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 31 of 42 rows. Rows without a quote are marked unavailable.


1	GOOG	ALPHABET INC	11.86%	Reduce -12.3%	636,694	$740.35M	$1162.81
2	KMX	CARMAX INC	7.90%	Add +15.3%	9,164,102	$493.3M	$53.83
3	ANET	ARISTA NETWORKS INC	6.50%	Add +15.2%	2,004,363	$405.98M	$202.55
4	SCHW	SCHWAB CHARLES CORP	6.37%	Add +38.3%	11,822,806	$397.48M	$33.62
5	META	FACEBOOK INC	5.93%	Reduce -2.4%	2,219,818	$370.27M	$166.80
6	UNH	UNITEDHEALTH GROUP INC	5.66%	Add +294.3%	1,416,053	$353.14M	$249.38
7	JEC	JACOBS ENGR GROUP INC	5.39%	Reduce -24.5%	4,242,763	$336.32M	No quote	No quote
8	GOOGL	ALPHABET INC	5.07%	Reduce -1.4%	272,260	$316.35M	$1161.95
9	BRK/A	BERKSHIRE HATHAWAY INC DELCUSIP 084670108	5.02%	Reduce -39.8%	1,152	$313.34M	No quote	No quote
10	CACC	CREDIT ACCEP CORP MICH	4.78%	Add +1.3%	1,166,223	$298.19M	$255.69
11	MA	MASTERCARD INC	4.78%	Reduce -10.0%	1,234,124	$298.12M	$241.56
12	W	WAYFAIR INC	4.43%	Add +29.5%	5,173,101	$276.45M	$53.44
13	BKNG	BOOKING HLDGS INC	4.32%	Add +20.1%	200,562	$269.82M	$1345.32
14	FWONK	LIBERTY MEDIA CORP DEL	4.27%	Reduce -3.6%	9,782,200	$266.37M	$27.23
15	LBRDK	LIBERTY BROADBAND CORP	4.00%	Reduce -22.8%	2,256,252	$249.81M	$110.72
16	BRK/B	BERKSHIRE HATHAWAY INC DELCUSIP 084670702	3.81%	Reduce -9.5%	1,299,426	$237.57M	No quote	No quote
17	AMZN	AMAZON COM INC	3.65%	Reduce -25.3%	116,851	$227.83M	$1949.72
18	TSM	TAIWAN SEMICONDUCTOR MFG LTD	2.33%	Add +2.2%	3,047,431	$145.64M	$47.79
19	V	VISA INC	1.87%	Reduce -13.3%	723,672	$116.6M	$161.12
20	LBRDA	LIBERTY BROADBAND CORP	1.69%	Reduce -2.2%	987,473	$105.66M	$107.00
21	FWONA	LIBERTY MEDIA CORP DEL	0.14%	Reduce -3.1%	349,870	$9.03M	$25.82
22	EXPD	EXPEDITORS INTL WASH INC	0.11%	-	102,132	$6.81M	$66.72
23	BLDR	BUILDERS FIRSTSOURCE INC	0.02%	Add +10.6%	80,881	$989K	$12.23
24	MHK	MOHAWK INDS INC	0.01%	Reduce -22.7%	10,833	$826K	$76.25
25	PG	PROCTER & GAMBLE CO	0.01%	Reduce -18.2%	5,399	$594K	$110.02
26	AEP	AMERICAN ELEC PWR CO INC	0.01%	Reduce -20.6%	7,063	$565K	$79.99
27	UNP	UNION PAC CORP	0.01%	Reduce -24.1%	3,541	$499K	$140.92
28	KO	COCA COLA CO	0.01%	Reduce -21.3%	11,226	$497K	$44.27
29	JD	JD COM INC	0.01%	-	12,000	$486K	$40.50
30	EIX	EDISON INTL	0.01%	Reduce -23.3%	8,410	$461K	No quote	No quote
31	BABA	ALIBABA GROUP HLDG LTD	0.01%	-	1,945	$378K	$194.34
32	SBGI	SINCLAIR BROADCAST GROUP INC	0.01%	New	20,845	$335K	$16.07
33	FCAU	FIAT CHRYSLER AUTOMOBILES N	0.00%	Add +0.6%	37,956	$273K	No quote	No quote
34	PGR	PROGRESSIVE CORP OHIO	0.00%	New	3,539	$261K	$73.75
35	SAIL	SAILPOINT TECHNLGIES HLDGS I	0.00%	Reduce -8.8%	14,613	$222K	$15.19	No quote
36	GTT	GTT COMMUNICATIONS INC	0.00%	-	24,100	$192K	No quote	No quote
37	ANGI	ANGI HOMESERVICES INC	0.00%	New	12,176	$64K	$5.26
38	WTRH	WAITR HLDGS INC	0.00%	Add +3.0%	29,919	$37K	No quote	No quote
42	WFC	WELLS FARGO CO NEW	-	Sold	0	$0	No quote	No quote
41	TJX	TJX COS INC NEW	-	Sold	0	$0	No quote	No quote
40	RMNI	RIMINI STR INC DEL	-	Sold	0	$0	No quote	No quote
39	JPM	JPMORGAN CHASE & CO	-	Sold	0	$0	No quote	No quote