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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 94 of 156 rows. Rows without a quote are marked unavailable.

1BRK/ABerkshire Hathaway - Cl ACUSIP 08467010814.24%Reduce -6.8%8,586$1.83BNo quoteNo quote
2TJXTJX Cos - New9.85%Reduce -7.3%16,183,648$1.27B$78.35No quote
3FASTFastenal Co7.01%Reduce -22.0%18,412,172$902.2M$49.00No quote
4VRXValeant Pharmaceuticals Intern6.19%Reduce -14.3%30,308,449$797.11MNo quoteNo quote
5ORLYO Reilly Automotive Inc6.14%Reduce -18.3%2,890,395$790.99M$273.66No quote
6BRK/BBerkshire Hathaway - Cl BCUSIP 0846707025.22%Reduce -3.5%4,737,770$672.2MNo quoteNo quote
7IDXXIdexx Laboratories Corp.4.67%Reduce -4.5%7,668,176$600.57M$78.32No quote
8MHKMohawk Industries3.89%Reduce -3.7%2,622,133$500.57M$190.90No quote
9MAMastercard Inc3.81%Reduce -2.6%5,182,954$489.79M$94.50No quote
10GOOGAlphabet Inc. Cl C2.78%Reduce -17.5%479,665$357.33M$744.95No quote
11GOOGLAlphabet Inc Cl A2.50%Reduce -18.7%422,601$322.4M$762.90No quote
12XRAYDentsply Sirona Inc.2.32%New4,843,324$298.49M$61.63No quote
13AGNAllergan PLC2.14%Reduce -5.5%1,025,555$274.88MNo quoteNo quote
14WATWaters Corp1.97%Reduce -3.7%1,920,738$253.38M$131.92No quote
15JECJacobs Engineering Group Inc1.93%Reduce -4.3%5,713,337$248.82MNo quoteNo quote
16VVisa Inc Class A1.89%Reduce -4.2%3,176,837$242.96M$76.48No quote
17OMCOmnicom Group1.74%Reduce -3.6%2,686,613$223.61M$83.23No quote
18PXPraxair1.54%Reduce -3.3%1,733,744$198.43MNo quoteNo quote
19RRCRange Resources Corp1.49%Reduce 0.0%5,909,630$191.35M$32.38No quote
20PRGOPerrigo Co PLC1.45%Add +1.0%1,461,985$187.03M$127.93No quote
21WUBA58.com Inc ADR1.30%Reduce -0.1%3,011,396$167.58MNo quoteNo quote
22TIFTiffany & Co1.18%Reduce -3.3%2,075,900$152.33MNo quoteNo quote
23WMTWal-Mart Stores1.05%Reduce -6.2%1,969,373$134.88M$68.49No quote
24DHRDanaher Corp.1.02%Reduce -3.3%1,378,586$130.77M$94.86No quote
25PRIPrimerica Inc1.00%-2,882,551$128.36M$44.53No quote
26CABCabelas Inc. Cl A0.99%Reduce -21.4%2,616,239$127.39MNo quoteNo quote
27IBMIBM0.87%Reduce -40.5%742,244$112.41M$151.45No quote
28GSGoldman Sachs Group Inc0.86%Reduce -8.0%708,242$111.18M$156.98No quote
29COSTCostco Wholesale Corp0.85%Reduce -6.4%693,177$109.23M$157.58No quote
30AXPAmerican Express0.61%Reduce -6.2%1,277,020$78.41M$61.40No quote
31TRMBTrimble Navigation Ltd.0.60%Reduce -4.9%3,092,288$76.69M$24.80No quote
32EMEEmcor Group Inc0.57%Reduce -4.6%1,522,781$74.01M$48.60No quote
33IACIAC Interactivecorp0.44%New1,205,190$56.74M$47.08No quote
34YNDXYandex NV Shs0.43%Reduce 0.0%3,603,475$55.21MNo quoteNo quote
35MONMonsanto Co0.40%Reduce -38.6%587,518$51.55MNo quoteNo quote
36MMYTMakemytrip Ltd0.40%-2,813,802$50.9M$18.09No quote
37BROBrown & Brown Inc.0.38%Reduce -4.2%1,356,829$48.57M$35.80No quote
38JDJD.com0.36%New1,733,000$45.93M$26.50No quote
39CMGChipotle Mexican Grill Inc0.34%New93,880$44.22M$470.97No quote
40IBKRInteractive Brokers Group Inc0.31%-1,001,923$39.4M$39.32No quote
41WSTWest Pharmaceutical Svcs Inc C0.29%Reduce -46.2%533,650$36.99M$69.32No quote
42TPREThird Point Reinsurance LTD0.27%-3,029,800$34.45MNo quoteNo quote
43ATHNAthenahealth Inc.0.22%-200,000$27.76MNo quoteNo quote
44JPMWSJP Morgan Chase & Co Exp 10/280.19%New1,400,000$24.78MNo quoteNo quote
45CNQCanadian Natural Resources0.14%Reduce -5.3%689,985$18.63M$27.00No quote
46VIPSVipshop Hldgs Ltd ADR0.12%Add +11.3%1,230,000$15.84M$12.88No quote
47CFXColfax Corp0.11%-501,400$14.34MNo quoteNo quote
48YELPYelp Inc.0.09%Add +448.1%590,300$11.74MNo quoteNo quote
49TWXTime Warner Inc0.09%Reduce -14.1%154,280$11.19MNo quoteNo quote
50KOCoca Cola Co.0.09%Reduce -64.5%238,417$11.06M$46.39No quote
51DWREDemandware Inc.0.07%New233,130$9.12MNo quoteNo quote
52PMPhilip Morris Intl Inc.0.07%Reduce -1.2%89,869$8.82M$98.11No quote
53MCDMcDonalds0.07%Reduce -45.0%68,246$8.58M$125.68No quote
54PGProcter & Gamble0.06%Reduce -23.2%97,819$8.05M$82.31No quote
55MTCHMatch Group Inc.0.06%Add +0.2%701,250$7.76M$11.06No quote
56CRESYCresud SACIFYA Spon ADR Repstg0.06%-612,147$7.13MNo quoteNo quote
57TWCTime Warner Cable Inc.0.05%Reduce -35.1%33,817$6.92MNo quoteNo quote
58GEGeneral Electric0.05%Reduce -7.1%213,603$6.79M$31.79No quote
59XOMExxon Mobil Corp0.05%Reduce -6.5%77,716$6.5M$83.59No quote
60LBTYALiberty Global PLC Shrs CL A0.05%New163,073$6.28M$38.50No quote
61SFUNSoufun Holdings LTD ADR0.05%-1,008,500$6.04MNo quoteNo quote
62ZTSZoetis Inc.0.04%Reduce -16.3%126,783$5.62M$44.33No quote
63NVONovo Nordisk A/S ADR0.04%Add +19.9%97,525$5.29M$54.19No quote
64CATCaterpillar0.04%Reduce -0.2%68,356$5.23M$76.54No quote
65UNPUnion Pacific0.04%Reduce -35.1%65,426$5.21M$79.56No quote
66REXIResource America Inc Cl A0.04%-897,297$5.18MNo quoteNo quote
67LKQLKQ Corp.0.04%-162,000$5.17M$31.93No quote
68LLTCLinear Technology Group0.04%Reduce -7.6%110,899$4.94MNo quoteNo quote
69MOAltria Group Inc0.04%Reduce -0.4%76,284$4.78M$62.66No quote
70PEPPepsiCo0.04%Reduce -72.2%44,578$4.57M$102.47No quote
71WFCWells Fargo & Co. New0.03%Reduce -36.2%92,300$4.46M$48.36No quote
72VRSKVerisk Analytics Class A0.03%Reduce -4.3%55,719$4.45M$79.92No quote
73ALGNAlign Technology Inc.0.03%Reduce -20.6%54,433$3.96M$72.69No quote
74LNKDLinkedin Corp Cl A0.03%New31,425$3.59MNo quoteNo quote
75TAT&T Inc0.03%Reduce -4.3%90,085$3.53M$39.17No quote
76HDHome Depot0.03%Reduce -10.3%26,403$3.52M$133.43No quote
77OZMOch Ziff Capital Management Gr0.03%New750,000$3.26MNo quoteNo quote
78LILAKLiberty Lilac Group CL C0.03%-85,150$3.23M$37.87No quote
79MSFTMicrosoft0.02%Reduce -4.4%57,904$3.2M$55.23No quote
80EIXEdison International0.02%-42,900$3.08MNo quoteNo quote
81ATHMAutohome Inc ADR0.02%Add +6.3%100,550$2.81MNo quoteNo quote
82AMGAffiliated Managers Group Inc0.02%Add +237.3%17,268$2.8M$162.38No quote
83SLBSchlumberger Ltd0.02%Reduce -7.2%35,713$2.63M$73.75No quote
84DISDisney Walt0.02%Reduce -6.7%25,686$2.55M$99.31No quote
85EXPDExpeditors Int'l of Wash. Inc.0.02%Reduce -27.5%50,289$2.46M$48.82No quote
86FNMAFederal National Mortgage Assn0.02%New1,651,820$2.31MNo quoteNo quote
87KFTMondelez International0.02%Reduce -4.7%53,882$2.16MNo quoteNo quote
88FMCCFederal Home Loan Mortgage Cor0.02%New1,500,000$2.01MNo quoteNo quote
89HTLDHeartland Express0.01%-101,057$1.88M$18.55No quote
90FITBFifth Third Bancorp0.01%-111,881$1.87M$16.69No quote
91PGRProgressive Corp. Ohio0.01%-49,798$1.75M$35.14No quote
92CVSCVS Corp.0.01%Reduce -12.0%15,981$1.66M$103.75No quote
93GHCGraham Holdings Co.0.01%Reduce -0.3%3,228$1.55M$479.86No quote
94JNJJohnson & Johnson0.01%Reduce -78.5%13,925$1.51M$108.22No quote
95LIILennox International Inc.0.01%Reduce -12.7%10,938$1.48M$135.22No quote
96CABOCable One Inc.0.01%Reduce -0.3%3,228$1.41M$437.11No quote
97KHCKraft Heinz Co.0.01%Reduce -0.4%17,301$1.36M$78.55No quote
98AAPLApple Computer0.01%Reduce -24.9%10,746$1.17M$108.97No quote
99STISuntrust Banks0.01%Reduce -0.9%30,906$1.12MNo quoteNo quote
100JPMJP Morgan Chase & Co.0.01%Reduce -16.7%18,625$1.1M$59.22No quote
101AEPAmerican Electric Power0.01%-15,485$1.03M$66.39No quote
102HDBHDFC Bank Ltd ADR Repstg 3 Shs0.01%Reduce -12.4%16,047$989K$61.63No quote
103RDSARoyal Dutch Shell PLC Spon ADR0.01%Reduce -16.2%17,848$865KNo quoteNo quote
104USBU.S. Bancorp New - Del.0.01%Reduce -5.6%21,064$855K$40.59No quote
105LOWLowe's Companies Inc.0.01%Reduce -10.8%9,194$696K$75.70No quote
106PSAPublic Storage Inc.0.01%Reduce -0.0%2,492$687K$275.68No quote
107SHWSherwin Williams Co.0.01%Reduce -54.7%2,402$684K$284.76No quote
108ACGLArch Capital Group Ltd0.01%-9,488$675K$71.14No quote
109WWDWoodward Inc0.00%New10,401$541K$52.01No quote
110LMTLockheed Martin Corp.0.00%Reduce -5.9%2,385$528K$221.38No quote
111CMCSAComcast Corp. Cl A0.00%Reduce -2.8%8,532$521K$61.06No quote
112RYAAYRyanair Holdings PLC ADR0.00%Reduce -0.0%5,422$465K$85.76No quote
113ADPAutomatic Data Processing0.00%Reduce -25.0%4,678$420K$89.78No quote
114CVXChevronTexaco Corp0.00%Reduce -27.5%4,305$411K$95.47No quote
115PXDPioneer Natural Resources Co.0.00%Reduce -29.1%2,802$394KNo quoteNo quote
116MHPMcGraw Hill0.00%-3,840$380KNo quoteNo quote
117SRCLStericycle Inc.0.00%-3,000$379KNo quoteNo quote
118PFEPfizer0.00%Reduce -16.2%12,442$369K$29.66No quote
119WPPWPP PLC New ADR0.00%-2,840$331KNo quoteNo quote
120RHIRobert Half Internat'l0.00%-7,000$326K$46.57No quote
121ROPRoper Industries Inc New0.00%Reduce -63.4%1,635$299K$182.87No quote
122BBBYQBed Bath & Beyond Inc0.00%Reduce -1.2%6,000$298KNo quoteNo quote
123MDTMedtronic PLC0.00%Reduce -23.3%3,895$292K$74.97No quote
124AMATApplied Materials0.00%Reduce -0.4%13,632$289K$21.20No quote
125LUKLeucadia Nat'l0.00%-16,471$266KNo quoteNo quote
126CLColgate Palmolive Co.0.00%-3,715$262K$70.52No quote
127MRKMerck & Co.0.00%Reduce -2.0%4,894$259K$52.92No quote
128DDDu Pont E I De Nemours & Co.0.00%Reduce -93.0%3,912$248K$63.39No quote
129EMREmerson Electric0.00%Reduce -28.7%4,443$242K$54.47No quote
130EDConsolidated Edison Inc.0.00%New2,974$228KNo quoteNo quote
131VZVerizon Communications0.00%Reduce -28.4%4,121$223K$54.11No quote
132TROWPrice T Rowe Group Inc0.00%Reduce -32.3%2,740$201K$73.36No quote
133BACBank of America Corp0.00%Reduce -47.5%10,807$146K$13.51No quote
156YBTVQYoung Broadcasting Inc Cl A-Sold0$0No quoteNo quote
155TMOThermo Electron-Sold0$0No quoteNo quote
154SYASymetra Finl Corp-Sold0$0No quoteNo quote
153SIROSirona Dental Systems Inc-Sold0$0No quoteNo quote
152SVCTFSenvest Capital Inc.-Sold0$0No quoteNo quote
151RYRoyal Bk CDA Montreal Que-Sold0$0No quoteNo quote
150RSGRepublic Services Inc Cl A-Sold0$0No quoteNo quote
149PCPPrecision Castparts Corp-Sold0$0No quoteNo quote
148PSXPhillips 66-Sold0$0No quoteNo quote
147IEXIdex Corp-Sold0$0No quoteNo quote
146IACIDIAC Interactivecorp-Sold0$0No quoteNo quote
145HXLHexcel Corp-Sold0$0No quoteNo quote
144GRPNGroupon Inc.-Sold0$0No quoteNo quote
143ESRXExpress Scripts Holding Co.-Sold0$0No quoteNo quote
142CNSWFConstellation Software Inc.-Sold0$0No quoteNo quote
141COPConocoPhillips-Sold0$0No quoteNo quote
140CCitigroup Inc-Sold0$0No quoteNo quote
139CBChubb-Sold0$0No quoteNo quote
138CCChemours Co.-Sold0$0No quoteNo quote
137BMYBristol-Myers Squibb-Sold0$0No quoteNo quote
136BABoeing-Sold0$0No quoteNo quote
135TECHBio-Techne Corp-Sold0$0No quoteNo quote
134AMGNAmgen-Sold0$0No quoteNo quote