Ruane, Cunniff & Goldfarb L.P. holds a focused book of 50 stocks worth $6.0B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Sunbelt Rentals Holdings Inc and trimmed Alphabet Inc-CL A. Their largest long position is Alphabet Inc-CL A at 10% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1720792/holdings"
Use Arkolith to show Ruane, Cunniff & Goldfarb L.P.'s latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc CAP STK CL A | $608.9M | 2.12M | 10.1% | ▼−2.6% Reduced · −57K sh | |
| 2 | Liberty Media Corp Del COM LBTY ONE S C | $455.5M | 5.36M | 7.6% | ▼−2.4% Reduced · −134K sh | |
| 3 | Schwab Charles Corp COM | $443.1M | 4.71M | 7.4% | ▼−16% Reduced · −880K sh | |
| 4 | Intercontinental Exchange In COM | $415.1M | 2.64M | 6.9% | ▼−2.4% Reduced · −65K sh | |
| 5 | Taiwan Semiconductor Manufac SPONSORED ADS | $408.4M | 1.21M | 6.8% | ▼−15% Reduced · −213K sh | |
| 6 | Elevance Health Inc Formerly COM | $406.3M | 1.39M | 6.7% | ▼−2.4% Reduced · −35K sh | |
| 7 | Capital One Finl Corp COM | $368.1M | 2.02M | 6.1% | ▼−2.4% Reduced · −50K sh | |
| 8 | Sunbelt Rentals Holdings Inc SHS | $357.2M | 5.49M | 5.9% | ▲New New position | |
| 9 | Msa Safety Inc COM | $291.2M | 1.78M | 4.8% | ▼−1.9% Reduced · −35K sh | |
| 10 | Zoetis Inc CL A | $286.7M | 2.43M | 4.8% | ▲New New position | |
| 11 | Alphabet Inc CAP STK CL C | $272.6M | 950.4K | 4.5% | ▼−17% Reduced · −192K sh | |
| 12 | Align Technology Inc COM | $206.8M | 1.21M | 3.4% | ▼−1.3% Reduced · −16K sh | |
| 13 | Unitedhealth Group Inc COM | $197.1M | 728.4K | 3.3% | ▼−2.4% Reduced · −18K sh | |
| 14 | Accenture PLC Ireland SHS CLASS A | $184.1M | 928.2K | 3.1% | ▼−1.6% Reduced · −15K sh | |
| 15 | Icon PLC SHS | $180.9M | 1.63M | 3.0% | ▼−2.7% Reduced · −45K sh | |
| 16 | Bio-Techne Corp COM | $177.3M | 3.39M | 2.9% | ▲+131% Added · +1.9M sh | |
| 17 | Berkshire Hathaway Inc Del CL B NEW | $148.7M | 310.4K | 2.5% | ▼−1.8% Reduced · −6K sh | |
| 18 | Sap SE SPON ADR | $128.4M | 749.9K | 2.1% | ▲16× Added · +704K sh | |
| 19 | Meta Platforms Inc CL A | $115.1M | 201.1K | 1.9% | ▼−16% Reduced · −38K sh | |
| 20 | Berkshire Hathaway Inc Del CL A | $79.0M | 110 | 1.3% | ▼−4.3% Reduced · −5 sh | |
| 21 | Credit Accep Corp Mich COM | $61.9M | 146.2K | 1.0% | ▼−73% Reduced · −390K sh | |
| 22 | Liberty Broadband Corp COM SER C | $58.5M | 1.16M | 1.0% | ▼−37% Reduced · −678K sh | |
| 23 | Liberty Media Corp Del COM LBTY ONE S A | $56.5M | 723.8K | 0.9% | ▼−2.0% Reduced · −15K sh | |
| 24 | Amentum Holdings Inc COM | $42.3M | 1.62M | 0.7% | ▼−32% Reduced · −771K sh | |
| 25 | Charter Communications Inc CL A | $32.9M | 152.6K | 0.5% | ▼−58% Reduced · −209K sh | |
| 26 | Gci Liberty Inc COM SER C | $18.9M | 506.7K | 0.3% | ▼−6.0% Reduced · −32K sh | |
| 27 | Liberty Broadband Corp COM SER A | $11.2M | 223.8K | 0.2% | ▼−66% Reduced · −429K sh | |
| 28 | Gci Liberty Inc COM SER A | $4.7M | 127.5K | 0.1% | ▼−2.8% Reduced · −4K sh | |
| 29 | Equitable Hldgs Inc COM | $1.5M | 40.5K | 0.0% | ▼−0.4% Reduced · −177 sh | |
| 30 | Group 1 Automotive Inc COM | $1.3M | 4.0K | 0.0% | ▲+11% Added · +403 sh | |
| 31 | Vanguard Index FDS TOTAL STK MKT | $882K | 2.7K | 0.0% | ▲+2.6% Added · +70 sh | |
| 32 | Jacobs Solutions Inc COM | $800K | 6.3K | 0.0% | ▼−3.1% Reduced · −199 sh | |
| 33 | Netflix Inc. COM | $778K | 8.1K | 0.0% | ▲+55% Added · +3K sh | |
| 34 | Lithia MTRS Inc COM | $746K | 3.0K | 0.0% | ▼−2.0% Reduced · −61 sh | |
| 35 | Micron Technology Inc COM | $730K | 2.2K | 0.0% | —Held | |
| 36 | Globus Med Inc CL A | $518K | 6.0K | 0.0% | ▲New New position | |
| 37 | Vanguard Star FDS VG TL INTL STK F | $456K | 5.9K | 0.0% | ▲+8.7% Added · +474 sh | |
| 38 | Kaspi KZ JSC SPONSORED ADS | $302K | 4.1K | 0.0% | ▼−0.7% Reduced · −29 sh | |
| 39 | Copa Holdings Sa CL A | $290K | 2.6K | 0.0% | —Held | |
| 40 | American Express Co COM | $282K | 932 | 0.0% | —Held | |
| 41 | Microsoft Corp COM | $273K | 737 | 0.0% | ▲+7.0% Added · +48 sh | |
| 42 | Dollar Gen Corp COM | $260K | 2.2K | 0.0% | ▲+0.8% Added · +18 sh | |
| 43 | Apple Inc COM | $244K | 961 | 0.0% | ▲+7.8% Added · +70 sh | |
| 44 | Ferguson Enterprises Inc COMMON STOCK NEW | $233K | 1.0K | 0.0% | —Held | |
| 45 | Sinclair Inc CL A | $232K | 18.0K | 0.0% | —Held | |
| 46 | S&P Global Inc COM | $226K | 531 | 0.0% | —Held | |
| 47 | Smith Douglas Homes Corp COM SHS CL A | $185K | 14.5K | 0.0% | ▲+19% Added · +2K sh | |
| 48 | Stellantis N.V SHS | $178K | 25.1K | 0.0% | ▼−2.0% Reduced · −506 sh | |
| 49 | Ataibeckley Inc COM SHS | $149K | 42.1K | 0.0% | ▲New New position | |
| 50 | Rimini STR Inc Del COM | $116K | 35.3K | 0.0% | ▼−5.0% Reduced · −2K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 50 | $6.0B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 48 | $6.4B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 47 | $6.0B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 43 | $5.8B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 38 | $5.5B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 39 | $5.9B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 37 | $6.4B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 37 | $6.4B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 34 | $6.4B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 33 | $6.3B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 36 | $6.0B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 34 | $6.3B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 31 | $6.1B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 13, 2023 | 32 | $6.4B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 31 | $6.7B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 31 | $7.7B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 13, 2022 | 34 | $10.2B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 34 | $11.7B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 33 | $11.1B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 35 | $11.3B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 37 | $10.6B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 38 | $9.4B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 16, 2020 | 35 | $8.4B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 14, 2020 | 37 | $7.5B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.