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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 2026-09-12 from SEC 13F data.

Live quotes available for 111 of 168 rows. Rows without a quote are marked unavailable.

1VRXValeant Pharmaceuticals Intern23.97%Add +0.6%34,494,015$4.53BNo quoteNo quote
2BRK-ABerkshire Hathaway - Cl A11.20%Reduce -2.3%10,223$2.12B$206900.03No quote
3TJXTJX Cos - New9.51%Reduce -3.6%30,332,526$1.79B$59.17No quote
4FASTFastenal Co5.73%Add +15.8%24,086,459$1.08B$44.90No quote
5PCPPrecision Castparts Corp3.84%Reduce -0.6%3,064,648$725.95MNo quoteNo quote
6BRK-BBerkshire Hathaway - Cl B3.60%Add +2.1%4,916,475$679.16M$138.14No quote
7IDXXIdexx Laboratories Corp.3.24%Reduce -0.8%5,197,081$612.37M$117.83No quote
8ORLYO Reilly Automotive Inc2.89%Reduce -0.7%3,634,125$546.43M$150.36No quote
9MAMastercard Inc2.13%Reduce -0.1%5,446,115$402.58M$73.92No quote
10MHKMohawk Industries2.02%Reduce -0.4%2,830,730$381.64M$134.82No quote
11GOOGLGoogle Inc Cl A1.83%Reduce -0.3%588,466$346.26M$588.41No quote
12GOOGGoogle Inc Cl C1.81%Add +0.2%591,684$341.62M$577.36No quote
13IBMIBM1.42%Reduce -3.6%1,415,603$268.72M$189.83No quote
14PRGOPerrigo Co PLC1.36%Reduce -0.4%1,710,706$256.93M$150.19No quote
15RRCRange Resources Corp1.30%Add +0.0%3,607,242$244.61M$67.81No quote
16PXPraxair1.29%Reduce -0.3%1,892,547$244.14MNo quoteNo quote
17VVisa Inc Class A1.26%Reduce -0.8%1,115,595$238.04M$213.37No quote
18WKCWorld Fuel Services Corp1.25%Reduce -3.4%5,926,035$236.57MNo quoteNo quote
19GSGoldman Sachs Group Inc1.23%Reduce -5.7%1,265,593$232.33M$183.57No quote
20AAPAdvance Auto Parts1.15%Reduce -0.2%1,673,207$218.02M$130.30No quote
21SIROSirona Dental Systems Inc1.15%Reduce -0.6%2,833,679$217.29MNo quoteNo quote
22TIFTiffany & Co1.10%Add +0.1%2,147,983$206.87MNo quoteNo quote
23WATWaters Corp1.08%Reduce -0.8%2,050,578$203.25M$99.12No quote
24CABCabelas Inc. Cl A1.07%Reduce 0.0%3,414,658$201.12MNo quoteNo quote
25OMCOmnicom Group1.05%Reduce -0.5%2,868,999$197.56M$68.86No quote
26JECJacobs Engineering Group Inc1.02%Reduce -0.3%3,935,406$192.13MNo quoteNo quote
27PRIPrimerica Inc0.95%-3,721,085$179.43M$48.22No quote
28WMTWal-Mart Stores0.90%Reduce -0.9%2,209,841$168.99M$76.47No quote
29SWNSouthwestern Energy Co0.66%Add +14.7%3,566,435$124.65MNo quoteNo quote
30AXPAmerican Express0.65%Add +0.1%1,399,011$122.47M$87.54No quote
31DHRDanaher Corp.0.59%Reduce -0.5%1,467,303$111.49M$75.98No quote
32TRMBTrimble Navigation Ltd.0.55%Reduce -0.2%3,412,462$104.08M$30.50No quote
33QIHUQihoo 360 Technology Co. ADR0.54%Add +78.6%1,500,000$101.21MNo quoteNo quote
34COSTCostco Wholesale Corp0.49%Reduce -0.0%739,699$92.7M$125.32No quote
35BROBrown & Brown Inc.0.45%Reduce -1.1%2,648,208$85.14M$32.15No quote
36IACIDIAC Interactivecorp0.42%-1,200,210$79.09MNo quoteNo quote
37ORCLOracle Corp.0.35%Reduce -0.8%1,750,063$66.99M$38.28No quote
38EMEEmcor Group Inc0.35%Reduce -0.5%1,662,959$66.45M$39.96No quote
39CNSWFConstellation Software Inc.0.34%New256,800$64.69M$251.92No quote
40YNDXYandex NV Shs0.29%-2,000,048$55.59MNo quoteNo quote
41HXLHexcel Corp0.25%New1,181,280$46.9M$39.70No quote
42WSTWest Pharmaceutical Svcs Inc C0.24%Reduce -2.7%1,028,465$46.03M$44.76No quote
43KOCoca Cola Co.0.24%Reduce -5.0%1,042,818$44.49M$42.66No quote
44IBKRInteractive Brokers Group Inc0.23%-1,736,264$43.32M$24.95No quote
45MHPMcGraw Hill0.23%-505,730$42.71MNo quoteNo quote
46WUBA58.com Inc ADR0.19%Add +21.6%973,085$36.25MNo quoteNo quote
47PXDPioneer Natural Resources Co.0.18%-174,903$34.45MNo quoteNo quote
48RBARitchie Bros Auctioneers Inc0.16%Reduce -68.1%1,324,170$29.65MNo quoteNo quote
49CNQCanadian Natural Resources0.16%Reduce -1.5%759,123$29.48M$38.84No quote
50CFXColfax Corp0.15%-501,400$28.57MNo quoteNo quote
51ATHNAthenahealth Inc.0.14%-200,000$26.34MNo quoteNo quote
52QCOMQualcomm Inc0.12%Add +0.0%302,382$22.61M$74.77No quote
53GRPNGroupon Inc.0.11%-3,001,417$20.05MNo quoteNo quote
54PEPPepsiCo0.09%Add +0.0%188,815$17.58M$93.09No quote
55WFCWells Fargo & Co. New0.08%Reduce -0.0%294,530$15.28M$51.87No quote
56PGProcter & Gamble0.08%Reduce -0.1%171,316$14.35M$83.74No quote
57GLREGreenlight Capital Re Ltd Cl A0.08%-441,764$14.32MNo quoteNo quote
58MCDMcDonalds0.07%Add +0.1%137,542$13.04M$94.81No quote
59UNPUnion Pacific0.06%-100,846$10.93M$108.42No quote
60BACBank of America Corp0.05%Add +22.8%538,077$9.17M$17.05No quote
61MRCMRC Global Inc.0.05%New372,000$8.68MNo quoteNo quote
62REXIResource America Inc Cl A0.04%-897,297$8.35MNo quoteNo quote
63XOMExxon Mobil Corp0.04%Add +0.7%88,742$8.35M$94.05No quote
64JNJJohnson & Johnson0.04%Add +0.3%76,259$8.13M$106.58No quote
65INWKInnerworkings Inc Com0.04%-1,000,000$8.09MNo quoteNo quote
66PMPhilip Morris Intl Inc.0.04%-95,165$7.94M$83.40No quote
67CATCaterpillar0.04%Reduce -0.3%68,871$6.82M$99.03No quote
68CRESYCresud SACIFYA Spon ADR Repstg0.03%-605,247$6.6MNo quoteNo quote
69SLBSchlumberger Ltd0.03%Add +2284.9%64,536$6.56M$101.70No quote
70ZTSZoetis Inc.0.03%Reduce -0.1%173,322$6.4M$36.95No quote
71GEGeneral Electric0.03%Add +5.3%242,101$6.2M$25.62No quote
72COPConocoPhillips0.03%Add +0.1%79,026$6.05M$76.52No quote
73LLTCLinear Technology Group0.03%Reduce -1.6%136,184$6.05MNo quoteNo quote
74EXPDExpeditors Int'l of Wash. Inc.0.03%Reduce -44.4%137,524$5.58M$40.58No quote
75DISDisney Walt0.03%Add +105.7%57,374$5.11M$89.03No quote
76GISGeneral Mills0.03%Reduce -5.8%100,567$5.07M$50.45No quote
77DDDu Pont E I De Nemours & Co.0.02%Add +9.2%60,762$4.36M$71.76No quote
78MOAltria Group Inc0.02%-85,174$3.91M$45.94No quote
79DEODiageo PLC Sponsored ADR0.02%Add +0.2%32,250$3.72M$115.41No quote
80DTVDirectTV0.02%Reduce -2.9%42,854$3.71MNo quoteNo quote
81VRSKVerisk Analytics Class A0.02%Reduce -4.1%59,380$3.62M$60.90No quote
82NVONovo Nordisk A/S ADR0.02%Reduce -52.9%75,642$3.6M$47.62No quote
83RYRoyal Bk CDA Montreal Que0.02%-50,400$3.6MNo quoteNo quote
84PSXPhillips 660.02%Reduce -1.1%39,491$3.21M$81.31No quote
85JPMJP Morgan Chase & Co.0.02%Add +154.6%50,299$3.03M$60.24No quote
86MSFTMicrosoft0.02%Add +5.6%63,309$2.94M$46.36No quote
87HDHome Depot0.01%Add +0.2%28,796$2.64M$91.75No quote
88HTLDHeartland Express0.01%-101,057$2.42M$23.96No quote
89EIXEdison International0.01%-42,900$2.4MNo quoteNo quote
90KKellogg Co.0.01%Reduce -57.2%38,500$2.37MNo quoteNo quote
91FITBFifth Third Bancorp0.01%-114,508$2.29M$20.02No quote
92GHCGraham Holdings Co.0.01%-3,248$2.27M$699.51No quote
93DOWDow Chemical0.01%New41,000$2.15M$52.44No quote
94CVSCVS Corp.0.01%Reduce -1.8%26,553$2.11M$79.58No quote
95SFUNSoufun Holdings LTD ADR0.01%-200,000$1.99MNo quoteNo quote
96KFTMondelez International0.01%-56,710$1.94MNo quoteNo quote
97PGRProgressive Corp. Ohio0.01%Reduce -52.9%64,940$1.64M$25.28No quote
98RDSARoyal Dutch Shell PLC Spon ADR0.01%-21,299$1.62MNo quoteNo quote
99LIILennox International Inc.0.01%Reduce -1.3%19,584$1.51M$76.85No quote
100AAPLApple Computer0.01%Add +2.3%13,720$1.38M$100.73No quote
101USBU.S. Bancorp New - Del.0.01%Reduce -6.1%28,452$1.19M$41.82No quote
102STISuntrust Banks0.01%-31,203$1.19MNo quoteNo quote
103SHWSherwin Williams Co.0.01%-5,307$1.16M$218.96No quote
104CNQRConcur Technologies Inc0.01%Reduce -97.1%8,974$1.14MNo quoteNo quote
105CBChubb0.01%New11,922$1.09M$91.09No quote
106KRFTKraft Foods Group Inc.0.01%Add +0.7%18,158$1.02MNo quoteNo quote
107HDBHDFC Bank Ltd ADR Repstg 3 Shs0.00%Reduce -0.4%18,166$846K$46.57No quote
108AEPAmerican Electric Power0.00%Add +0.8%15,420$805K$52.20No quote
109ALLAllstate0.00%New12,000$736K$61.33No quote
110NVSNovartis AG - Sponsored ADR0.00%New7,772$732K$94.18No quote
111CVXChevronTexaco Corp0.00%Add +27.4%5,998$716K$119.37No quote
112ROPRoper Industries Inc New0.00%-4,465$653K$146.25No quote
113INTCIntel Corp0.00%Add +70.3%17,511$610K$34.84No quote
114MDTMedtronic Inc0.00%New9,700$601K$61.96No quote
115ACGLArch Capital Group Ltd0.00%Reduce -6.5%10,788$590K$54.69No quote
116IEXIdex Corp0.00%-7,985$578K$72.39No quote
117LOWLowe's Companies0.00%Add +2.0%10,314$546K$52.94No quote
118ADPAutomatic Data Processing0.00%Add +1.3%6,091$506K$83.07No quote
119LMTLockheed Martin Corp.0.00%-2,750$503K$182.91No quote
120RSGRepublic Services Inc Cl A0.00%Reduce -0.1%12,606$492KNo quoteNo quote
121RYAAYRyanair Hldgs PLC Spon ADR0.00%Reduce -0.7%8,121$458K$56.40No quote
122CCitigroup Inc0.00%Add +44.7%8,706$451K$51.80No quote
123PSAPublic Storage Inc.0.00%-2,493$413K$165.66No quote
124LUKLeucadia Nat'l0.00%Add +3.0%16,971$405KNo quoteNo quote
126CMCSKComcast Corp. Spl Cl A0.00%-7,474$400KNo quoteNo quote
125BBBYQBed Bath & Beyond Inc0.00%-6,080$400KNo quoteNo quote
127CETCentral Securities Corp0.00%New17,128$394K$23.00No quote
128ESRXExpress Scripts Holding Co.0.00%Add +6.8%5,372$379KNo quoteNo quote
129TMOThermo Electron0.00%-3,101$377K$121.57No quote
130SEICSEI Investments Co0.00%-10,000$362K$36.20No quote
131VZVerizon Communications0.00%Add +2.4%7,109$355K$49.94No quote
132SRCLStericycle Inc.0.00%-3,000$350KNo quoteNo quote
133RHIRobert Half Internat'l0.00%-7,000$343K$49.00No quote
134EMREmerson Electric0.00%Add +2.1%5,380$337K$62.64No quote
135BBYBest Buy Company Inc0.00%New10,000$336K$33.60No quote
136PFEPfizer0.00%Reduce -0.2%10,967$324K$29.54No quote
137TROWPrice T Rowe Group Inc0.00%-4,045$317K$78.37No quote
138WPPWPP PLC New ADR0.00%Add +37.5%3,124$314KNo quoteNo quote
139AMATApplied Materials0.00%-13,692$296K$21.62No quote
140MBGAFDaimler-Chrysler AG0.00%New3,864$295KNo quoteNo quote
141MMM3M Company0.00%Add +3.2%2,021$286K$141.51No quote
142MRKMerck & Co.0.00%Add +3.8%4,784$284K$59.36No quote
143INDYIshares India 50 ETF0.00%-8,910$264KNo quoteNo quote
144DVNDevon Energy Corporation New0.00%-3,645$249K$68.31No quote
145BPBP Amoco PLC ADR0.00%-5,548$244K$43.98No quote
146JCPJC Penney0.00%New24,000$241KNo quoteNo quote
147TECHBio-Techne Corp0.00%New2,540$238K$93.70No quote
148CLColgate Palmolive Co.0.00%-3,548$231K$65.11No quote
149AMGNAmgen0.00%New1,617$227K$140.38No quote
151KMPKinder Morgan Energy Partners0.00%New2,400$224KNo quoteNo quote
150BABoeing0.00%-1,756$224K$127.56No quote
152-Jardine Matheson Hldgs (U$.25CUSIP G507361000.00%-3,600$223KNo quoteNo quote
153UTXUnited Technologies0.00%Add +8.5%2,033$215KNo quoteNo quote
154EBAYEbay Inc0.00%New3,785$214K$56.54No quote
155TRVTravelers Companies Inc.0.00%New2,262$212K$93.72No quote
156TAT&T Inc0.00%New5,780$204K$35.29No quote
157ENREnergizer Holdings Inc0.00%Reduce -7.7%1,644$203K$123.48No quote
158ITWIllinois Tool Works0.00%Add +1.4%2,374$200K$84.25No quote
159ITUBITAU Unibanco Holdings S.A. AD0.00%-14,168$197K$13.90No quote
160-Acacia Conservation FundCUSIP 0039931440.00%Add +94.5%140,516$141KNo quoteNo quote
168YBTVQYoung Broadcasting Inc Cl A0.00%-144,865$0No quoteNo quote
167TECHTechne Corp-Sold0$0No quoteNo quote
166TGTTarget Corp-Sold0$0No quoteNo quote
165PAMPampa Hldgs SA Spon GDR Reg S-Sold0$0No quoteNo quote
164CTRPCtrip.com International Ltd A-Sold0$0No quoteNo quote
163COCOCorinthian Colleges Inc-Sold0$0No quoteNo quote
162BDXBecton Dickinson & Co.-Sold0$0No quoteNo quote
161AONAon PLC-Sold0$0No quoteNo quote