Ruane, Cunniff & Goldfarb L.P. activity

Every position this manager opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.

2026 Q2 vs 2026 Q1, filed 13 Aug. Sitewide activity

New 4

Add 6

Reduce 31

41 shown

Ticker	Action	Δ weight	Detail	Period
ROP	New	0% to 3.6%	$228M	Q1→Q2
BAC	New	0% to <0.01%	$207K	Q1→Q2
HGV	New	0% to <0.01%	$219K	Q1→Q2
VXUS	New	0% to <0.01%	$224K	Q1→Q2
ICLR	Add	3.0% to 5.5%	+25.3% sh	Q1→Q2
SAP	Add	2.1% to 3.0%	+64.9% sh	Q1→Q2
GPI	Add	0.02% to 0.02%	+21.7% sh	Q1→Q2
SDHC	Add	<0.01% to 0.01%	+88.2% sh	Q1→Q2
VXUS	Add	0.01% to 0.01%	+8.6% sh	Q1→Q2
VTI	Add	0.01% to 0.02%	+8.2% sh	Q1→Q2
ZTS	Reduce	4.8% to 2.6%	−3.0% sh	Q1→Q2
ICE	Reduce	6.9% to 4.9%	−3.0% sh	Q1→Q2
TSM	Reduce	6.8% to 8.7%	−3.0% sh	Q1→Q2
ACN	Reduce	3.1% to 1.8%	−2.8% sh	Q1→Q2
UNH	Reduce	3.3% to 4.6%	−3.1% sh	Q1→Q2
GOOGL	Reduce	10.1% to 11.1%	−5.8% sh	Q1→Q2
CACC	Reduce	1.0% to 0.05%	−96.4% sh	Q1→Q2
URI	Reduce	5.9% to 5.0%	−22.4% sh	Q1→Q2
ELV	Reduce	6.7% to 5.9%	−29.4% sh	Q1→Q2
LBRDA	Reduce	0.97% to 0.16%	−73.9% sh	Q1→Q2
SCHW	Reduce	7.4% to 6.6%	−3.0% sh	Q1→Q2
TECH	Reduce	2.9% to 3.7%	−1.3% sh	Q1→Q2
GOOG	Reduce	4.5% to 5.1%	−2.7% sh	Q1→Q2
META	Reduce	1.9% to 1.4%	−23.3% sh	Q1→Q2
CHTR	Reduce	0.55% to <0.01%	−99.0% sh	Q1→Q2
AMTM	Reduce	0.70% to 0.17%	−66.9% sh	Q1→Q2
ALGN	Reduce	3.4% to 3.1%	−2.9% sh	Q1→Q2
GLIBK	Reduce	0.31% to 0.04%	−77.5% sh	Q1→Q2
FWONK	Reduce	7.6% to 7.7%	−2.5% sh	Q1→Q2
MSA	Reduce	4.8% to 4.7%	−3.1% sh	Q1→Q2
LBRDA	Reduce	0.19% to 0.04%	−67.0% sh	Q1→Q2
BRK.B	Reduce	2.5% to 2.3%	−3.1% sh	Q1→Q2
BRK.A	Reduce	1.3% to 1.2%	−6.4% sh	Q1→Q2
GLIBA	Reduce	0.08% to 0.01%	−77.9% sh	Q1→Q2
FWONA	Reduce	0.94% to 0.95%	−3.9% sh	Q1→Q2
COF	Reduce	6.1% to 6.1%	−3.1% sh	Q1→Q2
EQH	Reduce	0.02% to 0.03%	−0.4% sh	Q1→Q2
J	Reduce	0.01% to 0.01%	−0.7% sh	Q1→Q2
KSPI	Reduce	0.01% to 0.01%	−3.6% sh	Q1→Q2
LAD	Reduce	0.01% to 0.01%	−1.8% sh	Q1→Q2
RMNI	Reduce	<0.01% to <0.01%	−4.5% sh	Q1→Q2