Ruane, Cunniff & Goldfarb L.P. is a long-tenured value-oriented investment manager best known as the steward of the Sequoia Fund. Because the firm holds concentrated positions for years at a time, even small adjustments to its 13F filings can signal a meaningful shift in conviction. This page tracks those filings quarter by quarter, giving a running record of new positions, additions, trims, and exits as they are disclosed to the SEC. Bookmark it if you follow institutional holdings the way people follow Bill Ackman’s or Michael Burry’s portfolios — the format stays the same, only the numbers change each quarter.
Quarter ending 2026-03-31 is the latest period reported. As always, 13F filings reflect a snapshot of holdings as of the last day of the quarter, not the specific date any trade occurred.
New Positions and Additions
During the quarter ending 2026-03-31, Ruane, Cunniff & Goldfarb L.P. opened two new positions. The firm started a stake in Sunbelt Rentals Holdings Inc (SUNB) worth $357,230,908, and a stake in Zoetis Inc (ZTS) worth $286,660,432. Both entries mark first-time disclosures for these tickers in the fund’s portfolio.
Existing holdings also saw notable additions. The position in Bio-Techne Corp (TECH) grew 106%, moving from $86,211,637 to $177,265,972. The largest percentage increase of the quarter came in SAP SE (SAP), where the position expanded 1,051%, rising from $11,156,128 to $128,391,920 — a shift from a token holding to a substantial one.
Reductions and Exits
The firm trimmed several long-held names during the quarter ending 2026-03-31. Two separate Alphabet Inc (GOOGL) holdings were reduced: one fell 24%, from $358,470,368 to $272,630,041, and another declined 11%, from $680,718,973 to $608,949,709. Meta Platforms Inc (META) was cut 27%, from $157,773,392 to $115,082,233.
Other reductions included Amentum Holdings Inc (AMTM), down 39% ($69,429,741 to $42,327,370); Elevance Health Inc, down 19% ($498,659,478 to $406,327,632); Capital One Finl Corp, down 27% ($501,206,054 to $368,108,531); Charter Communications Inc, down 56% ($75,567,500 to $32,935,300); and Credit Accep Corp Mich, down 74% ($237,753,097 to $61,911,122), the largest percentage trim of the period.
This snapshot reflects only the moves disclosed for the quarter ending 2026-03-31. Future 13F filings will be added to this profile as they become available, building an evergreen record of how Ruane, Cunniff & Goldfarb L.P.’s portfolio evolves over time.
Source: SEC Form 13F filings. This page updates every quarter.