Ruane Cunniff

Ruane Cunniff

13F
Ruane, Cunniff & Goldfarb L.P.
Last update 2026-05-15 50 Stocks (4 new)
Value $6.03 Bil Turnover 14 %
Countries:

Ruane Cunniff Profile

Bill Ruane and Rick Cunniff started the firm in 1969 in the belief that they could outperform the stock market by investing in great businesses selling at reasonable prices and staying with them as long as they remained attractive. By doing exhaustive primary research, ignoring fads and sticking to their principles, the firm has built an enviable track record.
William Ruane was a Graham-and-Doddsville superinvestor recognized by Warren Buffett. He was a student of Benjamin Graham, and attended his class at the same time as Warren Buffett.

Ruane Cunniff Investing Philosophy

According to the Ruane, Cunniff & Goldfarb website, "We own quality businesses run by quality people that can compound their earnings rapidly. We hold these businesses over a long horizon with the mindset of a long-term business owner. We buy them for less than what a conservative business person would pay for them. We focus on our best ideas, while avoiding excessive concentration. All along the way, we strive to make thoughtful, rational decisions based on intensive primary research. At the core of our strategy is a belief that if we pay attractive prices to own businesses that are higher-quality and faster-growing than the average S&P 500 company, then over the long term our portfolios should earn a higher return than the S&P 500 Index with less fundamental risk."

Ruane Cunniff Portfolio and Latest Trades

Type:

* When viewing the latest picks, trades are first grouped by date (with the most recent shown first) and then sorted within each date group based on the selected field.

* The transaction information on this page (share changes) is calculated by comparing the latest transaction with the most recent filing—13F, 13D/G, or Form 4—whichever is filed most recently. This may differ from the values shown on the Insider page.

Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SUNB
Sunbelt Rentals Holdings Inc
2026-03-31
New Buy
New Buy
+5.93%
63.31 ($70.19) 75.52
$73.41
4.59%
New holding
5,488,261
5,488,261
ZTS
Zoetis Inc
2026-03-31
New Buy
New Buy
+4.76%
113.35 ($123.66) 131.1
$77.93
-36.98%
New holding
2,425,010
2,425,010
CACC
Credit Acceptance Corp
2026-03-31
Reduce
Reduce
-2.70%
419.49 ($471.9) 511.43
$554.97
17.60%
Reduce -72.73%
146,203
-389,929
SAP
SAP SE
2026-03-31
Add
Add
+2.00%
164.02 ($206.39) 248.84
$185.99
-9.88%
Add 1532.83%
749,909
703,982
TECH
Bio-Techne Corp
2026-03-31
Add
Add
+1.67%
48.81 ($60.02) 71.38
$72.03
20.00%
Add 131.39%
3,392,001
1,926,066
SCHW
Charles Schwab Corp
2026-03-31
Reduce
Reduce
-1.37%
91.24 ($98.07) 107.21
$104.47
6.53%
Reduce -15.73%
4,714,780
-880,168
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
2026-03-31
Reduce
Reduce
-1.01%
316.5 ($344.13) 387.73
$374.67
8.87%
Reduce -15%
1,208,419
-213,302
GOOG
Alphabet Inc
2026-03-31
Reduce
Reduce
-0.94%
273.14 ($314.16) 344.9
$335.76
6.88%
Reduce -16.8%
950,394
-191,959
CHTR
Charter Communications Inc
2026-03-31
Reduce
Reduce
-0.68%
182.81 ($216.63) 248.19
$145.20
-32.97%
Reduce -57.86%
152,563
-209,437
LBRDK
Liberty Broadband Corp
2026-03-31
Reduce
Reduce
-0.52%
42.56 ($50.44) 57.65
$34.09
-32.41%
Reduce -36.82%
1,163,448
-678,176
META
Meta Platforms Inc
2026-03-31
Reduce
Reduce
-0.39%
525.72 ($640.86) 738.31
$585.61
-8.62%
Reduce -15.84%
201,147
-37,871
AMTM
Amentum Holdings Inc
2026-03-31
Reduce
Reduce
-0.35%
25.17 ($31.38) 37.53
$21.80
-30.53%
Reduce -32.21%
1,622,982
-771,147
LBRDA
Liberty Broadband Corp
2026-03-31
Reduce
Reduce
-0.32%
42.4 ($50.32) 57.48
$34.06
-32.31%
Reduce -65.72%
223,760
-429,020
GOOGL
Alphabet Inc
2026-03-31
Reduce
Reduce
-0.28%
273.5 ($314.21) 343.69
$336.71
7.16%
Reduce -2.63%
2,117,644
-57,177
FWONK
Liberty Media Corp
2026-03-31
Reduce
Reduce
-0.21%
81.42 ($87.41) 98.25
$101.72
16.37%
Reduce -2.44%
5,357,168
-133,950
COF
Capital One Financial Corp
2026-03-31
Reduce
Reduce
-0.19%
176.1 ($209.18) 257.94
$208.71
-0.22%
Reduce -2.43%
2,017,807
-50,216
ELV
Elevance Health Inc
2026-03-31
Reduce
Reduce
-0.19%
280.74 ($328.66) 381.93
$375.98
14.40%
Reduce -2.43%
1,387,968
-34,538
ICE
Intercontinental Exchange Inc
2026-03-31
Reduce
Reduce
-0.16%
149.83 ($163.13) 175.1
$154.28
-5.43%
Reduce -2.39%
2,639,372
-64,535
ICLR
Icon PLC
2026-03-31
Reduce
Reduce
-0.13%
80.08 ($136.6) 202.92
$178.18
30.44%
Reduce -2.68%
1,634,611
-44,979
MSA
MSA Safety Inc
2026-03-31
Reduce
Reduce
-0.09%
160.69 ($182.79) 203.08
$175.81
-3.82%
Reduce -1.95%
1,776,282
-35,353
UNH
UnitedHealth Group Inc
2026-03-31
Reduce
Reduce
-0.09%
259.02 ($297.81) 356.26
$420.57
41.22%
Reduce -2.36%
728,407
-17,592
ACN
Accenture PLC
2026-03-31
Reduce
Reduce
-0.06%
191.5 ($233) 288.54
$173.17
-25.68%
Reduce -1.61%
928,204
-15,216
BRK.A
Berkshire Hathaway Inc
2026-03-31
Reduce
Reduce
-0.06%
703700 ($736359) 762570
$763,167.00
3.64%
Reduce -4.35%
110
-5
ALGN
Align Technology Inc
2026-03-31
Reduce
Reduce
-0.04%
156.03 ($175.17) 197.51
$180.08
2.80%
Reduce -1.31%
1,206,535
-15,999
BRK.B
Berkshire Hathaway Inc
2026-03-31
Reduce
Reduce
-0.04%
468.49 ($490.9) 508.09
$509.16
3.72%
Reduce -1.81%
310,388
-5,718
GLIBK
GCI Liberty Inc
2026-03-31
Reduce
Reduce
-0.02%
35.4 ($37.8) 40.04
$23.35
-38.23%
Reduce -6%
506,727
-32,344
FWONA
Liberty Media Corp
2026-03-31
Reduce
Reduce
-0.02%
74.51 ($79.99) 90.01
$93.41
16.78%
Reduce -2.04%
723,842
-15,038
GMED
Globus Medical Inc
2026-03-31
New Buy
New Buy
+0.01%
83.51 ($89.76) 96.71
$81.42
-9.29%
New holding
6,008
6,008
RSPC
Invesco S&P 500 Equal Weight Communication Services ETF
Invesco S&P 500 Equal Weight Communication Services ETF
2026-03-31
Sold Out
Sold Out
-0.01%
36.53 ($38.49) 39.86
$36.26
-5.80%
Sold Out
0
-11,029
AAPL
Apple Inc
2026-03-31
Add
Add
0%
246.63 ($260.25) 278.12
$338.19
29.95%
Add 7.86%
961
70
ATAI
AtaiBeckley Inc
2026-03-31
New Buy
New Buy
0%
3.35 ($3.76) 4.37
$7.17
90.82%
New holding
42,112
42,112
DG
Dollar General Corp
2026-03-31
Add
Add
0%
117.16 ($142.58) 156.24
$128.68
-9.75%
Add 0.83%
2,188
18
EQH
Equitable Holdings Inc
2026-03-31
Reduce
Reduce
0%
35.34 ($42.84) 49.25
$48.35
12.86%
Reduce -0.44%
40,459
-177
GLIBA
GCI Liberty Inc
2026-03-31
Reduce
Reduce
0%
35.38 ($37.91) 40.23
$23.93
-36.89%
Reduce -2.76%
127,548
-3,620
GPI
Group 1 Automotive Inc
2026-03-31
Add
Add
0%
297.42 ($348.86) 406.16
$357.97
2.61%
Add 11.16%
4,013
403
J
Jacobs Solutions Inc
2026-03-31
Reduce
Reduce
0%
124.8 ($135.95) 151.16
$135.91
-0.03%
Reduce -3.07%
6,288
-199
KSPI
Kaspi.kz JSC
2026-03-31
Reduce
Reduce
0%
68.84 ($75.45) 84.17
$87.14
15.49%
Reduce -0.71%
4,083
-29
LAD
Lithia Motors Inc
2026-03-31
Reduce
Reduce
0%
243 ($297.04) 344.24
$427.48
43.91%
Reduce -2%
2,988
-61
MSFT
Microsoft Corp
2026-03-31
Add
Add
0%
356.77 ($418.44) 483.47
$390.54
-6.67%
Add 6.97%
737
48
NFLX
Netflix Inc
2026-03-31
Add
Add
0%
75.86 ($88.11) 99.17
$73.63
-16.43%
Add 55%
8,091
2,871
RMNI
Rimini Street Inc
2026-03-31
Reduce
Reduce
0%
2.97 ($3.47) 3.99
$4.94
42.36%
Reduce -5.05%
35,265
-1,876
SDHC
Smith Douglas Homes Corp
2026-03-31
Add
Add
0%
11.34 ($16.43) 22.05
$15.04
-8.46%
Add 18.68%
14,490
2,281
STLA
Stellantis NV
2026-03-31
Reduce
Reduce
0%
6.33 ($8.38) 11.42
$6.01
-28.28%
Reduce -1.98%
25,075
-506
VTI
Vanguard Total Stock Market ETF
2026-03-31
Add
Add
0%
311.68 ($335.51) 343.27
$360.42
7.42%
Add 2.61%
2,748
70
VXUS
Vanguard Total International Stock
2026-03-31
Add
Add
0%
74.63 ($79.39) 84.2
$82.39
3.78%
Add 8.72%
5,912
474
VT
Vanguard Total World Stock ETF
2026-03-31
Sold Out
Sold Out
0%
134.19 ($143.83) 148.91
$152.22
5.83%
Sold Out
0
-1,426
ACN
Accenture PLC
2025-12-31
New Buy
New Buy
+3.95%
234.02 ($254.22) 274.66
$173.17
-31.88%
New holding
943,420
943,420
ALGN
Align Technology Inc
2025-12-31
New Buy
New Buy
+2.98%
125.79 ($143.56) 165.43
$180.08
25.44%
New holding
1,222,534
1,222,534
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
2025-12-31
Reduce
Reduce
-2.13%
275.06 ($293.5) 310.14
$374.67
27.66%
Reduce -24.45%
1,421,721
-460,000
SCHW
Charles Schwab Corp
2025-12-31
Reduce
Reduce
-1.14%
90.49 ($94.91) 101.89
$104.47
10.07%
Reduce -11.41%
5,594,948
-720,613
GOOGL
Alphabet Inc
2025-12-31
Reduce
Reduce
-0.73%
236.57 ($286.38) 323.44
$336.71
17.57%
Reduce -7.72%
2,174,821
-181,898
GOOG
Alphabet Inc
2025-12-31
Reduce
Reduce
-0.45%
237.49 ($287.12) 323.64
$335.76
16.94%
Reduce -8.94%
1,142,353
-112,218
CACC
Credit Acceptance Corp
2025-12-31
Reduce
Reduce
-0.33%
411.04 ($463.3) 513.14
$554.97
19.79%
Reduce -7.32%
536,132
-42,327
MSA
MSA Safety Inc
2025-12-31
Add
Add
+0.27%
152.94 ($162.66) 175.18
$175.81
8.08%
Add 6.24%
1,811,635
106,349
ELV
Elevance Health Inc
2025-12-31
Reduce
Reduce
-0.14%
303.78 ($338.01) 362.34
$375.98
11.23%
Reduce -1.78%
1,422,506
-25,777
FWONK
Liberty Media Corp
2025-12-31
Reduce
Reduce
-0.13%
90.56 ($98.08) 108.33
$101.72
3.71%
Reduce -1.4%
5,491,118
-77,871
COF
Capital One Financial Corp
2025-12-31
Reduce
Reduce
-0.11%
200.04 ($222.76) 249.32
$208.71
-6.31%
Reduce -1.43%
2,068,023
-30,101
ICE
Intercontinental Exchange Inc
2025-12-31
Reduce
Reduce
-0.11%
145.59 ($156.49) 163.98
$154.28
-1.41%
Reduce -1.44%
2,703,907
-39,384
GLIBK
GCI Liberty Inc
2025-12-31
Add
Add
+0.09%
30.14 ($33.5) 37.4
$23.35
-30.30%
Add 43.88%
539,071
164,401
UNH
UnitedHealth Group Inc
2025-12-31
Reduce
Reduce
-0.07%
309.09 ($338.74) 369.92
$420.57
24.16%
Reduce -1.61%
745,999
-12,224
ICLR
Icon PLC
2025-12-31
Reduce
Reduce
-0.06%
156.49 ($177.85) 193.89
$178.18
0.19%
Reduce -1.26%
1,679,590
-21,404
META
Meta Platforms Inc
2025-12-31
Reduce
Reduce
-0.06%
589.15 ($666.98) 751.67
$585.61
-12.20%
Reduce -2.05%
239,018
-5,003
BRK.B
Berkshire Hathaway Inc
2025-12-31
Reduce
Reduce
-0.05%
475.68 ($497.52) 513.81
$509.16
2.34%
Reduce -2%
316,106
-6,446
CHTR
Charter Communications Inc
2025-12-31
Reduce
Reduce
-0.05%
194.22 ($224.16) 282.74
$145.20
-35.22%
Reduce -3.06%
362,000
-11,432
LBRDK
Liberty Broadband Corp
2025-12-31
Reduce
Reduce
-0.03%
44.88 ($51.83) 65.22
$34.09
-34.23%
Reduce -1.74%
1,841,624
-32,613
BRK.A
Berkshire Hathaway Inc
2025-12-31
Reduce
Reduce
-0.02%
712170 ($746432) 770185
$763,167.00
2.24%
Reduce -1.71%
115
-2
LBRDA
Liberty Broadband Corp
2025-12-31
Reduce
Reduce
-0.02%
44.66 ($51.62) 65
$34.06
-34.02%
Reduce -2.45%
652,780
-16,380
AMTM
Amentum Holdings Inc
2025-12-31
Reduce
Reduce
-0.01%
21.48 ($25.57) 30.13
$21.80
-14.74%
Reduce -1.22%
2,394,129
-29,619
TECH
Bio-Techne Corp
2025-12-31
Reduce
Reduce
-0.01%
56.99 ($60.78) 66.06
$72.03
18.50%
Reduce -0.53%
1,465,935
-7,820
RSPC
Invesco S&P 500 Equal Weight Communication Services ETF
Invesco S&P 500 Equal Weight Communication Services ETF
2025-12-31
New Buy
New Buy
+0.01%
37.57 ($39.19) 40.44
$36.26
-7.48%
New holding
11,029
11,029
J
Jacobs Solutions Inc
2025-12-31
Reduce
Reduce
-0.01%
128.77 ($146.57) 164.44
$135.91
-7.27%
Reduce -30.61%
6,487
-2,862
FWONA
Liberty Media Corp
2025-12-31
Reduce
Reduce
-0.01%
83.5 ($89.67) 99.33
$93.41
4.17%
Reduce -0.46%
738,880
-3,430
GLIBA
GCI Liberty Inc
2025-12-31
Reduce
Reduce
0%
30.36 ($35.06) 37.57
$23.93
-31.76%
Reduce -1.53%
131,168
-2,032
KSPI
Kaspi.kz JSC
2025-12-31
Add
Add
0%
70.89 ($75.51) 79.98
$87.14
15.40%
Add 10.78%
4,112
400
LAD
Lithia Motors Inc
2025-12-31
Add
Add
0%
285.25 ($317.44) 356.66
$427.48
34.66%
Add 12.26%
3,049
333
NFLX
Netflix Inc
2025-12-31
Reduce
Reduce
0%
92.71 ($107.66) 124.14
$73.63
-31.61%
Reduce -13.58%
5,220
-820
SAP
SAP SE
2025-12-31
Reduce
Reduce
0%
233.94 ($254.56) 280.46
$185.99
-26.94%
Reduce -0.16%
45,927
-73
STLA
Stellantis NV
2025-12-31
Reduce
Reduce
0%
9.23 ($10.77) 12.12
$6.01
-44.20%
Reduce -6.34%
25,581
-1,732
VTI
Vanguard Total Stock Market ETF
2025-12-31
Add
Add
0%
320.1 ($332.72) 339.88
$360.42
8.33%
Add 1.17%
2,678
31
VT
Vanguard Total World Stock ETF
2025-12-31
New Buy
New Buy
0%
134.73 ($139.8) 142.56
$152.22
8.88%
New holding
1,426
1,426
VXUS
Vanguard Total International Stock
2025-12-31
Add
Add
0%
72.17 ($74.68) 76.13
$82.39
10.32%
Add 2.58%
5,438
137
BLK
BlackRock Inc
2025-12-31
Sold Out
Sold Out
0%
992.52 ($1092.47) 1202.59
$1,079.19
-1.22%
Sold Out
0
-186
KMX
CarMax Inc
2025-12-31
Sold Out
Sold Out
0%
30.88 ($39.89) 46.81
$59.11
48.18%
Sold Out
0
-4,469
ATAI
AtaiBeckley Inc
2025-12-31
Sold Out
Sold Out
0%
3.66 ($4.71) 6.45
$7.17
52.34%
Sold Out
0
-42,112
J
Jacobs Solutions Inc
2025-09-30
Reduce
Reduce
-2.41%
132.01 ($143.7) 152.18
$135.91
-5.42%
Reduce -99.13%
9,349
-1,062,775
MSA
MSA Safety Inc
2025-09-30
Add
Add
+2.16%
168.32 ($172.87) 180.03
$175.81
1.70%
Add 79.68%
1,705,286
756,219
META
Meta Platforms Inc
2025-09-30
Reduce
Reduce
-1.95%
695.21 ($744.28) 790
$585.61
-21.32%
Reduce -38.62%
244,021
-153,537
ELV
Elevance Health Inc
2025-09-30
Add
Add
+1.89%
274.66 ($311.02) 395.76
$375.98
20.89%
Add 32.18%
1,448,283
352,628
TECH
Bio-Techne Corp
2025-09-30
Add
Add
+1.22%
49.87 ($53.56) 58.78
$72.03
34.48%
Add 866.92%
1,473,755
1,321,338
SCHW
Charles Schwab Corp
2025-09-30
Reduce
Reduce
-0.45%
91.03 ($94.92) 98.69
$104.47
10.06%
Reduce -4.29%
6,315,561
-283,261
GLIBK
GCI Liberty Inc
2025-09-30
New Buy
New Buy
+0.23%
30.85 ($35.27) 38.6
$23.35
-33.80%
New holding
374,670
374,670
SAP
SAP SE
2025-09-30
New Buy
New Buy
+0.20%
252.42 ($281.22) 311.93
$185.99
-33.86%
New holding
46,000
46,000
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
2025-09-30
Reduce
Reduce
-0.14%
224.68 ($244.54) 282.71
$374.67
53.21%
Reduce -1.88%
1,881,721
-35,960
GOOG
Alphabet Inc
2025-09-30
Reduce
Reduce
-0.10%
175.16 ($210.2) 255.24
$335.76
59.73%
Reduce -2.45%
1,254,571
-31,550
CHTR
Charter Communications Inc
2025-09-30
Reduce
Reduce
-0.09%
256.57 ($302.19) 418.22
$145.20
-51.95%
Reduce -3.41%
373,432
-13,182
ICE
Intercontinental Exchange Inc
2025-09-30
Reduce
Reduce
-0.08%
167.28 ($178.68) 188.45
$154.28
-13.66%
Reduce -0.93%
2,743,291
-25,686
FWONK
Liberty Media Corp
2025-09-30
Reduce
Reduce
-0.08%
95.17 ($101.4) 104.93
$101.72
0.32%
Reduce -0.75%
5,568,989
-41,994
COF
Capital One Financial Corp
2025-09-30
Reduce
Reduce
-0.07%
207.29 ($218.92) 229.74
$208.71
-4.66%
Reduce -0.89%
2,098,124
-18,892
CACC
Credit Acceptance Corp
2025-09-30
Reduce
Reduce
-0.05%
447.51 ($498.99) 543.74
$554.97
11.22%
Reduce -0.95%
578,459
-5,566
BRK.B
Berkshire Hathaway Inc
2025-09-30
Reduce
Reduce
-0.04%
459.11 ($484.36) 506.91
$509.16
5.12%
Reduce -1.31%
322,552
-4,289
100/Page
Total 1679

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