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 74 of 112 rows. Rows without a quote are marked unavailable.
| 1 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 11.01% | Reduce -19.7% | 4,800 | $1.17B | No quote | No quote |
| 2 | TJX | TJX COS INC NEW | 6.99% | Reduce -10.9% | 9,900,983 | $743.86M | $75.13 | No quote |
| 3 | KMX | CARMAX INC | 6.08% | Add +66.6% | 10,052,354 | $647.27M | $64.39 | No quote |
| 4 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 6.06% | Reduce -10.2% | 3,956,534 | $644.84M | No quote | No quote |
| 5 | XRAY | DENTSPLY SIRONA INC | 4.94% | Add +11.5% | 9,102,714 | $525.5M | $57.73 | No quote |
| 6 | MA | MASTERCARD INCORPORATED | 4.79% | Reduce -5.8% | 4,932,805 | $509.31M | $103.25 | No quote |
| 7 | ORLY | O REILLY AUTOMOTIVE INC NEW | 4.76% | Reduce -1.9% | 1,819,154 | $506.47M | $278.41 | No quote |
| 8 | FAST | FASTENAL CO | 4.15% | Reduce -18.0% | 9,391,446 | $441.21M | $46.98 | No quote |
| 9 | BIDU | BAIDU INC | 4.09% | Add +0.0% | 2,645,459 | $434.94M | $164.41 | No quote |
| 10 | MHK | MOHAWK INDS INC | 3.46% | Reduce -25.3% | 1,842,625 | $367.94M | $199.68 | No quote |
| 11 | AMZN | AMAZON COM INC | 3.15% | New | 447,506 | $335.57M | $749.87 | No quote |
| 12 | SCHW | SCHWAB CHARLES CORP NEW | 3.13% | Reduce -4.7% | 8,427,500 | $332.63M | $39.47 | No quote |
| 13 | GOOG | ALPHABET INC | 3.08% | Reduce -3.4% | 424,132 | $327.35M | $771.82 | No quote |
| 14 | GOOGL | ALPHABET INC | 2.89% | Add +14.2% | 387,556 | $307.12M | $792.45 | No quote |
| 15 | WFC | WELLS FARGO & CO NEW | 2.70% | Reduce -4.6% | 5,213,029 | $287.29M | $55.11 | No quote |
| 16 | JEC | JACOBS ENGR GROUP INC DEL | 2.64% | Reduce -4.7% | 4,935,528 | $281.33M | No quote | No quote |
| 17 | WAT | WATERS CORP | 2.17% | Reduce -3.3% | 1,718,469 | $230.95M | $134.39 | No quote |
| 18 | PRI | PRIMERICA INC | 1.96% | Reduce -25.1% | 3,008,752 | $208.06M | $69.15 | No quote |
| 19 | CMG | CHIPOTLE MEXICAN GRILL INC | 1.91% | Reduce -5.8% | 539,633 | $203.61M | $377.32 | No quote |
| 20 | OMC | OMNICOM GROUP INC | 1.72% | Reduce -4.3% | 2,152,957 | $183.24M | $85.11 | No quote |
| 21 | GS | GOLDMAN SACHS GROUP INC | 1.61% | Reduce -3.7% | 715,555 | $171.34M | $239.45 | No quote |
| 22 | V | VISA INC | 1.51% | Reduce -5.9% | 2,059,488 | $160.68M | $78.02 | No quote |
| 23 | TIF | TIFFANY & CO NEW | 1.50% | Reduce -4.7% | 2,061,244 | $159.6M | No quote | No quote |
| 24 | WUBA | 58 COM INC | 1.38% | Add +4.7% | 5,248,519 | $146.96M | No quote | No quote |
| 25 | DHR | DANAHER CORP DEL | 1.27% | Reduce -4.9% | 1,733,275 | $134.92M | $77.84 | No quote |
| 26 | PRGO | PERRIGO CO PLC | 1.03% | Reduce -11.1% | 1,315,276 | $109.47M | $83.23 | No quote |
| 27 | COF | CAPITAL ONE FINL CORP | 0.98% | New | 1,200,000 | $104.69M | $87.24 | No quote |
| 28 | EME | EMCOR GROUP INC | 0.92% | Reduce -5.5% | 1,390,969 | $98.43M | $70.76 | No quote |
| 29 | IAC | IAC INTERACTIVECORP | 0.73% | Add +0.0% | 1,205,275 | $78.09M | $64.79 | No quote |
| 30 | COST | COSTCO WHSL CORP NEW | 0.66% | Reduce -12.8% | 440,162 | $70.47M | $160.11 | No quote |
| 31 | JPMWS | JPMORGAN CHASE & CO | 0.58% | - | 1,400,000 | $61.98M | No quote | No quote |
| 32 | BLDR | BUILDERS FIRSTSOURCE INC | 0.52% | Add +24.9% | 5,007,377 | $54.93M | $10.97 | No quote |
| 33 | YNDX | YANDEX N V | 0.51% | - | 2,703,355 | $54.42M | No quote | No quote |
| 34 | MMYT | MAKEMYTRIP LIMITED MAURITIUS | 0.50% | Reduce -14.3% | 2,410,750 | $53.52M | $22.20 | No quote |
| 35 | AXP | AMERICAN EXPRESS CO | 0.47% | Reduce -12.8% | 672,484 | $49.82M | $74.08 | No quote |
| 36 | JD | JD COM INC | 0.43% | Reduce -52.4% | 1,790,000 | $45.54M | $25.44 | No quote |
| 37 | JPM | JPMORGAN CHASE & CO | 0.41% | Reduce -49.5% | 509,309 | $43.95M | $86.29 | No quote |
| 38 | PX | PRAXAIR INC | 0.37% | Reduce -78.3% | 334,782 | $39.23M | No quote | No quote |
| 39 | IBKR | INTERACTIVE BROKERS GROUP IN | 0.34% | - | 1,001,923 | $36.58M | $36.51 | No quote |
| 40 | TPRE | THIRD PT REINS LTD | 0.33% | - | 3,029,190 | $34.99M | No quote | No quote |
| 41 | ATHN | ATHENAHEALTH INC | 0.30% | Add +0.7% | 302,156 | $31.78M | No quote | No quote |
| 42 | WST | WEST PHARMACEUTICAL SVSC INC | 0.30% | Reduce -11.9% | 373,781 | $31.71M | $84.83 | No quote |
| 43 | TRUP | TRUPANION INC | 0.26% | New | 1,794,650 | $27.85M | $15.52 | No quote |
| 44 | W | WAYFAIR INC | 0.13% | Add +48.9% | 380,788 | $13.35M | $35.05 | No quote |
| 45 | TWX | TIME WARNER INC | 0.12% | Reduce -0.7% | 132,898 | $12.83M | No quote | No quote |
| 46 | DHI | D R HORTON INC | 0.11% | New | 410,000 | $11.21M | $27.33 | No quote |
| 47 | CRESY | CRESUD S A C I F Y A | 0.09% | Add +0.8% | 616,883 | $9.73M | No quote | No quote |
| 48 | TOL | TOLL BROTHERS INC | 0.08% | New | 270,000 | $8.37M | $31.00 | No quote |
| 49 | IRS | IRSA INVERSIONES Y REP S A | 0.07% | Add +76.3% | 422,650 | $7.79M | $18.44 | No quote |
| 50 | LBTYA | LIBERTY GLOBAL PLC | 0.07% | Reduce -11.7% | 226,598 | $6.93M | $30.59 | No quote |
| 51 | UNP | UNION PAC CORP | 0.06% | Reduce -1.6% | 59,800 | $6.2M | $103.68 | No quote |
| 52 | LKQ | LKQ CORP | 0.05% | - | 180,000 | $5.52M | $30.65 | No quote |
| 53 | PG | PROCTER AND GAMBLE CO | 0.04% | Reduce -37.4% | 55,380 | $4.66M | $84.07 | No quote |
| 54 | ALGN | ALIGN TECHNOLOGY INC | 0.04% | Reduce -0.0% | 48,118 | $4.63M | $96.14 | No quote |
| 55 | CHTR | CHARTER COMMUNICATIONS INC N | 0.04% | Reduce -2.0% | 15,892 | $4.58M | $287.94 | No quote |
| 56 | FWONA | LIBERTY MEDIA CORP DELAWARE | 0.04% | New | 132,612 | $4.16M | $31.35 | No quote |
| 57 | XOM | EXXON MOBIL CORP | 0.04% | Reduce -5.5% | 45,201 | $4.08M | $90.26 | No quote |
| 58 | T | AT&T INC | 0.03% | Add +0.8% | 82,445 | $3.51M | $42.53 | No quote |
| 59 | IDXX | IDEXX LABS INC | 0.03% | Reduce -74.1% | 27,741 | $3.25M | $117.26 | No quote |
| 60 | PEP | PEPSICO INC | 0.03% | Reduce -26.4% | 30,882 | $3.23M | $104.62 | No quote |
| 61 | EIX | EDISON INTL | 0.03% | - | 42,900 | $3.09M | No quote | No quote |
| 62 | SLB | SCHLUMBERGER LTD | 0.03% | Reduce -0.0% | 33,642 | $2.82M | $83.94 | No quote |
| 63 | OZM | OCH ZIFF CAP MGMT GROUP | 0.02% | - | 781,620 | $2.59M | No quote | No quote |
| 64 | KO | COCA COLA CO | 0.02% | Reduce -19.2% | 58,788 | $2.44M | $41.45 | No quote |
| 65 | AMG | AFFILIATED MANAGERS GROUP | 0.02% | Reduce -0.0% | 16,645 | $2.42M | $145.33 | No quote |
| 66 | HD | HOME DEPOT INC | 0.02% | Reduce -19.5% | 16,500 | $2.21M | $134.06 | No quote |
| 67 | CABO | CABLE ONE INC | 0.02% | - | 3,228 | $2.01M | $621.75 | No quote |
| 68 | GHC | GRAHAM HLDGS CO | 0.02% | - | 3,228 | $1.65M | $512.08 | No quote |
| 69 | LII | LENNOX INTL INC | 0.02% | Reduce -0.9% | 10,738 | $1.65M | $153.19 | No quote |
| 70 | NVO | NOVO-NORDISK A S | 0.01% | Reduce -53.6% | 43,687 | $1.57M | $35.87 | No quote |
| 71 | MCD | MCDONALDS CORP | 0.01% | Reduce -7.5% | 12,845 | $1.56M | $121.68 | No quote |
| 72 | ATHM | AUTOHOME INC | 0.01% | - | 50,167 | $1.27M | No quote | No quote |
| 73 | CVS | CVS HEALTH CORP | 0.01% | Reduce -2.9% | 13,401 | $1.06M | $78.87 | No quote |
| 74 | MSFT | MICROSOFT CORP | 0.01% | Reduce -5.1% | 15,733 | $978K | $62.16 | No quote |
| 75 | AEP | AMERICAN ELEC PWR INC | 0.01% | Add +7.6% | 15,485 | $975K | $62.96 | No quote |
| 76 | HDB | HDFC BANK LTD | 0.01% | - | 15,592 | $946K | $60.67 | No quote |
| 77 | ACGL | ARCH CAP GROUP LTD | 0.01% | - | 9,488 | $819K | $86.32 | No quote |
| 78 | WWD | WOODWARD INC | 0.01% | - | 10,401 | $718K | $69.03 | No quote |
| 79 | PGR | PROGRESSIVE CORP OHIO | 0.01% | Reduce -25.4% | 20,019 | $711K | $35.52 | No quote |
| 80 | CAT | CATERPILLAR INC DEL | 0.01% | Reduce -15.7% | 6,848 | $635K | $92.73 | No quote |
| 81 | JNJ | JOHNSON & JOHNSON | 0.01% | Reduce -8.3% | 5,238 | $603K | $115.12 | No quote |
| 82 | IBM | INTERNATIONAL BUSINESS MACHS | 0.01% | Reduce -76.4% | 3,392 | $563K | $165.98 | No quote |
| 83 | META | FACEBOOK INC | 0.01% | New | 4,624 | $532K | $115.05 | No quote |
| 84 | BND | VANGUARD BD INDEX FD INC | 0.00% | New | 6,476 | $523K | No quote | No quote |
| 85 | TRMB | TRIMBLE INC | 0.00% | Reduce -28.0% | 14,755 | $445K | $30.16 | No quote |
| 86 | RYAAY | RYANAIR HLDGS PLC | 0.00% | New | 5,225 | $435K | $83.25 | No quote |
| 87 | EXPD | EXPEDITORS INTL WASH INC | 0.00% | Reduce -37.0% | 7,978 | $423K | $53.02 | No quote |
| 88 | BABA | ALIBABA GROUP HLDG LTD | 0.00% | New | 3,335 | $293K | $87.86 | No quote |
| 89 | SIG | SIGNET JEWELERS LIMITED | 0.00% | - | 3,046 | $287K | No quote | No quote |
| 90 | FWONK | LIBERTY MEDIA CORP DELAWARE | 0.00% | New | 8,953 | $280K | $31.27 | No quote |
| 91 | MDT | MEDTRONIC PLC | 0.00% | - | 3,000 | $214K | $71.33 | No quote |
| 111 | WMT | Wal-Mart Stores | - | Sold | 0 | $0 | No quote | No quote |
| 110 | VRSK | Verisk Analytics Class A | - | Sold | 0 | $0 | No quote | No quote |
| 109 | VRX | Valeant Pharmaceuticals Intern | - | Sold | 0 | $0 | No quote | No quote |
| 108 | USB | U.S. Bancorp New - Del. | - | Sold | 0 | $0 | No quote | No quote |
| 107 | RYAAY | Ryanair Holdings PLC ADR | - | Sold | 0 | $0 | No quote | No quote |
| 106 | MON | Monsanto Co | - | Sold | 0 | $0 | No quote | No quote |
| 105 | MTCH | Match Group Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 104 | LMT | Lockheed Martin Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 103 | INGR | Ingredion Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 102 | FTV | Fortive Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 101 | FNMA | Federal National Mortgage Assn | - | Sold | 0 | $0 | No quote | No quote |
| 100 | FMCC | Federal Home Loan Mortgage Cor | - | Sold | 0 | $0 | No quote | No quote |
| 99 | SFUN | Fang Holdings LTD ADR | - | Sold | 0 | $0 | No quote | No quote |
| 98 | FFXDF | Fairfax India Holdings Corp Su | - | Sold | 0 | $0 | No quote | No quote |
| 97 | CMCSA | Comcast Corp. Cl A | - | Sold | 0 | $0 | No quote | No quote |
| 96 | CNQ | Canadian Natural Resources | - | Sold | 0 | $0 | No quote | No quote |
| 95 | CAB | Cabelas Inc. Cl A | - | Sold | 0 | $0 | No quote | No quote |
| 94 | BRO | Brown & Brown Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 93 | ADP | Automatic Data Processing | - | Sold | 0 | $0 | No quote | No quote |
| 92 | AGN | Allergan PLC | - | Sold | 0 | $0 | No quote | No quote |
Other instruments
Bonds, warrants, or non-share principal positions reported alongside the equity portfolio.
| 1 | BSV | VANGUARD BD INDEX FD INCSHORT TRM BOND | OTHER | 3,247 | $258K |