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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 2026-09-12 from SEC 13F data.

Live quotes available for 38 of 56 rows. Rows without a quote are marked unavailable.

1GOOGLAlphabet Inc Cl A8.73%Reduce -0.0%820,147$888.06M$1082.80No quote
2KMXCARMAX INC8.48%Reduce -13.3%9,936,651$862.8M$86.83No quote
3GOOGAlphabet Inc. Cl C7.96%Reduce -1.3%749,406$810.04M$1080.91No quote
4BRK-ABERKSHIRE HATHAWAY INC DEL7.06%Reduce -0.7%2,257$718.52M$318350.02No quote
5AMZNAMAZON COM INC5.45%Reduce -9.4%292,681$554.23M$1893.63No quote
6JECJACOBS ENGR GROUP INC5.38%Add +0.6%6,485,142$547.28MNo quoteNo quote
7MAMastercard Inc5.26%Add +0.4%2,022,084$534.9M$264.53No quote
8CACCCREDIT ACCEP CORP MICH5.17%Reduce -0.4%1,088,314$526.56M$483.83No quote
9BABAAlibaba Group Sh ADR4.90%Add +146.2%2,941,754$498.48M$169.45No quote
10FWONKLIBERTY MEDIA CORP DELAWARE4.52%Reduce -0.6%12,285,321$459.59M$37.41No quote
11METAFacebook Inc Cl A4.01%Reduce -1.1%2,115,831$408.36M$193.00No quote
12FCAUFiat Chrysler Automobiles NV s3.81%Reduce -0.1%28,038,165$387.49MNo quoteNo quote
13SCHWTHE CHARLES SCHWAB CORPORATI3.47%Reduce -0.9%8,774,987$352.67M$40.19No quote
14BKNGBooking Holdings Inc3.26%Reduce -1.0%176,721$331.3M$1874.71No quote
15LBRDKLIBERTY BROADBAND CORP3.22%Reduce -1.3%3,145,043$327.78M$104.22No quote
16BRK-BBERKSHIRE HATHAWAY INC DEL2.88%Reduce -2.8%1,376,193$293.36M$213.17No quote
17VVisa Inc Class A2.47%Reduce -2.5%1,449,868$251.63M$173.55No quote
18JDJD.com2.37%Reduce -3.0%7,963,319$241.21M$30.29No quote
19MHKMOHAWK INDS INC2.05%Reduce -0.1%1,416,399$208.88M$147.47No quote
20BLDRBuilders Firstsource Inc.1.44%-8,673,480$146.24M$16.86No quote
21SBGISINCLAIR BROADCAST GROUP INC1.12%Add +60.6%2,120,000$113.7M$53.63No quote
22LBRDALIBERTY BROADBAND CORP1.04%Reduce -0.9%1,032,500$106.18M$102.84No quote
23YNDXYandex NV Shs1.02%-2,730,000$103.74MNo quoteNo quote
24BMCHBMC Stock Holdings Inc.0.83%-4,000,000$84.8MNo quoteNo quote
25SAILSailpoint Technologies Holding0.79%Add +903.5%4,014,000$80.44M$20.04No quote
26WWayfair Inc Cl A0.72%-500,348$73.05M$146.00No quote
27EQHAXA EQUITABLE HLDGS INC0.37%New1,800,000$37.62M$20.90No quote
28GTTGTT COMMUNICATIONS INC0.31%-1,813,008$31.91MNo quoteNo quote
29RHRH Com0.28%Add +16.3%250,000$28.9M$115.60No quote
30GTYHGTY TECHNOLOGY HOLDINGS INC0.27%New4,000,000$27.4MNo quoteNo quote
31BIDUBAIDU INC0.23%-200,000$23.47M$117.36No quote
32CARGCARGURUS INC0.21%Add +70.7%605,000$21.85MNo quoteNo quote
33DOMODOMO INC0.20%Add +11.9%750,000$20.49MNo quoteNo quote
34WTRHWAITR HLDGS INC0.19%New3,014,882$18.96MNo quoteNo quote
35IQIqiyi Inc ADR0.14%-713,000$14.72MNo quoteNo quote
36FWONALIBERTY MEDIA CORP DELAWARE0.13%Reduce -0.2%380,117$13.63M$35.86No quote
37EXPDEXPEDITORS INTL WASH INC0.08%-102,132$7.75M$75.86No quote
38CRESYCRESUD S A C I F Y A0.07%-643,373$6.74MNo quoteNo quote
39EIXEDISON INTL0.01%Reduce -11.3%18,939$1.28MNo quoteNo quote
40PGPROCTER AND GAMBLE CO0.01%Reduce -17.5%10,971$1.2M$109.65No quote
41KOCOCA COLA CO0.01%-22,888$1.17M$50.90No quote
42AEPAMERICAN ELEC PWR CO INC0.01%-13,090$1.15M$88.01No quote
43UNPUNION PACIFIC CORP0.01%Reduce -11.4%6,731$1.14M$169.07No quote
44AABAALTABA INC0.01%Reduce -99.6%15,068$1.05MNo quoteNo quote
45ANETARISTA NETWORKS INC0.01%New3,600$935K$259.72No quote
46TJXTJX COS INC NEW0.01%Reduce -45.6%17,364$918K$52.87No quote
47COSTCostco Wholesale Corp0.01%Reduce -14.8%2,479$655K$264.22No quote
48IDXXIdexx Laboratories Corp.0.00%-1,146$316K$275.74No quote
49XRAYDentsply Sirona Inc.0.00%New4,018$234K$58.24No quote
50WFCWELLS FARGO CO NEW0.00%Reduce -16.6%4,899$232K$47.36No quote
51RMNIRimini Street Inc.0.00%-10,779$57K$5.29No quote
56NETSNETSHOES CAYMAN LTD-Sold0$0No quoteNo quote
55EAELECTRONIC ARTS INC-Sold0$0No quoteNo quote
54DHID R HORTON INC-Sold0$0No quoteNo quote
53APPNAPPIAN CORP-Sold0$0No quoteNo quote
52AYXALTERYX INC-Sold0$0No quoteNo quote