Skip to main content
Focused investors/Ruane Cunniff LP

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
+7.42%
1-year
+18.15%
3-year
+55.54%
5-year
+39.56%
3-year vs S&P 500
-17.71%
5-year vs S&P 500
-34.13%
5-year top 5
+41.15%

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.

Updated 2026-09-19 from SEC 13F data.

Live quotes available for 92 of 145 rows. Rows without a quote are marked unavailable.

1VRXValeant Pharmaceuticals Intern COM17.15%-34,716,042$2.6BNo quoteNo quote
2BRK-ABerkshire Hathaway - Cl A COM11.12%-10,805$1.69B$156279.96No quote
3TJXTJX Cos - New COM9.83%-31,909,919$1.49B$46.75No quote
4FASTFastenal Co COM7.01%-20,745,656$1.06B$51.33No quote
5MHKMohawk Industries COM4.87%-6,530,712$738.75M$113.12No quote
6AAPAdvance Auto Parts COM3.94%-7,229,243$597.5M$82.65No quote
7PCPPrecision Castparts Corp COM3.93%-3,144,185$596.2MNo quoteNo quote
8GOOGLGoogle Inc Cl A COM3.54%-676,611$537.36M$794.19No quote
9IDXXIdexx Laboratories Corp. COM3.22%-5,288,711$488.62M$92.39No quote
10BRK-BBerkshire Hathaway - Cl B COM3.19%-4,649,743$484.5M$104.20No quote
11ORLYO Reilly Automotive Inc COM2.48%-3,670,518$376M$102.44No quote
12IBMIBM COM2.10%-1,492,502$318.35M$213.30No quote
13MAMastercard Inc COM1.96%-550,346$297.81M$541.13No quote
14WKCWorld Fuel Services Corp COM1.75%-6,689,647$265.71MNo quoteNo quote
15SIROSirona Dental Systems Inc COM1.42%-2,933,394$216.28MNo quoteNo quote
16PXPraxair COM1.42%-1,926,778$214.91MNo quoteNo quote
17GSGoldman Sachs Group Inc COM1.37%-1,409,967$207.48M$147.15No quote
18PRGOPerrigo Co COM1.36%-1,736,607$206.21M$118.74No quote
19RRCRange Resources Corp COM1.34%-2,504,085$202.93M$81.04No quote
20WATWaters Corp COM1.31%-2,119,456$199.04M$93.91No quote
21VVisa Inc Class A COM1.28%-1,148,321$195.03M$169.84No quote
22WMTWal-Mart Stores COM1.15%-2,342,741$175.31M$74.83No quote
23OMCOmnicom Group COM1.15%-2,970,711$174.98M$58.90No quote
24TIFTiffany & Co COM0.99%-2,171,206$150.99MNo quoteNo quote
25PRIPrimerica Inc COM0.80%-3,720,625$121.96M$32.78No quote
26JECJacobs Engineering Group Inc COM0.73%-1,971,468$110.88MNo quoteNo quote
27TRMBTrimble Navigation Ltd. COM0.68%-3,440,756$103.15M$29.98No quote
28RBARitchie Bros Auctioneers Inc COM0.68%-4,746,734$103MNo quoteNo quote
29DHRDanaher Corp. COM0.61%-1,497,800$93.09M$62.15No quote
30AXPAmerican Express COM0.60%-1,353,066$91.28M$67.46No quote
31BROBrown & Brown Inc. COM0.59%-2,800,494$89.73M$32.04No quote
32COSTCostco Wholesale Corp COM0.52%-740,411$78.57M$106.11No quote
33EMEEmcor Group Inc COM0.48%-1,707,686$72.39M$42.39No quote
34KFTMondelez International COM0.42%-2,064,288$63.2MNo quoteNo quote
35GLWCorning COM0.37%-4,187,155$55.82M$13.33No quote
36TKRTimken Co. COM0.35%-940,855$53.23M$56.58No quote
37CHKChesapeake Energy Corp COM0.35%-2,607,065$53.21MNo quoteNo quote
38WSTWest Pharmaceutical Svcs Inc C COM0.24%-560,432$36.39M$64.94No quote
39KOCoca Cola Co. COM0.23%-851,777$34.45M$40.44No quote
40MANManpower COM0.23%-603,480$34.23M$56.72No quote
41ATHNAthenahealth Inc. COM0.19%-300,000$29.11MNo quoteNo quote
42CNQCanadian Natural Resources COM0.17%-823,070$26.45M$32.13No quote
43AONAon PLC COM0.17%-426,650$26.24M$61.50No quote
44CFXColfax Corp COM0.15%-503,400$23.43MNo quoteNo quote
45APAApache Corp COM0.15%-301,671$23.28M$77.16No quote
46ORCLOracle Corp. COM0.15%-700,928$22.66M$32.33No quote
47CNQRConcur Technologies Inc COM0.14%-310,579$21.32MNo quoteNo quote
48QCOMQualcomm Inc COM0.13%-300,782$20.13M$66.94No quote
49IACIDIAC Interactivecorp COM0.12%-400,000$17.87MNo quoteNo quote
50APOLApollo Group Inc Cl A COM0.10%-900,000$15.64MNo quoteNo quote
51BITABitauto Holdings LTD COM0.10%-1,542,000$15.27MNo quoteNo quote
52FSLRFirst Solar Inc COM0.09%-531,170$14.32M$26.96No quote
53EXPDExpeditors Int'l of Wash. Inc. COM0.08%-341,941$12.22M$35.73No quote
54CTSHCognizant Technology Solutions COM0.08%-154,950$11.87M$76.62No quote
55GLREGreenlight Capital Re Ltd Cl A COM0.07%-441,764$10.8MNo quoteNo quote
56JCPJC Penney COM0.07%-700,000$10.58MNo quoteNo quote
57UPLUltra Petroleum Corp. COM0.07%-501,940$10.09MNo quoteNo quote
58PGProcter & Gamble COM0.06%-127,200$9.8M$77.06No quote
59PMPhilip Morris Intl Inc. COM0.06%-101,425$9.4M$92.71No quote
60EGEverest Re Group Ltd COM0.06%-72,000$9.35M$129.86No quote
61LLTCLinear Technology Group COM0.06%-222,311$8.53MNo quoteNo quote
62XOMExxon Mobil Corp COM0.06%-93,565$8.43M$90.11No quote
63REXIResource America Inc Cl A COM0.05%-796,000$7.93MNo quoteNo quote
64MCDMcDonalds COM0.05%-72,086$7.19M$99.69No quote
655109REGPactera Technology Intl Ltd Sp COM0.04%-1,000,000$6.42MNo quoteNo quote
66ESGREnstar Group Inc GA COM0.04%-50,000$6.22MNo quoteNo quote
67CATCaterpillar COM0.04%-70,542$6.14M$86.97No quote
68CRESYCresud SACIFYA Spon ADR Repstg COM0.04%-605,247$5.68MNo quoteNo quote
69GEGeneral Electric COM0.04%-241,828$5.59M$23.12No quote
70SLTMSolta Med Inc. COM0.03%-2,386,937$5.25MNo quoteNo quote
71PEPPepsiCo COM0.03%-64,039$5.07M$79.11No quote
72DHXDice Holdings Inc COM0.03%-500,000$5.07MNo quoteNo quote
73UNPUnion Pacific COM0.03%-32,763$4.67M$142.42No quote
74VRSKVerisk Analytics Class A COM0.03%-68,814$4.24M$61.62No quote
75PGRProgressive Corp. Ohio COM0.02%-143,794$3.63M$25.27No quote
76WFCWells Fargo & Co. New COM0.02%-88,543$3.28M$36.99No quote
77MOVEMove Inc. COM0.02%-249,111$2.98MNo quoteNo quote
78MOAltria Group Inc COM0.02%-85,624$2.95M$34.39No quote
79DISDisney Walt COM0.02%-49,122$2.79M$56.80No quote
80KWKQuicksilver Resources Inc COM0.02%-1,178,000$2.65MNo quoteNo quote
81PAMPampa Hldgs SA Spon GDR Reg S COM0.02%-605,980$2.44MNo quoteNo quote
82EIXEdison International COM0.02%-46,300$2.33MNo quoteNo quote
83SRMLFStorm Resources Ltd. COM0.01%-1,090,600$2.25MNo quoteNo quote
84ICEIntercontinental Exchange Ange COM0.01%-13,430$2.19M$163.07No quote
85COCOCorinthian Colleges Inc COM0.01%-1,000,000$2.11M$2.10No quote
86DTVDirectTV COM0.01%-34,264$1.94MNo quoteNo quote
87WPOWashington Post - Class B COM0.01%-4,323$1.93MNo quoteNo quote
88FITBFifth Third Bancorp COM0.01%-114,508$1.87M$16.31No quote
89HDHome Depot COM0.01%-26,503$1.85M$69.77No quote
90RDSARoyal Dutch Shell PLC Spon ADR COM0.01%-27,903$1.82MNo quoteNo quote
91MSFTMicrosoft COM0.01%-62,961$1.8M$28.61No quote
92CPLACapella Education Co. COM0.01%-56,870$1.77MNo quoteNo quote
93CVSCVS Corp. COM0.01%-26,155$1.44M$54.98No quote
94HTLDHeartland Express COM0.01%-101,057$1.35M$13.34No quote
95LIILennox International Inc. COM0.01%-20,971$1.33M$63.47No quote
96JNJJohnson & Johnson COM0.01%-14,765$1.2M$81.54No quote
97KRFTKraft Foods Group Inc. COM0.01%-19,271$993KNo quoteNo quote
98STISuntrust Banks COM0.01%-31,203$899KNo quoteNo quote
99SHWSherwin Williams Co. COM0.01%-5,307$896K$168.83No quote
100USBU.S. Bancorp New - Del. COM0.01%-26,264$891K$33.92No quote
101JPMJP Morgan Chase & Co. COM0.01%-17,193$816K$47.46No quote
102AEPAmerican Electric Power COM0.00%-15,300$744K$48.63No quote
103TGTTarget Corp COM0.00%-10,857$743K$68.44No quote
104AAPLApple Computer COM0.00%-1,650$730K$442.42No quote
105APEIAmerican Public Ed Inc COM0.00%-20,745$724K$34.90No quote
106HDBHDFC Bank Ltd ADR Repstg 3 Shs COM0.00%-18,310$685K$37.41No quote
107ZTSZoetis Inc. COM0.00%-20,000$668K$33.40No quote
108ACGLArch Capital Group Ltd COM0.00%-12,588$662K$52.59No quote
109CVXChevronTexaco Corp COM0.00%-5,468$650K$118.87No quote
110VALVShengkai Innovations Inc COM0.00%-756,138$639KNo quoteNo quote
111ROPRoper Industries Inc New COM0.00%-4,315$549K$127.23No quote
112HIWHighwoods Properties Inc COM0.00%-13,050$516KNo quoteNo quote
113LUKLeucadia Nat'l COM0.00%-16,471$452KNo quoteNo quote
114IEXIdex Corp COM0.00%-7,985$427K$53.48No quote
115RSGRepublic Services Inc Cl A COM0.00%-12,775$422KNo quoteNo quote
116ADPAutomatic Data Processing COM0.00%-6,011$391K$65.05No quote
117BBBYQBed Bath & Beyond Inc COM0.00%-6,030$388KNo quoteNo quote
118RYAAYRyanair Hldgs PLC Spon ADR COM0.00%-8,838$369K$41.75No quote
119ESRXExpress Scripts Holding Co. COM0.00%-5,757$332KNo quoteNo quote
120LOWLowe's Companies COM0.00%-8,514$323K$37.94No quote
121SRCLStericycle Inc. COM0.00%-3,000$319KNo quoteNo quote
122TROWPrice T Rowe Group Inc COM0.00%-4,110$308K$74.94No quote
123INTCIntel Corp COM0.00%-13,882$303K$21.83No quote
124CMCSKComcast Corp. Spl Cl A COM0.00%-7,474$296KNo quoteNo quote
125SEICSEI Investments Co COM0.00%-10,000$289K$28.90No quote
126ENREnergizer Holdings Inc COM0.00%-2,782$277K$99.57No quote
127WPPWPP PLC New ADR COM0.00%-3,408$273KNo quoteNo quote
128CCitigroup Inc COM0.00%-6,146$272K$44.26No quote
129PFEPfizer COM0.00%-9,147$264K$28.86No quote
130RHIRobert Half Internat'l COM0.00%-7,000$263K$37.57No quote
131EMREmerson Electric COM0.00%-4,620$258K$55.84No quote
132LMTLockheed Martin Corp. COM0.00%-2,550$246K$96.47No quote
133BPBP Amoco PLC ADR COM0.00%-5,762$244K$42.35No quote
134-Jardine Matheson Hldgs (U . COMCUSIP G507361000.00%-3,600$230KNo quoteNo quote
135-Verizon Communications COMCUSIP 0778531090.00%-4,500$221KNo quoteNo quote
136BDXBecton Dickinson & Co. COM0.00%-2,272$217K$95.51No quote
137DUKDuke Energy Corporation -Hldg COM0.00%-2,964$215KNo quoteNo quote
138CLColgate Palmolive Co. COM0.00%-1,811$214K$118.17No quote
139AMATApplied Materials COM0.00%-15,717$212K$13.49No quote
140BACBank of America Corp COM0.00%-16,648$203K$12.19No quote
141CUZCousins Properties Inc. COM0.00%-12,826$137K$10.68No quote
142NXIPRCNuveen Ohio Divid Adv Mun FD P PRF0.00%-10,000$101KNo quoteNo quote
143MEGMedia General - Class A COM0.00%-10,000$59KNo quoteNo quote
145YBTVQYoung Broadcasting Inc Cl A COM0.00%-144,865$0No quoteNo quote
144BUERFBlue Earth Refineries COM0.00%-15,000$0No quoteNo quote