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Institutional 13F data

Ruane, Cunniff & Goldfarb L.P. 13F

See 132 stock and ETF positions for Q1 2026, including 52 new or increased positions and 81 reductions or exits, with the original SEC filing. Put and call options are excluded.

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Ruane, Cunniff & Goldfarb L.P. 13F top holdings

Q1 2026 · 132 stock & ETF positions · Filed 2026-05-15 · Data updated 2026-06-09

View original SEC filings

Ranked by quarter-end stock and ETF value reported on Form 13F. Put and call options are excluded. These are not current market values or execution prices.

Reported stock & ETF value
$74.23B
Top 10 concentration
94.9%
#1
BAMBrookfield Asset Management Lt
Reported value
$53.03B
Portfolio weight
71.44%

Quarterly change: unchanged

#2
CQPCheniere Energy Partners LP
Reported value
$6.57B
Portfolio weight
8.85%

Quarterly change: unchanged

#3
BBUCBrookfield Business Corp
Reported value
$4.52B
Portfolio weight
6.08%

Quarterly change: increased +202.1%

#4
BEPBrookfield Renewable Partners
Reported value
$2.65B
Portfolio weight
3.58%

Quarterly change: unchanged

#5
BNBrookfield Corp
Reported value
$1.89B
Portfolio weight
2.54%

Quarterly change: unchanged

#6
BEPCBrookfield Renewable Corp
Reported value
$402.05M
Portfolio weight
0.54%

Quarterly change: unchanged

#7
WMBWilliams Cos Inc/The
Reported value
$377.57M
Portfolio weight
0.51%

Quarterly change: decreased -14.5%

#8
TRGPTarga Resources Corp
Reported value
$366.66M
Portfolio weight
0.49%

Quarterly change: decreased -12.3%

#9
TACTransAlta Corp
Reported value
$354.27M
Portfolio weight
0.48%

Quarterly change: unchanged

#10
LNGCheniere Energy Inc
Reported value
$256.08M
Portfolio weight
0.34%

Quarterly change: decreased -0.5%

#11
PCGPG&E Corp
Reported value
$192.87M
Portfolio weight
0.26%

Quarterly change: decreased -3.2%

#12
NEENextEra Energy Inc
Reported value
$192.03M
Portfolio weight
0.26%

Quarterly change: unchanged

Largest new or increased positions

#1
BBUCBrookfield Business Corp
Reported value
$4.52B
Portfolio weight
6.08%

Quarterly change: increased +202.1%

#2
NINiSource Inc
Reported value
$171.72M
Portfolio weight
0.23%

Quarterly change: increased +154.7%

#3
FEFirstEnergy Corp
Reported value
$132.8M
Portfolio weight
0.18%

Quarterly change: increased +6.4%

#4
EQIXEquinix Inc
Reported value
$109.06M
Portfolio weight
0.15%

Quarterly change: increased +9.8%

#5
TRPTC Energy Corp
Reported value
$108.65M
Portfolio weight
0.15%

Quarterly change: increased +8.9%

#6
KMIKinder Morgan Inc
Reported value
$95.96M
Portfolio weight
0.13%

Quarterly change: increased +28.0%

#7
PAAPlains All American Pipeline LP
Reported value
$82.43M
Portfolio weight
0.11%

Quarterly change: increased +428.2%

#8
SWXSouthwest Gas Holdings Inc
Reported value
$60.8M
Portfolio weight
0.08%

Quarterly change: increased +106.9%

Latest 13F filing snapshot

Reporting period
2026-03-31
Filed
2026-05-15
Stock & ETF positions
132
New or increased
52
Reduced or exited
81
Unchanged
19

Top reported buys

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Counts cover unique stock and ETF positions and exclude put and call options, so they can differ from the SEC information-table row count. Form 13F reports quarter-end holdings and does not reveal every trade date or execution price.

View original SEC filings