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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These are the positions the manager opened or added to this quarter, showing where they put more money to work. 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 |
| NFLX | NETFLIX INC. | Add +55.0% | 0.01% | 8,091 | $777.95K | $96.15 | $75.01 - $100.19(84%)$90.99 -> $96.15 |
| 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 |
| 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 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | New | 5.93% | 5,488,261 | $357.23M | $65.09 | $61.85 - $76.77(22%)$73.79 -> $65.09 |
| ZTS | ZOETIS INC | New | 4.76% | 2,425,010 | $286.66M | $118.21 | $113.29 - $132.49(26%)$125.92 -> $118.21 |
| VTI | VANGUARD INDEX FDS | Add +2.6% | 0.01% | 2,748 | $881.59K | $320.81 | $310.40 - $344.42(31%)$336.31 -> $320.81 |
| 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 |
| DG | DOLLAR GEN CORP | Add +0.8% | 0.00% | 2,188 | $259.78K | $118.73 | $116.60 - $158.23(5%)$136.82 -> $118.73 |