StockDriftsStockDriftsTop 49 Ruane Cunniff & Goldfarb L P Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 10.1% | 2.12M | $608.9M | -2.63%(-57.18K) | $54.33(+630.33%) | 2026-03-31 | |
| FWONK | LIBERTY MEDIA CORP DEL | 7.56% | 5.36M | $455.5M | -2.44%(-133.95K) | $31.38(+185.33%) | 2026-03-31 | |
| SCHW | SCHWAB CHARLES CORP | 7.35% | 4.71M | $443.1M | -15.73%(-880.17K) | $50.43(+80.22%) | 2026-03-31 | |
| ICE | INTERCONTINENTAL EXCHANGE IN | 6.89% | 2.64M | $415.1M | -2.39%(-64.53K) | $104.82(+47.26%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 6.77% | 1.21M | $408.4M | -15.00%(-213.30K) | $66.84(+504.96%) | 2026-03-31 | |
| ELV | ELEVANCE HEALTH INC FORMERLY | 6.74% | 1.39M | $406.3M | -2.43%(-34.54K) | $380.57(+3.18%) | 2026-03-31 | |
| COF | CAPITAL ONE FINL CORP | 6.11% | 2.02M | $368.1M | -2.43%(-50.22K) | $98.93(+89.19%) | 2026-03-31 | |
| MSA | MSA SAFETY INC | 4.83% | 1.78M | $291.2M | -1.95%(-35.35K) | $163.28(+4.87%) | 2026-03-31 | |
| ZTS | ZOETIS INC | 4.76% | 2.43M | $286.7M | new | $122.01(-39.17%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 4.52% | 950.4K | $272.6M | -16.80%(-191.96K) | $51.98(+656.70%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.19% | +48.88% |
| Top 20 Holdings Unweighted | +14.41% | +49.77% |
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