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.

Get email alerts when Ruane Cunniff LP files a new 13F — sign in or create a free account.

Filing period

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

Live quotes available for 29 of 39 rows. Rows without a quote are marked unavailable.


1	W	WAYFAIR INC	8.09%	Reduce -21.3%	2,335,414	$679.63M	$291.01
2	GOOG	ALPHABET INC	8.01%	Reduce -10.9%	458,102	$673.23M	$1469.60
3	KMX	CARMAX INC	7.20%	Reduce -2.3%	6,578,390	$604.62M	$91.91
4	META	FACEBOOK INC	7.03%	Reduce -1.6%	2,255,668	$590.76M	$261.90
5	UNH	UNITEDHEALTH GROUP INC	6.85%	Add +28.7%	1,846,017	$575.53M	$311.77
6	TSM	TAIWAN SEMICONDUCTOR MFG LTD	6.51%	Reduce -1.2%	6,748,099	$547.07M	$81.07
7	CACC	CREDIT ACCEP CORP MICH	5.21%	Add +7.0%	1,291,276	$437.28M	$338.64
8	ANET	ARISTA NETWORKS INC	4.80%	Reduce -1.5%	1,948,767	$403.26M	$206.93
9	FWONK	LIBERTY MEDIA CORP DEL	4.57%	Add +3.4%	10,579,595	$383.72M	$36.27
10	JEC	JACOBS ENGR GROUP INC	4.55%	Reduce -1.8%	4,123,907	$382.58M	No quote	No quote
11	ICE	INTERCONTINENTAL EXCHANGE IN	4.15%	New	3,484,355	$348.61M	$100.05
12	SCHW	SCHWAB CHARLES CORP	4.14%	Reduce -2.3%	9,606,264	$348.04M	$36.23
13	DIS	DISNEY WALT CO	4.12%	Reduce -0.8%	2,792,692	$346.52M	$124.08
14	MA	MASTERCARD INCORPORATED	4.01%	Reduce -0.2%	995,537	$336.66M	$338.17
15	BRK/A	BERKSHIRE HATHAWAY INC DELCUSIP 084670108	3.82%	Reduce -2.4%	1,003	$320.96M	No quote	No quote
16	GOOGL	ALPHABET INC	3.76%	Reduce -13.1%	215,800	$316.28M	$1465.60
17	LBRDK	LIBERTY BROADBAND CORP	3.72%	Reduce -2.0%	2,188,128	$312.62M	$142.87
18	FIS	FIDELITY NATL INFORMATION SV	3.42%	New	1,950,190	$287.09M	$147.21
19	BRK/B	BERKSHIRE HATHAWAY INC DELCUSIP 084670702	2.78%	Reduce -0.8%	1,097,045	$233.61M	No quote	No quote
20	LBRDA	LIBERTY BROADBAND CORP	1.64%	Reduce -1.0%	969,746	$137.52M	$141.81
21	V	VISA INC	1.26%	Reduce -5.0%	530,691	$106.12M	$199.97
22	FWONA	LIBERTY MEDIA CORP DEL	0.13%	Reduce -3.0%	337,775	$11.32M	$33.51
23	EXPD	EXPEDITORS INTL WASH INC	0.11%	-	102,132	$9.25M	$90.52
24	BLDR	BUILDERS FIRSTSOURCE INC	0.03%	Reduce -0.1%	79,461	$2.59M	$32.62
25	AMZN	AMAZON COM INC	0.03%	Reduce -99.4%	692	$2.18M	$3148.84
26	MHK	MOHAWK INDS INC	0.01%	-	10,833	$1.06M	$97.57
27	FCAU	FIAT CHRYSLER AUTOMOBILES N	0.01%	Add +3.2%	38,992	$476K	No quote	No quote
28	PG	PROCTER AND GAMBLE CO	0.01%	Reduce -36.9%	3,246	$451K	$138.94
29	SBGI	SINCLAIR BROADCAST GROUP INC	0.00%	Add +2.3%	21,317	$410K	$19.23
30	UNP	UNION PAC CORP	0.00%	Reduce -38.8%	2,057	$405K	$196.89
31	AEP	AMERICAN ELEC PWR CO INC	0.00%	Reduce -43.7%	3,766	$308K	$81.78
32	KO	COCA COLA CO	0.00%	Reduce -47.3%	5,559	$274K	$49.29
33	ANGI	ANGI HOMESERVICES INC	0.00%	Reduce -16.4%	12,272	$136K	$11.08
34	GTT	GTT COMMUNICATIONS INC	0.00%	-	24,100	$124K	No quote	No quote
35	WTRH	WAITR HLDGS INC	0.00%	Reduce -36.9%	11,981	$39K	No quote	No quote
39	SAIL	Sailpoint Technologies Holding	-	Sold	0	$0	No quote	No quote
38	JD	JD.COM INC	-	Sold	0	$0	No quote	No quote
37	EIX	EDISON INTL	-	Sold	0	$0	No quote	No quote
36	BABA	Alibaba Group Sh ADR	-	Sold	0	$0	No quote	No quote