As of Q1 2026, this manager reported 50 long-equity positions worth $6.03B in aggregate.
As of Q1 2026, Ruane Cunniff LP's Ruane Cunniff LP held 50 long-equity positions with a reported value of $6.03B.
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This tab shows every position the manager opened, added to, reduced, or exited compared with the prior quarter, so you can see exactly what changed. The quarter shown is Q1 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| SAP | SAP SE | Add +1532.8% | 2.13% | 749,909 | $128.39M | $171.21 | $163.77 - $255.90(8%)$236.92 -> $171.21 |
| TECH | BIO-TECHNE CORP | Add +131.4% | 2.94% | 3,392,001 | $177.27M | $52.26 | $48.25 - $72.16(17%)$59.65 -> $52.26 |
| CACC | CREDIT ACCEP CORP MICH | Reduce -72.7% | 1.03% | 146,203 | $61.91M | $423.46 | $417.34 - $519.00(6%)$453.92 -> $423.46 |
| LBRDA | LIBERTY BROADBAND CORP | Reduce -65.7% | 0.19% | 223,760 | $11.24M | $50.22 | $42.05 - $57.79(52%)$48.51 -> $50.22 |
| CHTR | CHARTER COMMUNICATIONS INC | Reduce -57.9% | 0.55% | 152,563 | $32.94M | $215.88 | $180.38 - $249.24(52%)$209.28 -> $215.88 |
| NFLX | NETFLIX INC. | Add +55.0% | 0.01% | 8,091 | $777.95K | $96.15 | $75.01 - $100.19(84%)$90.99 -> $96.15 |
| LBRDK | LIBERTY BROADBAND CORP | Reduce -36.8% | 0.97% | 1,163,448 | $58.52M | $50.30 | $42.10 - $57.84(52%)$48.74 -> $50.30 |
| AMTM | AMENTUM HOLDINGS INC | Reduce -32.2% | 0.70% | 1,622,982 | $42.33M | $26.08 | $24.89 - $38.11(9%)$30.48 -> $26.08 |
| SDHC | SMITH DOUGLAS HOMES CORP | Add +18.7% | 0.00% | 14,490 | $185.47K | $12.80 | $11.13 - $22.50(15%)$16.85 -> $12.80 |
| GOOG | ALPHABET INC | Reduce -16.8% | 4.52% | 950,394 | $272.63M | $286.86 | $271.54 - $350.15(19%)$315.32 -> $286.86 |
| META | META PLATFORMS INC | Reduce -15.8% | 1.91% | 201,147 | $115.08M | $572.13 | $520.26 - $744.00(23%)$650.41 -> $572.13 |
| SCHW | SCHWAB CHARLES CORP | Reduce -15.7% | 7.35% | 4,714,780 | $443.1M | $93.98 | $90.51 - $107.50(20%)$101.57 -> $93.98 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | Reduce -15.0% | 6.77% | 1,208,419 | $408.39M | $337.95 | $311.70 - $390.21(33%)$319.61 -> $337.95 |
| GPI | GROUP 1 AUTOMOTIVE INC | Add +11.2% | 0.02% | 4,013 | $1.33M | $330.63 | $292.44 - $413.84(31%)$392.58 -> $330.63 |
| VXUS | VANGUARD STAR FDS | Add +8.7% | 0.01% | 5,912 | $455.87K | $77.11 | $74.30 - $84.28(28%)$76.54 -> $77.11 |
| AAPL | APPLE INC | Add +7.9% | 0.00% | 961 | $243.89K | $253.79 | $243.42 - $280.91(28%)$271.01 -> $253.79 |
| MSFT | MICROSOFT CORP | Add +7.0% | 0.00% | 737 | $272.82K | $370.17 | $356.28 - $489.70(10%)$472.94 -> $370.17 |
| GLIBK | GCI LIBERTY INC | Reduce -6.0% | 0.31% | 506,727 | $18.86M | $37.21 | $35.13 - $41.17(34%)$36.12 -> $37.21 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | New | 5.93% | 5,488,261 | $357.23M | $65.09 | $61.85 - $76.77(22%)$73.79 -> $65.09 |
| RMNI | RIMINI STR INC DEL | Reduce -5.0% | 0.00% | 35,265 | $115.67K | $3.28 | $2.87 - $4.03(35%)$3.80 -> $3.28 |
| ZTS | ZOETIS INC | New | 4.76% | 2,425,010 | $286.66M | $118.21 | $113.29 - $132.49(26%)$125.92 -> $118.21 |
| BRK-A | BERKSHIRE HATHAWAY INC DEL | Reduce -4.3% | 1.31% | 110 | $79M | $718140.00 | $701000.00 - $768318.00(25%)$744120.00 -> $718140.00 |
| J | JACOBS SOLUTIONS INC | Reduce -3.1% | 0.01% | 6,288 | $800.34K | $127.28 | $124.32 - $153.08(10%)$135.35 -> $127.28 |
| GLIBA | GCI LIBERTY INC | Reduce -2.8% | 0.08% | 127,548 | $4.7M | $36.85 | $34.79 - $41.87(29%)$35.86 -> $36.85 |
| ICLR | ICON PLC | Reduce -2.7% | 3.00% | 1,634,611 | $180.89M | $110.66 | $66.57 - $203.91(32%)$188.67 -> $110.66 |
| GOOGL | ALPHABET INC | Reduce -2.6% | 10.10% | 2,117,644 | $608.95M | $287.56 | $272.11 - $349.00(20%)$315.15 -> $287.56 |
| VTI | VANGUARD INDEX FDS | Add +2.6% | 0.01% | 2,748 | $881.59K | $320.81 | $310.40 - $344.42(31%)$336.31 -> $320.81 |
| FWONK | LIBERTY MEDIA CORP DEL | Reduce -2.4% | 7.56% | 5,357,168 | $455.47M | $85.02 | $80.15 - $99.24(26%)$98.04 -> $85.02 |
| ELV | ELEVANCE HEALTH INC FORMERLY | Reduce -2.4% | 6.74% | 1,387,968 | $406.33M | $292.75 | $274.84 - $383.00(17%)$354.25 -> $292.75 |
| COF | CAPITAL ONE FINL CORP | Reduce -2.4% | 6.11% | 2,017,807 | $368.11M | $182.43 | $174.98 - $259.64(9%)$247.93 -> $182.43 |
| ICE | INTERCONTINENTAL EXCHANGE IN | Reduce -2.4% | 6.89% | 2,639,372 | $415.12M | $157.28 | $144.18 - $176.05(41%)$159.99 -> $157.28 |
| UNH | UNITEDHEALTH GROUP INC | Reduce -2.4% | 3.27% | 728,407 | $197.1M | $270.59 | $255.97 - $357.87(14%)$336.40 -> $270.59 |
| FWONA | LIBERTY MEDIA CORP DEL | Reduce -2.0% | 0.94% | 723,842 | $56.52M | $78.08 | $73.70 - $91.04(25%)$89.07 -> $78.08 |
| LAD | LITHIA MTRS INC | Reduce -2.0% | 0.01% | 2,988 | $746.16K | $249.72 | $239.78 - $347.34(9%)$332.29 -> $249.72 |
| STLA | STELLANTIS N.V | Reduce -2.0% | 0.00% | 25,075 | $177.78K | $7.09 | $6.28 - $11.47(16%)$11.42 -> $7.09 |
| MSA | MSA SAFETY INC | Reduce -1.9% | 4.83% | 1,776,282 | $291.22M | $163.95 | $158.56 - $208.92(11%)$162.24 -> $163.95 |
| BRK-B | BERKSHIRE HATHAWAY INC DEL | Reduce -1.8% | 2.47% | 310,388 | $148.74M | $479.20 | $467.21 - $512.13(27%)$496.85 -> $479.20 |
| ACN | ACCENTURE PLC IRELAND | Reduce -1.6% | 3.05% | 928,204 | $184.05M | $198.29 | $187.00 - $291.09(11%)$259.95 -> $198.29 |
| ALGN | ALIGN TECHNOLOGY INC | Reduce -1.3% | 3.43% | 1,206,535 | $206.84M | $171.43 | $154.62 - $199.06(38%)$156.03 -> $171.43 |
| GMED | GLOBUS MED INC | New | 0.01% | 6,008 | $517.65K | $86.16 | $82.01 - $101.40(21%)$87.30 -> $86.16 |
| ATAI | ATAIBECKLEY INC | New | 0.00% | 42,112 | $149.08K | $3.54 | $3.27 - $4.40(24%)$3.87 -> $3.54 |
| RSPC | INVESCO EXCHANGE TRADED FD T | Sold | — | 0 | $0 | — | - |
| VT | VANGUARD INTL EQUITY INDEX F | Sold | — | 0 | $0 | — | - |
| DG | DOLLAR GEN CORP | Add +0.8% | 0.00% | 2,188 | $259.78K | $118.73 | $116.60 - $158.23(5%)$136.82 -> $118.73 |
| KSPI | KASPI KZ JSC | Reduce -0.7% | 0.01% | 4,083 | $302.43K | $74.07 | $68.59 - $84.75(34%)$77.54 -> $74.07 |
| EQH | EQUITABLE HLDGS INC | Reduce -0.4% | 0.02% | 40,459 | $1.5M | $37.11 | $35.20 - $49.87(13%)$47.97 -> $37.11 |