Ruane Cunniff — Portfolio & Holdings
Ruane Cunniff of Ruane Cunniff LP manages $6.43B across 49 reported positions as of Q2 2026, according to Nexqual.
Key Facts
| Investor | Ruane Cunniff |
|---|---|
| Firm | Ruane Cunniff LP |
| Assets Under Management (13F) | $6.43B |
| Number of Positions | 49 |
| Reporting Period | Q2 2026 |
Top Holdings
Ruane Cunniff's largest reported holdings: GOOGL, TSM, FWONK, SCHW, COF, ELV, SUNB, ICE, MSA, UNH.
All 44 Holdings (Q2 2026)
| # | Symbol | Company | % of portfolio | Value | Change vs prior quarter |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc. | 16.17% | $1.04B | Reduced 4.85% |
| 2 | TSM | Taiwan Semiconductor Manufacturing | 8.71% | $560M | Reduced 2.95% |
| 3 | FWONK | Liberty Media Corp | 8.68% | $558M | Reduced 2.66% |
| 4 | SCHW | Schwab Charles | 6.56% | $422M | Reduced 3.04% |
| 5 | COF | Capital One Financial | 6.11% | $392M | Reduced 3.06% |
| 6 | ELV | Elevance Health, Inc. | 5.89% | $379M | Reduced 29.42% |
| 8 | SUNB | Sunbelt Rentals Holdings, Inc. | 4.96% | $319M | Reduced 22.36% |
| 9 | ICE | Intercontinental Exchange, Inc. | 4.90% | $315M | Reduced 2.98% |
| 10 | MSA | MSA Safety Inc | 4.68% | $301M | Reduced 3.09% |
| 11 | UNH | Unitedhealth Group | 4.56% | $293M | Reduced 3.14% |
| 12 | TECH | BIO-TECHNE Corp | 3.68% | $237M | Reduced 1.27% |
| 13 | ROP | Roper Technologies | 3.55% | $228M | New position |
| 14 | BRK.B | Berkshire Hathaway | 3.54% | $228M | Reduced 3.13% |
| 15 | ALGN | Align Technology | 3.07% | $198M | Reduced 2.91% |
| 16 | SAP | Sap Se | 2.96% | $191M | Added 64.89% |
| 17 | ZTS | Zoetis Inc. | 2.63% | $169M | Reduced 2.96% |
| 19 | META | Meta Platforms, Inc. | 1.35% | $86.9M | Reduced 23.29% |
| 21 | AMTM | Amentum Holdings, Inc. | 0.17% | $11.1M | Reduced 66.90% |
| 22 | CACC | Credit Acceptance | 0.05% | $3.4M | Reduced 96.39% |
| 23 | GLIBK | Liberty Capital Corp | 0.05% | $3.1M | Reduced 77.57% |
| 24 | MU | Micron Technology | 0.04% | $2.5M | Unchanged |
| 25 | EQH | Equitable Holdings, Inc. | 0.03% | $1.8M | Reduced 0.37% |
| 26 | GPI | Group 1 Automotive | 0.02% | $1.4M | Added 21.70% |
| 27 | VTI | Vanguard Index FDS | 0.02% | $1.1M | Added 8.19% |
| 28 | LAD | Lithia Motors | 0.01% | $852K | Reduced 1.84% |
| 29 | J | Jacobs Solutions | 0.01% | $787K | Reduced 0.70% |
| 30 | NFLX | Netflix | 0.01% | $578K | Unchanged |
| 31 | VXUS | Vanguard Star FDS | 0.01% | $549K | Added 8.59% |
| 32 | GMED | Globus Medical | 0.01% | $475K | Unchanged |
| 33 | SDHC | Smith Douglas Homes Corp. | 0.01% | $424K | Added 88.23% |
| 35 | KSPI | Joint Stock Co Kaspi.kz | 0.01% | $341K | Reduced 3.65% |
| 36 | AXP | American Express | 0.00% | $315K | Unchanged |
| 37 | AAPL | Apple Inc. | 0.00% | $278K | Unchanged |
| 38 | MSFT | Microsoft | 0.00% | $275K | Unchanged |
| 39 | SBGI | Sinclair, Inc. | 0.00% | $256K | Unchanged |
| 40 | DG | Dollar General | 0.00% | $252K | Unchanged |
| 41 | FERG | Ferguson Enterprises Inc. | 0.00% | $237K | Unchanged |
| 42 | VT | Vanguard Intl Equity Index F | 0.00% | $224K | New position |
| 44 | CHTR | Charter Communications | 0.00% | $221K | Reduced 98.98% |
| 45 | HGV | Hilton Grand Vacations Inc. | 0.00% | $219K | New position |
| 46 | SPGI | S&P Global Inc. | 0.00% | $216K | Unchanged |
| 47 | BAC | Bank Of America | 0.00% | $207K | New position |
| 48 | STLA | Stellantis N.V. | 0.00% | $144K | Unchanged |
| 49 | RMNI | Rimini Street, Inc. | 0.00% | $143K | Reduced 4.53% |
Source: Compiled by Nexqual from public SEC 13F filings, October 23, 2026 at 08:40 UTC. Holdings reflect the most recent quarterly filing and may not represent the current portfolio.
Data source: Nexqual. Last updated: October 23, 2026 at 08:40 UTC. This page is informational and not investment advice.
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