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 39 rows. Rows without a quote are marked unavailable.


1	TSM	TAIWAN SEMICONDUCTOR MFG LTD	7.78%	Reduce -0.9%	6,689,879	$729.46M	$109.04
2	UNH	Unitedhealth Group Inc	6.87%	Reduce -0.5%	1,837,617	$644.42M	$350.68
3	KMX	CARMAX INC	6.60%	Reduce -0.5%	6,548,997	$618.62M	$94.46
4	META	Facebook Inc Cl A	6.47%	Reduce -1.6%	2,219,897	$606.39M	$273.16
5	ANET	ARISTA NETWORKS INC	6.00%	Reduce -0.6%	1,936,727	$562.76M	$290.57
6	CACC	CREDIT ACCEP CORP MICH	5.91%	Add +24.1%	1,602,519	$554.7M	$346.14
7	DIS	DISNEY WALT CO	5.35%	Reduce -0.9%	2,767,727	$501.46M	$181.18
8	SCHW	SCHWAB CHARLES CORP	5.28%	Reduce -2.8%	9,334,460	$495.1M	$53.04
9	FWONK	LIBERTY MEDIA CORP DEL	4.80%	Reduce -0.1%	10,566,059	$450.11M	$42.60
10	JEC	JACOBS ENGR GROUP INC	4.63%	Reduce -3.4%	3,983,647	$434.06M	No quote	No quote
11	W	WAYFAIR INC	4.32%	Reduce -23.2%	1,792,809	$404.83M	$225.81
12	ICE	Intercontinental Exchange Inc.	4.27%	Reduce -0.4%	3,469,593	$400.01M	$115.29
13	GOOG	ALPHABET INC	4.08%	Reduce -52.3%	218,462	$382.72M	$1751.88
14	NFLX	Netflix Com Inc	4.04%	New	701,374	$379.25M	$540.73
15	GOOGL	ALPHABET INC	4.03%	Reduce -0.1%	215,578	$377.83M	$1752.64
16	BRK/A	BERKSHIRE HATHAWAY INC DELCUSIP 084670108	3.69%	Reduce -0.8%	995	$346.08M	No quote	No quote
17	MA	MASTERCARD INCORPORATED	3.65%	Reduce -3.6%	959,770	$342.58M	$356.94
18	LBRDK	LIBERTY BROADBAND CORP	3.53%	Reduce -4.5%	2,088,860	$330.81M	$158.37
19	FIS	Fidelity Natl Info Svcs Inc	2.93%	Reduce -0.3%	1,944,162	$275.02M	$141.46
20	BRK/B	BERKSHIRE HATHAWAY INC DELCUSIP 084670702	2.59%	Reduce -4.4%	1,048,522	$243.12M	No quote	No quote
21	LBRDA	LIBERTY BROADBAND CORP	1.62%	Reduce -0.5%	965,195	$152.1M	$157.58
22	V	VISA INC	1.21%	Reduce -1.9%	520,855	$113.93M	$218.73
23	FWONA	LIBERTY MEDIA CORP DEL	0.14%	Reduce -0.4%	336,401	$12.78M	$37.99
24	EXPD	EXPEDITORS INTL WASH INC	0.10%	-	102,132	$9.71M	$95.11
25	BLDR	BUILDERS FIRSTSOURCE INC	0.03%	Reduce -1.7%	78,084	$3.19M	$40.81
26	AMZN	AMAZON COM INC	0.02%	Reduce -1.0%	685	$2.23M	$3256.93
27	MHK	MOHAWK INDS INC	0.02%	-	10,833	$1.53M	$140.96
28	FCAU	Fiat Chrysler Automobiles NV s	0.01%	Add +7.6%	41,951	$759K	No quote	No quote
29	SBGI	SINCLAIR BROADCAST GROUP INC	0.01%	-	21,317	$679K	$31.85
30	PG	PROCTER AND GAMBLE CO	0.00%	-	3,246	$452K	$139.25
31	UNP	UNION PAC CORP	0.00%	-	2,057	$428K	$208.07
32	EQH	Equitable Holdings Inc	0.00%	New	14,861	$380K	$25.57
33	AEP	AMERICAN ELEC PWR CO INC	0.00%	-	3,766	$314K	$83.38
34	KO	COCA COLA CO	0.00%	-	5,559	$305K	$54.87
35	EIX	EDISON INTL	0.00%	New	3,385	$213K	No quote	No quote
36	PGR	PROGRESSIVE CORP	0.00%	New	2,076	$205K	$98.75
37	ANGI	ANGI HOMESERVICES INC	0.00%	Reduce -2.4%	11,972	$158K	$13.20
38	GTT	GTT COMMUNICATIONS INC	0.00%	-	24,100	$86K	No quote	No quote
39	WTRH	WAITR HLDGS INC	-	Sold	0	$0	No quote	No quote