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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
+7.41%
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 2026-06-06 from SEC 13F data.

Live quotes available for 100 of 154 rows. Rows without a quote are marked unavailable.

1VRXValeant Pharmaceuticals Intern20.49%Add +4.3%35,375,610$3.6BNo quoteNo quote
2BRK/ABerkshire Hathaway - Cl ACUSIP 08467010810.38%Reduce -2.1%9,212$1.82BNo quoteNo quote
3TJXTJX Cos - New7.05%Reduce -2.0%17,457,872$1.24B$70.91No quote
4PCPPrecision Castparts Corp6.26%Add +33.9%4,732,708$1.1BNo quoteNo quote
5FASTFastenal Co5.49%Reduce -1.8%23,607,163$963.64M$40.82No quote
6ORLYO Reilly Automotive Inc5.11%Reduce -1.3%3,536,791$896.29M$253.42No quote
7BRK/BBerkshire Hathaway - Cl BCUSIP 0846707023.69%Reduce -0.1%4,910,840$648.43MNo quoteNo quote
8IDXXIdexx Laboratories Corp.3.33%Reduce -1.7%8,027,368$585.36M$72.92No quote
9MAMastercard Inc2.95%Reduce -2.3%5,319,142$517.87M$97.36No quote
10MHKMohawk Industries2.94%Reduce -2.3%2,722,754$515.66M$189.39No quote
11GOOGAlphabet Inc. Cl C2.51%Reduce -0.7%581,428$441.23M$758.88No quote
12GOOGLAlphabet Inc Cl A2.30%Reduce -3.2%519,685$404.32M$778.01No quote
13AGNAllergan PLC1.93%Reduce -1.6%1,085,870$339.33MNo quoteNo quote
14SIROSirona Dental Systems Inc1.74%Reduce -1.3%2,789,596$305.66MNo quoteNo quote
15WATWaters Corp1.53%Reduce -2.1%1,995,247$268.52M$134.58No quote
16VVisa Inc Class A1.46%Reduce -0.7%3,314,535$257.04M$77.55No quote
17JECJacobs Engineering Group Inc1.43%Reduce -1.8%5,971,440$250.5MNo quoteNo quote
18OMCOmnicom Group1.20%Reduce -1.4%2,788,079$210.95M$75.66No quote
19PRGOPerrigo Co PLC1.19%Reduce -1.5%1,447,149$209.4M$144.70No quote
20WUBA58.com Inc ADR1.13%Reduce -4.2%3,015,330$198.89MNo quoteNo quote
21PXPraxair1.05%Reduce -3.7%1,793,700$183.68MNo quoteNo quote
22CNSWFConstellation Software Inc.1.03%Reduce -0.2%435,954$181.07M$415.35No quote
23IBMIBM0.98%Reduce -8.3%1,246,612$171.56M$137.62No quote
24TIFTiffany & Co0.93%Reduce -0.9%2,146,719$163.77MNo quoteNo quote
25CABCabelas Inc. Cl A0.89%Reduce -2.5%3,330,267$155.62MNo quoteNo quote
26RRCRange Resources Corp0.83%Add +0.0%5,909,755$145.44M$24.61No quote
27GSGoldman Sachs Group Inc0.79%Reduce -39.1%769,530$138.69M$180.23No quote
28PRIPrimerica Inc0.78%-2,882,551$136.14M$47.23No quote
29DHRDanaher Corp.0.75%Reduce -1.5%1,425,206$132.37M$92.88No quote
30WMTWal-Mart Stores0.73%Reduce -3.4%2,100,532$128.76M$61.30No quote
31COSTCostco Wholesale Corp0.68%Reduce -3.2%740,722$119.63M$161.50No quote
32AXPAmerican Express0.54%Reduce -1.3%1,361,001$94.66M$69.55No quote
33MONMonsanto Co0.54%Reduce -0.7%956,402$94.23MNo quoteNo quote
34EMEEmcor Group Inc0.44%Reduce -1.8%1,595,487$76.65M$48.04No quote
35IACIDIAC Interactivecorp0.41%Add +33.9%1,205,405$72.39MNo quoteNo quote
36TRMBTrimble Navigation Ltd.0.40%Reduce -2.2%3,251,927$69.75M$21.45No quote
37WSTWest Pharmaceutical Svcs Inc C0.34%Reduce -1.8%991,928$59.73M$60.22No quote
38YNDXYandex NV Shs0.32%Reduce -0.6%3,603,523$56.65MNo quoteNo quote
39MMYTMakemytrip Ltd0.28%Add +12.1%2,813,802$48.29M$17.16No quote
40HXLHexcel Corp0.27%Reduce -49.9%1,002,840$46.58M$46.45No quote
41BROBrown & Brown Inc.0.26%Reduce -45.6%1,415,900$45.45M$32.10No quote
42IBKRInteractive Brokers Group Inc0.25%Reduce -0.1%1,001,923$43.68M$43.60No quote
43TPREThird Point Reinsurance LTD0.23%-3,029,800$40.63MNo quoteNo quote
44ATHNAthenahealth Inc.0.18%-200,000$32.19MNo quoteNo quote
45KOCoca Cola Co.0.16%Reduce -1.1%672,185$28.88M$42.96No quote
46VIPSVipshop Hldgs Ltd ADR0.10%Add +43.5%1,105,000$16.87M$15.27No quote
47PEPPepsiCo0.09%Reduce -13.7%160,292$16.02M$99.92No quote
48CNQCanadian Natural Resources0.09%Reduce -3.2%728,973$15.91M$21.83No quote
49MCDMcDonalds0.08%Reduce -9.4%123,999$14.65M$118.14No quote
50CFXColfax Corp0.07%-501,400$11.71MNo quoteNo quote
51TWXTime Warner Inc0.07%Add +4302.2%179,523$11.61MNo quoteNo quote
52PGProcter & Gamble0.06%Reduce -20.0%127,366$10.11M$79.41No quote
53TWCTime Warner Cable Inc.0.06%Reduce -63.8%52,118$9.67MNo quoteNo quote
54MTCHMatch Group Inc.0.05%New700,000$9.49M$13.55No quote
55GRPNGroupon Inc.0.05%Add +0.0%3,003,417$9.22MNo quoteNo quote
56PMPhilip Morris Intl Inc.0.05%Reduce -0.2%90,990$8M$87.91No quote
57CRESYCresud SACIFYA Spon ADR Repstg0.04%-612,147$7.9MNo quoteNo quote
58UNPUnion Pacific0.04%-100,846$7.89M$78.20No quote
59WFCWells Fargo & Co. New0.04%Reduce -38.4%144,700$7.87M$54.36No quote
60SFUNSoufun Holdings LTD ADR0.04%-1,008,500$7.45MNo quoteNo quote
61ZTSZoetis Inc.0.04%Reduce -2.9%151,537$7.26M$47.92No quote
62GEGeneral Electric0.04%Add +4.1%230,023$7.17M$31.15No quote
63JNJJohnson & Johnson0.04%Reduce -15.2%64,753$6.65M$102.71No quote
64XOMExxon Mobil Corp0.04%Reduce -3.9%83,134$6.48M$77.95No quote
65REXIResource America Inc Cl A0.03%-897,297$5.5MNo quoteNo quote
66LLTCLinear Technology Group0.03%Reduce -5.3%120,046$5.1MNo quoteNo quote
67LKQLKQ Corp.0.03%Reduce -19.0%162,000$4.8M$29.63No quote
68NVONovo Nordisk A/S ADR0.03%-81,320$4.72M$58.08No quote
69CATCaterpillar0.03%-68,479$4.65M$67.96No quote
70ALGNAlign Technology Inc.0.03%Reduce -3.0%68,586$4.52M$65.84No quote
71VRSKVerisk Analytics Class A0.03%Reduce -0.9%58,211$4.48M$76.88No quote
72MOAltria Group Inc0.03%-76,574$4.46M$58.21No quote
73SVCTFSenvest Capital Inc.0.02%-35,000$3.89MNo quoteNo quote
74HDHome Depot0.02%-29,428$3.89M$132.25No quote
75DDDu Pont E I De Nemours & Co.0.02%-55,762$3.71M$66.60No quote
76COPConocoPhillips0.02%-79,200$3.7M$46.69No quote
77LILAKLiberty Lilac Group CL C0.02%-85,150$3.66M$42.99No quote
78MSFTMicrosoft0.02%Add +3.1%60,579$3.36M$55.48No quote
79ATHMAutohome Inc ADR0.02%New94,550$3.3MNo quoteNo quote
80PSXPhillips 660.02%-39,637$3.24M$81.79No quote
81TAT&T Inc0.02%Add +0.1%94,104$3.24M$34.41No quote
82EXPDExpeditors Int'l of Wash. Inc.0.02%Reduce -39.5%69,332$3.13M$45.10No quote
83YELPYelp Inc.0.02%-107,700$3.1MNo quoteNo quote
84DISDisney Walt0.02%Reduce -1.3%27,531$2.89M$105.08No quote
85RYRoyal Bk CDA Montreal Que0.02%-50,400$2.7MNo quoteNo quote
86SLBSchlumberger Ltd0.02%Reduce -1.4%38,486$2.68M$69.74No quote
87EIXEdison International0.01%-42,900$2.54MNo quoteNo quote
88KFTMondelez International0.01%-56,542$2.54MNo quoteNo quote
89FITBFifth Third Bancorp0.01%Reduce -2.3%111,881$2.25M$20.10No quote
90CVSCVS Corp.0.01%Reduce -27.3%18,153$1.78M$97.78No quote
91HTLDHeartland Express0.01%-101,057$1.72M$17.02No quote
92PGRProgressive Corp. Ohio0.01%Reduce -9.1%49,798$1.58M$31.81No quote
93GHCGraham Holdings Co.0.01%Reduce -0.6%3,236$1.57M$484.86No quote
94LIILennox International Inc.0.01%Reduce -33.7%12,527$1.57M$124.93No quote
95AAPLApple Computer0.01%-14,316$1.51M$105.27No quote
96JPMJP Morgan Chase & Co.0.01%Reduce -5.0%22,350$1.48M$66.04No quote
97CABOCable One Inc.0.01%Reduce -0.6%3,236$1.4M$433.56No quote
98SHWSherwin Williams Co.0.01%-5,307$1.38M$259.66No quote
99STISuntrust Banks0.01%-31,203$1.34MNo quoteNo quote
100KHCKraft Heinz Co.0.01%-17,378$1.26M$72.74No quote
101HDBHDFC Bank Ltd ADR Repstg 3 Shs0.01%-18,328$1.13M$61.60No quote
102RDSARoyal Dutch Shell PLC Spon ADR0.01%-21,299$975KNo quoteNo quote
103USBU.S. Bancorp New - Del.0.01%Reduce -14.2%22,319$952K$42.65No quote
104AEPAmerican Electric Power0.01%-15,485$902K$58.25No quote
105ROPRoper Industries Inc New0.00%-4,465$847K$189.70No quote
106AMGAffiliated Managers Group Inc0.00%New5,120$818K$159.77No quote
107LOWLowe's Companies Inc.0.00%Add +8.8%10,311$784K$76.04No quote
108ACGLArch Capital Group Ltd0.00%Reduce -11.2%9,488$662K$69.77No quote
109PSAPublic Storage Inc.0.00%-2,493$618K$247.89No quote
110LMTLockheed Martin Corp.0.00%Reduce -0.4%2,535$550K$216.96No quote
111RSGRepublic Services Inc Cl A0.00%-12,198$537KNo quoteNo quote
112CVXChevronTexaco Corp0.00%Add +15.6%5,940$534K$89.90No quote
113ADPAutomatic Data Processing0.00%-6,238$528K$84.64No quote
114PXDPioneer Natural Resources Co.0.00%-3,952$496KNo quoteNo quote
115CMCSAComcast Corp. Cl A0.00%New8,777$495K$56.40No quote
116PFEPfizer0.00%Add +31.4%14,850$479K$32.26No quote
117RYAAYRyanair Holdings PLC ADR0.00%Reduce -32.1%5,424$469K$86.47No quote
118TMOThermo Electron0.00%-2,873$408K$142.01No quote
119IEXIdex Corp0.00%-5,225$400K$76.56No quote
120SYASymetra Finl Corp0.00%-12,500$397KNo quoteNo quote
121MDTMedtronic PLC0.00%-5,075$390K$76.85No quote
122ESRXExpress Scripts Holding Co.0.00%Reduce -10.7%4,379$383KNo quoteNo quote
123MHPMcGraw Hill0.00%-3,840$379KNo quoteNo quote
124SRCLStericycle Inc.0.00%-3,000$362KNo quoteNo quote
125BACBank of America Corp0.00%-20,580$346K$16.81No quote
126RHIRobert Half Internat'l0.00%-7,000$330K$47.14No quote
127AMGNAmgen0.00%-2,017$327K$162.12No quote
128WPPWPP PLC New ADR0.00%-2,840$326KNo quoteNo quote
129CCitigroup Inc0.00%Reduce -1.1%5,948$308K$51.78No quote
130EMREmerson Electric0.00%Add +24.5%6,232$298K$47.82No quote
131CBChubb0.00%-2,222$295K$132.76No quote
132BBBYQBed Bath & Beyond Inc0.00%-6,075$293KNo quoteNo quote
133TROWPrice T Rowe Group Inc0.00%-4,045$289K$71.45No quote
134LUKLeucadia Nat'l0.00%-16,471$286KNo quoteNo quote
135VZVerizon Communications0.00%-5,756$266K$46.21No quote
136MRKMerck & Co.0.00%-4,994$264K$52.86No quote
137BABoeing0.00%-1,790$259K$144.69No quote
138AMATApplied Materials0.00%-13,692$256K$18.70No quote
139BMYBristol-Myers Squibb0.00%-3,670$252K$68.66No quote
140CLColgate Palmolive Co.0.00%-3,715$247K$66.49No quote
141TECHBio-Techne Corp0.00%-2,540$229K$90.16No quote
142CCChemours Co.0.00%-11,150$60KNo quoteNo quote
154YBTVQYoung Broadcasting Inc Cl A0.00%-144,865$0No quoteNo quote
153QIHUQihoo 360 Technology Co. ADR-Sold0$0No quoteNo quote
152MRCMRC Global Inc.-Sold0$0No quoteNo quote
151KMIKinder Morgan Inc.-Sold0$0No quoteNo quote
150JMEIJumei International ADR-Sold0$0No quoteNo quote
149INDYIshares India 50 ETF-Sold0$0No quoteNo quote
148INWKInnerworkings Inc Com-Sold0$0No quoteNo quote
147GLREGreenlight Capital Re Ltd Cl A-Sold0$0No quoteNo quote
146CMCSKComcast Corp. Spl Cl A-Sold0$0No quoteNo quote
145CTSHCognizant Technology Solutions-Sold0$0No quoteNo quote
144SANBanco Santander SA ADR-Sold0$0No quoteNo quote
143MMM3M Company-Sold0$0No quoteNo quote