100.0% SOLD
27 ICLR —% -$306M -1,679,590 -100.0% SOLD
28 META —% -$158M -239,018 -100.0% SOLD
29 LBRDA —% -$32M -652,780 -100.0% SOLD
30 ALGN —% -$191M -1,222,534 -100.0% SOLD
31 MU —% -$617K -2,162 -100.0% SOLD
32 VT —% -$201K -1,426 -100.0% SOLD
33 VTI —% -$898K -2,678 -100.0% SOLD
34 TECH —% -$86M -1,465,935 -100.0% SOLD
35 RMNI —% -$144K -37,141 -100.0% SOLD
36 GOOGL —% -$681M -2,174,821 -100.0% SOLD
37 GOOG —% -$358M -1,142,353 -100.0% SOLD
38 MSFT —% -$333K -689 -100.0% SOLD
39 NFLX —% -$489K -5,220 -100.0% SOLD
40 BRK-B —% -$159M -316,106 -100.0% SOLD
41 VXUS —% -$410K -5,438 -100.0% SOLD
42 0JUJ.L —% -$66M -738,880 -100.0% SOLD
43 GLBKV —% -$20M -539,071 -100.0% SOLD
44 EWCO —% -$439K -11,029 -100.0% SOLD
45 GLBAV —% -$5M -131,168 -100.0% SOLD
46 ANTM —% -$499M -1,422,506 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
CPA —%
ACN —%
BRK-A —%
STLA —%
ICE —%
AXP —%
J —%
SPGI —%
DG —%
AMTM —%
FERG —%
SCHW —%
EQH —%
GPI —%
SAP —%
View SEC EDGAR Filings for Ruane, Cunniff & Goldfarb L.P. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms