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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 46 of 65 rows. Rows without a quote are marked unavailable.

1GOOGALPHABET INC9.25%Reduce -1.4%842,906$1.01B$1193.47No quote
2GOOGLALPHABET INC9.17%Reduce -0.6%825,570$996.53M$1207.08No quote
3BRK/ABERKSHIRE HATHAWAY INC DELCUSIP 0846701088.40%Reduce -2.8%2,855$913.6MNo quoteNo quote
4KMXCARMAX INC8.07%Reduce -1.7%11,742,799$876.84M$74.67No quote
5AMZNAMAZON COM INC6.38%Reduce -28.3%346,141$693.32M$2003.00No quote
6MAMASTERCARD INCORPORATED4.54%Reduce -21.7%2,215,460$493.18M$222.61No quote
7JECJACOBS ENGR GROUP INC DEL4.42%Reduce -3.2%6,275,926$480.11MNo quoteNo quote
8CACCCREDIT ACCEP CORP MICH4.38%Reduce -1.2%1,086,536$475.98M$438.07No quote
9FWONKLIBERTY MEDIA CORP DELAWARE4.31%Reduce -16.0%12,597,531$468.5M$37.19No quote
10METAFACEBOOK INC4.28%Add +15.4%2,827,809$465.06M$164.46No quote
11FCAUFIAT CHRYSLER AUTOMOBILES N3.95%Add +0.0%24,545,223$429.79MNo quoteNo quote
12SCHWSCHWAB CHARLES CORP NEW3.69%Reduce -1.2%8,169,765$401.54M$49.15No quote
13TJXTJX COS INC NEW3.12%Reduce -48.3%3,028,362$339.24M$112.02No quote
14BKNGBOOKING HLDGS INC3.11%Reduce -1.9%170,604$338.48M$1984.00No quote
15BRK/BBERKSHIRE HATHAWAY INC DELCUSIP 0846707022.74%Reduce -4.1%1,389,778$297.57MNo quoteNo quote
16LBRDKLIBERTY BROADBAND CORP2.69%Reduce -1.5%3,466,789$292.25M$84.30No quote
17AABAALTABA INC2.51%Add +0.0%4,005,068$272.83MNo quoteNo quote
18VVISA INC2.24%Reduce -21.7%1,621,223$243.33M$150.09No quote
19MHKMOHAWK INDS INC2.20%Reduce -1.4%1,363,721$239.13M$175.35No quote
20JDJD COM INC2.08%Add +43.5%8,651,287$225.71M$26.09No quote
21WFCWELLS FARGO CO NEW2.00%Reduce -1.7%4,142,016$217.7M$52.56No quote
22BLDRBUILDERS FIRSTSOURCE INC1.03%Add +35.8%7,612,894$111.76M$14.68No quote
23LBRDALIBERTY BROADBAND CORP0.88%Reduce -1.1%1,129,707$95.27M$84.33No quote
24GTTGTT COMMUNICATIONS INC0.69%-1,805,008$75.36MNo quoteNo quote
25BMCHBMC STK HLDGS INC0.69%-4,000,000$74.6MNo quoteNo quote
26SBGISINCLAIR BROADCAST GROUP INC0.52%-2,000,000$56.7M$28.35No quote
27BABAALIBABA GROUP HLDG LTD0.45%New300,000$49.43M$164.76No quote
28BIDUBAIDU INC0.42%-200,000$45.74M$228.68No quote
29YNDXYANDEX N V0.28%Add +52.9%910,000$29.93MNo quoteNo quote
30DHID R HORTON INC0.27%Add +40.0%700,000$29.53M$42.18No quote
31RHRH0.24%-200,000$26.2M$131.01No quote
32MTHMERITAGE HOMES CORP0.19%Add +15.0%508,200$20.28M$39.90No quote
33IQIQIYI INC0.18%Add +13.2%713,000$19.3MNo quoteNo quote
34FWONALIBERTY MEDIA CORP DELAWARE0.12%Add +0.9%359,083$12.78M$35.58No quote
35CRESYCRESUD S A C I F Y A0.08%-616,883$8.74MNo quoteNo quote
36EXPDEXPEDITORS INTL WASH INC0.07%-109,267$8.03M$73.53No quote
37NETSNETSHOES CAYMAN LTD0.06%Add +19.7%2,813,166$6.58MNo quoteNo quote
38COSTCOSTCO WHSL CORP NEW0.04%Reduce -2.2%20,253$4.76M$234.88No quote
39ORLYO REILLY AUTOMOTIVE INC NEW0.04%Add +0.3%13,087$4.55M$347.29No quote
40SPSCSPS COMM INC0.03%Reduce -78.8%35,000$3.47MNo quoteNo quote
41WSTWEST PHARMACEUTICAL SVSC INC0.03%Reduce -1.1%22,944$2.83M$123.47No quote
42UNPUNION PAC CORP0.02%Reduce -7.3%12,720$2.07M$162.81No quote
43EIXEDISON INTL0.02%Reduce -3.3%29,165$1.97MNo quoteNo quote
44WATWATERS CORP0.02%-9,316$1.81M$194.72No quote
45KOCOCA COLA CO0.02%Reduce -2.7%36,630$1.69M$46.19No quote
46PGPROCTER AND GAMBLE CO0.01%-17,760$1.48M$83.22No quote
47AXPAMERICAN EXPRESS CO0.01%-13,751$1.46M$106.47No quote
48GSGOLDMAN SACHS GROUP INC0.01%-6,421$1.44M$224.26No quote
49PGRPROGRESSIVE CORP OHIO0.01%Reduce -1.1%17,051$1.21M$71.02No quote
50XRAYDENTSPLY SIRONA INC0.01%Add +0.5%29,380$1.11M$37.75No quote
51AEPAMERICAN ELEC PWR INC0.01%-14,390$1.02M$70.88No quote
52EMEEMCOR GROUP INC0.01%-9,492$713K$75.12No quote
53OMCOMNICOM GROUP INC0.01%Reduce -27.9%9,466$644K$68.03No quote
54PRIPRIMERICA INC0.01%-4,727$570K$120.58No quote
55TRMBTRIMBLE INC0.00%-12,213$531K$43.48No quote
56IDXXIDEXX LABS INC0.00%Reduce -11.0%1,592$397K$249.37No quote
58FASTFASTENAL CO0.00%-5,026$292K$58.10No quote
57CARGCARGURUS INC0.00%New5,248$292KNo quoteNo quote
59AAPLAPPLE INC0.00%New1,000$226K$226.00No quote
60RMNIRIMINI STR INC DEL0.00%New10,495$66K$6.29No quote
61LNDBRASILAGRO BRAZILIAN AGRIC R0.00%Add +40.9%18,965$63KNo quoteNo quote
65SECOSECOO HLDG LTD-Sold0$0No quoteNo quote
64JPMWSJPMORGAN CHASE & CO-Sold0$0No quoteNo quote
63IRCPIRSA PROPIEDADES COMERCIALES-Sold0$0No quoteNo quote
62IRSIRSA INVERSIONES Y REP S A-Sold0$0No quoteNo quote