Quarter snapshot

Ruane Cunniff

Quarter: Q2 2026
Filed: 2026-08-14
Portfolio value: $6,427,481,573
Positions: 54
Sources: 13F on EDGAR

history	Ticker	Change	% of portfolio	Shares / amount	Value
≡	GOOG	−6%	11.09%	1,994,274	$712,693,699
≡	TSM	−3%	8.71%	1,172,725	$560,058,278
≡	FWONK	−3%	7.73%	5,223,453	$496,959,318
≡	SCHW	−3%	6.56%	4,571,355	$421,798,926
≡	COF	−3%	6.11%	1,956,084	$392,429,572
≡	ELV	−29%	5.89%	979,598	$378,839,935
≡	ICLR	+25%	5.54%	2,048,087	$355,773,193
≡	GOOGL	−3%	5.08%	924,866	$326,782,926
≡	SUNB	−22%	4.96%	4,261,163	$318,777,604
≡	ICE	−3%	4.9%	2,560,747	$315,253,563
≡	MSA	−3%	4.68%	1,721,415	$300,524,631
≡	UNH	−3%	4.56%	705,554	$293,249,409
≡	TECH	−1%	3.68%	3,348,841	$236,595,617
≡	ROP	Newly reported	3.55%	674,902	$228,380,088
≡	ALGN	−3%	3.07%	1,171,455	$197,577,600
≡	SAP	+65%	2.96%	1,236,546	$190,564,104
≡	ZTS	−3%	2.63%	2,353,300	$169,108,138
≡	BRK.B	−3%	2.34%	300,672	$150,453,262
≡	ACN	−3%	1.75%	901,848	$112,225,965
≡	META	−23%	1.35%	154,291	$86,910,577
≡	BRK.A	−6%	1.2%	103	$77,131,550
≡	FWONA	−4%	0.95%	695,720	$60,903,329
≡	AMTM	−67%	0.17%	537,213	$11,104,193
≡	LBRDK	−74%	0.16%	303,309	$10,088,057
≡	CACC	−96%	0.05%	5,279	$3,361,350
≡	MU		0.04%	2,162	$2,495,575
≡	LBRDA	−67%	0.04%	73,945	$2,460,890
≡	GLIBK	−78%	0.04%	114,119	$2,460,406
≡	EQH	−0%	0.03%	40,310	$1,768,803
≡	GPI	+22%	0.02%	4,884	$1,422,074
≡	VTI	+8%	0.02%	2,973	$1,100,129
≡	LAD	−2%	0.01%	2,933	$852,007
≡	J	−1%	0.01%	6,244	$786,744
≡	GLIBA	−78%	0.01%	28,162	$616,748
≡	NFLX		0.01%	8,091	$577,697
≡	VXUS	+9%	0.01%	6,420	$548,846
≡	GMED		0.01%	6,008	$474,692
≡	SDHC	+88%	0.01%	27,275	$423,854
≡	CPA		0.01%	2,555	$397,481
≡	KSPI	−4%	0.01%	3,934	$340,842
≡	AXP		0.0%	932	$315,249
≡	AAPL		0.0%	961	$278,075
≡	MSFT		0.0%	737	$274,916
≡	SBGI		0.0%	17,959	$255,916
≡	DG		0.0%	2,188	$251,861
≡	FERG		0.0%	1,000	$237,330
≡	VT	Newly reported	0.0%	1,426	$223,811
≡	ATAI		0.0%	42,112	$221,930
≡	CHTR	−99%	0.0%	1,556	$221,279
≡	HGV	Newly reported	0.0%	4,189	$219,378
≡	SPGI		0.0%	531	$216,255
≡	BAC	Newly reported	0.0%	3,625	$206,553
≡	STLA		0.0%	25,075	$143,931
≡	RMNI	−5%	0.0%	33,666	$143,417

Ruane Cunniff

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