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 44 rows. Rows without a quote are marked unavailable.


1	KMX	CARMAX INC	8.50%	Add +4.0%	6,813,324	$903.86M	$132.66
2	META	FACEBOOK INC	6.97%	Add +13.4%	2,516,818	$741.28M	$294.53
3	TSM	TAIWAN SEMICONDUCTOR MFG LTD	6.58%	Reduce -11.5%	5,920,645	$700.29M	$118.28
4	UNH	UNITEDHEALTH GROUP INC	6.57%	Add +2.3%	1,879,149	$699.18M	$372.07
5	SCHW	SCHWAB CHARLES CORP	5.60%	Reduce -2.1%	9,138,218	$595.63M	$65.18
6	CACC	CREDIT ACCEP CORP MICH	5.49%	Add +1.1%	1,620,775	$583.85M	$360.23
7	JEC	JACOBS ENGR GROUP INC	4.73%	Reduce -2.3%	3,890,293	$502.9M	No quote	No quote
8	DIS	DISNEY WALT CO	4.73%	Reduce -1.6%	2,724,559	$502.74M	$184.52
9	MU	MICRON TECHNOLOGY INC	4.42%	New	5,325,143	$469.73M	$88.21
10	FWONK	LIBERTY MEDIA CORP DEL	4.25%	Reduce -1.1%	10,444,692	$452.15M	$43.29
11	GOOG	ALPHABET INC	4.16%	Reduce -2.1%	213,877	$442.43M	$2068.63
12	GOOGL	ALPHABET INC	4.10%	Reduce -1.9%	211,518	$436.26M	$2062.52
13	ANET	ARISTA NETWORKS INC	4.08%	Reduce -25.9%	1,435,782	$433.45M	$301.89
14	LBRDK	LIBERTY BROADBAND CORP	3.97%	Add +34.6%	2,812,608	$422.31M	$150.15
15	ELV	ANTHEM INC	3.96%	New	1,171,845	$420.63M	$358.95
16	W	WAYFAIR INC	3.90%	Reduce -26.4%	1,319,033	$415.17M	$314.75
17	ICE	INTERCONTINENTAL EXCHANGE IN	3.60%	Reduce -1.3%	3,424,133	$382.41M	$111.68
18	NFLX	NETFLIX INC	3.40%	Reduce -1.0%	694,109	$362.09M	$521.66
19	BRK/A	BERKSHIRE HATHAWAY INC DELCUSIP 084670108	2.92%	Reduce -19.0%	806	$310.88M	No quote	No quote
20	FIS	FIDELITY NATL INFORMATION SV	2.53%	Reduce -1.5%	1,915,276	$269.31M	$140.61
21	MA	MASTERCARD INCORPORATED	1.69%	Reduce -47.5%	503,701	$179.34M	$356.05
22	BRK/B	BERKSHIRE HATHAWAY INC DELCUSIP 084670702	1.49%	Reduce -40.8%	621,299	$158.72M	No quote	No quote
23	LBRDA	LIBERTY BROADBAND CORP	1.30%	Reduce -1.2%	953,528	$138.41M	$145.15
24	V	VISA INC	0.72%	Reduce -30.1%	363,886	$77.05M	$211.73
25	FWONA	LIBERTY MEDIA CORP DEL	0.12%	Reduce -2.1%	329,268	$12.59M	$38.22
26	EXPD	EXPEDITORS INTL WASH INC	0.10%	-	102,132	$11M	$107.69
27	BLDR	BUILDERS FIRSTSOURCE INC	0.03%	Reduce -8.4%	71,523	$3.32M	$46.38
28	AMZN	AMAZON COM INC	0.02%	Reduce -1.2%	677	$2.1M	$3094.53
29	MHK	MOHAWK INDS INC	0.02%	-	10,833	$2.08M	$192.28
30	EQH	EQUITABLE HLDGS INC	0.01%	Add +110.3%	31,259	$1.02M	$32.63
31	STLA	STELLANTIS N.V	0.01%	New	48,219	$858K	$17.79
32	BABA	ALIBABA GROUP HLDG LTD	0.01%	New	3,505	$795K	$226.82
33	SBGI	SINCLAIR BROADCAST GROUP INC	0.01%	Reduce -2.4%	20,802	$609K	$29.28
34	PRI	PRIMERICA INC	0.00%	New	1,400	$207K	$147.86
35	IMXI	INTERNATIONAL MNY EXPRESS IN	0.00%	New	11,262	$169K	No quote	No quote
36	ANGI	ANGI INC	0.00%	-	11,972	$156K	$13.03
37	GTT	GTT COMMUNICATIONS INC	0.00%	-	24,100	$44K	No quote	No quote
44	UNP	UNION PAC CORP	-	Sold	0	$0	No quote	No quote
43	PGR	PROGRESSIVE CORP	-	Sold	0	$0	No quote	No quote
42	PG	PROCTER AND GAMBLE CO	-	Sold	0	$0	No quote	No quote
41	FCAU	Fiat Chrysler Automobiles NV s	-	Sold	0	$0	No quote	No quote
40	EIX	EDISON INTL	-	Sold	0	$0	No quote	No quote
39	KO	COCA COLA CO	-	Sold	0	$0	No quote	No quote
38	AEP	AMERICAN ELEC PWR CO INC	-	Sold	0	$0	No quote	No quote