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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.

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

Live quotes available for 97 of 158 rows. Rows without a quote are marked unavailable.

1VRXValeant Pharmaceuticals Intern21.46%Reduce -0.3%34,647,147$3.61BNo quoteNo quote
2BRK-ABerkshire Hathaway - Cl A10.83%Reduce -0.1%10,710$1.83B$170409.99No quote
3TJXTJX Cos - New10.65%Reduce -0.2%31,806,794$1.79B$56.39No quote
4FASTFastenal Co6.18%Reduce -0.0%20,726,836$1.04B$50.27No quote
5PCPPrecision Castparts Corp4.25%Add +0.0%3,150,357$715.89MNo quoteNo quote
6GOOGLGoogle Inc Cl A3.45%Reduce -1.9%663,811$581.44M$875.91No quote
7IDXXIdexx Laboratories Corp.3.16%Reduce -0.1%5,344,172$532.55M$99.65No quote
8BRK-BBerkshire Hathaway - Cl B3.15%Add +0.3%4,682,107$531.47M$113.51No quote
9AAPAdvance Auto Parts3.04%Reduce -1.0%6,188,254$511.65M$82.68No quote
10ORLYO Reilly Automotive Inc2.78%Add +0.0%3,674,572$468.84M$127.59No quote
11MHKMohawk Industries2.26%Reduce -23.2%2,926,547$381.18M$130.25No quote
12MAMastercard Inc2.19%Reduce -0.5%547,585$368.4M$672.78No quote
13IBMIBM1.65%Reduce -0.1%1,503,173$278.36M$185.18No quote
14WKCWorld Fuel Services Corp1.46%Reduce -1.6%6,601,729$246.31MNo quoteNo quote
15PXPraxair1.38%Add +0.0%1,927,796$231.74MNo quoteNo quote
16WATWaters Corp1.33%Reduce -0.1%2,116,927$224.84M$106.21No quote
17PRGOPerrigo Co1.30%Add +2.4%1,781,038$219.74M$123.38No quote
18VVisa Inc Class A1.30%Reduce -0.1%1,147,628$219.31M$191.10No quote
19RRCRange Resources Corp1.30%Reduce -4.2%2,881,450$218.67M$75.89No quote
20GSGoldman Sachs Group Inc1.29%Reduce -1.5%1,377,488$217.93M$158.21No quote
21SIROSirona Dental Systems Inc1.17%Reduce -0.0%2,954,817$197.77MNo quoteNo quote
22OMCOmnicom Group1.11%Reduce -0.3%2,955,727$187.51M$63.44No quote
23WMTWal-Mart Stores1.01%Reduce -0.7%2,310,542$170.89M$73.96No quote
24TIFTiffany & Co0.99%Reduce -0.0%2,171,601$166.39MNo quoteNo quote
25PRIPrimerica Inc0.89%-3,720,625$150.09M$40.34No quote
26JECJacobs Engineering Group Inc0.68%Reduce -0.1%1,970,658$114.65MNo quoteNo quote
27AXPAmerican Express0.63%Add +3.4%1,407,450$106.29M$75.52No quote
28DHRDanaher Corp.0.61%Add +0.0%1,489,687$103.27M$69.32No quote
29TRMBTrimble Navigation Ltd.0.61%Add +0.0%3,468,870$103.06M$29.71No quote
30RBARitchie Bros Auctioneers Inc0.54%Reduce -4.1%4,546,967$91.76MNo quoteNo quote
31BROBrown & Brown Inc.0.53%Reduce -0.2%2,793,771$89.68M$32.10No quote
32COSTCostco Wholesale Corp0.51%Reduce -0.2%742,898$85.56M$115.17No quote
33ORCLOracle Corp.0.44%Add +194.7%2,246,918$74.53M$33.17No quote
34SWNSouthwestern Energy Co0.43%Add +99.7%2,003,475$72.89MNo quoteNo quote
35CHKChesapeake Energy Corp0.40%-2,605,605$67.43MNo quoteNo quote
36EMEEmcor Group Inc0.39%Reduce -1.7%1,679,488$65.72M$39.13No quote
37IACIDIAC Interactivecorp0.39%Add +200.0%1,200,010$65.61MNo quoteNo quote
38KOCoca Cola Co.0.28%Add +47.0%1,238,600$46.92M$37.88No quote
39WSTWest Pharmaceutical Svcs Inc C0.26%Add +92.6%1,080,813$44.48M$41.15No quote
40PXDPioneer Natural Resources Co.0.26%Reduce -22.9%232,360$43.87MNo quoteNo quote
41WPXWPX Energy Inc.0.23%New2,000,000$38.52MNo quoteNo quote
42MHPMcGraw Hill0.20%Add +13099.0%506,840$33.24MNo quoteNo quote
43IBKRInteractive Brokers Group Inc0.19%Add +243.4%1,736,264$32.59M$18.77No quote
44ATHNAthenahealth Inc.0.19%-300,000$32.58MNo quoteNo quote
45AONAon PLC0.19%-426,650$31.76M$74.44No quote
46CFXColfax Corp0.17%-503,400$28.44MNo quoteNo quote
47KFTMondelez International0.16%Reduce -20.6%843,343$26.5MNo quoteNo quote
48CNQCanadian Natural Resources0.16%Add +0.1%832,019$26.16M$31.44No quote
49QCOMQualcomm Inc0.12%Add +0.1%301,282$20.28M$67.32No quote
50PEPPepsiCo0.09%Add +220.1%189,135$15.04M$79.50No quote
51EXPDExpeditors Int'l of Wash. Inc.0.09%Add +3.0%329,487$14.52M$44.06No quote
52PGProcter & Gamble0.08%Add +44.2%184,489$13.95M$75.59No quote
53MCDMcDonalds0.08%Add +89.9%137,256$13.21M$96.21No quote
54GLREGreenlight Capital Re Ltd Cl A0.07%-441,764$12.56MNo quoteNo quote
55CTSHCognizant Technology Solutions0.07%Reduce -2.6%150,950$12.4M$82.12No quote
56UPLUltra Petroleum Corp.0.06%-501,940$10.33MNo quoteNo quote
57GISGeneral Mills0.06%New200,447$9.61M$47.92No quote
58PMPhilip Morris Intl Inc.0.05%-101,425$8.78M$86.59No quote
59LLTCLinear Technology Group0.05%Reduce -0.4%212,805$8.44MNo quoteNo quote
60GWAYGreenway Medical Technologies0.05%New396,690$8.19MNo quoteNo quote
61KKellogg Co.0.05%New138,500$8.13MNo quoteNo quote
62MANManpower0.05%Reduce -81.9%109,023$7.93M$72.74No quote
63XOMExxon Mobil Corp0.05%Reduce -0.1%91,401$7.86M$86.04No quote
64NVONovo Nordisk A/S ADR0.04%Add +13.1%39,186$6.63M$169.22No quote
65KMBKimberly Clark0.04%New70,300$6.62M$94.22No quote
66JNJJohnson & Johnson0.04%Add +420.7%74,495$6.46M$86.69No quote
67CATCaterpillar0.03%Reduce -0.0%70,511$5.88M$83.41No quote
68GEGeneral Electric0.03%Add +0.0%243,191$5.81M$23.89No quote
69COPConocoPhillips0.03%New79,834$5.55M$69.51No quote
70ESGREnstar Group Inc GA0.03%Reduce -20.0%40,000$5.46MNo quoteNo quote
71ZTSZoetis Inc.0.03%Add +768.0%173,973$5.41M$31.12No quote
725109REGPactera Technology Intl Ltd Sp0.03%Reduce -8.6%914,500$5.39MNo quoteNo quote
73CRESYCresud SACIFYA Spon ADR Repstg0.03%-605,247$5.28MNo quoteNo quote
74UNPUnion Pacific0.03%Reduce -0.1%32,713$5.08M$155.35No quote
75REXIResource America Inc Cl A0.03%Reduce -24.2%603,180$4.84MNo quoteNo quote
76SRMLFStorm Resources Ltd.0.03%-1,325,600$4.59MNo quoteNo quote
77DHXDice Holdings Inc0.03%-500,000$4.26MNo quoteNo quote
78VRSKVerisk Analytics Class A0.02%Reduce -7.6%63,583$4.13M$64.95No quote
79PGRProgressive Corp. Ohio0.02%Add +0.4%139,013$3.79M$27.23No quote
80WFCWells Fargo & Co. New0.02%Reduce -0.1%89,725$3.71M$41.32No quote
81DDDu Pont E I De Nemours & Co.0.02%Add +1246.7%55,955$3.28M$58.56No quote
82RYRoyal Bk CDA Montreal Que0.02%New50,400$3.24MNo quoteNo quote
83DISDisney Walt0.02%Add +0.6%49,422$3.19M$64.49No quote
84PAMPampa Hldgs SA Spon GDR Reg S0.02%-605,980$3.03MNo quoteNo quote
85MOAltria Group Inc0.02%-85,624$2.94M$34.35No quote
86ICEIntercontinental Exchange Ange0.01%-13,430$2.44M$181.38No quote
87PSXPhillips 660.01%New40,355$2.33M$57.81No quote
88KWKQuicksilver Resources Inc0.01%-1,178,000$2.32MNo quoteNo quote
89COCOCorinthian Colleges Inc0.01%-1,000,000$2.2M$2.20No quote
90MSFTMicrosoft0.01%Reduce -0.3%64,389$2.14M$33.28No quote
91FITBFifth Third Bancorp0.01%-114,508$2.07M$18.05No quote
92DTVDirectTV0.01%Add +0.2%34,324$2.05MNo quoteNo quote
93HDHome Depot0.01%Add +1.7%26,953$2.04M$75.84No quote
94WPOWashington Post - Class B0.01%Reduce -24.9%3,248$1.99MNo quoteNo quote
95EIXEdison International0.01%Reduce -7.3%42,900$1.98MNo quoteNo quote
96RDSARoyal Dutch Shell PLC Spon ADR0.01%Reduce -2.9%27,104$1.78MNo quoteNo quote
97BITABitauto Holdings LTD0.01%Reduce -92.6%100,000$1.61MNo quoteNo quote
98LIILennox International Inc.0.01%Reduce -3.6%20,209$1.52M$75.26No quote
99CVSCVS Corp.0.01%Add +7.3%25,929$1.47M$56.73No quote
100HTLDHeartland Express0.01%-101,057$1.43M$14.19No quote
101STISuntrust Banks0.01%-31,203$1.01MNo quoteNo quote
102CNQRConcur Technologies Inc0.01%Reduce -97.1%8,974$992KNo quoteNo quote
103SHWSherwin Williams Co.0.01%-5,307$967K$182.21No quote
104USBU.S. Bancorp New - Del.0.01%-26,264$961K$36.59No quote
105KRFTKraft Foods Group Inc.0.01%Reduce -6.4%18,038$947KNo quoteNo quote
106JPMJP Morgan Chase & Co.0.01%Reduce -0.6%17,784$919K$51.68No quote
107AAPLApple Computer0.01%Add +8.2%1,785$851K$476.75No quote
108TGTTarget Corp0.01%Add +24.1%13,054$835K$63.97No quote
109CVXChevronTexaco Corp0.00%Add +0.9%5,718$695K$121.55No quote
110AEPAmerican Electric Power0.00%-15,300$663K$43.33No quote
111ACGLArch Capital Group Ltd0.00%-11,988$649K$54.14No quote
112ROPRoper Industries Inc New0.00%-4,465$593K$132.81No quote
113HDBHDFC Bank Ltd ADR Repstg 3 Shs0.00%Reduce -0.1%18,291$563K$30.78No quote
114IEXIdex Corp0.00%-7,985$521K$65.25No quote
115LOWLowe's Companies0.00%Add +12.5%10,364$493K$47.57No quote
116BBBYQBed Bath & Beyond Inc0.00%-6,030$466KNo quoteNo quote
117LUKLeucadia Nat'l0.00%-16,471$449KNo quoteNo quote
118RYAAYRyanair Hldgs PLC Spon ADR0.00%Reduce -0.1%8,821$439K$49.77No quote
119ADPAutomatic Data Processing0.00%-6,011$435K$72.37No quote
120RSGRepublic Services Inc Cl A0.00%-12,775$426KNo quoteNo quote
121ESRXExpress Scripts Holding Co.0.00%Add +3.5%5,957$368KNo quoteNo quote
122WPPWPP PLC New ADR0.00%-3,408$351KNo quoteNo quote
123SRCLStericycle Inc.0.00%-3,000$346KNo quoteNo quote
124LMTLockheed Martin Corp.0.00%-2,550$325K$127.45No quote
125CMCSKComcast Corp. Spl Cl A0.00%-7,474$324KNo quoteNo quote
126INTCIntel Corp0.00%Reduce -1.1%13,732$315K$22.94No quote
127SEICSEI Investments Co0.00%-10,000$309K$30.90No quote
128TAT&T Inc0.00%Add +60.2%9,052$306K$33.80No quote
129PFEPfizer0.00%-10,422$299K$28.69No quote
130CCitigroup Inc0.00%Reduce -1.6%6,046$293K$48.46No quote
131TROWPrice T Rowe Group Inc0.00%Reduce -1.6%4,045$291K$71.94No quote
132-Verizon CommunicationsCUSIP 0778531090.00%Add +23.3%6,135$286KNo quoteNo quote
133EMREmerson Electric0.00%Add +3.5%4,370$283K$64.76No quote
134DVNDevon Energy Corporation New0.00%-4,745$274K$57.74No quote
135RHIRobert Half Internat'l0.00%-7,000$273K$39.00No quote
136ENREnergizer Holdings Inc0.00%-2,782$254K$91.30No quote
137SLBSchlumberger Ltd0.00%New2,849$252K$88.45No quote
138BACBank of America Corp0.00%Reduce -1.2%17,432$241K$13.83No quote
139AMATApplied Materials0.00%-13,692$240K$17.53No quote
140MMM3M Company0.00%-1,958$234K$119.51No quote
141BPBP Amoco PLC ADR0.00%Reduce -3.7%5,548$233K$42.00No quote
142BDXBecton Dickinson & Co.0.00%-2,272$227K$99.91No quote
143CLColgate Palmolive Co.0.00%Reduce -2.0%3,548$210K$59.19No quote
144TECHTechne Corp0.00%New2,540$203K$79.92No quote
145MEGMedia General - Class A0.00%-10,000$143KNo quoteNo quote
158YBTVQYoung Broadcasting Inc Cl A0.00%-144,865$0No quoteNo quote
157TKRTimken Co.-Sold0$0No quoteNo quote
156SLTMSolta Med Inc.-Sold0$0No quoteNo quote
155NUOPRCNuveen Ohio Quality Income Mun-Sold0$0No quoteNo quote
154MOVEMove Inc.-Sold0$0No quoteNo quote
153KMPKinder Morgan Energy Partners-Sold0$0No quoteNo quote
152HIWHighwoods Properties Inc-Sold0$0No quoteNo quote
151DUKDuke Energy Corporation -Hldg-Sold0$0No quoteNo quote
150CUZCousins Properties Inc.-Sold0$0No quoteNo quote
149BUERFBlue Earth Refineries0.00%-15,000$0No quoteNo quote
148APAApache Corp-Sold0$0No quoteNo quote
147APEIAmerican Public Ed Inc-Sold0$0No quoteNo quote
146-***Jardine Matheson Hldgs (U$.CUSIP G50736100-Sold0$0No quoteNo quote