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Focused investors/Ruane Cunniff LP

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 29 of 33 rows. Rows without a quote are marked unavailable.

1SCHWSCHWAB CHARLES CORP10.98%Reduce -3.2%8,439,564$702.68M$83.2652w: $59.35 - $96.24; reported $83.26
2ICEINTERCONTINENTAL EXCHANGE IN9.96%Reduce -3.3%6,212,039$637.29M$102.5952w: $88.60 - $137.40; reported $102.59
3UNHUNITEDHEALTH GROUP INC9.36%Reduce -14.4%1,129,622$598.9M$530.1852w: $445.74 - $558.10; reported $530.18
4FWONKLIBERTY MEDIA CORP DEL8.20%Reduce -5.5%8,784,381$525.13M$59.7852w: $48.34 - $68.81; reported $59.78
5ELVELEVANCE HEALTH INC6.62%Reduce -16.3%826,523$423.98M$512.9752w: $420.73 - $549.52; reported $512.97
6KMXCARMAX INC5.97%Reduce -3.0%6,271,401$381.87M$60.8952w: $52.10 - $130.57; reported $60.89
7CACCCREDIT ACCEP CORP MICH5.92%Reduce -2.9%798,731$378.92M$474.4052w: $397.58 - $699.08; reported $474.40
8METAMETA PLATFORMS INC5.57%Reduce -3.1%2,963,720$356.65M$120.3452w: $88.09 - $343.09; reported $120.34
9TSMTAIWAN SEMICONDUCTOR MFG LTD5.24%Reduce -3.2%4,504,162$335.52M$74.4952w: $59.43 - $145.00; reported $74.49
10JJACOBS SOLUTIONS INC5.06%Reduce -3.0%2,697,117$323.84M$120.0752w: $88.32 - $124.34; reported $120.07
11GOOGLALPHABET INC4.94%Reduce -2.4%3,581,758$316.02M$88.2352w: $83.34 - $151.55; reported $88.23
12COFCAPITAL ONE FINL CORP3.99%Reduce -2.8%2,747,356$255.39M$92.9652w: $86.98 - $162.40; reported $92.96
13MUMICRON TECHNOLOGY INC3.72%Reduce -3.1%4,765,452$238.18M$49.9852w: $48.43 - $98.45; reported $49.98
14GOOGALPHABET INC2.98%Reduce -5.7%2,151,988$190.95M$88.7352w: $83.45 - $152.10; reported $88.73
15NFLXNETFLIX INC2.90%Reduce -48.8%629,259$185.56M$294.8852w: $16.27 - $61.00; reported $294.88
16LBRDKLIBERTY BROADBAND CORP2.78%Reduce -3.5%2,334,429$178.05M$76.2752w: $64.30 - $151.95; reported $76.27
17BRK/BBERKSHIRE HATHAWAY INC DELCUSIP 0846707022.46%Reduce -2.5%509,192$157.29MNo quoteNo quote
18BRK/ABERKSHIRE HATHAWAY INC DELCUSIP 0846701081.38%Reduce -5.5%188$88.12MNo quoteNo quote
19LBRDALIBERTY BROADBAND CORP0.99%Reduce -1.6%835,640$63.38M$75.8552w: $63.87 - $151.31; reported $75.85
20FWONALIBERTY MEDIA CORP DEL0.82%Reduce -2.2%985,377$52.65M$53.4352w: $43.09 - $61.95; reported $53.43
21BLDRBUILDERS FIRSTSOURCE INC0.05%Reduce -1.6%45,002$2.92M$64.8852w: $48.91 - $86.48; reported $64.88
22ASAISENDAS DISTRIBUIDORA S A0.03%Add +1.4%101,069$1.85MNo quoteNo quote
23MHKMOHAWK INDS INC0.02%-10,833$1.11M$102.2252w: $87.02 - $192.00; reported $102.22
24AMZNAMAZON COM INC0.02%-13,140$1.1M$84.0052w: $81.69 - $171.40; reported $84.00
25EQHEQUITABLE HLDGS INC0.02%-33,972$975K$28.7052w: $24.61 - $37.13; reported $28.70
26IVVISHARES TR0.01%New2,460$945.16K$384.2152w: $349.53 - $482.07; reported $384.21
27STLASTELLANTIS N.V0.01%Add +6.5%54,617$775.56K$14.2052w: $11.37 - $21.92; reported $14.20
28LADLITHIA MTRS INC0.01%New2,061$421.97K$204.7452w: $180.00 - $349.61; reported $204.74
29SBGISINCLAIR BROADCAST GROUP INC0.00%-17,719$274.82K$15.5152w: $14.37 - $31.04; reported $15.51
30RMNIRIMINI STR INC DEL0.00%Add +0.2%30,438$115.97K$3.8152w: $3.50 - $7.25; reported $3.81
31ANGIANGI INC0.00%Add +40.3%32,383$76.1K$2.3552w: $18.10 - $96.40; reported $2.35
32OPENOPENDOOR TECHNOLOGIES INC0.00%-17,500$20.3K$1.1652w: $0.92 - $15.24; reported $1.16
33WWAYFAIR INC-Sold0$0No quoteNo quote