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Ruane Cunniff’s cannibal stocks

Ruane, Cunniff & Goldfarb · 13F for Q2 2026

14cannibals held
$1.1Bin these positions
Q2 2026latest 13F filing

Elevance Health

ELVReduced
$378.8M979,598 shares

Elevance Health retired 2.4% of its shares in twelve months, so this stake grew 2.5% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026

UnitedHealth

UNHReduced
$293.2M705,554 shares

UnitedHealth retired 0.9% of its shares in twelve months, so this stake grew 0.9% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026

Align Technology

ALGNReduced
$197.6M1,171,455 shares

Align Technology retired 1.0% of its shares in twelve months, so this stake grew 1.0% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026

Zoetis

ZTSReduced
$169.1M2,353,300 shares

Zoetis retired 6.2% of its shares in twelve months, so this stake grew 6.6% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026

Meta Platforms

METAReduced
$86.9M154,291 shares

Meta Platforms has retired 12.2% of its shares since its peak.

Shares held, 8 quarters
Q3 2024Q2 2026

Equitable

EQHReduced
$1.8M40,310 shares

Equitable retired 4.7% of its shares in twelve months, so this stake grew 4.9% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026
$1.4M4,884 shares

Group 1 Automotive retired 5.6% of its shares in twelve months, so this stake grew 5.9% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026

Lithia Motors

LADReduced
$852K2,933 shares

Lithia Motors retired 9.3% of its shares in twelve months, so this stake grew 10.3% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026

American Express

AXPUnchanged
$315K932 shares

American Express retired 2.0% of its shares in twelve months, so this stake grew 2.0% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026

Apple

AAPLUnchanged
$278K961 shares

Apple retired 1.2% of its shares in twelve months, so this stake grew 1.2% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026

Microsoft

MSFTUnchanged
$275K737 shares

Microsoft retired 0.1% of its shares in twelve months, so this stake grew 0.1% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026

Dollar General

DGUnchanged
$252K2,188 shares

Dollar General has retired 35.4% of its shares since its peak.

Shares held, 8 quarters
Q3 2024Q2 2026
$221K1,556 shares

Charter Communications retired 11.7% of its shares in twelve months, so this stake grew 13.3% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026
$207K3,625 shares

Bank of America retired 4.2% of its shares in twelve months, so this stake grew 4.4% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026

Values as reported in the 13F at quarter end. See the Q2 2026 filing on EDGAR.

Questions

Which cannibal stocks does Ruane Cunniff own?

In the Q2 2026 13F, Ruane, Cunniff & Goldfarb held ELV, UNH, ALGN, ZTS, META, EQH, GPI, LAD, AXP, AAPL, MSFT, DG, CHTR, BAC. 14 of them are on the Buyback Radar leaderboard.

Where does this data come from?

From Ruane, Cunniff & Goldfarb's 13F filings with the SEC, the last eight quarters, amendments applied, options excluded. A 13F shows US-listed stock positions at quarter end and is filed up to 45 days later, so it is a record, not a live portfolio.

How do buybacks help Ruane Cunniff?

Charter Communications retired 11.7% of its shares in the last twelve months. That alone made every remaining share, including Ruane Cunniff's 1,556, 13.3% bigger as a slice of the company, without buying anything.

Ruane Cunniff’s moves in companies like these are covered on Cannibal Stocks.

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