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Ruane Cunniff13F | |
| Ruane, Cunniff & Goldfarb L.P. | |
| Last update 2026-05-15 | 50 Stocks (4 new) |
| Value $6.03 Bil | Turnover 14 % |
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.
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 Top Holdings of 2026-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GOOGL | Alphabet Inc | 2,117,644 | 608,949.7 | -2.63% | 10.100 | -0.28% | 0.020 | +1.55% | +10.93% | 4,227,911.5 | Interactive Media | |
FWONK | Liberty Media Corp | 5,357,168 | 455,466.4 | -2.44% | 7.560 | -0.21% | 2.140 | +12.95% | +3.75% | 25,364.4 | Media - Diversified | |
SCHW | Charles Schwab Corp | 4,714,780 | 443,095.0 | -15.73% | 7.350 | -1.37% | 0.270 | +10.45% | +2.36% | 176,626.6 | Capital Markets | |
ICE | Intercontinental Exchange Inc | 2,639,372 | 415,120.4 | -2.39% | 6.890 | -0.16% | 0.470 | -13.07% | -13.18% | 78,973.8 | Capital Markets | |
TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
| 1,208,419 | 408,385.2 | -15.00% | 6.770 | -1.01% | 0.020 | +7.77% | +31.76% | 2,066,134.1 | Semiconductors | |
ELV | Elevance Health Inc | 1,387,968 | 406,327.6 | -2.43% | 6.740 | -0.19% | 0.640 | +15.97% | +7.53% | 80,916.1 | Healthcare Plans | |
COF | Capital One Financial Corp | 2,017,807 | 368,108.5 | -2.43% | 6.110 | -0.19% | 0.320 | +1.19% | -13.47% | 128,150.5 | Credit Services | |
SUNB | Sunbelt Rentals Holdings Inc | 5,488,261 | 357,230.9 | New Holding | 5.930 | +5.93% | 1.330 | +3.61% | - | 30,080.5 | Business Services | |
MSA | MSA Safety Inc | 1,776,282 | 291,221.4 | -1.95% | 4.830 | -0.09% | 4.600 | -0.95% | +7.41% | 6,602.5 | Business Services | |
ZTS | Zoetis Inc | 2,425,010 | 286,660.4 | New Holding | 4.760 | +4.76% | 0.580 | -37.17% | -38.63% | 32,096.1 | Drug Manufacturers |
Ruane Cunniff's Historical Top Holdings Breakdowns
Ruane Cunniff's Top Stock Picks
View Full List
| 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 | $76.56 | -38.09% | 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 | $640.00 | 35.62% | Reduce -72.73% | 146,203 | -389,929 | |
SAP | SAP SE | 2026-03-31 | Add Add | +2.00% | 164.02 ($206.39) 248.84 | $159.04 | -22.94% | Add 1532.83% | 749,909 | 703,982 | |
TECH | Bio-Techne Corp | 2026-03-31 | Add Add | +1.67% | 48.81 ($60.02) 71.38 | $72.12 | 20.16% | 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 | $101.56 | 3.56% | 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 | $398.37 | 15.76% | Reduce -15% | 1,208,419 | -213,302 | |
GOOG | Alphabet Inc | 2026-03-31 | Reduce Reduce | -0.94% | 273.14 ($314.16) 344.9 | $346.12 | 10.17% | Reduce -16.8% | 950,394 | -191,959 | |
CHTR | Charter Communications Inc | 2026-03-31 | Reduce Reduce | -0.68% | 182.81 ($216.63) 248.19 | $131.37 | -39.36% | Reduce -57.86% | 152,563 | -209,437 | |
LBRDK | Liberty Broadband Corp | 2026-03-31 | Reduce Reduce | -0.52% | 42.56 ($50.44) 57.65 | $30.84 | -38.85% | Reduce -36.82% | 1,163,448 | -678,176 |
Ruane Cunniff Total Holding History ($B)
Ruane Cunniff's Asset Allocation
Ruane Cunniff Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Ruane Cunniff's Hypothetical Growth since 2026-03-31
Ruane Cunniff's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
Ruane Cunniff's Holdings Heat Map
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Ruane Cunniff's Holdings Bubble Chart
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