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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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Sectors

This breakdown groups the manager’s latest reported 13F holdings by industry sector, so you can see where their conviction is concentrated and how diversified the portfolio is.

Communication Services: 27.1% ($1.64B)Financial Services: 25.2% ($1.52B)Healthcare: 24.1% ($1.46B)Technology: 12.0% ($722.5M)Industrials: 11.5% ($692.1M)Consumer Cyclical: 0.0% ($2.25M)Unclassified: 0.0% ($1.34M)Consumer Defensive: 0.0% ($259.78K)Real Estate: 0.0% ($185.47K)

Sector breakdown

  • Communication Services(12)27.1%
  • Financial Services(9)25.2%
  • Healthcare(8)24.1%
  • Technology(8)12.0%
  • Industrials(6)11.5%
  • Consumer Cyclical(3)0.0%
  • Unclassified(2)0.0%
  • Consumer Defensive(1)0.0%
  • Real Estate(1)0.0%