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Ruane Cunniff

Ruane, Cunniff & Goldfarb L.P.

Bill Ruane and Rick Cunniff started the firm in 1969 in the belief that they could outperform the stock market by investing in great businesses selling at reasonable prices and staying with them as long as they remained attractive. By doing exhaustive primary research, ignoring fads and sticking to their principles, the firm has built an enviable track record. William Ruane was a Graham-and-Doddsville superinvestor recognized by Warren Buffett. He was a student of Benjamin Graham, and attended his class at the same time as Warren Buffett.

Shares Held
Asset Size
% Top 10
96
$7.91B
53.93%
Latest2025Q3
Top BuysSUNB (US)
Top SellsRR (GB)

Sector Allocation

Level 3 sector breakdown
Level 1 sector breakdown
Level 2 sector breakdown
Level 3 sector breakdown
Software & IT Services
Investment Banking & Investment Services
Aerospace & Defense
Healthcare Providers & Services
Media & Publishing
Banking Services
Semiconductors & Semiconductor Equipment
Biotechnology & Medical Research
Investment Holding Companies
Professional & Commercial Services
Pharmaceuticals
Other

Holdings

2026Q1
2026Q1
2025Q4
2025Q3
2025Q2
2025Q1
2024Q4
2024Q3
2024Q2
2024Q1
2023Q4
2023Q3
2023Q2
No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Industry
Report Date
Watchlist
11.15%
-249.14K
$882.25M
$652.47M
2.27M
Software & IT Services
2026-03-31
Rolls Royce Holdings ADR (US)
RYCEY
8.63%
-14.72M
$682.67M
--
39.39M
Aerospace & Defense
2026-03-31
6.54%
-148.99K
$517.01M
$486.62M
5.72M
Media & Publishing
2026-03-31
5.58%
-880.17K
$441.51M
$484.68M
5.16M
Investment Banking & Investment Services
2026-03-31
5.25%
-64.53K
$415.12M
$436.11M
2.77M
Investment Banking & Investment Services
2026-03-31
5.16%
-213.30K
$408.39M
$326.49M
966.08K
Semiconductors & Semiconductor Equipment
2026-03-31
5.14%
-34.54K
$406.33M
$303.86M
1.04M
Healthcare Providers & Services
2026-03-31
4.63%
-50.22K
$366.53M
$354.16M
1.94M
Banking Services
2026-03-31
4.52%
+2.19M
$357.23M
$294.18M
4.52M
Investment Holding Companies
2026-03-31
3.67%
-35.35K
$290.32M
$277.22M
1.69M
Professional & Commercial Services
2026-03-31
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