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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 99 of 155 rows. Rows without a quote are marked unavailable.

1VRXValeant Pharmaceuticals Intern22.40%Reduce -1.0%34,305,656$4.03BNo quoteNo quote
2TJXTJX Cos - New11.17%Reduce -0.9%31,508,583$2.01B$63.73No quote
3BRK-ABerkshire Hathaway - Cl A10.50%Reduce -0.9%10,610$1.89B$177900.00No quote
4FASTFastenal Co5.42%Reduce -1.1%20,508,329$974.35M$47.51No quote
5PCPPrecision Castparts Corp4.66%Reduce -1.2%3,113,652$838.51MNo quoteNo quote
6GOOGLGoogle Inc Cl A3.81%Reduce -7.9%611,648$685.48M$1120.71No quote
7BRK-BBerkshire Hathaway - Cl B3.15%Add +2.0%4,773,987$566M$118.56No quote
8IDXXIdexx Laboratories Corp.3.12%Reduce -1.4%5,271,088$560.69M$106.37No quote
9ORLYO Reilly Automotive Inc2.61%Reduce -0.7%3,648,850$469.64M$128.71No quote
10MAMastercard Inc2.53%Reduce -0.4%545,257$455.54M$835.46No quote
11MHKMohawk Industries2.36%Reduce -2.6%2,849,265$424.26M$148.90No quote
12RRCRange Resources Corp1.69%Add +25.2%3,606,450$304.06M$84.31No quote
13WKCWorld Fuel Services Corp1.56%Reduce -1.3%6,516,789$281.27MNo quoteNo quote
14IBMIBM1.55%Reduce -1.4%1,481,575$277.9M$187.57No quote
15PRGOPerrigo Co PLC1.51%New1,763,823$270.66M$153.45No quote
16VVisa Inc Class A1.40%Reduce -1.7%1,128,371$251.27M$222.68No quote
17PXPraxair1.38%Reduce -1.2%1,904,750$247.68MNo quoteNo quote
18GSGoldman Sachs Group Inc1.33%Reduce -2.0%1,349,236$239.17M$177.26No quote
19OMCOmnicom Group1.20%Reduce -2.2%2,890,516$214.97M$74.37No quote
20WATWaters Corp1.16%Reduce -1.5%2,084,496$208.45M$100.00No quote
21SIROSirona Dental Systems Inc1.15%Reduce -0.8%2,931,923$205.82MNo quoteNo quote
22TIFTiffany & Co1.11%Reduce -0.9%2,151,207$199.59MNo quoteNo quote
23AAPAdvance Auto Parts1.04%Reduce -72.8%1,682,394$186.21M$110.68No quote
24WMTWal-Mart Stores0.98%Reduce -3.0%2,241,354$176.37M$78.69No quote
25PRIPrimerica Inc0.89%-3,720,625$159.65M$42.91No quote
26SWNSouthwestern Energy Co0.72%Add +65.3%3,311,945$130.26MNo quoteNo quote
27AXPAmerican Express0.71%Reduce -0.1%1,406,404$127.6M$90.73No quote
28ORCLOracle Corp.0.69%Add +45.3%3,263,953$124.88M$38.26No quote
29JECJacobs Engineering Group Inc0.68%Reduce -0.9%1,953,113$123.03MNo quoteNo quote
30TRMBTrimble Navigation Ltd.0.66%Reduce -1.0%3,435,095$119.2M$34.70No quote
31DHRDanaher Corp.0.63%Reduce -1.2%1,471,269$113.58M$77.20No quote
32RBARitchie Bros Auctioneers Inc0.57%Reduce -1.6%4,471,936$102.54MNo quoteNo quote
33COSTCostco Wholesale Corp0.49%Add +0.0%743,147$88.45M$119.02No quote
34BROBrown & Brown Inc.0.47%Reduce -3.4%2,700,118$84.76M$31.39No quote
35IACIDIAC Interactivecorp0.46%-1,200,010$82.38MNo quoteNo quote
36EMEEmcor Group Inc0.40%Reduce 0.0%1,679,411$71.27M$42.44No quote
37WSTWest Pharmaceutical Svcs Inc C0.29%Reduce -1.2%1,068,129$52.4M$49.06No quote
38KOCoca Cola Co.0.27%Reduce -4.6%1,181,816$48.82M$41.31No quote
39IBKRInteractive Brokers Group Inc0.24%-1,736,264$42.26M$24.34No quote
40MHPMcGraw Hill0.22%-506,840$39.64MNo quoteNo quote
41CFXColfax Corp0.18%-503,400$32.06MNo quoteNo quote
42PXDPioneer Natural Resources Co.0.18%Reduce -25.8%172,360$31.73MNo quoteNo quote
43KFTMondelez International0.17%-843,343$29.77MNo quoteNo quote
44CNQCanadian Natural Resources0.15%Reduce -6.4%778,559$26.35M$33.84No quote
45QIHUQihoo 360 Technology Co. ADR0.14%New300,000$24.62MNo quoteNo quote
46QCOMQualcomm Inc0.12%-301,282$22.37M$74.25No quote
47ATHNAthenahealth Inc.0.11%Reduce -50.0%150,000$20.18MNo quoteNo quote
48PEPPepsiCo0.09%Add +0.0%189,160$15.69M$82.94No quote
49CTSHCognizant Technology Solutions0.08%-150,950$15.24M$100.98No quote
50PGProcter & Gamble0.08%-184,489$15.02M$81.41No quote
51GLREGreenlight Capital Re Ltd Cl A0.08%-441,764$14.89MNo quoteNo quote
52MCDMcDonalds0.07%-137,256$13.32M$97.03No quote
53EXPDExpeditors Int'l of Wash. Inc.0.07%Reduce -12.0%289,805$12.82M$44.25No quote
54NVONovo Nordisk A/S ADR0.06%Add +58.7%62,194$11.49M$184.76No quote
55AONAon PLC0.06%Reduce -68.4%134,700$11.3M$83.89No quote
56GISGeneral Mills0.06%-200,447$10M$49.91No quote
57XOMExxon Mobil Corp0.05%Reduce -0.9%90,543$9.16M$101.20No quote
58LLTCLinear Technology Group0.05%Reduce -6.2%199,673$9.1MNo quoteNo quote
59PMPhilip Morris Intl Inc.0.05%-101,425$8.84M$87.13No quote
60KKellogg Co.0.05%Reduce -2.5%135,000$8.24MNo quoteNo quote
61INWKInnerworkings Inc Com0.04%New1,000,000$7.79MNo quoteNo quote
62GEGeneral Electric0.04%Reduce -0.1%242,944$6.81M$28.03No quote
63JNJJohnson & Johnson0.04%Reduce -0.5%74,094$6.79M$91.59No quote
64CATCaterpillar0.04%Reduce -1.1%69,717$6.33M$90.81No quote
65CRESYCresud SACIFYA Spon ADR Repstg0.03%-605,247$6.11MNo quoteNo quote
66ZTSZoetis Inc.0.03%-173,973$5.69M$32.69No quote
67REXIResource America Inc Cl A0.03%-603,180$5.65MNo quoteNo quote
68COPConocoPhillips0.03%-79,834$5.64M$70.65No quote
695109REGPactera Technology Intl Ltd Sp0.03%Reduce -15.8%770,000$5.51MNo quoteNo quote
70UNPUnion Pacific0.03%-32,713$5.5M$168.01No quote
71SRMLFStorm Resources Ltd.0.03%-1,325,600$5.05MNo quoteNo quote
72INXNInterxion Holdings NV0.03%New190,983$4.51MNo quoteNo quote
73DEODiageo PLC Sponsored ADR0.02%New32,675$4.33M$132.43No quote
74VRSKVerisk Analytics Class A0.02%Reduce -1.0%62,964$4.14M$65.72No quote
75WFCWells Fargo & Co. New0.02%-89,725$4.07M$45.41No quote
76DISDisney Walt0.02%Add +2.0%50,422$3.85M$76.40No quote
77PGRProgressive Corp. Ohio0.02%Reduce -0.4%138,515$3.78M$27.27No quote
78DDDu Pont E I De Nemours & Co.0.02%-55,955$3.64M$64.96No quote
79KWKQuicksilver Resources Inc0.02%-1,178,000$3.62MNo quoteNo quote
80RYRoyal Bk CDA Montreal Que0.02%-50,400$3.39MNo quoteNo quote
81MOAltria Group Inc0.02%-85,624$3.29M$38.39No quote
82PAMPampa Hldgs SA Spon GDR Reg S0.02%-605,980$3.18MNo quoteNo quote
83PSXPhillips 660.02%-40,355$3.11M$77.14No quote
84ICEIntercontinental Exchange Ange0.02%-13,430$3.02M$224.94No quote
85MSFTMicrosoft0.01%Add +1.6%65,389$2.45M$37.41No quote
86DTVDirectTV0.01%Add +2.4%35,149$2.43MNo quoteNo quote
87FITBFifth Third Bancorp0.01%-114,508$2.41M$21.03No quote
88ESGREnstar Group Inc GA0.01%Reduce -58.9%16,441$2.28MNo quoteNo quote
89HDHome Depot0.01%Add +2.0%27,503$2.27M$82.35No quote
90GHCGraham Holdings Co.0.01%New3,248$2.15M$663.18No quote
91EIXEdison International0.01%-42,900$1.99MNo quoteNo quote
92HTLDHeartland Express0.01%-101,057$1.98M$19.62No quote
93RDSARoyal Dutch Shell PLC Spon ADR0.01%Reduce -1.8%26,621$1.9MNo quoteNo quote
94CVSCVS Corp.0.01%Reduce -1.8%25,454$1.82M$71.58No quote
95COCOCorinthian Colleges Inc0.01%-1,000,000$1.78M$1.78No quote
96LIILennox International Inc.0.01%Reduce -0.3%20,139$1.71M$85.06No quote
97STISuntrust Banks0.01%-31,203$1.15MNo quoteNo quote
98USBU.S. Bancorp New - Del.0.01%-26,264$1.06M$40.40No quote
99JPMJP Morgan Chase & Co.0.01%Reduce -1.1%17,589$1.03M$58.50No quote
100AAPLApple Computer0.01%-1,785$1M$560.78No quote
101SHWSherwin Williams Co.0.01%-5,307$974K$183.53No quote
102KRFTKraft Foods Group Inc.0.01%-18,038$972KNo quoteNo quote
103CNQRConcur Technologies Inc0.01%-8,974$926KNo quoteNo quote
104TGTTarget Corp0.00%Reduce -1.9%12,813$811K$63.30No quote
105AEPAmerican Electric Power0.00%-15,300$715K$46.73No quote
106CVXChevronTexaco Corp0.00%Reduce -1.8%5,618$702K$124.96No quote
107ACGLArch Capital Group Ltd0.00%Reduce -3.8%11,538$689K$59.72No quote
108ROPRoper Industries Inc New0.00%-4,465$619K$138.63No quote
109HDBHDFC Bank Ltd ADR Repstg 3 Shs0.00%Reduce -4.4%17,491$602K$34.42No quote
110IEXIdex Corp0.00%-7,985$590K$73.89No quote
111LOWLowe's Companies0.00%-10,364$514K$49.59No quote
112ADPAutomatic Data Processing0.00%-6,011$486K$80.85No quote
113BBBYQBed Bath & Beyond Inc0.00%-6,030$484KNo quoteNo quote
114LUKLeucadia Nat'l0.00%-16,471$467KNo quoteNo quote
115INTCIntel Corp0.00%Add +20.9%16,607$431K$25.95No quote
116RSGRepublic Services Inc Cl A0.00%-12,775$424KNo quoteNo quote
117ESRXExpress Scripts Holding Co.0.00%-5,957$418KNo quoteNo quote
118LMTLockheed Martin Corp.0.00%Add +7.8%2,750$409K$148.73No quote
119WPPWPP PLC New ADR0.00%-3,408$391KNo quoteNo quote
120KMBKimberly Clark0.00%Reduce -94.7%3,719$388K$104.33No quote
121RYAAYRyanair Hldgs PLC Spon ADR0.00%Reduce -6.5%8,245$387K$46.94No quote
122CMCSKComcast Corp. Spl Cl A0.00%-7,474$373KNo quoteNo quote
123SRCLStericycle Inc.0.00%-3,000$349KNo quoteNo quote
124SEICSEI Investments Co0.00%-10,000$347K$34.70No quote
125TROWPrice T Rowe Group Inc0.00%-4,045$339K$83.81No quote
126PFEPfizer0.00%Add +5.8%11,022$338K$30.67No quote
127CCitigroup Inc0.00%-6,046$315K$52.10No quote
128EMREmerson Electric0.00%-4,370$307K$70.25No quote
129ENREnergizer Holdings Inc0.00%-2,782$301K$108.20No quote
131RHIRobert Half Internat'l0.00%-7,000$294K$42.00No quote
130DVNDevon Energy Corporation New0.00%-4,745$294K$61.96No quote
132MMM3M Company0.00%-1,958$275K$140.45No quote
133BACBank of America Corp0.00%-17,432$271K$15.55No quote
134BPBP Amoco PLC ADR0.00%-5,548$270K$48.67No quote
135VZVerizon Communications0.00%New5,375$264K$49.12No quote
136SLBSchlumberger Ltd0.00%-2,849$257K$90.21No quote
137BDXBecton Dickinson & Co.0.00%-2,272$251K$110.48No quote
138AMATApplied Materials0.00%-13,692$242K$17.67No quote
139TECHTechne Corp0.00%-2,540$240K$94.49No quote
140CLColgate Palmolive Co.0.00%-3,548$231K$65.11No quote
141MEGMedia General - Class A0.00%-10,000$226KNo quoteNo quote
142MRKMerck & Co.0.00%New4,075$204K$50.06No quote
155YBTVQYoung Broadcasting Inc Cl A0.00%-144,865$0No quoteNo quote
154WPXWPX Energy Inc.-Sold0$0No quoteNo quote
153WPOWashington Post - Class B-Sold0$0No quoteNo quote
152-Verizon CommunicationsCUSIP 077853109-Sold0$0No quoteNo quote
151UPLUltra Petroleum Corp.-Sold0$0No quoteNo quote
150PRGOPerrigo Co-Sold0$0No quoteNo quote
149MANManpower-Sold0$0No quoteNo quote
148GWAYGreenway Medical Technologies-Sold0$0No quoteNo quote
147DHXDice Holdings Inc-Sold0$0No quoteNo quote
146CHKChesapeake Energy Corp-Sold0$0No quoteNo quote
145BUERFBlue Earth Refineries-Sold0$0No quoteNo quote
144BITABitauto Holdings LTD-Sold0$0No quoteNo quote
143TAT&T Inc-Sold0$0No quoteNo quote