RU
Rating #73
Ruane Cunniff
Ruane, Cunniff & Goldfarb
Portfolio value
Stocks
Performance
1 Year
+3.55%
Stock Holdings
$
%
1Y
3Y
5Y
10Y
Ruane Cunniff’s Portfolio: Q1 2026
Top10 stocks: 67.04% of the portfolio
Ruane Cunniff’s Trades: Q1 2026
Adds
New Buys
Sold Outs
Cuts
1.96ppt
1.59ppt
0.01ppt
-0.00ppt
V
Share Count Chg. (%)
Add +8.72%
0.00ppt
-0.00ppt
V
Share Count Chg. (%)
Add +2.61%
0.00ppt
-0.00ppt
0.00ppt
-0.00ppt
Company Name | Share Count Chg. (%) | Price Paid | Buy Value | Portfolio % Change | |
|---|---|---|---|---|---|
1  SAP | Add +1532.83% | $206.39 | $145.29M | 1.96ppt | |
2  TECH | Add +131.39% | $60.02 | $115.60M | 1.59ppt | |
3  NFLX | Add +55.00% | $88.11 | $252.96K | 0.01ppt | |
4  GPI | Add +11.16% | $348.86 | $140.59K | -0.00ppt | |
Add +8.72% | $79.39 | $37.63K | 0.00ppt | ||
6  SDHC | Add +18.68% | $16.43 | $37.48K | -0.00ppt | |
7 V VTI | Add +2.61% | $335.51 | $23.49K | 0.00ppt | |
8  MSFT | Add +6.97% | $418.44 | $20.09K | -0.00ppt | |
9  AAPL | Add +7.86% | $260.25 | $18.22K | 0.00ppt | |
10  DG | Add +0.83% | $142.58 | $2.57K | -0.00ppt |
Ruane Cunniff’s Holdings: Q1 2026
Company Name | Primary Industry | Avg. price paid  | Share Count Chg. (%) | No of shares held | Market value | Portfolio % Change | % of Ownership | Holding period | Last Transaction | |
|---|---|---|---|---|---|---|---|---|---|---|
Computer Programming & Data | $53.98 | Cut -2.63% | 2.12M | $608.95M | 10.10% -0.53ppt | 0.02% | 33 Quarters | Q1 2026 | ||
TV Broadcasting | $62.30 | Cut -2.44% | 5.36M | $455.47M | 7.56% -0.89ppt | 2.14% | 11 Quarters | Q1 2026 | ||
3  SCHW | Security Brokers & Dealers | $48.46 | Cut -15.73% | 4.71M | $443.10M | 7.35% -1.38ppt | 0.27% | 33 Quarters | Q1 2026 | |
4  ICE | Security & Commodity Brokers | $97.52 | Cut -2.39% | 2.64M | $415.12M | 6.89% 0.05ppt | 0.46% | 23 Quarters | Q1 2026 | |
5  TSM | Semiconductors | $70.94 | Cut -15.00% | 1.21M | $408.39M | 6.77% 0.03ppt | 0.02% | 26 Quarters | Q1 2026 | |
6  ELV | Medical Service Plans | $371.42 | Cut -2.43% | 1.39M | $406.33M | 6.74% -1.05ppt | 0.63% | 21 Quarters | Q1 2026 | |
7  COF | National Banks | $95.76 | Cut -2.43% | 2.02M | $368.11M | 6.11% -1.72ppt | 0.37% | 15 Quarters | Q1 2026 | |
Other Equipment Rental | $65.09 | New Buy +100.00% | 5.49M | $357.23M | 5.93% 5.93ppt | 1.31% | 1 Quarter | Q1 2026 | ||
9  MSA | OrthopedicSupplies | $168.99 | Cut -1.95% | 1.78M | $291.22M | 4.83% 0.30ppt | 4.54% | 4 Quarters | Q1 2026 | |
10  ZTS | Pharmaceutical Pres | $118.21 | New Buy +100.00% | 2.43M | $286.66M | 4.76% 4.76ppt | 0.55% | 1 Quarter | Q1 2026 | |
11  GOOG | Computer Programming & Data | $51.65 | Cut -16.80% | 950.39K | $272.63M | 4.52% -1.08ppt | 0.01% | 33 Quarters | Q1 2026 | |
12  ALGN | OrthopedicSupplies | $156.15 | Cut -1.31% | 1.21M | $206.84M | 3.43% 0.45ppt | 1.66% | 2 Quarters | Q1 2026 | |
13  UNH | Medical Service Plans | $282.52 | Cut -2.36% | 728.41K | $197.10M | 3.27% -0.58ppt | 0.08% | 26 Quarters | Q1 2026 | |
14  ACN | Other Business Services | $268.30 | Cut -1.61% | 928.20K | $184.05M | 3.05% -0.90ppt | 0.15% | 2 Quarters | Q1 2026 | |
15  ICLR | Physical & Biological Research | $192.64 | Cut -2.68% | 1.63M | $180.89M | 3.00% -1.78ppt | 2.11% | 6 Quarters | Q1 2026 | |
16 TECH | Biological products | $53.53 | Add +131.39% | 3.39M | $177.27M | 2.94% 1.59ppt | 2.18% | 4 Quarters | Q1 2026 | |
17  BRK.B | Casualty Insurance | $210.73 | Cut -1.81% | 310.39K | $148.74M | 2.47% -0.01ppt | 0.01% | 33 Quarters | Q1 2026 | |
18 SAP | Prepackaged Software | $177.09 | Add +1532.83% | 749.91K | $128.39M | 2.13% 1.96ppt | 0.06% | 3 Quarters | Q1 2026 | |
19  META | Computer Programming & Data | $191.75 | Cut -15.84% | 201.15K | $115.08M | 1.91% -0.56ppt | 0.01% | 33 Quarters | Q1 2026 | |
20  BRK.A | Casualty Insurance | $299100.00 | Cut -4.35% | 110.00 | $79.00M | 1.31% -0.05ppt | 0.01% | 33 Quarters | Q1 2026 |
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NEWSLETTER
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