Ruane Cunniff LP – Largest Buy Additions (2026 Q1)
A detailed view of the stocks most significantly increased by Ruane Cunniff LP during the 2026 Q1 reporting period. This breakdown highlights where new capital was added, revealing the investor’s highest-conviction opportunities and sector preferences.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| SUNB | 5,488,261 | $65.09 | Buy | 100.00% | 5.92% | $357.23M | 2026 Q1 |
| ZTS | 2,425,010 | $118.21 | Buy | 100.00% | 4.75% | $286.66M | 2026 Q1 |
| TECH | 3,392,001 | $52.26 | Increased | 131.39% | 2.94% | $177.27M | 2026 Q1 |
| SAP | 749,909 | $171.21 | Increased | 1532.83% | 2.13% | $128.39M | 2026 Q1 |
| GLBAV-OLD | 127,548 | $36.85 | Buy | 100.00% | 0.08% | $4.7M | 2026 Q1 |
| GPI | 4,013 | $330.68 | Increased | 11.16% | 0.02% | $1.33M | 2026 Q1 |
| VTI | 2,748 | $320.96 | Increased | 2.61% | 0.01% | $882K | 2026 Q1 |
| NFLX | 8,091 | $96.16 | Increased | 55.00% | 0.01% | $778.03K | 2026 Q1 |
| GMED | 6,008 | $86.22 | Buy | 100.00% | 0.01% | $518.01K | 2026 Q1 |
| VXUS | 5,912 | $77.13 | Increased | 8.72% | 0.01% | $455.99K | 2026 Q1 |
| MSFT | 737 | $370.42 | Increased | 6.97% | 0.00% | $273K | 2026 Q1 |
| DG | 2,188 | $118.83 | Increased | 0.83% | 0.00% | $260K | 2026 Q1 |
| AAPL | 961 | $253.9 | Increased | 7.86% | 0.00% | $244K | 2026 Q1 |
| SDHC | 14,490 | $12.77 | Increased | 18.68% | 0.00% | $185.04K | 2026 Q1 |
| ATAI | 42,112 | $3.54 | Buy | 100.00% | 0.00% | $149.08K | 2026 Q1 |
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