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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Filing period

Updated 2026-06-06 from SEC 13F data.

Live quotes available for 32 of 42 rows. Rows without a quote are marked unavailable.


1	GOOG	ALPHABET INC	12.01%	Reduce -3.5%	726,125	$970.84M	$1337.02	No quote
2	KMX	CARMAX INC	8.62%	Reduce -19.1%	7,950,740	$697.04M	$87.67	No quote
3	BRK/A	BERKSHIRE HATHAWAY INC DELCUSIP 084670108	8.03%	Reduce -13.8%	1,912	$649.3M	No quote	No quote
4	CACC	CREDIT ACCEP CORP MICH	6.30%	Add +6.7%	1,151,564	$509.37M	$442.33	No quote
5	JEC	JACOBS ENGR GROUP INC	6.24%	Reduce -3.5%	5,620,847	$504.92M	No quote	No quote
6	META	FACEBOOK INC	5.77%	Reduce -1.8%	2,273,800	$466.7M	$205.25	No quote
7	FWONK	LIBERTY MEDIA CORP DELAWARE	5.77%	Reduce -16.1%	10,152,070	$466.64M	$45.97	No quote
8	MA	MASTERCARD INC	5.06%	Reduce -3.4%	1,371,235	$409.44M	$298.59	No quote
9	SCHW	THE CHARLES SCHWAB CORPORATI	5.03%	Reduce -1.8%	8,548,008	$406.54M	$47.56	No quote
10	GOOGL	ALPHABET INC	4.57%	Reduce -0.8%	276,043	$369.73M	$1339.39	No quote
11	LBRDK	LIBERTY BROADBAND CORP	4.55%	Reduce -5.9%	2,923,967	$367.69M	$125.75	No quote
12	W	WAYFAIR INC	4.47%	Add +38.7%	3,995,919	$361.11M	$90.37	No quote
13	ANET	ARISTA NETWORKS INC	4.38%	Add +48253.4%	1,740,724	$354.06M	$203.40	No quote
14	BKNG	BOOKING HLDGS INC	4.24%	Reduce -4.6%	166,995	$342.96M	$2053.73	No quote
15	BRK/B	BERKSHIRE HATHAWAY INC DELCUSIP 084670702	4.02%	Add +5.6%	1,435,893	$325.23M	No quote	No quote
16	AMZN	AMAZON COM INC	3.57%	Reduce -27.3%	156,429	$289.06M	$1847.84	No quote
17	TSM	TAIWAN SEMICONDUCTOR MFG LTD	2.14%	New	2,982,431	$173.28M	$58.10	No quote
18	V	VISA INC	1.94%	Reduce -2.4%	834,874	$156.87M	$187.90	No quote
19	LBRDA	LIBERTY BROADBAND CORP	1.55%	Reduce -1.4%	1,009,350	$125.73M	$124.56	No quote
20	UNH	UNITEDHEALTH GROUP INC	1.31%	New	359,157	$105.59M	$293.98	No quote
21	FWONA	LIBERTY MEDIA CORP DELAWARE	0.20%	Reduce -3.0%	361,180	$15.81M	$43.78	No quote
22	EXPD	EXPEDITORS INTL WASH INC	0.10%	-	102,132	$7.97M	$78.02	No quote
23	MHK	MOHAWK INDS INC	0.02%	Reduce -99.0%	14,009	$1.91M	$136.41	No quote
24	BLDR	BUILDERS FIRSTSOURCE INC	0.02%	Add +0.2%	73,121	$1.86M	$25.41	No quote
25	UNP	UNION PACIFIC CORP	0.01%	Reduce -26.6%	4,665	$843K	$180.71	No quote
26	AEP	AMERICAN ELEC PWR CO INC	0.01%	Reduce -28.1%	8,892	$840K	$94.47	No quote
27	EIX	EDISON INTL	0.01%	Reduce -24.3%	10,957	$826K	No quote	No quote
28	PG	PROCTER & GAMBLE CO	0.01%	Reduce -27.7%	6,602	$825K	$124.96	No quote
29	KO	COCA COLA CO	0.01%	Reduce -27.0%	14,260	$789K	$55.33	No quote
30	FCAU	FIAT CHRYSLER AUTOMOBILES N	0.01%	-	37,738	$554K	No quote	No quote
31	TJX	TJX COS INC NEW	0.01%	Reduce -52.6%	8,141	$497K	$61.05	No quote
32	JD	JD COM INC	0.01%	Reduce -7.6%	12,000	$423K	$35.25	No quote
33	BABA	ALIBABA GROUP HLDG LTD	0.01%	Reduce -4.6%	1,945	$413K	$212.34	No quote
34	SAIL	SAILPOINT TECHNLGIES HLDGS I	0.00%	Add +14.5%	16,032	$378K	$23.58	No quote
35	GTT	GTT COMMUNICATIONS INC	0.00%	-	24,100	$274K	No quote	No quote
36	JPM	JPMORGAN CHASE & CO	0.00%	-	1,708	$238K	$139.34	No quote
37	WFC	WELLS FARGO CO NEW	0.00%	Reduce -9.6%	4,181	$225K	$53.81	No quote
38	RMNI	RIMINI STR INC DEL	0.00%	-	10,119	$39K	$3.85	No quote
39	WTRH	WAITR HLDGS INC	0.00%	Add +3.4%	29,044	$9K	No quote	No quote
42	IDXX	IDEXX LABS INC	-	Sold	0	$0	No quote	No quote
41	COST	COSTCO WHSL CORP NEW	-	Sold	0	$0	No quote	No quote
40	AAPL	APPLE INC	-	Sold	0	$0	No quote	No quote