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Focused investors/Ruane Cunniff LP

Ruane Cunniff LP

As of Q1 2026, this manager reported 50 long-equity positions worth $6.03B in aggregate.

As of Q1 2026, Ruane Cunniff LP's Ruane Cunniff LP held 50 long-equity positions with a reported value of $6.03B.

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Updated 2026-05-30 from SEC 13F data.

Live quotes available for 35 of 39 rows. Rows without a quote are marked unavailable.

1ICEINTERCONTINENTAL EXCHANGE IN12.60%Reduce -1.9%5,012,488$805.21M$160.6452w: $104.49 - $163.71; reported $160.64
2UNHUNITEDHEALTH GROUP INC8.84%Reduce -1.8%966,315$564.99M$584.6852w: $436.38 - $607.94; reported $584.68
3ELVELEVANCE HEALTH INC8.17%Reduce -1.9%1,004,533$522.36M$520.0052w: $431.38 - $567.26; reported $520.00
4TSMTAIWAN SEMICONDUCTOR MFG LTD7.89%Reduce -3.9%2,904,689$504.46M$173.6752w: $84.95 - $193.47; reported $173.67
5SCHWSCHWAB CHARLES CORP7.55%Reduce -4.3%7,450,286$482.85M$64.8152w: $48.66 - $79.49; reported $64.81
6FWONKLIBERTY MEDIA CORP DEL7.37%Reduce -1.6%6,081,334$470.88M$77.4352w: $61.23 - $82.23; reported $77.43
7GOOGLALPHABET INC6.92%Reduce -3.9%2,667,043$442.33M$165.8552w: $120.21 - $191.75; reported $165.85
8COFCAPITAL ONE FINL CORP6.49%Reduce -1.9%2,771,238$414.94M$149.7352w: $88.23 - $154.18; reported $149.73
9JJACOBS SOLUTIONS INC5.18%Reduce -17.9%1.197:1 split2,530,209$331.2M$130.9052w: $99.85 - $130.92; reported $130.90
10METAMETA PLATFORMS INC5.08%Reduce -1.8%567,157$324.66M$572.4452w: $279.40 - $577.40; reported $572.44
11CACCCREDIT ACCEP CORP MICH4.73%Reduce -3.9%681,604$302.24M$443.4252w: $379.77 - $616.66; reported $443.42
12GOOGALPHABET INC3.82%Reduce -2.2%1,460,992$244.26M$167.1952w: $121.46 - $193.31; reported $167.19
13BRK-BBERKSHIRE HATHAWAY INC DEL3.13%Reduce -1.1%434,304$199.89M$460.2652w: $330.58 - $484.82; reported $460.26
14LBRDKLIBERTY BROADBAND CORP3.04%Reduce -2.0%2,514,729$194.36M$77.2952w: $43.50 - $89.45; reported $77.29
15CHTRCHARTER COMMUNICATIONS INC N2.31%Add +0.2%455,023$147.46M$324.0852w: $236.08 - $458.30; reported $324.08
16KMXCARMAX INC2.21%Reduce -51.9%1,825,488$141.26M$77.3852w: $59.66 - $88.22; reported $77.38
17BRK-ABERKSHIRE HATHAWAY INC DEL1.45%Reduce -2.9%134$92.62M$691180.0052w: $502000.00 - $741971.00; reported $691180.00
18AMTMAMENTUM HOLDINGS INC1.28%New2,530,489$81.61M$32.2552w: $23.58 - $34.50; reported $32.25
19FWONALIBERTY MEDIA CORP DEL0.88%Reduce -2.8%790,661$56.56M$71.5352w: $55.25 - $75.50; reported $71.53
20LBRDALIBERTY BROADBAND CORP0.85%Reduce -1.9%709,767$54.52M$76.8252w: $44.21 - $89.11; reported $76.82
21EXPDEXPEDITORS INTL WASH INC0.07%Reduce -66.3%34,402$4.52M$131.4052w: $107.03 - $131.59; reported $131.40
22EQHEQUITABLE HLDGS INC0.03%Reduce -0.1%40,844$1.72M$42.0352w: $24.65 - $44.50; reported $42.03
23GPIGROUP 1 AUTOMOTIVE INC0.02%Reduce -1.2%3,386$1.3M$383.0452w: $228.84 - $393.93; reported $383.04
24ASAISENDAS DISTRIBUIDORA S A0.02%Add +9.4%151,270$1.04MNo quoteNo quote
25BLDRBUILDERS FIRSTSOURCE INC0.01%-4,700$911.14K$193.8652w: $105.24 - $214.70; reported $193.86
26LADLITHIA MTRS INC0.01%Add +0.1%2,728$866.52K$317.6452w: $231.36 - $331.96; reported $317.64
27STLASTELLANTIS N.V0.01%Add +14.4%51,673$726.01K$14.0552w: $13.76 - $29.51; reported $14.05
28NFLXNETFLIX INC0.01%Reduce -1.5%606$429.82K$709.2752w: $34.47 - $72.53; reported $709.27
29ISCVISHARES TR0.01%-6,380$405.01KNo quoteNo quote
30VTIVANGUARD INDEX FDS0.00%New1,065$301.57K$283.1652w: $202.44 - $284.35; reported $283.16
31MSFTMICROSOFT CORP0.00%-649$279.27K$430.3052w: $311.21 - $468.35; reported $430.30
32SBGISINCLAIR INC0.00%-17,959$274.77K$15.3052w: $9.39 - $17.59; reported $15.30
33SPGIS&P GLOBAL INC0.00%-531$274.33K$516.6252w: $340.49 - $528.02; reported $516.62
34AXPAMERICAN EXPRESS CO0.00%-932$252.76K$271.2052w: $140.91 - $272.68; reported $271.20
35MUMICRON TECHNOLOGY INC0.00%-2,162$224.22K$103.7152w: $63.88 - $157.54; reported $103.71
36RMNIRIMINI STR INC DEL0.00%Add +34.3%38,090$70.47K$1.8552w: $1.55 - $3.44; reported $1.85
37ATAIATAI LIFE SCIENCES NV0.00%-42,112$48.85K$1.1652w: $1.02 - $2.85; reported $1.16
39MHKMOHAWK INDS INC-Sold0$0No quoteNo quote
38GSGOLDMAN SACHS GROUP INC-Sold0$0No quoteNo quote