RL

Ruane Cunniff LP

Ruane Cunniff LP Portfolio

Portfolio Value
$6.4B
Holdings
54
Period
Q2 2026
Portfolio Date
Jun 29, 2026
Filed
22 days ago
Filed:
As of:· Q2 2026
Next update expected:≈ Nov 14, 2026· Q3 2026

Portfolio Allocation

Top 5: 40.2%

Portfolio Holdings

Stock
%
Stock
Alphabet Inc.GOOGL
11.09%
Stock
Taiwan Semiconductor S.A.TSM
8.71%
Stock
Liberty Media Corp Formula One Series CFWONK
7.73%
Stock
Charles Schwab Corp.SCHW
6.56%
Stock
Capital One FinancialCOF
6.11%
Stock
Elevance Health Inc.ELV
5.89%
Stock
ICON plcICLR
5.54%
Stock
Alphabet Inc. CL CGOOG
5.08%
Stock
Sunbelt Rentals Holdings IncSUNB
4.96%
Stock
Intercontinental Exchange Inc.ICE
4.90%
Stock
MSA Safety Inc.MSA
4.68%
Stock
United Health Group Inc.UNH
4.56%
Stock
Bio-Techne Corp.TECH
3.68%
Stock
Roper Technologies Inc.ROP
3.55%
Stock
Align Technology Inc.ALGN
3.07%
Stock
SAP SESAP
2.96%
Stock
Zoetis Inc.ZTS
2.63%
Stock
Berkshire Hathaway CL BBRK.B
2.34%
Stock
AccentureACN
1.75%
Stock
Meta Platforms Inc.META
1.35%
Stock
Berkshire Hathaway CL ABRK.A
1.20%
Stock
Liberty Media Corp Formula One Series AFWONA
0.95%
Stock
Amentum Holdings Inc.AMTM
0.17%
LB
Liberty Broadband Corp. CL CLBRDK-OLD
0.16%
Stock
Credit Acceptance Corp.CACC
0.05%
Stock
Micron Technology Inc.MU
0.04%
LB
Liberty Broadband Corp. CL ALBRDA-OLD
0.04%
Stock
GCI Liberty Inc. Series CGLIBK
0.04%
Stock
Equitable Holdings Inc.EQH
0.03%
Stock
Group 1 AutomotiveGPI
0.02%
VT
Vanguard Total Stock Mkt ETFVTI
0.02%
Stock
Copa Holdings SACPA
0.01%
GL
GCI Liberty Inc. Series AGLBAV-OLD
0.01%
Stock
Globus Medical Inc.GMED
0.01%
Stock
Jacobs Solutions Inc.J
0.01%
Stock
Jsc Kaspi.kz ADRKSPI
0.01%
Stock
Lithia Motors Inc.LAD
0.01%
Stock
Netflix Inc.NFLX
0.01%
Stock
Smith Douglas Homes CorpSDHC
0.01%
VX
Vanguard Total Intl StockVXUS
0.01%
Stock
Charter CommunicationsCHTR
0.00%
Stock
Dollar GeneralDG
0.00%
Stock
Ferguson Enterprises Inc.FERG
0.00%
Stock
Hilton Grand Vacations Inc.HGV
0.00%
Stock
Microsoft Corp.MSFT
0.00%
Stock
Rimini Street Inc.RMNI
0.00%
Stock
Sinclair Broadcast Group Inc.SBGI
0.00%
Stock
S&P Global Inc.SPGI
0.00%
ST
Stellantis N.V.STLA
0.00%
VT
Vanguard Tot World Stk ETFVT
0.00%
Stock
Apple Inc.AAPL
0.00%
AT
AtaiBeckley Inc.ATAI-OLD
0.00%
Stock
American ExpressAXP
0.00%
Stock
Bank of America Corp.BAC
0.00%

Recent Activity

Alphabet Inc.

GOOGL

Alphabet Inc.

Reduce 5.83%
Taiwan Semiconductor S.A.

TSM

Taiwan Semiconductor S.A.

Reduce 2.95%
Liberty Media Corp Formula One Series C

FWONK

Liberty Media Corp Formula One Series C

Reduce 2.50%
Charles Schwab Corp.

SCHW

Charles Schwab Corp.

Reduce 3.04%
Capital One Financial

COF

Capital One Financial

Reduce 3.06%
Elevance Health Inc.

ELV

Elevance Health Inc.

Reduce 29.42%
ICON plc

ICLR

ICON plc

Add 25.30%
Alphabet Inc. CL C

GOOG

Alphabet Inc. CL C

Reduce 2.69%
Sunbelt Rentals Holdings Inc

SUNB

Sunbelt Rentals Holdings Inc

Reduce 22.36%
Intercontinental Exchange Inc.

ICE

Intercontinental Exchange Inc.

Reduce 2.98%
MSA Safety Inc.

MSA

MSA Safety Inc.

Reduce 3.09%
United Health Group Inc.

UNH

United Health Group Inc.

Reduce 3.14%
Bio-Techne Corp.

TECH

Bio-Techne Corp.

Reduce 1.27%
Roper Technologies Inc.

ROP

Roper Technologies Inc.

Buy
Align Technology Inc.

ALGN

Align Technology Inc.

Reduce 2.91%
SAP SE

SAP

SAP SE

Add 64.89%
Zoetis Inc.

ZTS

Zoetis Inc.

Reduce 2.96%
Berkshire Hathaway CL B

BRK.B

Berkshire Hathaway CL B

Reduce 3.13%
Accenture

ACN

Accenture

Reduce 2.84%
Meta Platforms Inc.

META

Meta Platforms Inc.

Reduce 23.29%
Berkshire Hathaway CL A

BRK.A

Berkshire Hathaway CL A

Reduce 6.36%
Liberty Media Corp Formula One Series A

FWONA

Liberty Media Corp Formula One Series A

Reduce 3.89%
Amentum Holdings Inc.

AMTM

Amentum Holdings Inc.

Reduce 66.90%
LB

LBRDK-OLD

Liberty Broadband Corp. CL C

Reduce 73.93%
Credit Acceptance Corp.

CACC

Credit Acceptance Corp.

Reduce 96.39%
LB

LBRDA-OLD

Liberty Broadband Corp. CL A

Reduce 66.95%
GCI Liberty Inc. Series C

GLIBK

GCI Liberty Inc. Series C

Reduce 77.48%
Equitable Holdings Inc.

EQH

Equitable Holdings Inc.

Reduce 0.37%
Group 1 Automotive

GPI

Group 1 Automotive

Add 21.70%
VT

VTI

Vanguard Total Stock Mkt ETF

Add 8.19%
GL

GLBAV-OLD

GCI Liberty Inc. Series A

Reduce 77.92%
Jacobs Solutions Inc.

J

Jacobs Solutions Inc.

Reduce 0.70%
Jsc Kaspi.kz ADR

KSPI

Jsc Kaspi.kz ADR

Reduce 3.65%
Lithia Motors Inc.

LAD

Lithia Motors Inc.

Reduce 1.84%
Smith Douglas Homes Corp

SDHC

Smith Douglas Homes Corp

Add 88.23%
VX

VXUS

Vanguard Total Intl Stock

Add 8.59%
Charter Communications

CHTR

Charter Communications

Reduce 98.98%
Hilton Grand Vacations Inc.

HGV

Hilton Grand Vacations Inc.

Buy
Rimini Street Inc.

RMNI

Rimini Street Inc.

Reduce 4.53%
VT

VT

Vanguard Tot World Stk ETF

Buy
Bank of America Corp.

BAC

Bank of America Corp.

Buy

About the Ruane Cunniff LP Portfolio

The Ruane Cunniff LP portfolio holds 54 stocks with a total value of $6.4B, based on the latest SEC 13F filing (Q2 2026). Below you can explore every position, its portfolio weighting and the most recent buys and sells.

The largest position in the Ruane Cunniff LP portfolio is Alphabet Inc., which accounts for 11.1% of the total portfolio value.

Frequently asked questions

Ruane Cunniff LP holds 54 different stocks according to the latest SEC 13F filing. The largest positions are Alphabet Inc., Taiwan Semiconductor S.A., Liberty Media Corp Formula One Series C. The full list of holdings with weightings and values is shown in the table above.

Ruane Cunniff LP's largest position is Alphabet Inc., which makes up 11.1% of the total portfolio.

The Ruane Cunniff LP portfolio is worth $6.4B and is spread across 54 stocks, based on the 13F filing as of Jun 29, 2026.

Institutional investors like Ruane Cunniff LP disclose their holdings every quarter in an SEC 13F filing, due within 45 days after the end of each quarter. We update this page as soon as the new filing is published.

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