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The Analysis of Ruane, Cunniff & Goldfarb L.P.'s Holdings & P&L

Currently, Ruane, Cunniff & Goldfarb L.P. holds 50 types of securities in its portfolio with a total value $6.0B. In the most recent quarter, they have increased their positions in N/A (+5.5M shares, valued at $357.2M), ZTS (+2.4M shares, valued at $286.7M), SAP (+704.0K shares, valued at $120.5M); decreased their positions in CACC (-389.9K shares, valued at $165.1M), SCHW (-880.2K shares, valued at $82.7M), TSM (-213.3K shares, valued at $72.1M); initiated new positions in N/A (+5.5M shares, valued at $357.2M), ZTS (+2.4M shares, valued at $286.7M), GMED (+6.0K shares, valued at $517.6K).

1M P&L

-17.2M-0.40%

3M P&L

-23.8M-0.56%

HY P&L

+215.0M+5.33%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Healthcare Plans744.9M

17.2%

2Credit Services739.3M

17.1%

3Capital Markets559.0M

12.9%

Top Industries by Stock Count

1N/A5 stocks

12.8%

2Telecom Services4 stocks

10.3%

3Credit Services3 stocks

7.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ALPHABET INC ALPHABET INC2.1M shares-2.63%2026-03-312026-05-15

LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL5.4M shares-2.44%2026-03-312026-05-15

SCHW SCHWAB CHARLES CORP4.7M shares-15.73%2026-03-312026-05-15

ICE INTERCONTINENTAL EXCHANGE IN2.6M shares-2.39%2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFAC1.2M shares-15.00%2026-03-312026-05-15

ELV ELEVANCE HEALTH INC FORMERLY1.4M shares-2.43%2026-03-312026-05-15

COF CAPITAL ONE FINL CORP2.0M shares-2.43%2026-03-312026-05-15

SUNBELT RENTALS HOLDINGS INC SUNBELT RENTALS HOLDINGS INC5.5M sharesnew addition2026-03-312026-05-15

Sponsored

MSA MSA SAFETY INC1.8M shares-1.95%2026-03-312026-05-15

ZTS ZOETIS INC2.4M sharesnew addition2026-03-312026-05-15

ALPHABET INC ALPHABET INC950.4K shares-16.80%2026-03-312026-05-15

ALGN ALIGN TECHNOLOGY INC1.2M shares-1.31%2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC728.4K shares-2.36%2026-03-312026-05-15

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND928.2K shares-1.61%2026-03-312026-05-15

ICLR ICON PLC1.6M shares-2.68%2026-03-312026-05-15

TECH BIO-TECHNE CORP3.4M shares131.39%2026-03-312026-05-15

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL310.4K shares-1.81%2026-03-312026-05-15

SAP SAP SE749.9K shares1532.83%2026-03-312026-05-15

META META PLATFORMS INC201.1K shares-15.84%2026-03-312026-05-15

BRK.A BERKSHIRE HATHAWAY INC DEL110 shares-4.35%2026-03-312026-05-15

CACC CREDIT ACCEP CORP MICH146.2K shares-72.73%2026-03-312026-05-15

LBRDK LIBERTY BROADBAND CORP1.2M shares-36.82%2026-03-312026-05-15

LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL723.8K shares-2.04%2026-03-312026-05-15

AMTM AMENTUM HOLDINGS INC1.6M shares-32.21%2026-03-312026-05-15

Sponsored

CHTR CHARTER COMMUNICATIONS INC152.6K shares-57.86%2026-03-312026-05-15

GCI LIBERTY INC GCI LIBERTY INC506.7K shares-6.00%2026-03-312026-05-15

LBRDA LIBERTY BROADBAND CORP223.8K shares-65.72%2026-03-312026-05-15

GLIBA GCI LIBERTY INC127.5K shares-2.76%2026-03-312026-05-15

EQH EQUITABLE HLDGS INC40.5K shares-0.44%2026-03-312026-05-15

GPI GROUP 1 AUTOMOTIVE INC4.0K shares11.16%2026-03-312026-05-15

VTI VANGUARD INDEX FDS2.7K shares2.61%2026-03-312026-05-15

J JACOBS SOLUTIONS INC6.3K shares-3.07%2026-03-312026-05-15

Sponsored

NFLX NETFLIX INC.8.1K shares55.00%2026-03-312026-05-15

LAD LITHIA MTRS INC3.0K shares-2.00%2026-03-312026-05-15

MU MICRON TECHNOLOGY INC2.2K shares0.00%2026-03-312026-05-15

GMED GLOBUS MED INC6.0K sharesnew addition2026-03-312026-05-15

VXUS VANGUARD STAR FDS5.9K shares8.72%2026-03-312026-05-15

KSPI KASPI KZ JSC4.1K shares-0.71%2026-03-312026-05-15

CPA COPA HOLDINGS SA2.6K shares0.00%2026-03-312026-05-15

AXP AMERICAN EXPRESS CO932 shares0.00%2026-03-312026-05-15

Sponsored

MSFT MICROSOFT CORP737 shares6.97%2026-03-312026-05-15

DG DOLLAR GEN CORP2.2K shares0.83%2026-03-312026-05-15

AAPL APPLE INC961 shares7.86%2026-03-312026-05-15

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC1.0K shares0.00%2026-03-312026-05-15

SINCLAIR INC SINCLAIR INC18.0K shares0.00%2026-03-312026-05-15

SPGI S&P GLOBAL INC531 shares0.00%2026-03-312026-05-15

SDHC SMITH DOUGLAS HOMES CORP14.5K shares18.68%2026-03-312026-05-15

STLA STELLANTIS N.V25.1K shares-1.98%2026-03-312026-05-15

Sponsored

ATAIBECKLEY INC ATAIBECKLEY INC42.1K sharesnew addition2026-03-312026-05-15

RMNI RIMINI STR INC DEL35.3K shares-5.05%2026-03-312026-05-15

ALPHABET INC

-2.63%

Shares2.1M

Event2026-03-31

Filed2026-05-15

LIBERTY MEDIA CORP DEL

-2.44%

Shares5.4M

Event2026-03-31

Filed2026-05-15

SCHW

SCHWAB CHARLES CORP

-15.73%

Shares4.7M

Event2026-03-31

Filed2026-05-15

ICE

INTERCONTINENTAL EXCHANGE IN

-2.39%

Shares2.6M

Event2026-03-31

Filed2026-05-15

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-15.00%

Shares1.2M

Event2026-03-31

Filed2026-05-15

ELV

ELEVANCE HEALTH INC FORMERLY

-2.43%

Shares1.4M

Event2026-03-31

Filed2026-05-15

COF

CAPITAL ONE FINL CORP

-2.43%

Shares2.0M

Event2026-03-31

Filed2026-05-15

SUNBELT RENTALS HOLDINGS INC

New

Shares5.5M

Event2026-03-31

Filed2026-05-15

MSA

MSA SAFETY INC

-1.95%

Shares1.8M

Event2026-03-31

Filed2026-05-15

ZTS

ZOETIS INC

New

Shares2.4M

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-16.80%

Shares950.4K

Event2026-03-31

Filed2026-05-15

ALGN

ALIGN TECHNOLOGY INC

-1.31%

Shares1.2M

Event2026-03-31

Filed2026-05-15

UNH

UNITEDHEALTH GROUP INC

-2.36%

Shares728.4K

Event2026-03-31

Filed2026-05-15

ACCENTURE PLC IRELAND

-1.61%

Shares928.2K

Event2026-03-31

Filed2026-05-15

ICLR

ICON PLC

-2.68%

Shares1.6M

Event2026-03-31

Filed2026-05-15

TECH

BIO-TECHNE CORP

131.39%

Shares3.4M

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

-1.81%

Shares310.4K

Event2026-03-31

Filed2026-05-15

SAP

SAP SE

1532.83%

Shares749.9K

Event2026-03-31

Filed2026-05-15