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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 89 of 141 rows. Rows without a quote are marked unavailable.

1BRK/ABerkshire Hathaway - Cl ACUSIP 08467010814.28%Reduce -19.5%6,910$1.5BNo quoteNo quote
2TJXTJX Cos - New8.96%Reduce -24.7%12,183,709$940.95M$77.23No quote
3BRK/BBerkshire Hathaway - Cl BCUSIP 0846707026.30%Reduce -3.5%4,571,466$661.9MNo quoteNo quote
4FASTFastenal Co5.12%Reduce -34.3%12,100,933$537.16M$44.39No quote
5ORLYO Reilly Automotive Inc4.90%Reduce -34.4%1,895,730$513.93M$271.10No quote
6MHKMohawk Industries4.43%Reduce -6.5%2,451,706$465.24M$189.76No quote
7MAMastercard Inc4.18%Reduce -3.9%4,979,934$438.53M$88.06No quote
8BIDUBaidu Com Inc Sponsored ADR4.10%New2,605,388$430.28M$165.15No quote
9GOOGAlphabet Inc. Cl C2.91%Reduce -7.9%441,683$305.69M$692.10No quote
10KMXCarmax, Inc.2.90%New6,215,800$304.76M$49.03No quote
11XRAYDentsply Sirona Inc.2.78%Reduce -2.9%4,705,249$291.91M$62.04No quote
12GOOGLAlphabet Inc Cl A2.46%Reduce -13.3%366,625$257.93M$703.53No quote
13JECJacobs Engineering Group Inc2.46%Reduce -9.4%5,174,881$257.76MNo quoteNo quote
14WATWaters Corp2.37%Reduce -7.8%1,770,014$248.95M$140.65No quote
15WFCWells Fargo & Co. New2.36%Add +5580.0%5,242,602$248.13M$47.33No quote
16CMGChipotle Mexican Grill Inc2.24%Add +522.5%584,367$235.36M$402.76No quote
17SCHWSchwab Charles Corp2.21%New9,155,367$231.72M$25.31No quote
18PRIPrimerica Inc2.06%Add +31.2%3,780,842$216.42M$57.24No quote
19OMCOmnicom Group1.85%Reduce -11.5%2,378,012$193.78M$81.49No quote
20VVisa Inc Class A1.79%Reduce -20.1%2,537,564$188.21M$74.17No quote
21PXPraxair1.72%Reduce -7.4%1,605,924$180.49MNo quoteNo quote
22JDJD.com1.58%Add +351.0%7,815,227$165.92M$21.23No quote
23DHRDanaher Corp.1.49%Add +12.1%1,545,881$156.13M$101.00No quote
24WUBA58.com Inc ADR1.32%Reduce -0.0%3,010,896$138.17MNo quoteNo quote
25WMTWal-Mart Stores1.16%Reduce -15.4%1,666,115$121.66M$73.02No quote
26TIFTiffany & Co1.15%Reduce -4.2%1,989,625$120.65MNo quoteNo quote
27PRGOPerrigo Co PLC1.14%Reduce -10.0%1,315,805$119.3M$90.67No quote
28COSTCostco Wholesale Corp0.94%Reduce -9.4%628,312$98.67M$157.04No quote
29GSGoldman Sachs Group Inc0.80%Reduce -20.2%565,140$83.97M$148.58No quote
30EMEEmcor Group Inc0.68%Reduce -5.1%1,445,293$71.2M$49.26No quote
31IACIAC Interactivecorp0.65%-1,205,190$67.85M$56.30No quote
32TRMBTrimble Navigation Ltd.0.65%Reduce -10.1%2,780,872$67.74M$24.36No quote
33AXPAmerican Express0.62%Reduce -16.0%1,072,828$65.19M$60.76No quote
34JPMJP Morgan Chase & Co.0.60%Add +5327.4%1,010,846$62.81M$62.14No quote
35YNDXYandex NV Shs0.56%Reduce -25.0%2,703,355$59.07MNo quoteNo quote
36BLDRBuilders Firstsource Inc.0.43%New4,007,377$45.08M$11.25No quote
37MMYTMakemytrip Ltd0.40%-2,813,802$41.81M$14.86No quote
38ATHNAthenahealth Inc.0.39%Add +50.0%300,095$41.42MNo quoteNo quote
39TPREThird Point Reinsurance LTD0.34%Reduce -0.0%3,029,190$35.5MNo quoteNo quote
40IBKRInteractive Brokers Group Inc0.34%-1,001,923$35.47M$35.40No quote
41WSTWest Pharmaceutical Svcs Inc C0.32%Reduce -17.0%443,019$33.62M$75.88No quote
42JPMWSJP Morgan Chase & Co Exp 10/280.27%-1,400,000$28.35MNo quoteNo quote
43VIPSVipshop Hldgs Ltd ADR0.11%Reduce -16.6%1,025,460$11.45M$11.17No quote
44MTCHMatch Group Inc.0.10%Reduce -0.0%701,000$10.57M$15.08No quote
45IDXXIdexx Laboratories Corp.0.10%Reduce -98.6%107,894$10.02M$92.86No quote
46TWXTime Warner Inc0.09%Reduce -18.1%126,308$9.29MNo quoteNo quote
47VRXValeant Pharmaceuticals Intern0.09%Reduce -98.5%446,442$8.99MNo quoteNo quote
48CRESYCresud SACIFYA Spon ADR Repstg0.08%-612,147$8.65MNo quoteNo quote
49PGProcter & Gamble0.08%Reduce -3.0%94,842$8.03M$84.67No quote
50UNPUnion Pacific0.05%Reduce -5.2%62,026$5.41M$87.25No quote
51XOMExxon Mobil Corp0.05%Reduce -28.9%55,242$5.18M$93.73No quote
52LKQLKQ Corp.0.05%-162,000$5.14M$31.70No quote
53SFUNSoufun Holdings LTD ADR0.05%Reduce -0.0%1,008,260$5.07MNo quoteNo quote
54NVONovo Nordisk A/S ADR0.05%Reduce -3.5%94,165$5.06M$53.78No quote
55WWayfair Inc Cl A0.05%New127,200$4.96M$39.00No quote
56CATCaterpillar0.05%Reduce -4.3%65,432$4.96M$75.80No quote
57LBTYALiberty Global PLC Shrs CL A0.04%Reduce -0.3%162,598$4.73M$29.06No quote
58PEPPepsiCo0.04%Reduce -4.8%42,462$4.5M$105.93No quote
59VRSKVerisk Analytics Class A0.04%Reduce -0.8%55,281$4.48M$81.08No quote
60GEGeneral Electric0.04%Reduce -39.4%129,498$4.08M$31.48No quote
61ALGNAlign Technology Inc.0.04%Reduce -11.6%48,123$3.88M$80.54No quote
62CABCabelas Inc. Cl A0.04%Reduce -97.1%75,421$3.78MNo quoteNo quote
63CHTRCharter Communications Inc Del0.04%New16,225$3.71M$228.66No quote
64TAT&T Inc0.03%Reduce -6.4%84,347$3.65M$43.21No quote
65KOCoca Cola Co.0.03%Reduce -68.8%74,452$3.38M$45.33No quote
66EIXEdison International0.03%-42,900$3.33MNo quoteNo quote
67FNMAFederal National Mortgage Assn0.03%-1,651,820$3.3MNo quoteNo quote
68OZMOch Ziff Capital Management Gr0.03%Add +4.2%781,620$2.97MNo quoteNo quote
69HDHome Depot0.03%Reduce -12.0%23,244$2.97M$127.69No quote
70FMCCFederal Home Loan Mortgage Cor0.03%-1,500,000$2.78MNo quoteNo quote
71SLBSchlumberger Ltd0.03%Reduce -5.2%33,861$2.68M$79.09No quote
72AMGAffiliated Managers Group Inc0.02%Reduce -3.6%16,646$2.34M$140.75No quote
73IBMIBM0.02%Reduce -98.0%14,707$2.23M$151.76No quote
74MSFTMicrosoft0.02%Reduce -40.8%34,279$1.75M$51.17No quote
75MCDMcDonalds0.02%Reduce -78.8%14,452$1.74M$120.33No quote
76CABOCable One Inc.0.02%-3,228$1.65M$511.46No quote
77GHCGraham Holdings Co.0.01%-3,228$1.58M$489.47No quote
78JNJJohnson & Johnson0.01%Reduce -7.1%12,933$1.57M$121.32No quote
79LIILennox International Inc.0.01%Reduce -0.6%10,878$1.55M$142.58No quote
80CVSCVS Corp.0.01%Reduce -7.0%14,856$1.42M$95.72No quote
81PGRProgressive Corp. Ohio0.01%Reduce -21.9%38,902$1.3M$33.49No quote
82AEPAmerican Electric Power0.01%-15,485$1.09M$70.07No quote
83HDBHDFC Bank Ltd ADR Repstg 3 Shs0.01%Reduce -2.8%15,592$1.04M$66.38No quote
84ATHMAutohome Inc ADR0.01%Reduce -50.1%50,167$1.01MNo quoteNo quote
85DISDisney Walt0.01%Reduce -63.7%9,324$912K$97.81No quote
86AGNAllergan PLC0.01%Reduce -99.7%3,435$794KNo quoteNo quote
87USBU.S. Bancorp New - Del.0.01%Reduce -9.4%19,089$770K$40.34No quote
88EXPDExpeditors Int'l of Wash. Inc.0.01%Reduce -71.4%14,363$704K$49.01No quote
89ACGLArch Capital Group Ltd0.01%-9,488$683K$71.99No quote
90PMPhilip Morris Intl Inc.0.01%Reduce -92.9%6,385$649K$101.64No quote
91PSAPublic Storage Inc.0.01%-2,492$637K$255.62No quote
92WWDWoodward Inc0.01%-10,401$600K$57.69No quote
93MONMonsanto Co0.01%Reduce -99.1%5,286$547KNo quoteNo quote
94SHWSherwin Williams Co.0.00%Reduce -28.5%1,717$504K$293.54No quote
95AAPLApple Computer0.00%Reduce -52.5%5,110$489K$95.69No quote
96CMCSAComcast Corp. Cl A0.00%Reduce -12.7%7,445$485K$65.14No quote
97LMTLockheed Martin Corp.0.00%Reduce -21.0%1,885$468K$248.28No quote
98BROBrown & Brown Inc.0.00%Reduce -99.1%11,722$439K$37.45No quote
99ADPAutomatic Data Processing0.00%Reduce -7.6%4,323$397K$91.83No quote
100CVXChevronTexaco Corp0.00%Reduce -13.1%3,741$392K$104.78No quote
101RYAAYRyanair Holdings PLC ADR0.00%Reduce -0.0%5,421$377K$69.54No quote
102MDTMedtronic PLC0.00%Reduce -12.8%3,395$295K$86.89No quote
103MOAltria Group Inc0.00%Reduce -94.5%4,188$289K$69.01No quote
104RRCRange Resources Corp0.00%Reduce -99.9%6,387$276K$43.21No quote
105CLColgate Palmolive Co.0.00%-3,715$272K$73.22No quote
106WPPWPP PLC New ADR0.00%Reduce -10.0%2,556$267KNo quoteNo quote
107BBBYQBed Bath & Beyond Inc0.00%-6,000$259KNo quoteNo quote
108PXDPioneer Natural Resources Co.0.00%Reduce -39.0%1,708$258KNo quoteNo quote
109SIGSignet Jewelers Limited0.00%New3,046$251KNo quoteNo quote
110INGRIngredion Inc.0.00%New1,800$233K$129.44No quote
112YELPYelp Inc.0.00%Reduce -98.7%7,535$229KNo quoteNo quote
111MRKMerck & Co.0.00%Reduce -18.7%3,981$229K$57.52No quote
113ROPRoper Industries Inc New0.00%Reduce -20.2%1,305$223K$170.88No quote
114PFEPfizer0.00%Reduce -52.3%5,930$209K$35.24No quote
115DDDu Pont E I De Nemours & Co.0.00%Reduce -18.0%3,208$208K$64.84No quote
117RDSARoyal Dutch Shell PLC Spon ADR0.00%Reduce -79.6%3,649$201KNo quoteNo quote
116CNQCanadian Natural Resources0.00%Reduce -99.0%6,531$201K$30.78No quote
141ZTSZoetis Inc.-Sold0$0No quoteNo quote
140VZVerizon Communications-Sold0$0No quoteNo quote
139TWCTime Warner Cable Inc.-Sold0$0No quoteNo quote
138STISuntrust Banks-Sold0$0No quoteNo quote
137SRCLStericycle Inc.-Sold0$0No quoteNo quote
136RHIRobert Half Internat'l-Sold0$0No quoteNo quote
135REXIResource America Inc Cl A-Sold0$0No quoteNo quote
134TROWPrice T Rowe Group Inc-Sold0$0No quoteNo quote
133KFTMondelez International-Sold0$0No quoteNo quote
132MHPMcGraw Hill-Sold0$0No quoteNo quote
131LOWLowe's Companies Inc.-Sold0$0No quoteNo quote
130LNKDLinkedin Corp Cl A-Sold0$0No quoteNo quote
129LLTCLinear Technology Group-Sold0$0No quoteNo quote
128LILAKLiberty Lilac Group CL C-Sold0$0No quoteNo quote
127LUKLeucadia Nat'l-Sold0$0No quoteNo quote
126KHCKraft Heinz Co.-Sold0$0No quoteNo quote
125HTLDHeartland Express-Sold0$0No quoteNo quote
124FITBFifth Third Bancorp-Sold0$0No quoteNo quote
123EMREmerson Electric-Sold0$0No quoteNo quote
122DWREDemandware Inc.-Sold0$0No quoteNo quote
121EDConsolidated Edison Inc.-Sold0$0No quoteNo quote
120CFXColfax Corp-Sold0$0No quoteNo quote
119BACBank of America Corp-Sold0$0No quoteNo quote
118AMATApplied Materials-Sold0$0No quoteNo quote