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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 76 of 121 rows. Rows without a quote are marked unavailable.

1BRK/ABerkshire Hathaway - Cl ACUSIP 08467010812.14%Reduce -13.5%5,978$1.29BNo quoteNo quote
2TJXTJX Cos - New7.80%Reduce -8.8%11,116,041$831.26M$74.78No quote
3BRK/BBerkshire Hathaway - Cl BCUSIP 0846707025.98%Reduce -3.6%4,406,265$636.57MNo quoteNo quote
4MAMastercard Inc5.00%Add +5.1%5,233,499$532.61M$101.77No quote
5ORLYO Reilly Automotive Inc4.87%Reduce -2.2%1,853,524$519.19M$280.11No quote
6MHKMohawk Industries4.64%Add +0.6%2,465,720$493.98M$200.34No quote
7XRAYDentsply Sirona Inc.4.55%Add +73.5%8,163,402$485.15M$59.43No quote
8BIDUBaidu Com Inc Sponsored ADR4.52%Add +1.5%2,645,388$481.65M$182.07No quote
9FASTFastenal Co4.49%Reduce -5.3%11,455,058$478.59M$41.78No quote
10GOOGAlphabet Inc. Cl C3.21%Reduce -0.6%439,163$341.36M$777.29No quote
11KMXCarmax, Inc.3.02%Reduce -2.9%6,033,117$321.87M$53.35No quote
12WATWaters Corp2.65%Add +0.5%1,777,909$281.78M$158.49No quote
13SCHWSchwab Charles Corp2.62%Reduce -3.5%8,838,730$279.04M$31.57No quote
14GOOGLAlphabet Inc Cl A2.56%Reduce -7.4%339,408$272.9M$804.06No quote
15JECJacobs Engineering Group Inc2.51%Add +0.1%5,177,628$267.79MNo quoteNo quote
16CMGChipotle Mexican Grill Inc2.28%Reduce -2.0%572,928$242.64M$423.50No quote
17WFCWells Fargo & Co. New2.27%Add +4.2%5,464,817$241.98M$44.28No quote
18WUBA58.com Inc ADR2.24%Add +66.5%5,012,316$238.89MNo quoteNo quote
19PRIPrimerica Inc2.00%Add +6.3%4,017,602$213.05M$53.03No quote
20OMCOmnicom Group1.80%Reduce -5.4%2,249,451$191.2M$85.00No quote
21PXPraxair1.75%Reduce -4.2%1,539,083$185.97MNo quoteNo quote
22VVisa Inc Class A1.70%Reduce -13.7%2,189,078$181.04M$82.70No quote
23TIFTiffany & Co1.47%Add +8.7%2,162,128$157.04MNo quoteNo quote
24DHRDanaher Corp.1.34%Add +17.9%1,821,908$142.82M$78.39No quote
25PRGOPerrigo Co PLC1.28%Add +12.4%1,479,353$136.59M$92.33No quote
26GSGoldman Sachs Group Inc1.12%Add +31.4%742,870$119.8M$161.27No quote
27JDJD.com0.92%Reduce -51.9%3,758,130$98.05M$26.09No quote
28EMEEmcor Group Inc0.82%Add +1.9%1,472,341$87.78M$59.62No quote
29COSTCostco Wholesale Corp0.72%Reduce -19.6%504,944$77.01M$152.51No quote
30IACIAC Interactivecorp0.71%-1,205,190$75.29M$62.47No quote
31JPMJP Morgan Chase & Co.0.63%Reduce -0.1%1,009,625$67.23M$66.59No quote
32MMYTMakemytrip Ltd0.62%-2,813,802$66.41M$23.60No quote
33WMTWal-Mart Stores0.61%Reduce -46.2%895,823$64.61M$72.12No quote
34YNDXYandex NV Shs0.53%-2,703,355$56.91MNo quoteNo quote
35AXPAmerican Express0.46%Reduce -28.1%771,298$49.39M$64.04No quote
36BLDRBuilders Firstsource Inc.0.43%-4,007,377$46.13M$11.51No quote
37FTVFortive Corp.0.36%New758,753$38.62M$50.90No quote
38ATHNAthenahealth Inc.0.36%-300,095$37.85MNo quoteNo quote
39TPREThird Point Reinsurance LTD0.34%-3,029,190$36.35MNo quoteNo quote
40IBKRInteractive Brokers Group Inc0.33%-1,001,923$35.34M$35.27No quote
41JPMWSJP Morgan Chase & Co Exp 10/280.32%-1,400,000$34.48MNo quoteNo quote
42WSTWest Pharmaceutical Svcs Inc C0.30%Reduce -4.2%424,467$31.62M$74.50No quote
43MTCHMatch Group Inc.0.12%-701,000$12.47M$17.79No quote
44IDXXIdexx Laboratories Corp.0.11%Reduce -0.9%106,944$12.06M$112.73No quote
45CRESYCresud SACIFYA Spon ADR Repstg0.10%-612,147$10.93MNo quoteNo quote
46TWXTime Warner Inc0.10%Add +5.9%133,808$10.65MNo quoteNo quote
47WWayfair Inc Cl A0.09%Add +101.1%255,788$10.07M$39.37No quote
48LBTYALiberty Global PLC Shrs CL A0.08%Add +57.8%256,598$8.77M$34.18No quote
49PGProcter & Gamble0.07%Reduce -6.7%88,456$7.94M$89.75No quote
50VRXValeant Pharmaceuticals Intern0.06%Reduce -38.2%275,963$6.78MNo quoteNo quote
51LKQLKQ Corp.0.06%Add +11.1%180,000$6.38M$35.46No quote
52UNPUnion Pacific0.06%Reduce -2.0%60,800$5.93M$97.53No quote
53PEPPepsiCo0.04%Reduce -1.1%41,986$4.57M$108.77No quote
54IRSIrsa Inversiones y Represen SA0.04%New239,793$4.55M$18.99No quote
55SFUNFang Holdings LTD ADR0.04%New1,008,260$4.53MNo quoteNo quote
56ALGNAlign Technology Inc.0.04%-48,123$4.51M$93.76No quote
57VRSKVerisk Analytics Class A0.04%Reduce -0.1%55,216$4.49M$81.28No quote
58CHTRCharter Communications Inc Del0.04%Reduce -0.0%16,221$4.38M$269.96No quote
59XOMExxon Mobil Corp0.04%Reduce -13.4%47,842$4.18M$87.29No quote
60NVONovo Nordisk A/S ADR0.04%-94,165$3.92M$41.59No quote
61OZMOch Ziff Capital Management Gr0.03%-781,620$3.39MNo quoteNo quote
62TAT&T Inc0.03%Reduce -3.0%81,830$3.32M$40.61No quote
63EIXEdison International0.03%-42,900$3.1MNo quoteNo quote
64KOCoca Cola Co.0.03%Reduce -2.3%72,732$3.08M$42.32No quote
65CABCabelas Inc. Cl A0.03%Reduce -31.3%51,792$2.85MNo quoteNo quote
66FNMAFederal National Mortgage Assn0.03%-1,651,820$2.79MNo quoteNo quote
67SLBSchlumberger Ltd0.02%Reduce -0.6%33,644$2.65M$78.65No quote
68HDHome Depot0.02%Reduce -11.8%20,500$2.64M$128.68No quote
69AMGAffiliated Managers Group Inc0.02%-16,646$2.41M$144.72No quote
70FMCCFederal Home Loan Mortgage Cor0.02%-1,500,000$2.36MNo quoteNo quote
71IBMIBM0.02%Reduce -2.1%14,394$2.29M$158.82No quote
72CABOCable One Inc.0.02%-3,228$1.89M$583.95No quote
73LIILennox International Inc.0.02%Reduce -0.3%10,840$1.7M$157.01No quote
74MCDMcDonalds0.01%Reduce -3.9%13,885$1.6M$115.38No quote
75GHCGraham Holdings Co.0.01%-3,228$1.55M$481.41No quote
76CVSCVS Corp.0.01%Reduce -7.1%13,801$1.23M$88.98No quote
77ATHMAutohome Inc ADR0.01%-50,167$1.22MNo quoteNo quote
78HDBHDFC Bank Ltd ADR Repstg 3 Shs0.01%-15,592$1.12M$71.90No quote
79MSFTMicrosoft0.01%Reduce -51.6%16,576$955K$57.61No quote
80AEPAmerican Electric Power0.01%Reduce -7.1%14,390$924K$64.21No quote
81PGRProgressive Corp. Ohio0.01%Reduce -31.1%26,819$845K$31.51No quote
82USBU.S. Bancorp New - Del.0.01%Reduce -4.9%18,155$779K$42.91No quote
83ACGLArch Capital Group Ltd0.01%-9,488$752K$79.26No quote
84CATCaterpillar0.01%Reduce -87.6%8,119$721K$88.80No quote
85AGNAllergan PLC0.01%Reduce -10.5%3,075$708KNo quoteNo quote
86JNJJohnson & Johnson0.01%Reduce -55.8%5,713$675K$118.15No quote
87EXPDExpeditors Int'l of Wash. Inc.0.01%Reduce -11.8%12,661$652K$51.50No quote
88WWDWoodward Inc0.01%-10,401$650K$62.49No quote
89TRMBTrimble Navigation Ltd.0.01%Reduce -99.3%20,505$586K$28.58No quote
90LMTLockheed Martin Corp.0.00%Add +13.2%2,133$511K$239.57No quote
91MONMonsanto Co0.00%Reduce -6.2%4,957$507KNo quoteNo quote
92CMCSAComcast Corp. Cl A0.00%Reduce -1.4%7,344$487K$66.31No quote
93RYAAYRyanair Holdings PLC ADR0.00%-5,421$407K$75.08No quote
94FFXDFFairfax India Holdings Corp Su0.00%New35,500$389KNo quoteNo quote
95ADPAutomatic Data Processing0.00%Reduce -5.3%4,096$361K$88.13No quote
96BROBrown & Brown Inc.0.00%Reduce -20.5%9,322$352K$37.76No quote
97MDTMedtronic PLC0.00%Reduce -11.6%3,000$259K$86.33No quote
98INGRIngredion Inc.0.00%-1,800$240K$133.33No quote
99SIGSignet Jewelers Limited0.00%-3,046$227KNo quoteNo quote
100CNQCanadian Natural Resources0.00%Reduce -0.9%6,473$207K$31.98No quote
121YELPYelp Inc.-Sold0$0No quoteNo quote
120WPPWPP PLC New ADR-Sold0$0No quoteNo quote
119VIPSVipshop Hldgs Ltd ADR-Sold0$0No quoteNo quote
118SFUNSoufun Holdings LTD ADR-Sold0$0No quoteNo quote
117SHWSherwin Williams Co.-Sold0$0No quoteNo quote
116RDSARoyal Dutch Shell PLC Spon ADR-Sold0$0No quoteNo quote
115ROPRoper Industries Inc New-Sold0$0No quoteNo quote
114RRCRange Resources Corp-Sold0$0No quoteNo quote
113PSAPublic Storage Inc.-Sold0$0No quoteNo quote
112PXDPioneer Natural Resources Co.-Sold0$0No quoteNo quote
111PMPhilip Morris Intl Inc.-Sold0$0No quoteNo quote
110PFEPfizer-Sold0$0No quoteNo quote
109MRKMerck & Co.-Sold0$0No quoteNo quote
108GEGeneral Electric-Sold0$0No quoteNo quote
107DDDu Pont E I De Nemours & Co.-Sold0$0No quoteNo quote
106DISDisney Walt-Sold0$0No quoteNo quote
105CLColgate Palmolive Co.-Sold0$0No quoteNo quote
104CVXChevronTexaco Corp-Sold0$0No quoteNo quote
103BBBYQBed Bath & Beyond Inc-Sold0$0No quoteNo quote
102AAPLApple Computer-Sold0$0No quoteNo quote
101MOAltria Group Inc-Sold0$0No quoteNo quote