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 101 rows. Rows without a quote are marked unavailable.
| 1 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 9.67% | Reduce -14.5% | 4,102 | $1.02B | No quote | No quote |
| 2 | TJX | TJX COS INC NEW | 7.00% | Reduce -5.2% | 9,382,756 | $741.99M | $79.08 | No quote |
| 3 | KMX | CARMAX INC | 5.42% | Reduce -3.5% | 9,703,590 | $574.65M | $59.22 | No quote |
| 4 | XRAY | DENTSPLY SIRONA INC | 5.14% | Reduce -4.2% | 8,721,237 | $544.55M | $62.44 | No quote |
| 5 | MA | MASTERCARD INCORPORATED | 5.13% | Reduce -2.0% | 4,835,576 | $543.86M | $112.47 | No quote |
| 6 | ORLY | O REILLY AUTOMOTIVE INC NEW | 4.47% | Reduce -3.4% | 1,757,662 | $474.29M | $269.84 | No quote |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 4.37% | Reduce -29.8% | 2,777,775 | $463M | No quote | No quote |
| 8 | BIDU | BAIDU INC | 4.30% | Reduce -0.0% | 2,644,679 | $456.26M | $172.52 | No quote |
| 9 | AMZN | AMAZON COM INC | 3.69% | Reduce -1.4% | 441,116 | $391.07M | $886.54 | No quote |
| 10 | FWONK | LIBERTY MEDIA CORP DELAWARE | 3.67% | Add +133408.2% | 11,952,990 | $388.61M | $32.51 | No quote |
| 11 | GOOG | ALPHABET INC | 3.15% | Reduce -4.9% | 403,179 | $334.46M | $829.56 | No quote |
| 12 | SCHW | SCHWAB CHARLES CORP NEW | 3.13% | Reduce -3.6% | 8,122,740 | $331.49M | $40.81 | No quote |
| 13 | GOOGL | ALPHABET INC | 3.01% | Reduce -2.7% | 376,999 | $319.62M | $847.80 | No quote |
| 14 | MHK | MOHAWK INDS INC | 2.86% | Reduce -28.4% | 1,319,239 | $302.75M | $229.49 | No quote |
| 15 | WFC | WELLS FARGO & CO NEW | 2.59% | Reduce -5.5% | 4,928,290 | $274.31M | $55.66 | No quote |
| 16 | JEC | JACOBS ENGR GROUP INC DEL | 2.52% | Reduce -2.0% | 4,838,346 | $267.46M | No quote | No quote |
| 17 | WAT | WATERS CORP | 2.46% | Reduce -2.9% | 1,669,196 | $260.91M | $156.31 | No quote |
| 18 | CMG | CHIPOTLE MEXICAN GRILL INC | 2.17% | Reduce -4.4% | 515,909 | $229.85M | $445.52 | No quote |
| 19 | FAST | FASTENAL CO | 2.17% | Reduce -52.5% | 4,457,511 | $229.56M | $51.50 | No quote |
| 20 | PCLN | PRICELINE GRP INC | 2.10% | New | 125,019 | $222.53M | No quote | No quote |
| 21 | PRI | PRIMERICA INC | 1.95% | Reduce -16.6% | 2,508,752 | $206.22M | $82.20 | No quote |
| 22 | CACC | CREDIT ACCEP CORP MICH | 1.82% | New | 965,117 | $192.45M | $199.41 | No quote |
| 23 | WUBA | 58 COM INC | 1.77% | Add +1.0% | 5,299,948 | $187.57M | No quote | No quote |
| 24 | OMC | OMNICOM GROUP INC | 1.74% | Reduce -0.5% | 2,143,140 | $184.76M | $86.21 | No quote |
| 25 | V | VISA INC | 1.41% | Reduce -18.6% | 1,676,605 | $149M | $88.87 | No quote |
| 26 | GS | GOLDMAN SACHS GROUP INC | 1.34% | Reduce -13.3% | 620,624 | $142.57M | $229.72 | No quote |
| 27 | DHR | DANAHER CORP DEL | 1.34% | Reduce -4.0% | 1,664,622 | $142.38M | $85.53 | No quote |
| 28 | COF | CAPITAL ONE FINL CORP | 1.32% | Add +35.0% | 1,619,813 | $140.37M | $86.66 | No quote |
| 29 | FCAU | FIAT CHRYSLER AUTOMOBILES N | 1.03% | New | 10,007,912 | $109.39M | No quote | No quote |
| 30 | JD | JD COM INC | 0.88% | Add +67.6% | 3,000,000 | $93.33M | $31.11 | No quote |
| 31 | IAC | IAC INTERACTIVECORP | 0.84% | - | 1,205,275 | $88.85M | $73.72 | No quote |
| 32 | EME | EMCOR GROUP INC | 0.83% | Add +1.0% | 1,405,115 | $88.45M | $62.95 | No quote |
| 33 | BLDR | BUILDERS FIRSTSOURCE INC | 0.76% | Add +8.0% | 5,408,465 | $80.59M | $14.90 | No quote |
| 34 | META | FACEBOOK INC | 0.41% | Add +6487.9% | 304,624 | $43.27M | $142.05 | No quote |
| 35 | PRGO | PERRIGO CO PLC | 0.39% | Reduce -53.0% | 617,478 | $40.99M | $66.39 | No quote |
| 36 | TPRE | THIRD PT REINS LTD | 0.35% | - | 3,029,190 | $36.65M | No quote | No quote |
| 37 | IBKR | INTERACTIVE BROKERS GROUP IN | 0.33% | - | 1,001,923 | $34.79M | $34.72 | No quote |
| 38 | ATHN | ATHENAHEALTH INC | 0.32% | - | 302,156 | $34.05M | No quote | No quote |
| 39 | JPMWS | JPMORGAN CHASE & CO | 0.26% | Reduce -57.1% | 600,000 | $27.79M | No quote | No quote |
| 40 | TRUP | TRUPANION INC | 0.24% | Add +0.0% | 1,795,300 | $25.53M | $14.22 | No quote |
| 41 | W | WAYFAIR INC | 0.20% | Add +35.4% | 515,525 | $20.87M | $40.49 | No quote |
| 42 | DHI | D R HORTON INC | 0.14% | Add +11.0% | 455,000 | $15.16M | $33.31 | No quote |
| 43 | CRESY | CRESUD S A C I F Y A | 0.12% | - | 616,883 | $12.38M | No quote | No quote |
| 44 | MTH | MERITAGE HOMES CORP | 0.11% | New | 315,000 | $11.59M | $36.80 | No quote |
| 45 | IRS | IRSA INVERSIONES Y REP S A | 0.11% | Add +10.0% | 465,000 | $11.4M | $24.51 | No quote |
| 46 | ETSY | ETSY INC | 0.10% | New | 985,000 | $10.47M | $10.63 | No quote |
| 47 | TOL | TOLL BROTHERS INC | 0.09% | - | 270,000 | $9.75M | $36.11 | No quote |
| 48 | LBTYA | LIBERTY GLOBAL PLC | 0.08% | Reduce -2.0% | 222,140 | $7.97M | $35.87 | No quote |
| 49 | ALGN | ALIGN TECHNOLOGY INC | 0.05% | Reduce -1.1% | 47,593 | $5.46M | $114.70 | No quote |
| 50 | CHTR | CHARTER COMMUNICATIONS INC N | 0.05% | - | 15,892 | $5.2M | $327.33 | No quote |
| 51 | COST | COSTCO WHSL CORP NEW | 0.05% | Reduce -93.3% | 29,638 | $4.97M | $167.69 | No quote |
| 52 | UNP | UNION PAC CORP | 0.05% | Reduce -22.7% | 46,235 | $4.9M | $105.92 | No quote |
| 53 | WST | WEST PHARMACEUTICAL SVSC INC | 0.05% | Reduce -84.0% | 59,742 | $4.88M | $81.62 | No quote |
| 54 | SIG | SIGNET JEWELERS LIMITED | 0.04% | Add +2123.8% | 67,736 | $4.69M | No quote | No quote |
| 55 | TWX | TIME WARNER INC | 0.04% | Reduce -65.0% | 46,578 | $4.55M | No quote | No quote |
| 56 | PG | PROCTER AND GAMBLE CO | 0.04% | Reduce -9.4% | 50,175 | $4.51M | $89.85 | No quote |
| 57 | FWONA | LIBERTY MEDIA CORP DELAWARE | 0.04% | Reduce -4.1% | 127,121 | $4.16M | $32.70 | No quote |
| 58 | IDXX | IDEXX LABS INC | 0.04% | Reduce -11.3% | 24,618 | $3.81M | $154.60 | No quote |
| 59 | EIX | EDISON INTL | 0.03% | - | 42,900 | $3.42M | No quote | No quote |
| 60 | XOM | EXXON MOBIL CORP | 0.03% | Reduce -13.1% | 39,293 | $3.22M | $82.00 | No quote |
| 61 | AMG | AFFILIATED MANAGERS GROUP | 0.03% | - | 16,645 | $2.73M | $163.95 | No quote |
| 62 | KO | COCA COLA CO | 0.02% | Reduce -12.0% | 51,730 | $2.2M | $42.43 | No quote |
| 63 | LII | LENNOX INTL INC | 0.02% | Reduce -1.4% | 10,593 | $1.77M | $167.28 | No quote |
| 64 | MCD | MCDONALDS CORP | 0.02% | - | 12,845 | $1.67M | $129.62 | No quote |
| 65 | NVO | NOVO-NORDISK A S | 0.01% | Reduce -11.3% | 38,770 | $1.33M | $34.28 | No quote |
| 66 | AXP | AMERICAN EXPRESS CO | 0.01% | Reduce -97.7% | 15,172 | $1.2M | $79.09 | No quote |
| 67 | GHC | GRAHAM HLDGS CO | 0.01% | Reduce -38.0% | 2,000 | $1.2M | $599.50 | No quote |
| 68 | HDB | HDFC BANK LTD | 0.01% | Reduce -14.9% | 13,271 | $998K | $75.20 | No quote |
| 69 | CVS | CVS HEALTH CORP | 0.01% | Reduce -5.2% | 12,701 | $997K | $78.50 | No quote |
| 70 | MSFT | MICROSOFT CORP | 0.01% | Reduce -4.0% | 15,100 | $994K | $65.83 | No quote |
| 71 | AEP | AMERICAN ELEC PWR INC | 0.01% | Reduce -7.1% | 14,390 | $966K | $67.13 | No quote |
| 72 | ACGL | ARCH CAP GROUP LTD | 0.01% | Reduce -3.5% | 9,158 | $868K | $94.78 | No quote |
| 73 | JPM | JPMORGAN CHASE & CO | 0.01% | Reduce -98.3% | 8,694 | $764K | $87.88 | No quote |
| 74 | PGR | PROGRESSIVE CORP OHIO | 0.01% | Reduce -6.0% | 18,807 | $737K | $39.19 | No quote |
| 75 | JNJ | JOHNSON & JOHNSON | 0.01% | Reduce -19.1% | 4,240 | $528K | $124.53 | No quote |
| 76 | IBM | INTERNATIONAL BUSINESS MACHS | 0.00% | Reduce -19.5% | 2,730 | $475K | $173.99 | No quote |
| 77 | PEP | PEPSICO INC | 0.00% | Reduce -86.9% | 4,041 | $452K | $111.85 | No quote |
| 78 | RYAAY | RYANAIR HLDGS PLC | 0.00% | - | 5,225 | $434K | $83.06 | No quote |
| 79 | EXPD | EXPEDITORS INTL WASH INC | 0.00% | Reduce -6.4% | 7,464 | $422K | $56.54 | No quote |
| 80 | TRMB | TRIMBLE INC | 0.00% | Reduce -11.3% | 13,093 | $419K | $32.00 | No quote |
| 81 | BABA | ALIBABA GROUP HLDG LTD | 0.00% | - | 3,335 | $360K | $107.95 | No quote |
| 82 | TIF | TIFFANY & CO NEW | 0.00% | Reduce -99.8% | 3,648 | $348K | No quote | No quote |
| 83 | MTB | M & T BK CORP | 0.00% | New | 2,000 | $309K | $154.50 | No quote |
| 84 | CAT | CATERPILLAR INC DEL | 0.00% | Reduce -57.4% | 2,918 | $271K | $92.87 | No quote |
| 85 | MDT | MEDTRONIC PLC | 0.00% | - | 3,000 | $242K | $80.67 | No quote |
| 86 | PM | PHILIP MORRIS INTL INC | 0.00% | New | 2,000 | $226K | $113.00 | No quote |
| 87 | DIS | DISNEY WALT CO | 0.00% | New | 1,882 | $213K | $113.18 | No quote |
| 88 | CET | CENTRAL SECS CORP | 0.00% | New | 8,564 | $205K | $23.94 | No quote |
| 100 | YNDX | YANDEX N V | - | Sold | 0 | $0 | No quote | No quote |
| 99 | WWD | WOODWARD INC | - | Sold | 0 | $0 | No quote | No quote |
| 98 | BND | VANGUARD BD INDEX FD INC | - | Sold | 0 | $0 | No quote | No quote |
| 97 | SLB | SCHLUMBERGER LTD | - | Sold | 0 | $0 | No quote | No quote |
| 96 | PX | PRAXAIR INC | - | Sold | 0 | $0 | No quote | No quote |
| 95 | OZM | OCH ZIFF CAP MGMT GROUP | - | Sold | 0 | $0 | No quote | No quote |
| 94 | MMYT | MAKEMYTRIP LIMITED MAURITIUS | - | Sold | 0 | $0 | No quote | No quote |
| 93 | LKQ | LKQ CORP | - | Sold | 0 | $0 | No quote | No quote |
| 92 | HD | HOME DEPOT INC | - | Sold | 0 | $0 | No quote | No quote |
| 91 | CABO | CABLE ONE INC | - | Sold | 0 | $0 | No quote | No quote |
| 90 | ATHM | AUTOHOME INC | - | Sold | 0 | $0 | No quote | No quote |
| 89 | T | AT&T INC | - | 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 | 0 | $0 |