portfolio as of Q2 2026, filed Aug 14, 2026
Latest 13F filing: Q2 2026 (filed Aug 14, 2026). No newer filing yet.
14 of 40 holdings are Undervalued or On Sale by our valuation (13% of the money).
Valued by PaybackPrice; holdings from SEC 13F filings as of Jun 30, 2026. 14 not valued.
Ruane Cunniff LP's portfolio holds 54 stocks worth $6.4B at the end of Q2 2026. The largest positions are GOOGL, TSM, FWONK, SCHW and COF.
In Q2 2026, Ruane Cunniff LP opened 4 new positions (BAC, HGV, ROP and VT) and added to GPI, SAP, SDHC and ICLR.
In Q2 2026, Ruane Cunniff LP trimmed AMTM, ELV, CHTR, CACC, META, GLIBA, GLIBK, LBRDA, LBRDK and SUNB.
COF, ZTS, BRK-B, BRK-A, CACC, MU, GPI, LAD, GMED, CPA, CHTR, HGV, BAC and STLA are Undervalued or On Sale by our valuation.
Latest 13F filing: Q2 2026 (filed Aug 14, 2026). No newer filing yet.
From SEC Form 13F-HR — up to 45 days old at time of filing. Not a recommendation to buy or sell. Analyze any of these free →