Ruane Cunniff LP
As of Q2 2026, Ruane Cunniff LP reported 54 long-equity positions worth $6.43B in aggregate.
Copy-investor backtest
- Latest quarter
- +7.41%
- 1-year
- +18.19%
- 3-year
- +55.96%
- 5-year
- +39.17%
- 3-year vs S&P 500
- -17.27%
- 5-year vs S&P 500
- -34.51%
- 5-year top 5
- +41.90%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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All activity
This tab shows every position the manager opened, added to, reduced, or exited compared with the prior quarter, so you can see exactly what changed. The quarter shown is Q2 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| ROP | ROPER TECHNOLOGIES INC | New | 3.55% | 674,902 | $228.38M | $338.39 | $305.96 - $384.00(42%)$355.87 -> $338.39 |
| ELV | ELEVANCE HEALTH INC FORMERLY | Reduce -29.4% | 5.89% | 979,598 | $378.84M | $386.73 | $292.07 - $426.79(70%)$298.50 -> $386.82 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | Reduce -22.4% | 4.96% | 4,261,163 | $318.78M | $74.81 | $61.03 - $85.94(55%)$64.45 -> $74.81 |
| CACC | CREDIT ACCEP CORP MICH | Reduce -96.4% | 0.05% | 5,279 | $3.36M | $636.74 | $405.00 - $645.00(97%)$419.60 -> $636.74 |
| SAP | SAP SE | Add +64.9% | 2.96% | 1,236,546 | $190.56M | $154.11 | $148.06 - $196.39(13%)$171.36 -> $154.11 |
| ICLR | ICON PUB LTD CO | Add +25.3% | 5.54% | 2,048,087 | $355.77M | $173.71 | $99.06 - $181.00(91%)$111.42 -> $173.71 |
| VT | VANGUARD INTL EQUITY INDEX F | New | 0.00% | 1,426 | $223.81K | $156.95 | $136.98 - $159.41(89%)$139.69 -> $156.95 |
| HGV | HILTON GRAND VACATIONS INC | New | 0.00% | 4,189 | $219.38K | $52.37 | $39.13 - $55.40(81%)$40.46 -> $52.37 |
| BAC | BANK OF AMER CORP | New | 0.00% | 3,625 | $206.55K | $56.98 | $48.16 - $59.20(80%)$49.27 -> $56.98 |
| GOOGL | ALPHABET INC | Reduce -5.8% | 11.09% | 1,994,274 | $712.69M | $357.37 | $289.45 - $408.61(57%)$297.39 -> $357.37 |
| LBRDK | LIBERTY BROADBAND CORP | Reduce -73.9% | 0.16% | 303,309 | $10.09M | $33.26 | $29.08 - $59.23(14%)$50.31 -> $33.26 |
| META | META PLATFORMS INC | Reduce -23.3% | 1.35% | 154,291 | $86.91M | $563.29 | $540.21 - $691.52(15%)$579.23 -> $563.29 |
| AMTM | AMENTUM HOLDINGS INC | Reduce -66.9% | 0.17% | 537,213 | $11.1M | $20.67 | $19.80 - $28.54(10%)$26.34 -> $20.68 |
| CHTR | CHARTER COMMUNICATIONS INC | Reduce -99.0% | 0.00% | 1,556 | $221.28K | $142.21 | $124.05 - $254.11(14%)$216.27 -> $142.21 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | Reduce -3.0% | 8.71% | 1,172,725 | $560.06M | $477.57 | $326.80 - $479.00(99%)$341.49 -> $477.57 |
| SCHW | SCHWAB CHARLES CORP | Reduce -3.0% | 6.56% | 4,571,355 | $421.8M | $92.27 | $83.96 - $100.76(49%)$92.36 -> $92.27 |
| FWONK | LIBERTY MEDIA CORP DEL | Reduce -2.5% | 7.73% | 5,223,453 | $496.96M | $95.14 | $84.26 - $96.02(93%)$85.36 -> $95.14 |
| COF | CAPITAL ONE FINL CORP | Reduce -3.1% | 6.11% | 1,956,084 | $392.43M | $200.62 | $174.24 - $210.84(72%)$184.50 -> $200.60 |
| ICE | INTERCONTINENTAL EXCHANGE IN | Reduce -3.0% | 4.90% | 2,560,747 | $315.25M | $123.11 | $121.79 - $168.20(3%)$158.08 -> $123.11 |
| MSA | MSA SAFETY INC | Reduce -3.1% | 4.68% | 1,721,415 | $300.52M | $174.58 | $155.79 - $178.76(82%)$166.35 -> $174.58 |
| UNH | UNITEDHEALTH GROUP INC | Reduce -3.1% | 4.56% | 705,554 | $293.25M | $415.63 | $270.76 - $427.81(92%)$273.98 -> $415.63 |
| GOOG | ALPHABET INC | Reduce -2.7% | 5.08% | 924,866 | $326.78M | $353.33 | $287.57 - $404.47(56%)$294.90 -> $353.33 |
| GLIBK | LIBERTY CAP CORP | Reduce -77.5% | 0.04% | 114,119 | $2.46M | $21.56 | $19.30 - $37.73(12%)$36.59 -> $21.56 |
| ALGN | ALIGN TECHNOLOGY INC | Reduce -2.9% | 3.07% | 1,171,455 | $197.58M | $168.66 | $151.58 - $200.44(35%)$172.73 -> $168.91 |
| BRK-A | BERKSHIRE HATHAWAY INC DEL | Reduce -6.4% | 1.20% | 103 | $77.13M | $748850.00 | $698000.00 - $749970.00(98%)$716258.00 -> $748099.75 |
| ZTS | ZOETIS INC | Reduce -3.0% | 2.63% | 2,353,300 | $169.11M | $71.86 | $71.47 - $123.32(1%)$117.29 -> $71.86 |
| LBRDA | LIBERTY BROADBAND CORP | Reduce -67.0% | 0.04% | 73,945 | $2.46M | $33.28 | $29.18 - $59.25(14%)$50.20 -> $33.28 |
| BRK-B | BERKSHIRE HATHAWAY INC DEL | Reduce -3.1% | 2.34% | 300,672 | $150.45M | $500.39 | $464.01 - $500.56(100%)$478.50 -> $499.99 |
| ACN | ACCENTURE PLC IRELAND | Reduce -2.8% | 1.75% | 901,848 | $112.23M | $124.44 | $118.15 - $202.16(7%)$197.06 -> $124.47 |
| TECH | BIO-TECHNE CORP | Reduce -1.3% | 3.68% | 3,348,841 | $236.6M | $70.65 | $43.20 - $71.23(98%)$53.48 -> $70.65 |
| FWONA | LIBERTY MEDIA CORP DEL | Reduce -3.9% | 0.95% | 695,720 | $60.9M | $87.54 | $77.52 - $87.81(97%)$78.35 -> $87.54 |
| GLIBA | LIBERTY CAP CORP | Reduce -77.9% | 0.01% | 28,162 | $616.75K | $21.90 | $19.71 - $37.99(12%)$36.30 -> $21.90 |
| GPI | GROUP 1 AUTOMOTIVE INC | Add +21.7% | 0.02% | 4,884 | $1.42M | $291.17 | $287.78 - $373.56(4%)$330.79 -> $291.17 |
| SDHC | SMITH DOUGLAS HOMES CORP | Add +88.2% | 0.01% | 27,275 | $423.85K | $15.54 | $10.72 - $15.92(93%)$13.43 -> $15.54 |
| VTI | VANGUARD INDEX FDS | Add +8.2% | 0.02% | 2,973 | $1.1M | $370.04 | $318.23 - $374.70(92%)$323.24 -> $370.04 |
| VXUS | VANGUARD STAR FDS | Add +8.6% | 0.01% | 6,420 | $548.85K | $85.49 | $76.10 - $88.62(75%)$78.01 -> $85.49 |
| LAD | LITHIA MTRS INC | Reduce -1.8% | 0.01% | 2,933 | $852.01K | $290.49 | $246.90 - $319.41(60%)$250.82 -> $290.49 |
| KSPI | KASPI KZ JSC | Reduce -3.6% | 0.01% | 3,934 | $340.84K | $86.64 | $72.22 - $97.33(57%)$73.43 -> $86.64 |
| RMNI | RIMINI STR INC DEL | Reduce -4.5% | 0.00% | 33,666 | $143.42K | $4.26 | $3.19 - $4.44(86%)$3.32 -> $4.26 |
| EQH | EQUITABLE HLDGS INC | Reduce -0.4% | 0.03% | 40,310 | $1.77M | $43.88 | $35.83 - $46.52(75%)$37.62 -> $43.88 |
| J | JACOBS SOLUTIONS INC | Reduce -0.7% | 0.01% | 6,244 | $786.74K | $126.00 | $105.68 - $137.77(63%)$128.42 -> $126.00 |