Quarter snapshot
Ruane Cunniff
- Quarter
- Q1 2026
- Filed
- 2026-05-15
- Portfolio value
- $6,028,259,104
- Positions
- 50
- Source
- 13F on EDGAR ↗
| Ticker | Change | % of portfolio |
|---|---|---|
| GOOG | −3% | 10.1% |
| FWONK | −2% | 7.56% |
| SCHW | −16% | 7.35% |
| ICE | −2% | 6.89% |
| TSM | −15% | 6.77% |
| ELV | −2% | 6.74% |
| COF | −2% | 6.11% |
| SUNB | NEW | 5.93% |
| MSA | −2% | 4.83% |
| ZTS | NEW | 4.76% |
| GOOGL | −17% | 4.52% |
| ALGN | −1% | 3.43% |
| UNH | −2% | 3.27% |
| ACN | −2% | 3.05% |
| ICLR | −3% | 3.0% |
| TECH | +131% | 2.94% |
| BRK.B | −2% | 2.47% |
| SAP | +1533% | 2.13% |
| META | −16% | 1.91% |
| BRK.A | −4% | 1.31% |
| CACC | −73% | 1.03% |
| LBRDK | −37% | 0.97% |
| FWONA | −2% | 0.94% |
| AMTM | −32% | 0.7% |
| CHTR | −58% | 0.55% |
| GLIBK | −6% | 0.31% |
| LBRDA | −66% | 0.19% |
| GLIBA | −3% | 0.08% |
| EQH | −0% | 0.02% |
| GPI | +11% | 0.02% |
| VTI | +3% | 0.01% |
| J | −3% | 0.01% |
| NFLX | +55% | 0.01% |
| LAD | −2% | 0.01% |
| MU | 0.01% | |
| GMED | NEW | 0.01% |
| VXUS | +9% | 0.01% |
| KSPI | −1% | 0.01% |
| CPA | 0.0% | |
| AXP | 0.0% | |
| MSFT | +7% | 0.0% |
| DG | +1% | 0.0% |
| AAPL | +8% | 0.0% |
| FERG | 0.0% | |
| SBGI | 0.0% | |
| SPGI | 0.0% | |
| SDHC | +19% | 0.0% |
| STLA | −2% | 0.0% |
| ATAI | NEW | 0.0% |
| RMNI | −5% | 0.0% |
| RSPC | SOLD | — |
| VT | SOLD | — |