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.
Get email alerts when Ruane Cunniff LP files a new 13F — sign in or create a free account.
Buys
These are the positions the manager opened or added to this quarter, showing where they put more money to work. 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 |
| 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 |
| 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 |