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 35 rows. Rows without a quote are marked unavailable.
| 1 | UNH | UNITEDHEALTH GROUP INC | 9.14% | Reduce -2.7% | 1,820,398 | $928.35M | $509.97 | |
| 2 | ELV | ANTHEM INC | 8.50% | Reduce -0.7% | 1,757,428 | $863.28M | $491.22 | |
| 3 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 6.97% | Reduce -2.7% | 6,791,644 | $708.1M | $104.26 | |
| 4 | SCHW | SCHWAB CHARLES CORP | 6.84% | Reduce -2.9% | 8,239,929 | $694.71M | $84.31 | |
| 5 | FWONK | LIBERTY MEDIA CORP DEL | 6.67% | Reduce -2.9% | 9,699,190 | $677.39M | $69.84 | |
| 6 | KMX | CARMAX INC | 6.55% | Reduce -1.0% | 6,897,774 | $665.5M | $96.48 | |
| 7 | META | META PLATFORMS INC | 6.21% | Add +7.2% | 2,834,735 | $630.33M | $222.36 | |
| 8 | MU | MICRON TECHNOLOGY INC | 5.91% | Reduce -0.9% | 7,705,409 | $600.17M | $77.89 | |
| 9 | GOOGL | ALPHABET INC | 5.73% | Reduce -0.4% | 209,177 | $581.79M | $2781.35 | |
| 10 | NFLX | NETFLIX INC | 5.27% | Add +84.4% | 1,428,972 | $535.28M | $374.59 | |
| 11 | GOOG | ALPHABET INC | 5.01% | Reduce -3.1% | 181,971 | $508.24M | $2792.99 | |
| 12 | CACC | CREDIT ACCEP CORP MICH | 4.67% | Reduce -3.6% | 861,752 | $474.28M | $550.37 | |
| 13 | ICE | INTERCONTINENTAL EXCHANGE IN | 4.52% | Reduce -0.9% | 3,470,304 | $458.5M | $132.12 | |
| 14 | JEC | JACOBS ENGR GROUP INC | 3.94% | Reduce -1.1% | 2,905,334 | $400.38M | No quote | No quote |
| 15 | W | WAYFAIR INC | 3.75% | Add +9.1% | 3,440,017 | $381.09M | $110.78 | |
| 16 | LBRDK | LIBERTY BROADBAND CORP | 3.55% | Reduce -1.8% | 2,664,015 | $360.5M | $135.32 | |
| 17 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 3.00% | Reduce -3.5% | 576 | $304.66M | No quote | No quote |
| 18 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 1.75% | Reduce -1.7% | 503,243 | $177.6M | No quote | No quote |
| 19 | LBRDA | LIBERTY BROADBAND CORP | 1.12% | Add +0.3% | 865,750 | $113.47M | $131.06 | |
| 20 | FWONA | LIBERTY MEDIA CORP DEL | 0.66% | Add +1.6% | 1,061,534 | $67.02M | $63.13 | |
| 21 | EXPD | EXPEDITORS INTL WASH INC | 0.10% | - | 102,132 | $10.54M | $103.16 | |
| 22 | BLDR | BUILDERS FIRSTSOURCE INC | 0.03% | Reduce -1.1% | 48,238 | $3.11M | $64.53 | |
| 23 | AMZN | AMAZON COM INC | 0.02% | Reduce -0.5% | 657 | $2.14M | $3260.27 | |
| 24 | ASAI | SENDAS DISTRIBUIDORA S A | 0.02% | Add +1.6% | 98,082 | $1.69M | No quote | No quote |
| 25 | MHK | MOHAWK INDS INC | 0.01% | - | 10,833 | $1.35M | $124.16 | |
| 26 | EQH | EQUITABLE HLDGS INC | 0.01% | Add +2.8% | 31,828 | $984K | $30.92 | |
| 27 | STLA | STELLANTIS N.V | 0.01% | Add +4.1% | 40,407 | $657K | $16.26 | |
| 28 | SBGI | SINCLAIR BROADCAST GROUP INC | 0.00% | - | 17,719 | $496K | $27.99 | |
| 29 | DIS | DISNEY WALT CO | 0.00% | Reduce -99.9% | 1,988 | $273K | $137.32 | |
| 30 | BABA | ALIBABA GROUP HLDG LTD | 0.00% | Reduce -30.9% | 2,360 | $257K | $108.90 | |
| 31 | VCTR | VICTORY CAP HLDGS INC | 0.00% | New | 7,179 | $207K | $28.83 | |
| 32 | RMNI | RIMINI STR INC DEL | 0.00% | Add +24.4% | 34,546 | $200K | $5.79 | |
| 33 | OPEN | OPENDOOR TECHNOLOGIES INC | 0.00% | - | 22,200 | $192K | $8.65 | |
| 34 | ANGI | ANGI INC | 0.00% | Add +30.7% | 20,804 | $118K | $5.67 | |
| 35 | PRI | PRIMERICA INC | - | Sold | 0 | $0 | No quote | No quote |