Manager activity
Ruane, Cunniff & Goldfarb L.P.
This quarter’s activity: 2026 Q1 vs 2025 Q4 · filed 5/15/2026 · Full comparison · All filings
New · 4
Add · 10
Reduce · 30
Exit · 2
| Action | Issuer | Δ Shares | Δ Shares % | Δ Port % | Filed |
|---|---|---|---|---|---|
| New | SUNBELT RENTALS HOLDINGS INC | +5,488,261 | New | +5.93 pp | 5/15/2026 |
| New | ZOETIS INC | +2,425,010 | New | +4.76 pp | 5/15/2026 |
| Reduce | CREDIT ACCEP CORP MICH | -389,929 | -72.7% | -2.69 pp | 5/15/2026 |
| Reduce | CAPITAL ONE FINL CORP | -50,216 | -2.4% | -1.72 pp | 5/15/2026 |
| Reduce | ICON PLC | -44,979 | -2.7% | -1.78 pp | 5/15/2026 |
| Add | SAP SE | +703,982 | +1532.8% | +1.96 pp | 5/15/2026 |
| Reduce | SCHWAB CHARLES CORP | -880,168 | -15.7% | -1.38 pp | 5/15/2026 |
| Reduce | ELEVANCE HEALTH INC FORMERLY | -34,538 | -2.4% | -1.05 pp | 5/15/2026 |
| Add | BIO-TECHNE CORP | +1,926,066 | +131.4% | +1.59 pp | 5/15/2026 |
| Reduce | ALPHABET INC | -191,959 | -16.8% | -1.08 pp | 5/15/2026 |
| Reduce | LIBERTY MEDIA CORP DEL | -133,950 | -2.4% | -0.89 pp | 5/15/2026 |
| Reduce | ALPHABET INC | -57,177 | -2.6% | -0.53 pp | 5/15/2026 |
| Reduce | ACCENTURE PLC IRELAND | -15,216 | -1.6% | -0.90 pp | 5/15/2026 |
| Reduce | UNITEDHEALTH GROUP INC | -17,592 | -2.4% | -0.58 pp | 5/15/2026 |
| Reduce | META PLATFORMS INC | -37,871 | -15.8% | -0.56 pp | 5/15/2026 |
| Reduce | CHARTER COMMUNICATIONS INC | -209,437 | -57.9% | -0.63 pp | 5/15/2026 |
| Reduce | LIBERTY BROADBAND CORP | -678,176 | -36.8% | -0.43 pp | 5/15/2026 |
| Reduce | AMENTUM HOLDINGS INC | -771,147 | -32.2% | -0.38 pp | 5/15/2026 |
| Reduce | TAIWAN SEMICONDUCTOR MANUFAC | -213,302 | -15.0% | +0.03 pp | 5/15/2026 |
| Reduce | INTERCONTINENTAL EXCHANGE IN | -64,535 | -2.4% | +0.05 pp | 5/15/2026 |
| Reduce | LIBERTY BROADBAND CORP | -429,020 | -65.7% | -0.31 pp | 5/15/2026 |
| Reduce | ALIGN TECHNOLOGY INC | -15,999 | -1.3% | +0.45 pp | 5/15/2026 |
| Reduce | BERKSHIRE HATHAWAY INC DEL | -5,718 | -1.8% | -0.01 pp | 5/15/2026 |
| Reduce | LIBERTY MEDIA CORP DEL | -15,038 | -2.0% | -0.09 pp | 5/15/2026 |
| Reduce | BERKSHIRE HATHAWAY INC DEL | -5 | -4.3% | -0.05 pp | 5/15/2026 |
| Reduce | GCI LIBERTY INC | -32,344 | -6.0% | 0.00 pp | 5/15/2026 |
| Reduce | MSA SAFETY INC | -35,353 | -2.0% | +0.30 pp | 5/15/2026 |
| New | GLOBUS MED INC | +6,008 | New | +0.01 pp | 5/15/2026 |
| Exit | INVESCO EXCHANGE TRADED FD T | -11,029 | Exit | -0.01 pp | 5/15/2026 |
| Reduce | EQUITABLE HLDGS INC | -177 | -0.4% | -0.01 pp | 5/15/2026 |
| Add | NETFLIX INC. | +2,871 | +55.0% | +0.01 pp | 5/15/2026 |
| Reduce | LITHIA MTRS INC | -61 | -2.0% | 0.00 pp | 5/15/2026 |
| Exit | VANGUARD INTL EQUITY INDEX F | -1,426 | Exit | 0.00 pp | 5/15/2026 |
| New | ATAIBECKLEY INC | +42,112 | New | 0.00 pp | 5/15/2026 |
| Reduce | GCI LIBERTY INC | -3,620 | -2.8% | 0.00 pp | 5/15/2026 |
| Reduce | STELLANTIS N.V | -506 | -2.0% | 0.00 pp | 5/15/2026 |
| Add | GROUP 1 AUTOMOTIVE INC | +403 | +11.2% | 0.00 pp | 5/15/2026 |
| Add | MICROSOFT CORP | +48 | +7.0% | 0.00 pp | 5/15/2026 |
| Reduce | JACOBS SOLUTIONS INC | -199 | -3.1% | 0.00 pp | 5/15/2026 |
| Add | VANGUARD STAR FDS | +474 | +8.7% | 0.00 pp | 5/15/2026 |
| Reduce | RIMINI STR INC DEL | -1,876 | -5.1% | 0.00 pp | 5/15/2026 |
| Add | DOLLAR GEN CORP | +18 | +0.8% | 0.00 pp | 5/15/2026 |
| Add | SMITH DOUGLAS HOMES CORP | +2,281 | +18.7% | 0.00 pp | 5/15/2026 |
| Reduce | KASPI KZ JSC | -29 | -0.7% | 0.00 pp | 5/15/2026 |
| Add | VANGUARD INDEX FDS | +70 | +2.6% | 0.00 pp | 5/15/2026 |
| Add | APPLE INC | +70 | +7.9% | 0.00 pp | 5/15/2026 |