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 30 of 39 rows. Rows without a quote are marked unavailable.


1	GOOG	ALPHABET INC	9.74%	Reduce -19.3%	514,126	$726.77M	$1413.61
2	KMX	CARMAX INC	8.08%	Reduce -26.6%	6,729,480	$602.63M	$89.55
3	W	WAYFAIR INC	7.86%	Reduce -42.6%	2,968,852	$586.68M	$197.61
4	META	Facebook Inc Cl A	6.98%	Add +3.3%	2,292,319	$520.52M	$227.07
5	CACC	CREDIT ACCEP CORP MICH	6.77%	Add +3.4%	1,206,213	$505.42M	$419.01
6	UNH	Unitedhealth Group Inc	5.67%	Add +1.3%	1,433,955	$422.95M	$294.95
7	ANET	ARISTA NETWORKS INC	5.57%	Reduce -1.3%	1,978,002	$415.44M	$210.03
8	TSM	TAIWAN SEMICONDUCTOR MFG LTD	5.19%	Add +124.0%	6,827,455	$387.6M	$56.77
9	JEC	JACOBS ENGR GROUP INC	4.77%	Reduce -1.1%	4,198,002	$355.99M	No quote	No quote
10	GOOGL	ALPHABET INC	4.72%	Reduce -8.8%	248,183	$351.94M	$1418.05
11	SCHW	SCHWAB CHARLES CORP	4.45%	Reduce -16.8%	9,835,466	$331.85M	$33.74
12	FWONK	LIBERTY MEDIA CORP DEL	4.35%	Add +4.6%	10,228,970	$324.36M	$31.71
13	AMZN	AMAZON COM INC	4.26%	Reduce -1.3%	115,343	$318.21M	$2758.82
14	DIS	DISNEY WALT CO	4.21%	New	2,814,237	$313.82M	$111.51
15	MA	MASTERCARD INCORPORATED	3.95%	Reduce -19.1%	997,928	$295.09M	$295.70
16	LBRDK	LIBERTY BROADBAND CORP	3.71%	Reduce -1.1%	2,232,097	$276.69M	$123.96
17	BRK/A	BERKSHIRE HATHAWAY INC DELCUSIP 084670108	3.68%	Reduce -10.8%	1,028	$274.78M	No quote	No quote
18	BRK/B	BERKSHIRE HATHAWAY INC DELCUSIP 084670702	2.65%	Reduce -14.9%	1,105,900	$197.41M	No quote	No quote
19	LBRDA	LIBERTY BROADBAND CORP	1.60%	Reduce -0.8%	979,772	$119.72M	$122.19
20	V	VISA INC	1.45%	Reduce -22.8%	558,702	$107.92M	$193.17
21	FWONA	LIBERTY MEDIA CORP DEL	0.14%	Reduce -0.5%	348,113	$10.16M	$29.18
22	EXPD	EXPEDITORS INTL WASH INC	0.10%	-	102,132	$7.77M	$76.04
23	BLDR	BUILDERS FIRSTSOURCE INC	0.02%	Reduce -1.6%	79,562	$1.65M	$20.70
24	MHK	MOHAWK INDS INC	0.01%	-	10,833	$1.1M	$101.73
25	JD	JD.COM INC	0.01%	-	12,000	$722K	$60.17
26	PG	PROCTER AND GAMBLE CO	0.01%	Reduce -4.7%	5,144	$615K	$119.56
27	UNP	UNION PAC CORP	0.01%	Reduce -5.1%	3,360	$568K	$169.05
28	AEP	AMERICAN ELEC PWR CO INC	0.01%	Reduce -5.3%	6,686	$532K	$79.57
29	KO	COCA COLA CO	0.01%	Reduce -6.0%	10,550	$471K	$44.64
30	EIX	EDISON INTL	0.01%	Reduce -6.4%	7,868	$427K	No quote	No quote
31	BABA	Alibaba Group Sh ADR	0.01%	-	1,945	$420K	$215.94
32	SAIL	Sailpoint Technologies Holding	0.01%	Add +0.3%	14,663	$388K	$26.46	No quote
33	FCAU	Fiat Chrysler Automobiles NV s	0.01%	Reduce -0.5%	37,777	$387K	No quote	No quote
34	SBGI	SINCLAIR BROADCAST GROUP INC	0.01%	-	20,845	$385K	$18.47
35	GTT	GTT COMMUNICATIONS INC	0.00%	-	24,100	$197K	No quote	No quote
36	ANGI	ANGI HOMESERVICES INC	0.00%	Add +20.5%	14,674	$178K	$12.13
37	WTRH	WAITR HLDGS INC	0.00%	Reduce -36.5%	18,989	$50K	No quote	No quote
39	PGR	PROGRESSIVE CORP OHIO	-	Sold	0	$0	No quote	No quote
38	BKNG	BOOKING HLDGS INC	-	Sold	0	$0	No quote	No quote