Ruane Cunniff LP
As of Q1 2026, Ruane Cunniff LP reported 50 long-equity positions worth $6.03B in aggregate.
Copy-investor backtest
- Latest quarter
- +3.78%
- 1-year
- +14.94%
- 3-year
- +62.06%
- 3-year top 5
- +65.99%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 30 of 34 rows. Rows without a quote are marked unavailable.
| 1 | UNH | UNITEDHEALTH GROUP INC | 8.02% | Reduce -1.6% | 1,870,694 | $939.35M | $502.14 | |
| 2 | KMX | CARMAX INC | 7.75% | Reduce -2.6% | 6,969,289 | $907.61M | $130.23 | |
| 3 | META | META PLATFORMS INC | 7.60% | Reduce -2.8% | 2,645,047 | $889.66M | $336.35 | |
| 4 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 7.17% | Reduce -1.3% | 6,980,632 | $839.84M | $120.31 | |
| 5 | ELV | ANTHEM INC | 7.01% | Reduce -2.8% | 1,770,040 | $820.48M | $463.54 | |
| 6 | MU | MICRON TECHNOLOGY INC | 6.19% | Reduce -3.3% | 7,778,137 | $724.53M | $93.15 | |
| 7 | SCHW | SCHWAB CHARLES CORP | 6.09% | Reduce -2.1% | 8,483,310 | $713.45M | $84.10 | |
| 8 | FWONK | LIBERTY MEDIA CORP DEL | 5.39% | Reduce -1.6% | 9,988,209 | $631.65M | $63.24 | |
| 9 | CACC | CREDIT ACCEP CORP MICH | 5.25% | Reduce -32.3% | 893,551 | $614.48M | $687.68 | |
| 10 | GOOGL | ALPHABET INC | 5.20% | Add +1.9% | 210,039 | $608.49M | $2897.04 | |
| 11 | W | WAYFAIR INC | 5.12% | Add +32.5% | 3,154,288 | $599.22M | $189.97 | |
| 12 | GOOG | ALPHABET INC | 4.64% | Reduce -4.1% | 187,748 | $543.27M | $2893.59 | |
| 13 | ICE | INTERCONTINENTAL EXCHANGE IN | 4.09% | Reduce -0.6% | 3,503,015 | $479.11M | $136.77 | |
| 14 | NFLX | NETFLIX INC | 3.99% | Reduce -2.2% | 775,105 | $466.95M | $602.44 | |
| 15 | LBRDK | LIBERTY BROADBAND CORP | 3.73% | Reduce -1.2% | 2,713,453 | $437.14M | $161.10 | |
| 16 | DIS | DISNEY WALT CO | 3.71% | Reduce -1.0% | 2,806,430 | $434.69M | $154.89 | |
| 17 | JEC | JACOBS ENGR GROUP INC | 3.49% | Reduce -2.2% | 2,937,602 | $409M | No quote | No quote |
| 18 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 2.30% | Reduce -19.1% | 597 | $269.05M | No quote | No quote |
| 19 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 1.31% | Add +9.0% | 512,010 | $153.09M | No quote | No quote |
| 20 | LBRDA | LIBERTY BROADBAND CORP | 1.19% | Reduce -6.8% | 863,587 | $138.95M | $160.90 | |
| 21 | FWONA | LIBERTY MEDIA CORP DEL | 0.53% | Add +3.4% | 1,045,187 | $62.02M | $59.34 | |
| 22 | EXPD | EXPEDITORS INTL WASH INC | 0.12% | - | 102,132 | $13.72M | $134.29 | |
| 23 | BLDR | BUILDERS FIRSTSOURCE INC | 0.04% | Reduce -29.4% | 48,792 | $4.18M | $85.71 | |
| 24 | AMZN | AMAZON COM INC | 0.02% | - | 660 | $2.2M | $3334.85 | |
| 25 | MHK | MOHAWK INDS INC | 0.02% | - | 10,833 | $1.97M | $182.22 | |
| 26 | ASAI | SENDAS DISTRIBUIDORA S A | 0.01% | New | 96,525 | $1.14M | No quote | No quote |
| 27 | EQH | EQUITABLE HLDGS INC | 0.01% | - | 30,959 | $1.02M | $32.79 | |
| 28 | STLA | STELLANTIS N.V | 0.01% | Add +0.6% | 38,807 | $728K | $18.76 | |
| 29 | SBGI | SINCLAIR BROADCAST GROUP INC | 0.00% | - | 17,719 | $468K | $26.41 | |
| 30 | BABA | ALIBABA GROUP HLDG LTD | 0.00% | Reduce -0.6% | 3,415 | $406K | $118.89 | |
| 31 | OPEN | OPENDOOR TECHNOLOGIES INC | 0.00% | - | 22,200 | $324K | $14.59 | |
| 32 | PRI | PRIMERICA INC | 0.00% | - | 1,400 | $215K | $153.57 | |
| 33 | RMNI | RIMINI STR INC DEL | 0.00% | Add +24.0% | 27,769 | $166K | $5.98 | |
| 34 | ANGI | ANGI INC | 0.00% | - | 15,918 | $147K | $9.23 |