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.
Get email alerts when Ruane Cunniff LP files a new 13F — sign in or create a free account.
Updated 2026-06-06 from SEC 13F data.
Live quotes available for 44 of 66 rows. Rows without a quote are marked unavailable.
| 1 | GOOG | ALPHABET INC | 8.54% | Reduce -3.8% | 854,844 | $953.71M | $1115.65 | No quote |
| 2 | GOOGL | ALPHABET INC | 8.40% | Reduce -7.4% | 830,485 | $937.78M | $1129.19 | No quote |
| 3 | KMX | CARMAX INC | 7.80% | Reduce -0.0% | 11,950,104 | $870.8M | $72.87 | No quote |
| 4 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 7.42% | Reduce -12.9% | 2,936 | $828.07M | No quote | No quote |
| 5 | AMZN | AMAZON COM INC | 7.35% | Reduce -28.6% | 482,899 | $820.83M | $1699.80 | No quote |
| 6 | TJX | TJX COS INC NEW | 4.99% | Reduce -0.8% | 5,852,066 | $557M | $95.18 | No quote |
| 7 | FWONK | LIBERTY MEDIA CORP DELAWARE | 4.99% | Add +0.6% | 14,998,201 | $556.88M | $37.13 | No quote |
| 8 | MA | MASTERCARD INCORPORATED | 4.98% | Reduce -2.7% | 2,830,648 | $556.28M | $196.52 | No quote |
| 9 | META | FACEBOOK INC | 4.27% | Add +12.3% | 2,450,572 | $476.2M | $194.32 | No quote |
| 10 | FCAU | FIAT CHRYSLER AUTOMOBILES N | 4.15% | Reduce -0.1% | 24,539,430 | $463.55M | No quote | No quote |
| 11 | SCHW | SCHWAB CHARLES CORP NEW | 3.78% | Reduce -0.6% | 8,265,912 | $422.39M | $51.10 | No quote |
| 12 | JEC | JACOBS ENGR GROUP INC DEL | 3.69% | Add +19.3% | 6,482,623 | $411.58M | No quote | No quote |
| 13 | CACC | CREDIT ACCEP CORP MICH | 3.48% | Add +1.4% | 1,100,194 | $388.81M | $353.40 | No quote |
| 14 | BKNG | BOOKING HLDGS INC | 3.16% | Reduce -0.5% | 173,990 | $352.69M | $2027.09 | No quote |
| 15 | MHK | MOHAWK INDS INC | 2.65% | Reduce -0.1% | 1,382,355 | $296.2M | $214.27 | No quote |
| 16 | AABA | ALTABA INC | 2.63% | Add +33.5% | 4,003,459 | $293.09M | No quote | No quote |
| 17 | V | VISA INC | 2.46% | Add +0.7% | 2,069,853 | $274.15M | $132.45 | No quote |
| 18 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 2.42% | Add +10.9% | 1,449,276 | $270.51M | No quote | No quote |
| 19 | LBRDK | LIBERTY BROADBAND CORP | 2.39% | Add +28.0% | 3,518,328 | $266.41M | $75.72 | No quote |
| 20 | JD | JD COM INC | 2.10% | Reduce -9.5% | 6,030,158 | $234.88M | $38.95 | No quote |
| 21 | WFC | WELLS FARGO CO NEW | 2.09% | Reduce -0.7% | 4,214,651 | $233.66M | $55.44 | No quote |
| 22 | BLDR | BUILDERS FIRSTSOURCE INC | 0.92% | Add +39.9% | 5,607,377 | $102.56M | $18.29 | No quote |
| 23 | LBRDA | LIBERTY BROADBAND CORP | 0.77% | Add +0.3% | 1,142,031 | $86.38M | $75.64 | No quote |
| 24 | BMCH | BMC STK HLDGS INC | 0.75% | - | 4,000,000 | $83.4M | No quote | No quote |
| 25 | GTT | GTT COMMUNICATIONS INC | 0.69% | New | 1,805,008 | $76.98M | No quote | No quote |
| 26 | SBGI | SINCLAIR BROADCAST GROUP INC | 0.58% | Add +46.5% | 2,000,000 | $64.3M | $32.15 | No quote |
| 27 | BIDU | BAIDU INC | 0.44% | New | 200,000 | $48.6M | $243.00 | No quote |
| 28 | JPMWS | JPMORGAN CHASE & CO | 0.34% | - | 600,000 | $38.06M | No quote | No quote |
| 29 | RH | RH | 0.25% | New | 200,000 | $27.94M | $139.70 | No quote |
| 30 | YNDX | YANDEX N V | 0.19% | New | 595,000 | $21.36M | No quote | No quote |
| 31 | DHI | D R HORTON INC | 0.18% | New | 500,000 | $20.5M | $41.00 | No quote |
| 32 | IQ | IQIYI INC | 0.18% | New | 630,000 | $20.35M | No quote | No quote |
| 33 | MTH | MERITAGE HOMES CORP | 0.17% | Add +19.8% | 442,000 | $19.43M | $43.95 | No quote |
| 34 | FWONA | LIBERTY MEDIA CORP DELAWARE | 0.11% | Reduce -0.3% | 355,975 | $12.57M | $35.31 | No quote |
| 35 | SPSC | SPS COMM INC | 0.11% | Reduce -44.1% | 165,000 | $12.12M | No quote | No quote |
| 36 | CRESY | CRESUD S A C I F Y A | 0.08% | - | 616,883 | $9.14M | No quote | No quote |
| 37 | EXPD | EXPEDITORS INTL WASH INC | 0.07% | - | 109,267 | $7.99M | $73.10 | No quote |
| 38 | IRS | IRSA INVERSIONES Y REP S A | 0.06% | Reduce -38.5% | 370,085 | $6.4M | $17.29 | No quote |
| 39 | NETS | NETSHOES CAYMAN LTD | 0.05% | Add +40.1% | 2,350,000 | $5.57M | No quote | No quote |
| 40 | COST | COSTCO WHSL CORP NEW | 0.04% | Reduce -0.5% | 20,709 | $4.33M | $208.99 | No quote |
| 41 | ORLY | O REILLY AUTOMOTIVE INC NEW | 0.03% | Reduce -6.8% | 13,051 | $3.57M | $273.54 | No quote |
| 42 | IRCP | IRSA PROPIEDADES COMERCIALES | 0.03% | Add +5.0% | 105,000 | $3.25M | No quote | No quote |
| 43 | WST | WEST PHARMACEUTICAL SVSC INC | 0.02% | Reduce -5.4% | 23,200 | $2.3M | $99.31 | No quote |
| 44 | UNP | UNION PAC CORP | 0.02% | - | 13,720 | $1.94M | $141.69 | No quote |
| 45 | EIX | EDISON INTL | 0.02% | - | 30,165 | $1.91M | No quote | No quote |
| 46 | WAT | WATERS CORP | 0.02% | Reduce -10.9% | 9,316 | $1.8M | $193.54 | No quote |
| 47 | KO | COCA COLA CO | 0.01% | - | 37,630 | $1.65M | $43.85 | No quote |
| 48 | GS | GOLDMAN SACHS GROUP INC | 0.01% | Reduce -9.0% | 6,421 | $1.42M | $220.53 | No quote |
| 49 | PG | PROCTER AND GAMBLE CO | 0.01% | - | 17,760 | $1.39M | $78.04 | No quote |
| 50 | AXP | AMERICAN EXPRESS CO | 0.01% | Add +1.9% | 13,751 | $1.35M | $98.03 | No quote |
| 51 | SECO | SECOO HLDG LTD | 0.01% | Reduce -83.6% | 164,446 | $1.33M | No quote | No quote |
| 52 | XRAY | DENTSPLY SIRONA INC | 0.01% | Reduce -24.7% | 29,241 | $1.28M | $43.77 | No quote |
| 53 | PGR | PROGRESSIVE CORP OHIO | 0.01% | Reduce -1.8% | 17,248 | $1.02M | $59.14 | No quote |
| 54 | OMC | OMNICOM GROUP INC | 0.01% | Reduce -99.3% | 13,126 | $1M | $76.26 | No quote |
| 55 | AEP | AMERICAN ELEC PWR INC | 0.01% | - | 14,390 | $997K | $69.28 | No quote |
| 56 | EME | EMCOR GROUP INC | 0.01% | Reduce -38.3% | 9,492 | $723K | $76.17 | No quote |
| 57 | PRI | PRIMERICA INC | 0.00% | Reduce -99.5% | 4,727 | $471K | $99.64 | No quote |
| 58 | TRMB | TRIMBLE INC | 0.00% | Add +0.2% | 12,213 | $401K | $32.83 | No quote |
| 59 | IDXX | IDEXX LABS INC | 0.00% | Add +33.2% | 1,789 | $390K | $218.00 | No quote |
| 60 | FAST | FASTENAL CO | 0.00% | Add +32.4% | 5,026 | $242K | $48.15 | No quote |
| 61 | LND | BRASILAGRO BRAZILIAN AGRIC R | 0.00% | New | 13,460 | $47K | No quote | No quote |
| 66 | W | WAYFAIR INC | - | Sold | 0 | $0 | No quote | No quote |
| 65 | HDB | HDFC BANK LTD | - | Sold | 0 | $0 | No quote | No quote |
| 64 | COF | CAPITAL ONE FINL CORP | - | Sold | 0 | $0 | No quote | No quote |
| 63 | BABA | ALIBABA GROUP HLDG LTD | - | Sold | 0 | $0 | No quote | No quote |
| 62 | WUBA | 58 COM INC | - | Sold | 0 | $0 | No quote | No quote |