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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Sells
These are the positions the manager reduced or sold out of this quarter, showing where they pulled money back. The quarter shown is Q2 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| 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 |
| 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 |
| 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 |