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