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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 149 rows. Rows without a quote are marked unavailable.

1VRXValeant Pharmaceuticals Intern24.11%Reduce -0.3%34,217,366$4.51BNo quoteNo quote
2BRK-ABerkshire Hathaway - Cl A10.60%Reduce -0.3%10,581$1.98B$187350.06No quote
3TJXTJX Cos - New10.20%Reduce -0.2%31,458,317$1.91B$60.65No quote
4FASTFastenal Co5.49%Add +1.5%20,822,757$1.03B$49.30No quote
5PCPPrecision Castparts Corp4.20%Reduce -0.1%3,109,923$786.06MNo quoteNo quote
6GOOGLGoogle Inc- old3.52%Reduce -3.4%590,803$658.46M$1114.51No quote
7IDXXIdexx Laboratories Corp.3.41%Reduce -0.3%5,252,649$637.67M$121.40No quote
8BRK-BBerkshire Hathaway - Cl B3.23%Add +1.3%4,837,924$604.6M$124.97No quote
9ORLYO Reilly Automotive Inc2.90%Add +0.3%3,657,876$542.79M$148.39No quote
10MAMastercard Inc2.18%Add +899.9%5,452,231$407.28M$74.70No quote
11MHKMohawk Industries2.07%Reduce -0.1%2,846,294$387.04M$135.98No quote
12RRCRange Resources Corp1.60%Reduce -0.0%3,606,130$299.2M$82.97No quote
13IBMIBM1.52%Reduce -0.3%1,476,489$284.21M$192.49No quote
14WKCWorld Fuel Services Corp1.46%Reduce -5.2%6,175,667$272.35MNo quoteNo quote
15PRGOPerrigo Co PLC1.42%Reduce -2.5%1,718,939$265.85M$154.66No quote
16PXPraxair1.33%Reduce -0.1%1,901,977$249.1MNo quoteNo quote
17VVisa Inc Class A1.30%Reduce -0.2%1,125,896$243.04M$215.86No quote
18WATWaters Corp1.20%Reduce -0.5%2,074,156$224.86M$108.41No quote
19GSGoldman Sachs Group Inc1.18%Reduce -0.2%1,347,099$220.72M$163.85No quote
20SIROSirona Dental Systems Inc1.16%Reduce -0.7%2,910,454$217.32MNo quoteNo quote
21AAPAdvance Auto Parts1.14%Reduce -0.1%1,681,084$212.66M$126.50No quote
22OMCOmnicom Group1.12%Reduce -0.1%2,887,844$209.66M$72.60No quote
23TIFTiffany & Co0.99%Reduce -0.1%2,148,035$185.05MNo quoteNo quote
24PRIPrimerica Inc0.94%Add +0.0%3,721,385$175.31M$47.11No quote
25WMTWal-Mart Stores0.91%Reduce -0.3%2,234,238$170.76M$76.43No quote
26SWNSouthwestern Energy Co0.81%Reduce -0.0%3,310,895$152.33MNo quoteNo quote
27CABCabelas Inc. Cl A0.75%New2,146,722$140.63MNo quoteNo quote
28ORCLOracle Corp.0.71%Add +0.0%3,265,351$133.59M$40.91No quote
29TRMBTrimble Navigation Ltd.0.71%Reduce -0.3%3,426,321$133.18M$38.87No quote
30AXPAmerican Express0.68%Reduce -0.2%1,404,192$126.42M$90.03No quote
31JECJacobs Engineering Group Inc0.66%Add +0.0%1,953,114$124.02MNo quoteNo quote
32DHRDanaher Corp.0.59%Add +0.2%1,474,101$110.56M$75.00No quote
33RBARitchie Bros Auctioneers Inc0.54%Reduce -6.1%4,199,053$101.32MNo quoteNo quote
34IACIDIAC Interactivecorp0.46%-1,200,010$85.67MNo quoteNo quote
35QIHUQihoo 360 Technology Co. ADR0.45%Add +180.0%840,000$83.65MNo quoteNo quote
36BROBrown & Brown Inc.0.44%Reduce -0.4%2,688,724$82.71M$30.76No quote
37COSTCostco Wholesale Corp0.44%Reduce -0.4%740,247$82.67M$111.68No quote
38EMEEmcor Group Inc0.42%Reduce -0.2%1,676,594$78.45M$46.79No quote
39WSTWest Pharmaceutical Svcs Inc C0.25%Reduce -0.6%1,061,403$46.76M$44.05No quote
40KOCoca Cola Co.0.24%Reduce -2.4%1,153,144$44.58M$38.66No quote
41MHPMcGraw Hill0.21%Reduce 0.0%506,830$38.67MNo quoteNo quote
42IBKRInteractive Brokers Group Inc0.20%-1,736,264$37.63M$21.67No quote
43CFXColfax Corp0.19%Reduce -0.3%501,945$35.8MNo quoteNo quote
44PXDPioneer Natural Resources Co.0.17%Add +1.0%174,138$32.59MNo quoteNo quote
45CNQCanadian Natural Resources0.16%Reduce -0.7%773,304$29.67M$38.37No quote
46QCOMQualcomm Inc0.13%Add +0.3%302,077$23.82M$78.86No quote
47PEPPepsiCo0.08%Reduce -0.2%188,760$15.76M$83.50No quote
48PGProcter & Gamble0.08%Add +0.2%184,879$14.9M$80.60No quote
49GLREGreenlight Capital Re Ltd Cl A0.08%-441,764$14.49MNo quoteNo quote
50WFCWells Fargo & Co. New0.08%Add +220.7%287,710$14.31M$49.74No quote
51MCDMcDonalds0.07%Add +0.1%137,319$13.46M$98.03No quote
52AONAon PLC0.06%-134,700$11.35M$84.28No quote
53EXPDExpeditors Int'l of Wash. Inc.0.06%Reduce -2.8%281,805$11.17M$39.63No quote
54NVONovo Nordisk A/S ADR0.06%Add +290.1%242,630$11.08M$45.65No quote
55GISGeneral Mills0.06%-200,447$10.39M$51.82No quote
56UNPUnion Pacific0.05%Add +53.8%50,313$9.44M$187.67No quote
57XOMExxon Mobil Corp0.05%Add +2.8%93,096$9.09M$97.68No quote
58KKellogg Co.0.05%-135,000$8.47MNo quoteNo quote
59PMPhilip Morris Intl Inc.0.04%Add +0.2%101,665$8.32M$81.87No quote
60LLTCLinear Technology Group0.04%Reduce -16.1%167,575$8.16MNo quoteNo quote
61INWKInnerworkings Inc Com0.04%-1,000,000$7.66MNo quoteNo quote
62JNJJohnson & Johnson0.04%Add +2.3%75,794$7.45M$98.23No quote
63CATCaterpillar0.04%Reduce -0.9%69,053$6.86M$99.37No quote
64GEGeneral Electric0.03%Reduce -0.2%242,522$6.28M$25.89No quote
65CRESYCresud SACIFYA Spon ADR Repstg0.03%-605,247$5.62MNo quoteNo quote
66COPConocoPhillips0.03%-79,834$5.62M$70.35No quote
675109REGPactera Technology Intl Ltd Sp0.03%-770,000$5.58MNo quoteNo quote
68REXIResource America Inc Cl A0.03%-603,180$5.17MNo quoteNo quote
69ZTSZoetis Inc.0.03%Reduce -0.2%173,553$5.02M$28.94No quote
70DEODiageo PLC Sponsored ADR0.02%Add +0.7%32,905$4.1M$124.60No quote
71VRSKVerisk Analytics Class A0.02%Reduce -0.1%62,882$3.77M$59.95No quote
72DDDu Pont E I De Nemours & Co.0.02%Reduce -0.5%55,655$3.73M$67.09No quote
73PAMPampa Hldgs SA Spon GDR Reg S0.02%-605,980$3.53MNo quoteNo quote
74PGRProgressive Corp. Ohio0.02%Reduce -0.3%138,100$3.35M$24.22No quote
75RYRoyal Bk CDA Montreal Que0.02%-50,400$3.33MNo quoteNo quote
76MOAltria Group Inc0.02%-85,624$3.21M$37.43No quote
77PSXPhillips 660.02%-40,355$3.11M$77.07No quote
78DTVDirectTV0.01%-35,149$2.69MNo quoteNo quote
79FITBFifth Third Bancorp0.01%-114,508$2.63M$22.96No quote
80MSFTMicrosoft0.01%Reduce -2.4%63,841$2.62M$40.99No quote
81ICEIntercontinental Exchange Ange0.01%Reduce -2.6%13,080$2.59M$197.86No quote
82EIXEdison International0.01%-42,900$2.43MNo quoteNo quote
83HTLDHeartland Express0.01%-101,057$2.29M$22.69No quote
84GHCGraham Holdings Co.0.01%-3,248$2.29M$703.82No quote
85HDHome Depot0.01%Add +2.8%28,273$2.24M$79.12No quote
86DISDisney Walt0.01%Reduce -45.5%27,486$2.2M$80.08No quote
87KFTMondelez International0.01%Reduce -92.8%60,463$2.09MNo quoteNo quote
88CVSCVS Corp.0.01%Add +6.3%27,049$2.03M$74.86No quote
89RDSARoyal Dutch Shell PLC Spon ADR0.01%Reduce -0.4%26,509$1.94MNo quoteNo quote
90LIILennox International Inc.0.01%-20,139$1.83M$90.92No quote
91KWKQuicksilver Resources Inc0.01%Reduce -48.0%613,000$1.61MNo quoteNo quote
92COCOCorinthian Colleges Inc0.01%-1,000,000$1.38M$1.38No quote
93USBU.S. Bancorp New - Del.0.01%Add +12.5%29,537$1.27M$42.86No quote
94STISuntrust Banks0.01%-31,203$1.24MNo quoteNo quote
95JPMJP Morgan Chase & Co.0.01%Add +9.5%19,264$1.17M$60.73No quote
96SHWSherwin Williams Co.0.01%-5,307$1.05M$197.10No quote
97KRFTKraft Foods Group Inc.0.01%-18,038$1.01MNo quoteNo quote
98AAPLApple Computer0.01%Add +3.4%1,845$990K$536.59No quote
99CNQRConcur Technologies Inc0.00%-8,974$889KNo quoteNo quote
100AEPAmerican Electric Power0.00%-15,300$775K$50.65No quote
101HDBHDFC Bank Ltd ADR Repstg 3 Shs0.00%Add +3.8%18,161$745K$41.02No quote
102CVXChevronTexaco Corp0.00%Add +4.4%5,863$697K$118.88No quote
103SRMLFStorm Resources Ltd.0.00%Reduce -88.2%156,650$668KNo quoteNo quote
104ACGLArch Capital Group Ltd0.00%-11,538$664K$57.55No quote
105TGTTarget Corp0.00%Reduce -21.0%10,122$612K$60.46No quote
106ROPRoper Industries Inc New0.00%-4,465$596K$133.48No quote
107IEXIdex Corp0.00%-7,985$582K$72.89No quote
108LOWLowe's Companies0.00%-10,364$507K$48.92No quote
109RYAAYRyanair Hldgs PLC Spon ADR0.00%Reduce -0.8%8,181$481K$58.79No quote
110ADPAutomatic Data Processing0.00%-6,011$464K$77.19No quote
111LUKLeucadia Nat'l0.00%-16,471$461KNo quoteNo quote
112LMTLockheed Martin Corp.0.00%-2,750$449K$163.27No quote
113INTCIntel Corp0.00%Add +4.1%17,282$446K$25.81No quote
114RSGRepublic Services Inc Cl A0.00%-12,775$436KNo quoteNo quote
115ESRXExpress Scripts Holding Co.0.00%Reduce -5.1%5,655$425KNo quoteNo quote
116PSAPublic Storage Inc.0.00%New2,493$420K$168.47No quote
117BBBYQBed Bath & Beyond Inc0.00%Add +0.1%6,035$415KNo quoteNo quote
118DVNDevon Energy Corporation New0.00%Add +25.5%5,955$399K$67.00No quote
119CMCSKComcast Corp. Spl Cl A0.00%-7,474$365KNo quoteNo quote
120PFEPfizer0.00%-11,022$354K$32.12No quote
121WPPWPP PLC New ADR0.00%-3,408$351KNo quoteNo quote
122SRCLStericycle Inc.0.00%-3,000$341KNo quoteNo quote
123SEICSEI Investments Co0.00%-10,000$336K$33.60No quote
125TROWPrice T Rowe Group Inc0.00%-4,045$333K$82.32No quote
124EMREmerson Electric0.00%Add +14.2%4,990$333K$66.73No quote
126INXNInterxion Holdings NV0.00%Reduce -93.2%13,060$313KNo quoteNo quote
127TMOThermo Electron0.00%New2,551$307K$120.34No quote
128VZVerizon Communications0.00%Add +17.7%6,325$301K$47.59No quote
129BACBank of America Corp0.00%-17,432$300K$17.21No quote
130RHIRobert Half Internat'l0.00%-7,000$294K$42.00No quote
131CCitigroup Inc0.00%Reduce -0.5%6,016$286K$47.54No quote
132AMATApplied Materials0.00%-13,692$280K$20.45No quote
133BPBP Amoco PLC ADR0.00%-5,548$267K$48.13No quote
135BDXBecton Dickinson & Co.0.00%-2,272$266K$117.08No quote
134MMM3M Company0.00%-1,958$266K$135.85No quote
136MRKMerck & Co.0.00%Add +8.2%4,409$250K$56.70No quote
137SLBSchlumberger Ltd0.00%Reduce -14.7%2,429$237K$97.57No quote
138CLColgate Palmolive Co.0.00%-3,548$230K$64.83No quote
139-***Jardine Matheson Hldgs (U$.CUSIP G507361000.00%New3,600$223KNo quoteNo quote
140TECHTechne Corp0.00%-2,540$217K$85.43No quote
141ITUBITAU Unibanco Holdings S.A. AD0.00%New12,850$191K$14.86No quote
142MEGMedia General - Class A0.00%-10,000$184KNo quoteNo quote
143-Acacia Conservation FundCUSIP 0039931440.00%New47,310$47KNo quoteNo quote
149YBTVQYoung Broadcasting Inc Cl A0.00%-144,865$0No quoteNo quote
148KMBKimberly Clark-Sold0$0No quoteNo quote
147ESGREnstar Group Inc GA-Sold0$0No quoteNo quote
146ENREnergizer Holdings Inc-Sold0$0No quoteNo quote
145CTSHCognizant Technology Solutions-Sold0$0No quoteNo quote
144ATHNAthenahealth Inc.-Sold0$0No quoteNo quote