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
- +7.41%
- 1-year
- +18.19%
- 3-year
- +55.96%
- 5-year
- +39.17%
- 3-year vs S&P 500
- -17.27%
- 5-year vs S&P 500
- -34.51%
- 5-year top 5
- +41.90%
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 102 of 159 rows. Rows without a quote are marked unavailable.
| 1 | VRX | Valeant Pharmaceuticals Intern | 35.90% | Reduce -0.6% | 33,884,050 | $7.53B | No quote | No quote |
| 2 | BRK-A | Berkshire Hathaway - Cl A | 9.25% | Reduce -0.3% | 9,468 | $1.94B | $204850.02 | No quote |
| 3 | TJX | TJX Cos - New | 5.64% | Reduce -32.2% | 17,882,436 | $1.18B | $66.17 | No quote |
| 4 | FAST | Fastenal Co | 4.83% | Add +0.1% | 23,999,925 | $1.01B | $42.18 | No quote |
| 5 | ORLY | O Reilly Automotive Inc | 3.86% | Reduce -0.3% | 3,580,392 | $809.1M | $225.98 | No quote |
| 6 | PCP | Precision Castparts Corp | 3.35% | Reduce -0.4% | 3,512,391 | $702.02M | No quote | No quote |
| 7 | BRK-B | Berkshire Hathaway - Cl B | 3.14% | Add +1.7% | 4,834,647 | $658.04M | $136.11 | No quote |
| 8 | MHK | Mohawk Industries | 2.53% | Reduce -0.5% | 2,779,666 | $530.64M | $190.90 | No quote |
| 9 | IDXX | Idexx Laboratories Corp. | 2.47% | Add +98.2% | 8,083,238 | $518.46M | $64.14 | No quote |
| 10 | MA | Mastercard Inc | 2.42% | Add +0.5% | 5,419,792 | $506.64M | $93.48 | No quote |
| 11 | GOOG | Google Inc Cl C | 1.51% | Add +0.8% | 607,980 | $316.46M | $520.51 | No quote |
| 12 | GOOGL | Google Inc Cl A | 1.49% | Reduce -0.5% | 579,029 | $312.7M | $540.04 | No quote |
| 13 | SIRO | Sirona Dental Systems Inc | 1.36% | Add +0.5% | 2,841,520 | $285.35M | No quote | No quote |
| 14 | PRGO | Perrigo Co PLC | 1.29% | Reduce -13.7% | 1,466,859 | $271.12M | $184.83 | No quote |
| 15 | WAT | Waters Corp | 1.26% | Add +0.1% | 2,050,465 | $263.24M | $128.38 | No quote |
| 16 | GS | Goldman Sachs Group Inc | 1.25% | Reduce -0.5% | 1,255,182 | $262.07M | $208.79 | No quote |
| 17 | V | Visa Inc Class A | 1.09% | Reduce -1.2% | 3,389,577 | $227.61M | $67.15 | No quote |
| 18 | PX | Praxair | 1.08% | Reduce -0.3% | 1,885,967 | $225.47M | No quote | No quote |
| 19 | IBM | IBM | 1.07% | Reduce -1.6% | 1,377,964 | $224.14M | $162.66 | No quote |
| 20 | TIF | Tiffany & Co | 0.95% | Add +1.8% | 2,176,892 | $199.84M | No quote | No quote |
| 21 | RRC | Range Resources Corp | 0.94% | Add +0.0% | 4,005,722 | $197.8M | $49.38 | No quote |
| 22 | OMC | Omnicom Group | 0.93% | Reduce -0.5% | 2,820,383 | $195.99M | $69.49 | No quote |
| 23 | CAB | Cabelas Inc. Cl A | 0.81% | Reduce -0.4% | 3,408,985 | $170.38M | No quote | No quote |
| 24 | JEC | Jacobs Engineering Group Inc | 0.77% | Add +0.1% | 3,989,652 | $162.06M | No quote | No quote |
| 25 | WMT | Wal-Mart Stores | 0.74% | Reduce -1.3% | 2,176,040 | $154.35M | $70.93 | No quote |
| 26 | PRI | Primerica Inc | 0.63% | Reduce -20.4% | 2,882,651 | $131.71M | $45.69 | No quote |
| 27 | DHR | Danaher Corp. | 0.59% | Add +0.8% | 1,456,107 | $124.63M | $85.59 | No quote |
| 28 | AXP | American Express | 0.52% | Reduce -0.2% | 1,395,088 | $108.43M | $77.72 | No quote |
| 29 | CNSWF | Constellation Software Inc. | 0.51% | Add +4.8% | 269,486 | $107.05M | $397.23 | No quote |
| 30 | MON | Monsanto Co | 0.48% | Add +28738.0% | 949,348 | $101.19M | No quote | No quote |
| 31 | HXL | Hexcel Corp | 0.48% | - | 2,002,840 | $99.62M | $49.74 | No quote |
| 32 | COST | Costco Wholesale Corp | 0.47% | Reduce -2.5% | 722,733 | $97.61M | $135.06 | No quote |
| 33 | IACID | IAC Interactivecorp | 0.46% | - | 1,200,115 | $95.6M | No quote | No quote |
| 34 | SWN | Southwestern Energy Co | 0.44% | Add +0.0% | 4,014,630 | $91.25M | No quote | No quote |
| 35 | WUBA | 58.com Inc ADR | 0.42% | Reduce -5.3% | 1,368,605 | $87.67M | No quote | No quote |
| 36 | BRO | Brown & Brown Inc. | 0.41% | Reduce -0.8% | 2,607,791 | $85.69M | $32.86 | No quote |
| 37 | EME | Emcor Group Inc | 0.38% | Add +0.4% | 1,674,964 | $80.01M | $47.77 | No quote |
| 38 | TRMB | Trimble Navigation Ltd. | 0.37% | Reduce -3.0% | 3,327,265 | $78.06M | $23.46 | No quote |
| 39 | QIHU | Qihoo 360 Technology Co. ADR | 0.32% | Reduce -33.3% | 1,000,000 | $67.69M | No quote | No quote |
| 40 | WST | West Pharmaceutical Svcs Inc C | 0.28% | Reduce -0.6% | 1,015,951 | $59.01M | $58.08 | No quote |
| 41 | DISCA | Discovery Communications Inc. | 0.27% | - | 1,700,044 | $56.54M | No quote | No quote |
| 42 | MRC | MRC Global Inc. | 0.26% | Reduce -12.7% | 3,577,935 | $55.24M | No quote | No quote |
| 43 | YNDX | Yandex NV Shs | 0.26% | Reduce -8.0% | 3,626,693 | $55.2M | No quote | No quote |
| 44 | IBKR | Interactive Brokers Group Inc | 0.20% | Reduce -42.3% | 1,002,415 | $41.66M | $41.56 | No quote |
| 45 | TPRE | Third Point Reinsurance LTD | 0.17% | Add +142.2% | 2,451,509 | $36.16M | No quote | No quote |
| 46 | KO | Coca Cola Co. | 0.16% | Reduce -2.1% | 857,046 | $33.62M | $39.23 | No quote |
| 47 | MMYT | Makemytrip Ltd | 0.14% | Add +386.1% | 1,458,400 | $28.7M | $19.68 | No quote |
| 48 | CFX | Colfax Corp | 0.11% | - | 501,400 | $23.14M | No quote | No quote |
| 49 | ATHN | Athenahealth Inc. | 0.11% | - | 200,000 | $22.92M | No quote | No quote |
| 50 | CNQ | Canadian Natural Resources | 0.10% | Reduce -1.5% | 754,015 | $20.48M | $27.16 | No quote |
| 51 | QCOM | Qualcomm Inc | 0.09% | - | 302,267 | $18.93M | $62.63 | No quote |
| 52 | PEP | PepsiCo | 0.08% | - | 187,735 | $17.52M | $93.34 | No quote |
| 53 | GRPN | Groupon Inc. | 0.07% | Add +0.0% | 3,002,617 | $15.1M | No quote | No quote |
| 54 | WFC | Wells Fargo & Co. New | 0.06% | - | 234,445 | $13.19M | $56.24 | No quote |
| 55 | MCD | McDonalds | 0.06% | - | 136,767 | $13M | $95.07 | No quote |
| 56 | GLRE | Greenlight Capital Re Ltd Cl A | 0.06% | - | 441,764 | $12.89M | No quote | No quote |
| 57 | PG | Procter & Gamble | 0.06% | Reduce -0.5% | 159,400 | $12.47M | $78.24 | No quote |
| 58 | UNP | Union Pacific | 0.04% | Reduce -3.4% | 97,446 | $9.29M | $95.37 | No quote |
| 59 | BAC | Bank of America Corp | 0.04% | Reduce -0.0% | 540,925 | $9.21M | $17.02 | No quote |
| 60 | SFUN | Soufun Holdings LTD ADR | 0.04% | Reduce -49.8% | 1,008,500 | $8.48M | No quote | No quote |
| 61 | CRESY | Cresud SACIFYA Spon ADR Repstg | 0.04% | - | 612,147 | $7.97M | No quote | No quote |
| 62 | LKQ | LKQ Corp. | 0.04% | - | 250,000 | $7.56M | $30.24 | No quote |
| 63 | REXI | Resource America Inc Cl A | 0.04% | - | 897,297 | $7.55M | No quote | No quote |
| 64 | JNJ | Johnson & Johnson | 0.04% | Add +1.9% | 77,357 | $7.54M | $97.46 | No quote |
| 65 | PM | Philip Morris Intl Inc. | 0.03% | - | 91,317 | $7.32M | $80.17 | No quote |
| 66 | ZTS | Zoetis Inc. | 0.03% | Add +8.0% | 151,149 | $7.29M | $48.22 | No quote |
| 67 | CTRP | Ctrip.com International Ltd A | 0.03% | - | 100,000 | $7.26M | No quote | No quote |
| 68 | XOM | Exxon Mobil Corp | 0.03% | Reduce -0.1% | 86,392 | $7.19M | $83.20 | No quote |
| 69 | INWK | Innerworkings Inc Com | 0.03% | - | 1,000,000 | $6.67M | No quote | No quote |
| 70 | GE | General Electric | 0.03% | Reduce -1.0% | 226,490 | $6.02M | $26.57 | No quote |
| 71 | CAT | Caterpillar | 0.03% | Reduce -0.6% | 68,479 | $5.81M | $84.81 | No quote |
| 72 | LLTC | Linear Technology Group | 0.03% | Reduce -0.3% | 129,208 | $5.72M | No quote | No quote |
| 73 | SVCTF | Senvest Capital Inc. | 0.03% | New | 35,000 | $5.46M | No quote | No quote |
| 74 | EXPD | Expeditors Int'l of Wash. Inc. | 0.03% | Reduce -0.1% | 117,859 | $5.43M | $46.11 | No quote |
| 75 | COP | ConocoPhillips | 0.02% | - | 79,026 | $4.85M | $61.41 | No quote |
| 76 | YELP | Yelp Inc. | 0.02% | New | 107,700 | $4.63M | No quote | No quote |
| 77 | NVO | Novo Nordisk A/S ADR | 0.02% | Reduce -0.3% | 81,800 | $4.48M | $54.76 | No quote |
| 78 | VRSK | Verisk Analytics Class A | 0.02% | Reduce -0.8% | 58,730 | $4.27M | $72.76 | No quote |
| 79 | DTV | DirectTV | 0.02% | Reduce -0.1% | 45,952 | $4.26M | No quote | No quote |
| 80 | MO | Altria Group Inc | 0.02% | - | 77,174 | $3.78M | $48.92 | No quote |
| 81 | DD | Du Pont E I De Nemours & Co. | 0.02% | - | 55,762 | $3.57M | $63.95 | No quote |
| 82 | GHC | Graham Holdings Co. | 0.02% | - | 3,256 | $3.5M | $1074.94 | No quote |
| 83 | DEO | Diageo PLC Sponsored ADR | 0.02% | Reduce -6.6% | 30,090 | $3.49M | $116.05 | No quote |
| 84 | SLB | Schlumberger Ltd | 0.02% | Reduce -2.3% | 39,466 | $3.4M | $86.20 | No quote |
| 85 | HD | Home Depot | 0.02% | - | 28,728 | $3.19M | $111.15 | No quote |
| 86 | DIS | Disney Walt | 0.02% | Reduce -51.4% | 27,891 | $3.18M | $114.12 | No quote |
| 87 | PSX | Phillips 66 | 0.02% | - | 39,491 | $3.18M | $80.55 | No quote |
| 88 | RY | Royal Bk CDA Montreal Que | 0.01% | - | 50,400 | $3.08M | No quote | No quote |
| 89 | MSFT | Microsoft | 0.01% | Reduce -4.0% | 60,649 | $2.68M | $44.16 | No quote |
| 90 | CVS | CVS Corp. | 0.01% | - | 24,953 | $2.62M | $104.88 | No quote |
| 92 | FITB | Fifth Third Bancorp | 0.01% | - | 114,508 | $2.38M | $20.82 | No quote |
| 91 | EIX | Edison International | 0.01% | - | 42,900 | $2.38M | No quote | No quote |
| 93 | KFT | Mondelez International | 0.01% | - | 56,680 | $2.33M | No quote | No quote |
| 94 | LII | Lennox International Inc. | 0.01% | Reduce -0.2% | 19,497 | $2.1M | $107.71 | No quote |
| 95 | HTLD | Heartland Express | 0.01% | - | 101,057 | $2.04M | $20.23 | No quote |
| 96 | PGR | Progressive Corp. Ohio | 0.01% | - | 64,940 | $1.81M | $27.83 | No quote |
| 97 | AAPL | Apple Computer | 0.01% | - | 13,406 | $1.68M | $125.39 | No quote |
| 98 | JPM | JP Morgan Chase & Co. | 0.01% | - | 23,514 | $1.59M | $67.75 | No quote |
| 99 | KRFT | Kraft Foods Group Inc. | 0.01% | - | 17,424 | $1.48M | No quote | No quote |
| 100 | SHW | Sherwin Williams Co. | 0.01% | - | 5,307 | $1.46M | $275.11 | No quote |
| 101 | STI | Suntrust Banks | 0.01% | - | 31,203 | $1.34M | No quote | No quote |
| 102 | RDSA | Royal Dutch Shell PLC Spon ADR | 0.01% | - | 21,299 | $1.21M | No quote | No quote |
| 103 | USB | U.S. Bancorp New - Del. | 0.01% | - | 25,999 | $1.13M | $43.39 | No quote |
| 104 | HDB | HDFC Bank Ltd ADR Repstg 3 Shs | 0.01% | - | 18,393 | $1.11M | $60.51 | No quote |
| 105 | AEP | American Electric Power | 0.00% | - | 15,485 | $820K | $52.95 | No quote |
| 106 | ROP | Roper Industries Inc New | 0.00% | - | 4,465 | $770K | $172.45 | No quote |
| 107 | ACGL | Arch Capital Group Ltd | 0.00% | - | 10,688 | $716K | $66.99 | No quote |
| 108 | LOW | Lowe's Companies Inc. | 0.00% | Reduce -8.9% | 9,214 | $617K | $66.96 | No quote |
| 109 | RYAAY | Ryanair Hldgs PLC Spon ADR | 0.00% | - | 8,121 | $579K | $71.30 | No quote |
| 110 | PXD | Pioneer Natural Resources Co. | 0.00% | - | 3,952 | $548K | No quote | No quote |
| 111 | LMT | Lockheed Martin Corp. | 0.00% | - | 2,750 | $511K | $185.82 | No quote |
| 112 | RSG | Republic Services Inc Cl A | 0.00% | - | 12,555 | $492K | No quote | No quote |
| 113 | ADP | Automatic Data Processing | 0.00% | - | 6,091 | $489K | $80.28 | No quote |
| 114 | PSA | Public Storage Inc. | 0.00% | - | 2,493 | $460K | $184.52 | No quote |
| 115 | CMCSK | Comcast Corp. Spl Cl A | 0.00% | - | 7,474 | $448K | No quote | No quote |
| 116 | CVX | ChevronTexaco Corp | 0.00% | Reduce -1.9% | 4,626 | $446K | $96.41 | No quote |
| 117 | ESRX | Express Scripts Holding Co. | 0.00% | - | 4,905 | $436K | No quote | No quote |
| 118 | BBBYQ | Bed Bath & Beyond Inc | 0.00% | - | 6,075 | $419K | No quote | No quote |
| 119 | IEX | Idex Corp | 0.00% | - | 5,225 | $411K | $78.66 | No quote |
| 120 | SRCL | Stericycle Inc. | 0.00% | - | 3,000 | $402K | No quote | No quote |
| 121 | LUK | Leucadia Nat'l | 0.00% | - | 16,471 | $400K | No quote | No quote |
| 122 | RHI | Robert Half Internat'l | 0.00% | - | 7,000 | $389K | $55.57 | No quote |
| 123 | MHP | McGraw Hill | 0.00% | Reduce -99.2% | 3,840 | $386K | No quote | No quote |
| 124 | TMO | Thermo Electron | 0.00% | - | 2,873 | $373K | $129.83 | No quote |
| 125 | KMI | Kinder Morgan Inc. | 0.00% | - | 9,630 | $370K | $38.42 | No quote |
| 126 | PFE | Pfizer | 0.00% | - | 10,967 | $368K | $33.56 | No quote |
| 127 | MDT | Medtronic PLC | 0.00% | - | 4,880 | $362K | $74.18 | No quote |
| 128 | C | Citigroup Inc | 0.00% | - | 6,016 | $332K | $55.19 | No quote |
| 129 | VZ | Verizon Communications | 0.00% | Add +0.2% | 7,056 | $329K | $46.63 | No quote |
| 130 | WPP | WPP PLC New ADR | 0.00% | - | 2,840 | $320K | No quote | No quote |
| 131 | TROW | Price T Rowe Group Inc | 0.00% | - | 4,045 | $314K | $77.63 | No quote |
| 132 | MMM | 3M Company | 0.00% | - | 2,021 | $312K | $154.38 | No quote |
| 133 | EMR | Emerson Electric | 0.00% | - | 5,035 | $279K | $55.41 | No quote |
| 134 | MRK | Merck & Co. | 0.00% | - | 4,784 | $272K | $56.86 | No quote |
| 135 | AMAT | Applied Materials | 0.00% | - | 13,692 | $263K | $19.21 | No quote |
| 136 | EBAY | Ebay Inc | 0.00% | - | 4,220 | $254K | $60.19 | No quote |
| 137 | TECH | Bio-Techne Corp | 0.00% | - | 2,540 | $250K | $98.43 | No quote |
| 139 | BA | Boeing | 0.00% | - | 1,790 | $248K | $138.55 | No quote |
| 138 | AMGN | Amgen | 0.00% | - | 1,617 | $248K | $153.37 | No quote |
| 140 | BMY | Bristol-Myers Squibb | 0.00% | - | 3,670 | $244K | $66.48 | No quote |
| 141 | BP | BP Amoco PLC ADR | 0.00% | - | 5,948 | $238K | $40.01 | No quote |
| 142 | CL | Colgate Palmolive Co. | 0.00% | - | 3,548 | $232K | $65.39 | No quote |
| 143 | INDY | Ishares India 50 ETF | 0.00% | - | 7,674 | $229K | No quote | No quote |
| 144 | T | AT&T Inc | 0.00% | New | 6,084 | $216K | $35.50 | No quote |
| 145 | CB | Chubb | 0.00% | Reduce -35.1% | 2,222 | $211K | $94.96 | No quote |
| 146 | UTX | United Technologies | 0.00% | - | 1,873 | $208K | No quote | No quote |
| 147 | - | Jardine Matheson Hldgs (U$.25CUSIP G50736100 | 0.00% | - | 3,600 | $205K | No quote | No quote |
| 148 | ENR | Energizer Holdings Inc | 0.00% | Reduce -2.3% | 1,535 | $202K | $131.60 | No quote |
| 149 | CTSH | Cognizant Technology Solutions | 0.00% | - | 3,279 | $200K | $60.99 | No quote |
| 159 | YBTVQ | Young Broadcasting Inc Cl A | - | Sold | 0 | $0 | No quote | No quote |
| 158 | TRW | TRW Automotive Holdings Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 157 | SEIC | SEI Investments Co | - | Sold | 0 | $0 | No quote | No quote |
| 156 | SLXP | Salix Pharmaceuticals Ltd | - | Sold | 0 | $0 | No quote | No quote |
| 155 | ITUB | ITAU Unibanco Holdings S.A. AD | - | Sold | 0 | $0 | No quote | No quote |
| 154 | INTC | Intel Corp | - | Sold | 0 | $0 | No quote | No quote |
| 153 | GIS | General Mills | - | Sold | 0 | $0 | No quote | No quote |
| 152 | DUK | Duke Energy Corporation -Hldg | - | Sold | 0 | $0 | No quote | No quote |
| 151 | DVN | Devon Energy Corporation New | - | Sold | 0 | $0 | No quote | No quote |
| 150 | BLK | Blackrock Inc Cl A | - | Sold | 0 | $0 | No quote | No quote |