SEC EDGAR Form 13F
Ruane Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb is the investment manager associated with the Sequoia Fund legacy and quality value investing.
Latest Form 13F: 153 long U.S. equity positions, $38.0B reported value for the period ended Jun 30, 2026, led by ALPHABET INC, TAIWAN SEMICONDUCTOR MANUFAC, and LIBERTY MEDIA CORP DEL.
CIK: 1720792 · Filed: Aug 14, 2026 · Period: Jun 30, 2026
Reported value
$38.0B
Positions
153
Key person
Sequoia Fund legacy
Style
Quality value
Top holding
GOOGL · ALPHABET INC
Period
Jun 30, 2026
Filed
Aug 14, 2026
CIK
1720792
What a 13F does not show
Form 13F covers many reportable long U.S. equity positions at quarter end. It does not show every asset type, short positions, hedges, intraperiod trades, or current holdings after the report date. Use it as ownership context, not investment advice.
Read the 13F guide →GOOGL
ALPHABET INC
Portfolio weight
11.09%
TSM
TAIWAN SEMICONDUCTOR MANUFAC
Portfolio weight
8.71%
FWONK
LIBERTY MEDIA CORP DEL
Portfolio weight
7.73%
SCHW
SCHWAB CHARLES CORP
Portfolio weight
6.56%
COF
CAPITAL ONE FINL CORP
Portfolio weight
6.11%
Top reported holdings
Showing the top 50 positions by reported value. Source: SEC EDGAR Form 13F; period 2026-06-30; filed 2026-08-14.
| # | Ticker | Company | Shares | Value | Portfolio % | QoQ change |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 2.0M | $713M | 11.09% | -5.8% |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 1.2M | $560M | 8.71% | -3.0% |
| 3 | FWONK | LIBERTY MEDIA CORP DEL | 5.2M | $497M | 7.73% | -2.5% |
| 4 | SCHW | SCHWAB CHARLES CORP | 4.6M | $422M | 6.56% | -3.0% |
| 5 | COF | CAPITAL ONE FINL CORP | 2.0M | $392M | 6.11% | -3.1% |
| 6 | ELV | ELEVANCE HEALTH INC FORMERLY | 979.6K | $379M | 5.89% | -29.4% |
| 7 | ICLR | ICON PUB LTD CO | 2.0M | $356M | 5.54% | +25.3% |
| 8 | GOOG | ALPHABET INC | 924.9K | $327M | 5.08% | -2.7% |
| 9 | -- | SUNBELT RENTALS HOLDINGS INC | 4.3M | $319M | 4.96% | -22.4% |
| 10 | -- | SUNBELT RENTALS HOLDINGS INC | 4.3M | $319M | 4.96% | -22.4% |
| 11 | -- | SUNBELT RENTALS HOLDINGS INC | 4.3M | $319M | 4.96% | -22.4% |
| 12 | -- | SUNBELT RENTALS HOLDINGS INC | 4.3M | $319M | 4.96% | -22.4% |
| 13 | -- | SUNBELT RENTALS HOLDINGS INC | 4.3M | $319M | 4.96% | -22.4% |
| 14 | -- | SUNBELT RENTALS HOLDINGS INC | 4.3M | $319M | 4.96% | -22.4% |
| 15 | -- | SUNBELT RENTALS HOLDINGS INC | 4.3M | $319M | 4.96% | -22.4% |
| 16 | -- | SUNBELT RENTALS HOLDINGS INC | 4.3M | $319M | 4.96% | -22.4% |
| 17 | -- | SUNBELT RENTALS HOLDINGS INC | 4.3M | $319M | 4.96% | -22.4% |
| 18 | -- | SUNBELT RENTALS HOLDINGS INC | 4.3M | $319M | 4.96% | -22.4% |
| 19 | -- | SUNBELT RENTALS HOLDINGS INC | 4.3M | $319M | 4.96% | -22.4% |
| 20 | -- | SUNBELT RENTALS HOLDINGS INC | 4.3M | $319M | 4.96% | -22.4% |
| 21 | -- | SUNBELT RENTALS HOLDINGS INC | 4.3M | $319M | 4.96% | -22.4% |
| 22 | -- | SUNBELT RENTALS HOLDINGS INC | 4.3M | $319M | 4.96% | -22.4% |
| 23 | -- | SUNBELT RENTALS HOLDINGS INC | 4.3M | $319M | 4.96% | -22.4% |
| 24 | -- | SUNBELT RENTALS HOLDINGS INC | 4.3M | $319M | 4.96% | -22.4% |
| 25 | -- | SUNBELT RENTALS HOLDINGS INC | 4.3M | $319M | 4.96% | -22.4% |
| 26 | -- | SUNBELT RENTALS HOLDINGS INC | 4.3M | $319M | 4.96% | -22.4% |
| 27 | -- | SUNBELT RENTALS HOLDINGS INC | 4.3M | $319M | 4.96% | -22.4% |
| 28 | -- | SUNBELT RENTALS HOLDINGS INC | 4.3M | $319M | 4.96% | -22.4% |
| 29 | -- | SUNBELT RENTALS HOLDINGS INC | 4.3M | $319M | 4.96% | -22.4% |
| 30 | -- | SUNBELT RENTALS HOLDINGS INC | 4.3M | $319M | 4.96% | -22.4% |
| 31 | -- | SUNBELT RENTALS HOLDINGS INC | 4.3M | $319M | 4.96% | -22.4% |
| 32 | -- | SUNBELT RENTALS HOLDINGS INC | 4.3M | $319M | 4.96% | -22.4% |
| 33 | -- | SUNBELT RENTALS HOLDINGS INC | 4.3M | $319M | 4.96% | -22.4% |
| 34 | -- | SUNBELT RENTALS HOLDINGS INC | 4.3M | $319M | 4.96% | -22.4% |
| 35 | -- | SUNBELT RENTALS HOLDINGS INC | 4.3M | $319M | 4.96% | -22.4% |
| 36 | -- | SUNBELT RENTALS HOLDINGS INC | 4.3M | $319M | 4.96% | -22.4% |
| 37 | -- | SUNBELT RENTALS HOLDINGS INC | 4.3M | $319M | 4.96% | -22.4% |
| 38 | -- | SUNBELT RENTALS HOLDINGS INC | 4.3M | $319M | 4.96% | -22.4% |
| 39 | -- | SUNBELT RENTALS HOLDINGS INC | 4.3M | $319M | 4.96% | -22.4% |
| 40 | -- | SUNBELT RENTALS HOLDINGS INC | 4.3M | $319M | 4.96% | -22.4% |
| 41 | -- | SUNBELT RENTALS HOLDINGS INC | 4.3M | $319M | 4.96% | -22.4% |
| 42 | -- | SUNBELT RENTALS HOLDINGS INC | 4.3M | $319M | 4.96% | -22.4% |
| 43 | -- | SUNBELT RENTALS HOLDINGS INC | 4.3M | $319M | 4.96% | -22.4% |
| 44 | -- | SUNBELT RENTALS HOLDINGS INC | 4.3M | $319M | 4.96% | -22.4% |
| 45 | -- | SUNBELT RENTALS HOLDINGS INC | 4.3M | $319M | 4.96% | -22.4% |
| 46 | -- | SUNBELT RENTALS HOLDINGS INC | 4.3M | $319M | 4.96% | -22.4% |
| 47 | -- | SUNBELT RENTALS HOLDINGS INC | 4.3M | $319M | 4.96% | -22.4% |
| 48 | -- | SUNBELT RENTALS HOLDINGS INC | 4.3M | $319M | 4.96% | -22.4% |
| 49 | -- | SUNBELT RENTALS HOLDINGS INC | 4.3M | $319M | 4.96% | -22.4% |
| 50 | -- | SUNBELT RENTALS HOLDINGS INC | 4.3M | $319M | 4.96% | -22.4% |
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