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.
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Updated 2026-09-19 from SEC 13F data.
Live quotes available for 95 of 156 rows. Rows without a quote are marked unavailable.
| 1 | VRX | Valeant Pharmaceuticals Intern | 19.25% | Add +0.1% | 34,738,116 | $2.99B | No quote | No quote |
| 2 | BRK-A | Berkshire Hathaway - Cl A | 11.64% | Reduce -0.8% | 10,723 | $1.81B | $168600.02 | No quote |
| 3 | TJX | TJX Cos - New | 10.28% | Reduce -0.1% | 31,882,238 | $1.6B | $50.06 | No quote |
| 4 | FAST | Fastenal Co | 6.11% | Reduce -0.1% | 20,736,118 | $949.51M | $45.79 | No quote |
| 5 | PCP | Precision Castparts Corp | 4.58% | Add +0.2% | 3,149,345 | $711.78M | No quote | No quote |
| 6 | GOOGL | Google Inc Cl A | 3.83% | Reduce -0.0% | 676,559 | $595.62M | $880.37 | No quote |
| 7 | BRK-B | Berkshire Hathaway - Cl B | 3.36% | Add +0.4% | 4,669,282 | $522.59M | $111.92 | No quote |
| 8 | AAP | Advance Auto Parts | 3.27% | Reduce -13.5% | 6,250,587 | $507.36M | $81.17 | No quote |
| 9 | IDXX | Idexx Laboratories Corp. | 3.09% | Add +1.2% | 5,351,762 | $480M | $89.69 | No quote |
| 10 | MHK | Mohawk Industries | 2.76% | Reduce -41.7% | 3,808,438 | $428.41M | $112.49 | No quote |
| 11 | ORLY | O Reilly Automotive Inc | 2.66% | Add +0.1% | 3,673,206 | $413.68M | $112.62 | No quote |
| 12 | MA | Mastercard Inc | 2.04% | Add +0.0% | 550,412 | $316.21M | $574.50 | No quote |
| 13 | IBM | IBM | 1.85% | Add +0.8% | 1,505,108 | $287.64M | $191.11 | No quote |
| 14 | WKC | World Fuel Services Corp | 1.73% | Add +0.2% | 6,705,937 | $268.1M | No quote | No quote |
| 15 | RRC | Range Resources Corp | 1.50% | Add +20.1% | 3,006,450 | $232.46M | $77.32 | No quote |
| 16 | PX | Praxair | 1.43% | Add +0.1% | 1,927,780 | $222M | No quote | No quote |
| 17 | WAT | Waters Corp | 1.36% | Reduce -0.1% | 2,118,237 | $211.93M | $100.05 | No quote |
| 18 | GS | Goldman Sachs Group Inc | 1.36% | Reduce -0.8% | 1,398,951 | $211.59M | $151.25 | No quote |
| 19 | PRGO | Perrigo Co | 1.35% | Add +0.1% | 1,738,598 | $210.37M | $121.00 | No quote |
| 20 | V | Visa Inc Class A | 1.35% | Add +0.0% | 1,148,351 | $209.86M | $182.75 | No quote |
| 21 | SIRO | Sirona Dental Systems Inc | 1.25% | Add +0.8% | 2,955,980 | $194.74M | No quote | No quote |
| 22 | OMC | Omnicom Group | 1.20% | Reduce -0.2% | 2,965,726 | $186.46M | $62.87 | No quote |
| 23 | WMT | Wal-Mart Stores | 1.12% | Reduce -0.6% | 2,327,768 | $173.4M | $74.49 | No quote |
| 24 | TIF | Tiffany & Co | 1.02% | Add +0.0% | 2,171,952 | $158.21M | No quote | No quote |
| 25 | PRI | Primerica Inc | 0.90% | - | 3,720,625 | $139.3M | $37.44 | No quote |
| 26 | JEC | Jacobs Engineering Group Inc | 0.70% | Add +0.1% | 1,972,624 | $108.75M | No quote | No quote |
| 27 | AXP | American Express | 0.66% | Add +0.6% | 1,361,063 | $101.75M | $74.76 | No quote |
| 28 | DHR | Danaher Corp. | 0.61% | Reduce -0.6% | 1,489,155 | $94.26M | $63.30 | No quote |
| 29 | RBA | Ritchie Bros Auctioneers Inc | 0.59% | Reduce -0.1% | 4,741,552 | $91.13M | No quote | No quote |
| 30 | BRO | Brown & Brown Inc. | 0.58% | Reduce -0.1% | 2,798,246 | $90.22M | $32.24 | No quote |
| 31 | TRMB | Trimble Navigation Ltd. | 0.58% | Add +0.8% | 3,467,796 | $90.13M | $25.99 | No quote |
| 32 | COST | Costco Wholesale Corp | 0.53% | Add +0.6% | 744,517 | $82.32M | $110.57 | No quote |
| 33 | EME | Emcor Group Inc | 0.45% | Add +0.0% | 1,708,378 | $69.45M | $40.65 | No quote |
| 34 | CHK | Chesapeake Energy Corp | 0.34% | Reduce -0.1% | 2,605,605 | $53.1M | No quote | No quote |
| 35 | TKR | Timken Co. | 0.33% | Reduce -2.8% | 914,255 | $51.45M | $56.28 | No quote |
| 36 | PXD | Pioneer Natural Resources Co. | 0.28% | New | 301,360 | $43.62M | No quote | No quote |
| 37 | WST | West Pharmaceutical Svcs Inc C | 0.25% | Add +0.1% | 561,131 | $39.43M | $70.26 | No quote |
| 38 | SWN | Southwestern Energy Co | 0.24% | New | 1,003,475 | $36.66M | No quote | No quote |
| 39 | KO | Coca Cola Co. | 0.22% | Reduce -1.1% | 842,331 | $33.79M | $40.11 | No quote |
| 40 | MAN | Manpower | 0.21% | - | 603,480 | $33.07M | $54.80 | No quote |
| 41 | KFT | Mondelez International | 0.20% | Reduce -48.6% | 1,061,938 | $30.3M | No quote | No quote |
| 42 | AON | Aon PLC | 0.18% | - | 426,650 | $27.46M | $64.35 | No quote |
| 43 | CFX | Colfax Corp | 0.17% | - | 503,400 | $26.23M | No quote | No quote |
| 44 | ATHN | Athenahealth Inc. | 0.16% | - | 300,000 | $25.42M | No quote | No quote |
| 45 | APA | Apache Corp | 0.16% | Add +0.1% | 301,971 | $25.31M | $83.83 | No quote |
| 46 | CNQR | Concur Technologies Inc | 0.16% | - | 310,579 | $25.28M | No quote | No quote |
| 47 | CNQ | Canadian Natural Resources | 0.15% | Add +1.0% | 831,596 | $23.5M | $28.26 | No quote |
| 48 | ORCL | Oracle Corp. | 0.15% | Add +8.8% | 762,393 | $23.41M | $30.71 | No quote |
| 49 | IACID | IAC Interactivecorp | 0.12% | - | 400,000 | $19.03M | No quote | No quote |
| 50 | QCOM | Qualcomm Inc | 0.12% | Add +0.1% | 300,982 | $18.39M | $61.09 | No quote |
| 51 | BITA | Bitauto Holdings LTD | 0.10% | Reduce -12.4% | 1,350,000 | $14.81M | No quote | No quote |
| 52 | EXPD | Expeditors Int'l of Wash. Inc. | 0.08% | Reduce -6.5% | 319,746 | $12.16M | $38.04 | No quote |
| 53 | GLRE | Greenlight Capital Re Ltd Cl A | 0.07% | - | 441,764 | $10.84M | No quote | No quote |
| 54 | UPL | Ultra Petroleum Corp. | 0.06% | - | 501,940 | $9.95M | No quote | No quote |
| 55 | PG | Procter & Gamble | 0.06% | Add +0.6% | 127,951 | $9.85M | $76.99 | No quote |
| 56 | CTSH | Cognizant Technology Solutions | 0.06% | - | 154,950 | $9.71M | $62.64 | No quote |
| 57 | PM | Philip Morris Intl Inc. | 0.06% | - | 101,425 | $8.79M | $86.62 | No quote |
| 58 | XOM | Exxon Mobil Corp | 0.05% | Reduce -2.3% | 91,451 | $8.26M | $90.35 | No quote |
| 59 | IBKR | Interactive Brokers Group Inc | 0.05% | New | 505,612 | $8.08M | $15.97 | No quote |
| 60 | LLTC | Linear Technology Group | 0.05% | Reduce -3.9% | 213,733 | $7.87M | No quote | No quote |
| 61 | MCD | McDonalds | 0.05% | Add +0.3% | 72,286 | $7.16M | $99.00 | No quote |
| 62 | REXI | Resource America Inc Cl A | 0.04% | - | 796,000 | $6.77M | No quote | No quote |
| 63 | 5109REG | Pactera Technology Intl Ltd Sp | 0.04% | - | 1,000,000 | $6.75M | No quote | No quote |
| 64 | ESGR | Enstar Group Inc GA | 0.04% | - | 50,000 | $6.65M | No quote | No quote |
| 65 | CAT | Caterpillar | 0.04% | - | 70,542 | $5.82M | $82.49 | No quote |
| 66 | GE | General Electric | 0.04% | Add +0.5% | 243,128 | $5.64M | $23.19 | No quote |
| 67 | SLTM | Solta Med Inc. | 0.04% | - | 2,386,937 | $5.44M | No quote | No quote |
| 68 | NVO | ***Novo Nordisk A/S ADR | 0.03% | New | 34,640 | $5.37M | $154.97 | No quote |
| 69 | UNP | Union Pacific | 0.03% | - | 32,763 | $5.06M | $154.29 | No quote |
| 70 | PEP | PepsiCo | 0.03% | Reduce -7.7% | 59,089 | $4.83M | $81.79 | No quote |
| 71 | DHX | Dice Holdings Inc | 0.03% | - | 500,000 | $4.61M | No quote | No quote |
| 72 | CRESY | Cresud SACIFYA Spon ADR Repstg | 0.03% | - | 605,247 | $4.5M | No quote | No quote |
| 73 | VRSK | Verisk Analytics Class A | 0.03% | Add +0.0% | 68,825 | $4.11M | $59.70 | No quote |
| 74 | WFC | Wells Fargo & Co. New | 0.02% | Add +1.5% | 89,850 | $3.71M | $41.27 | No quote |
| 75 | PGR | Progressive Corp. Ohio | 0.02% | Reduce -3.7% | 138,447 | $3.52M | $25.42 | No quote |
| 76 | SRMLF | Storm Resources Ltd. | 0.02% | Add +21.6% | 1,325,600 | $3.4M | No quote | No quote |
| 77 | MOVE | Move Inc. | 0.02% | - | 249,111 | $3.19M | No quote | No quote |
| 78 | DIS | Disney Walt | 0.02% | - | 49,122 | $3.1M | $63.15 | No quote |
| 79 | MO | Altria Group Inc | 0.02% | - | 85,624 | $3M | $34.99 | No quote |
| 80 | ICE | Intercontinental Exchange Ange | 0.02% | - | 13,430 | $2.39M | $177.74 | No quote |
| 81 | COCO | Corinthian Colleges Inc | 0.01% | - | 1,000,000 | $2.24M | $2.24 | No quote |
| 83 | MSFT | Microsoft | 0.01% | Add +2.5% | 64,561 | $2.23M | $34.54 | No quote |
| 82 | EIX | Edison International | 0.01% | - | 46,300 | $2.23M | No quote | No quote |
| 84 | DTV | DirectTV | 0.01% | - | 34,264 | $2.11M | No quote | No quote |
| 85 | WPO | Washington Post - Class B | 0.01% | - | 4,323 | $2.09M | No quote | No quote |
| 86 | FITB | Fifth Third Bancorp | 0.01% | - | 114,508 | $2.07M | $18.05 | No quote |
| 87 | HD | Home Depot | 0.01% | - | 26,503 | $2.05M | $77.46 | No quote |
| 88 | KWK | Quicksilver Resources Inc | 0.01% | - | 1,178,000 | $1.98M | No quote | No quote |
| 89 | PAM | Pampa Hldgs SA Spon GDR Reg S | 0.01% | - | 605,980 | $1.96M | No quote | No quote |
| 90 | RDSA | Royal Dutch Shell PLC Spon ADR | 0.01% | - | 27,903 | $1.78M | No quote | No quote |
| 91 | HTLD | Heartland Express | 0.01% | - | 101,057 | $1.4M | $13.87 | No quote |
| 92 | CVS | CVS Corp. | 0.01% | Reduce -7.7% | 24,155 | $1.38M | $57.17 | No quote |
| 93 | LII | Lennox International Inc. | 0.01% | - | 20,971 | $1.35M | $64.52 | No quote |
| 94 | JNJ | Johnson & Johnson | 0.01% | Reduce -3.1% | 14,307 | $1.23M | $85.83 | No quote |
| 95 | KRFT | Kraft Foods Group Inc. | 0.01% | - | 19,271 | $1.08M | No quote | No quote |
| 96 | STI | Suntrust Banks | 0.01% | - | 31,203 | $985K | No quote | No quote |
| 97 | USB | U.S. Bancorp New - Del. | 0.01% | - | 26,264 | $949K | $36.13 | No quote |
| 98 | JPM | JP Morgan Chase & Co. | 0.01% | Add +4.1% | 17,893 | $945K | $52.81 | No quote |
| 99 | SHW | Sherwin Williams Co. | 0.01% | - | 5,307 | $937K | $176.56 | No quote |
| 100 | APEI | American Public Ed Inc | 0.01% | - | 20,745 | $771K | $37.17 | No quote |
| 101 | TGT | Target Corp | 0.00% | Reduce -3.1% | 10,519 | $724K | $68.83 | No quote |
| 102 | AEP | American Electric Power | 0.00% | - | 15,300 | $685K | $44.77 | No quote |
| 103 | CVX | ChevronTexaco Corp | 0.00% | Add +3.7% | 5,668 | $671K | $118.38 | No quote |
| 104 | HDB | HDFC Bank Ltd ADR Repstg 3 Shs | 0.00% | - | 18,310 | $664K | $36.26 | No quote |
| 105 | AAPL | Apple Computer | 0.00% | - | 1,650 | $654K | $396.36 | No quote |
| 106 | ZTS | Zoetis Inc. | 0.00% | Add +0.2% | 20,044 | $619K | $30.88 | No quote |
| 107 | ACGL | Arch Capital Group Ltd | 0.00% | Reduce -4.8% | 11,988 | $616K | $51.38 | No quote |
| 108 | ROP | Roper Industries Inc New | 0.00% | Add +3.5% | 4,465 | $555K | $124.30 | No quote |
| 109 | HIW | Highwoods Properties Inc | 0.00% | - | 13,050 | $465K | No quote | No quote |
| 110 | RYAAY | Ryanair Hldgs PLC Spon ADR | 0.00% | Reduce -0.1% | 8,827 | $455K | $51.55 | No quote |
| 111 | RSG | Republic Services Inc Cl A | 0.00% | - | 12,775 | $434K | No quote | No quote |
| 112 | LUK | Leucadia Nat'l | 0.00% | - | 16,471 | $432K | No quote | No quote |
| 113 | IEX | Idex Corp | 0.00% | - | 7,985 | $430K | $53.85 | No quote |
| 114 | BBBYQ | Bed Bath & Beyond Inc | 0.00% | - | 6,030 | $428K | No quote | No quote |
| 115 | ADP | Automatic Data Processing | 0.00% | - | 6,011 | $414K | $68.87 | No quote |
| 116 | LOW | Lowe's Companies | 0.00% | Add +8.2% | 9,214 | $377K | $40.92 | No quote |
| 117 | ESRX | Express Scripts Holding Co. | 0.00% | - | 5,757 | $355K | No quote | No quote |
| 118 | INTC | Intel Corp | 0.00% | - | 13,882 | $336K | $24.20 | No quote |
| 119 | SRCL | Stericycle Inc. | 0.00% | - | 3,000 | $331K | No quote | No quote |
| 120 | TROW | Price T Rowe Group Inc | 0.00% | - | 4,110 | $301K | $73.24 | No quote |
| 121 | CMCSK | Comcast Corp. Spl Cl A | 0.00% | - | 7,474 | $296K | No quote | No quote |
| 122 | C | Citigroup Inc | 0.00% | - | 6,146 | $295K | $48.00 | No quote |
| 123 | PFE | Pfizer | 0.00% | Add +13.9% | 10,422 | $292K | $28.02 | No quote |
| 124 | WPP | WPP PLC New ADR | 0.00% | - | 3,408 | $291K | No quote | No quote |
| 125 | SEIC | SEI Investments Co | 0.00% | - | 10,000 | $284K | $28.40 | No quote |
| 126 | ENR | Energizer Holdings Inc | 0.00% | - | 2,782 | $280K | $100.65 | No quote |
| 127 | LMT | Lockheed Martin Corp. | 0.00% | - | 2,550 | $277K | $108.63 | No quote |
| 128 | - | Verizon CommunicationsCUSIP 077853109 | 0.00% | Add +10.6% | 4,975 | $250K | No quote | No quote |
| 129 | DVN | Devon Energy Corporation New | 0.00% | New | 4,745 | $246K | $51.84 | No quote |
| 130 | BP | BP Amoco PLC ADR | 0.00% | - | 5,762 | $241K | $41.83 | No quote |
| 131 | RHI | Robert Half Internat'l | 0.00% | - | 7,000 | $233K | $33.29 | No quote |
| 132 | EMR | Emerson Electric | 0.00% | Reduce -8.7% | 4,220 | $230K | $54.50 | No quote |
| 133 | BAC | Bank of America Corp | 0.00% | Add +6.0% | 17,648 | $227K | $12.86 | No quote |
| 134 | BDX | Becton Dickinson & Co. | 0.00% | - | 2,272 | $225K | $99.03 | No quote |
| 135 | DD | Du Pont E I De Nemours & Co. | 0.00% | New | 4,155 | $218K | $52.47 | No quote |
| 136 | - | ***Jardine Matheson Hldgs (U$.CUSIP G50736100 | 0.00% | - | 3,600 | $216K | No quote | No quote |
| 137 | MMM | 3M Company | 0.00% | New | 1,958 | $214K | $109.30 | No quote |
| 138 | CL | Colgate Palmolive Co. | 0.00% | Add +100.0% | 3,622 | $208K | $57.43 | No quote |
| 139 | KMP | Kinder Morgan Energy Partners | 0.00% | New | 2,400 | $205K | No quote | No quote |
| 141 | MHP | McGraw Hill | 0.00% | New | 3,840 | $204K | No quote | No quote |
| 140 | AMAT | Applied Materials | 0.00% | Reduce -12.9% | 13,692 | $204K | $14.90 | No quote |
| 143 | DUK | Duke Energy Corporation -Hldg | 0.00% | - | 2,964 | $200K | No quote | No quote |
| 142 | T | AT&T Inc | 0.00% | New | 5,650 | $200K | $35.40 | No quote |
| 144 | CUZ | Cousins Properties Inc. | 0.00% | - | 12,826 | $130K | $10.14 | No quote |
| 145 | MEG | Media General - Class A | 0.00% | - | 10,000 | $110K | No quote | No quote |
| 146 | NUOPRC | Nuveen Ohio Quality Income Mun | 0.00% | New | 10,000 | $100K | No quote | No quote |
| 156 | YBTVQ | Young Broadcasting Inc Cl A | 0.00% | - | 144,865 | $0 | No quote | No quote |
| 155 | VALV | Shengkai Innovations Inc COM | - | Sold | 0 | $0 | No quote | No quote |
| 154 | NXIPRC | Nuveen Ohio Divid Adv Mun FD P PRF | - | Sold | 0 | $0 | No quote | No quote |
| 153 | JCP | JC Penney COM | - | Sold | 0 | $0 | No quote | No quote |
| 152 | FSLR | First Solar Inc COM | - | Sold | 0 | $0 | No quote | No quote |
| 151 | EG | Everest Re Group Ltd COM | - | Sold | 0 | $0 | No quote | No quote |
| 150 | GLW | Corning COM | - | Sold | 0 | $0 | No quote | No quote |
| 149 | CPLA | Capella Education Co. COM | - | Sold | 0 | $0 | No quote | No quote |
| 148 | BUERF | Blue Earth Refineries | 0.00% | - | 15,000 | $0 | No quote | No quote |
| 147 | APOL | Apollo Group Inc Cl A COM | - | Sold | 0 | $0 | No quote | No quote |