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Focused investors/Ruane Cunniff LP

Ruane Cunniff LP

As of Q2 2026, Ruane Cunniff LP reported 54 long-equity positions worth $6.43B in aggregate.

Copy-investor backtest

Latest quarter
+7.41%
1-year
+18.19%
3-year
+55.96%
5-year
+39.17%
3-year vs S&P 500
-17.27%
5-year vs S&P 500
-34.51%
5-year top 5
+41.90%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.

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Updated 2026-09-12 from SEC 13F data.

Live quotes available for 107 of 170 rows. Rows without a quote are marked unavailable.

1VRXValeant Pharmaceuticals Intern25.03%Reduce -0.5%34,331,973$4.91BNo quoteNo quote
2BRK-ABerkshire Hathaway - Cl A11.31%Reduce -3.9%9,824$2.22B$226000.00No quote
3TJXTJX Cos - New9.32%Reduce -12.1%26,673,471$1.83B$68.58No quote
4FASTFastenal Co5.82%Reduce -0.3%24,025,457$1.14B$47.56No quote
5PCPPrecision Castparts Corp3.80%Add +0.9%3,092,962$745.03MNo quoteNo quote
6BRK-BBerkshire Hathaway - Cl B3.63%Reduce -3.5%4,742,188$712.04M$150.15No quote
7ORLYO Reilly Automotive Inc3.54%Reduce -0.7%3,607,287$694.84M$192.62No quote
8IDXXIdexx Laboratories Corp.3.36%Reduce -14.4%4,448,407$659.57M$148.27No quote
9MAMastercard Inc2.37%Reduce -1.0%5,390,387$464.44M$86.16No quote
10MHKMohawk Industries2.24%Reduce -0.1%2,826,972$439.2M$155.36No quote
11GOOGGoogle Inc Cl C1.62%Add +2.1%604,407$318.16M$526.40No quote
12GOOGLGoogle Inc Cl A1.58%Reduce -0.5%585,805$310.86M$530.66No quote
13PRGOPerrigo Co PLC1.45%Reduce -0.6%1,699,683$284.12M$167.16No quote
14SIROSirona Dental Systems Inc1.26%Reduce -0.2%2,827,172$247.01MNo quoteNo quote
15PXPraxair1.25%Reduce -0.0%1,891,801$245.1MNo quoteNo quote
16GSGoldman Sachs Group Inc1.25%Reduce -0.1%1,264,287$245.06M$193.83No quote
17WATWaters Corp1.18%Reduce -0.1%2,049,064$230.97M$112.72No quote
18TIFTiffany & Co1.16%Reduce -0.8%2,131,921$227.82MNo quoteNo quote
19IBMIBM1.15%Reduce -0.3%1,411,033$226.39M$160.44No quote
20VVisa Inc Class A1.15%Reduce -23.0%858,546$225.11M$262.20No quote
21OMCOmnicom Group1.13%Add +0.2%2,874,082$222.66M$77.47No quote
22PRIPrimerica Inc1.03%Reduce -0.1%3,716,445$201.65M$54.26No quote
23RRCRange Resources Corp0.98%Reduce -0.1%3,605,407$192.71M$53.45No quote
24WKCWorld Fuel Services Corp0.98%Reduce -30.8%4,099,001$192.37MNo quoteNo quote
25WMTWal-Mart Stores0.97%Add +0.3%2,215,675$190.28M$85.88No quote
26CABCabelas Inc. Cl A0.92%Add +0.4%3,426,782$180.63MNo quoteNo quote
27JECJacobs Engineering Group Inc0.90%Add +0.5%3,953,399$176.68MNo quoteNo quote
28AXPAmerican Express0.66%Reduce -0.1%1,397,969$130.07M$93.04No quote
29DHRDanaher Corp.0.64%Reduce -0.1%1,465,053$125.57M$85.71No quote
30SWNSouthwestern Energy Co0.56%Add +12.6%4,014,450$109.55MNo quoteNo quote
31COSTCostco Wholesale Corp0.54%Add +0.2%741,246$105.07M$141.75No quote
32TRMBTrimble Navigation Ltd.0.46%Add +0.7%3,436,368$91.2M$26.54No quote
33BROBrown & Brown Inc.0.44%Reduce -0.1%2,644,784$87.04M$32.91No quote
34QIHUQihoo 360 Technology Co. ADR0.44%-1,500,000$85.89MNo quoteNo quote
35HXLHexcel Corp0.42%Add +69.5%2,002,840$83.1M$41.49No quote
36CNSWFConstellation Software Inc.0.39%Add +0.1%257,168$76.71M$298.28No quote
37EMEEmcor Group Inc0.38%Add +0.4%1,669,759$74.29M$44.49No quote
38IACIDIAC Interactivecorp0.37%Reduce -0.0%1,200,125$72.96MNo quoteNo quote
39WSTWest Pharmaceutical Svcs Inc C0.28%Reduce -0.4%1,024,416$54.54M$53.24No quote
40YNDXYandex NV Shs0.27%Add +45.5%2,910,911$52.28MNo quoteNo quote
41IBKRInteractive Brokers Group Inc0.26%-1,736,264$50.63M$29.16No quote
42DISCADiscovery Communications Inc.0.23%New1,311,904$45.2MNo quoteNo quote
43MHPMcGraw Hill0.23%Reduce -0.1%505,350$44.97MNo quoteNo quote
44KOCoca Cola Co.0.21%Reduce -5.2%988,876$41.75M$42.22No quote
45WUBA58.com Inc ADR0.20%Reduce -5.3%921,045$38.27MNo quoteNo quote
46ATHNAthenahealth Inc.0.15%-200,000$29.14MNo quoteNo quote
47DISCKDiscovery Communications Inc S0.14%New835,044$28.16MNo quoteNo quote
48PXDPioneer Natural Resources Co.0.13%Add +0.0%174,962$26.04MNo quoteNo quote
49CFXColfax Corp0.13%-501,400$25.86MNo quoteNo quote
50GRPNGroupon Inc.0.13%-3,001,417$24.79MNo quoteNo quote
51CNQCanadian Natural Resources0.12%Add +1.1%767,846$23.71M$30.88No quote
52QCOMQualcomm Inc0.11%Reduce -0.0%302,267$22.47M$74.33No quote
53FOSLFossil Group Inc.0.11%New200,000$22.15M$110.74No quote
54PEPPepsiCo0.09%Reduce -0.6%187,735$17.75M$94.56No quote
55SFUNSoufun Holdings LTD ADR0.08%Add +904.3%2,008,500$14.84MNo quoteNo quote
56TPREThird Point Reinsurance LTD0.07%New1,012,200$14.67MNo quoteNo quote
57PGProcter & Gamble0.07%Reduce -6.3%160,473$14.62M$91.09No quote
58GLREGreenlight Capital Re Ltd Cl A0.07%-441,764$14.42MNo quoteNo quote
59WFCWells Fargo & Co. New0.07%Reduce -20.4%234,530$12.86M$54.82No quote
60MCDMcDonalds0.07%Reduce -0.6%136,767$12.82M$93.70No quote
61MRCMRC Global Inc.0.06%Add +116.0%803,615$12.18MNo quoteNo quote
62UNPUnion Pacific0.06%-100,846$12.01M$119.13No quote
63BACBank of America Corp0.05%Add +0.6%541,253$9.68M$17.89No quote
64REXIResource America Inc Cl A0.04%-897,297$8.11MNo quoteNo quote
65XOMExxon Mobil Corp0.04%Reduce -2.3%86,707$8.02M$92.45No quote
66JNJJohnson & Johnson0.04%Reduce -0.4%75,946$7.94M$104.57No quote
67INWKInnerworkings Inc Com0.04%-1,000,000$7.79MNo quoteNo quote
68ZTSZoetis Inc.0.04%Add +0.1%173,423$7.46M$43.03No quote
69PMPhilip Morris Intl Inc.0.04%Reduce -4.0%91,317$7.44M$81.45No quote
70CATCaterpillar0.03%Add +0.0%68,881$6.31M$91.53No quote
71LLTCLinear Technology Group0.03%Reduce -0.3%135,795$6.19MNo quoteNo quote
72CRESYCresud SACIFYA Spon ADR Repstg0.03%Add +1.1%612,147$6.18MNo quoteNo quote
73GEGeneral Electric0.03%Reduce -5.3%229,211$5.79M$25.27No quote
74COPConocoPhillips0.03%-79,026$5.46M$69.07No quote
75EXPDExpeditors Int'l of Wash. Inc.0.03%Reduce -11.4%121,851$5.44M$44.61No quote
76DISDisney Walt0.03%-57,374$5.4M$94.19No quote
77CTRPCtrip.com International Ltd A0.02%New100,000$4.55MNo quoteNo quote
78MOAltria Group Inc0.02%-85,174$4.2M$49.28No quote
79DDDu Pont E I De Nemours & Co.0.02%Reduce -8.2%55,762$4.12M$73.94No quote
80DTVDirectTV0.02%Add +10.5%47,354$4.11MNo quoteNo quote
81VRSKVerisk Analytics Class A0.02%Add +0.0%59,385$3.8M$64.06No quote
82DEODiageo PLC Sponsored ADR0.02%Reduce -0.1%32,225$3.68M$114.10No quote
83RYRoyal Bk CDA Montreal Que0.02%-50,400$3.48MNo quoteNo quote
84NVONovo Nordisk A/S ADR0.02%Add +8.7%82,192$3.48M$42.32No quote
85HDHome Depot0.02%Reduce -0.2%28,728$3.02M$104.98No quote
86MSFTMicrosoft0.01%Reduce -0.3%63,149$2.93M$46.45No quote
87PSXPhillips 660.01%-39,491$2.83M$71.71No quote
88ORCLOracle Corp.0.01%Reduce -96.4%62,693$2.82M$44.97No quote
89GHCGraham Holdings Co.0.01%Add +0.3%3,256$2.81M$863.64No quote
90EIXEdison International0.01%-42,900$2.81MNo quoteNo quote
91HTLDHeartland Express0.01%-101,057$2.73M$27.01No quote
92CVSCVS Corp.0.01%Reduce -6.0%24,953$2.4M$96.30No quote
93FITBFifth Third Bancorp0.01%-114,508$2.33M$20.37No quote
94GISGeneral Mills0.01%Reduce -59.7%40,567$2.16M$53.32No quote
95KFTMondelez International0.01%Reduce -0.1%56,680$2.06MNo quoteNo quote
96LIILennox International Inc.0.01%Reduce -0.3%19,533$1.86M$95.07No quote
97PGRProgressive Corp. Ohio0.01%-64,940$1.75M$26.99No quote
98SLBSchlumberger Ltd0.01%Reduce -71.3%18,496$1.58M$85.42No quote
99AAPLApple Computer0.01%Reduce -2.3%13,406$1.48M$110.40No quote
100JPMJP Morgan Chase & Co.0.01%Reduce -53.3%23,514$1.47M$62.60No quote
101RDSARoyal Dutch Shell PLC Spon ADR0.01%-21,299$1.43MNo quoteNo quote
102SHWSherwin Williams Co.0.01%-5,307$1.4M$263.05No quote
103STISuntrust Banks0.01%-31,203$1.31MNo quoteNo quote
104USBU.S. Bancorp New - Del.0.01%Reduce -1.4%28,069$1.26M$44.96No quote
105KRFTKraft Foods Group Inc.0.01%Reduce -4.0%17,424$1.09MNo quoteNo quote
106HDBHDFC Bank Ltd ADR Repstg 3 Shs0.00%Add +1.7%18,473$938K$50.78No quote
107AEPAmerican Electric Power0.00%Reduce -0.8%15,300$929K$60.72No quote
108TRWTRW Automotive Holdings Corp.0.00%New7,500$771KNo quoteNo quote
109ROPRoper Industries Inc New0.00%-4,465$698K$156.33No quote
110LOWLowe's Companies Inc.0.00%Reduce -1.9%10,114$696K$68.82No quote
111ACGLArch Capital Group Ltd0.00%-10,788$638K$59.14No quote
112RYAAYRyanair Hldgs PLC Spon ADR0.00%-8,121$579K$71.30No quote
113LMTLockheed Martin Corp.0.00%-2,750$530K$192.73No quote
114CVXChevronTexaco Corp0.00%Reduce -21.4%4,716$529K$112.17No quote
115ADPAutomatic Data Processing0.00%-6,091$508K$83.40No quote
116RSGRepublic Services Inc Cl A0.00%Reduce -0.4%12,555$505KNo quoteNo quote
117BBBYQBed Bath & Beyond Inc0.00%Reduce -0.1%6,075$463KNo quoteNo quote
118PSAPublic Storage Inc.0.00%-2,493$461K$184.92No quote
119CMCSKComcast Corp. Spl Cl A0.00%-7,474$430KNo quoteNo quote
120ESRXExpress Scripts Holding Co.0.00%Reduce -8.7%4,905$415KNo quoteNo quote
121RHIRobert Half Internat'l0.00%-7,000$409K$58.43No quote
123KMIKinder Morgan Inc.0.00%New9,630$407K$42.26No quote
122IEXIdex Corp0.00%Reduce -34.6%5,225$407K$77.89No quote
124SEICSEI Investments Co0.00%-10,000$400K$40.00No quote
125SRCLStericycle Inc.0.00%-3,000$393KNo quoteNo quote
126LUKLeucadia Nat'l0.00%Reduce -3.0%16,471$369KNo quoteNo quote
127TMOThermo Electron0.00%Reduce -7.3%2,873$360K$125.30No quote
128CBChubb0.00%Reduce -71.3%3,422$354K$103.45No quote
129TROWPrice T Rowe Group Inc0.00%-4,045$347K$85.78No quote
130PFEPfizer0.00%-10,967$342K$31.18No quote
131AMATApplied Materials0.00%-13,692$341K$24.91No quote
132MDTMedtronic Inc0.00%Reduce -51.5%4,700$339K$72.13No quote
133MMM3M Company0.00%-2,021$332K$164.28No quote
134CCitigroup Inc0.00%Reduce -30.9%6,016$326K$54.19No quote
135VZVerizon Communications0.00%Reduce -3.8%6,837$320K$46.80No quote
136EMREmerson Electric0.00%Reduce -4.3%5,150$318K$61.75No quote
137WPPWPP PLC New ADR0.00%Reduce -9.1%2,840$296KNo quoteNo quote
138MRKMerck & Co.0.00%-4,784$272K$56.86No quote
139INTCIntel Corp0.00%Reduce -58.3%7,311$265K$36.25No quote
140AMGNAmgen0.00%-1,617$258K$159.55No quote
141CLColgate Palmolive Co.0.00%-3,548$245K$69.05No quote
142EBAYEbay Inc0.00%Add +11.5%4,220$237K$56.16No quote
143TECHBio-Techne Corp0.00%-2,540$235K$92.52No quote
144BABoeing0.00%Add +1.9%1,790$233K$130.17No quote
145INDYIshares India 50 ETF0.00%Reduce -13.0%7,750$232KNo quoteNo quote
146BPBP Amoco PLC ADR0.00%Add +7.2%5,948$227K$38.16No quote
147DVNDevon Energy Corporation New0.00%-3,645$223K$61.18No quote
148-Jardine Matheson Hldgs (U$.25CUSIP G507361000.00%-3,600$220KNo quoteNo quote
149BMYBristol-Myers Squibb0.00%New3,670$217K$59.13No quote
150UTXUnited Technologies0.00%Reduce -7.9%1,873$215KNo quoteNo quote
151ITWIllinois Tool Works0.00%Reduce -5.3%2,248$213K$94.75No quote
152ENREnergizer Holdings Inc0.00%-1,644$211K$128.35No quote
153DUKDuke Energy Corporation -Hldg0.00%New2,510$210KNo quoteNo quote
154AAPAdvance Auto Parts0.00%Reduce -99.9%1,289$205K$159.04No quote
155ITUBITAU Unibanco Holdings S.A. AD0.00%Add +0.7%14,263$186K$13.04No quote
170YBTVQYoung Broadcasting Inc Cl A0.00%-144,865$0No quoteNo quote
169TRVTravelers Companies Inc.-Sold0$0No quoteNo quote
168RBARitchie Bros Auctioneers Inc-Sold0$0No quoteNo quote
167NVSNovartis AG - Sponsored ADR-Sold0$0No quoteNo quote
166KMPKinder Morgan Energy Partners-Sold0$0No quoteNo quote
165KKellogg Co.-Sold0$0No quoteNo quote
164JCPJC Penney-Sold0$0No quoteNo quote
163DOWDow Chemical-Sold0$0No quoteNo quote
162MBGAFDaimler-Chrysler AG-Sold0$0No quoteNo quote
161CNQRConcur Technologies Inc-Sold0$0No quoteNo quote
160CETCentral Securities Corp-Sold0$0No quoteNo quote
159BBYBest Buy Company Inc-Sold0$0No quoteNo quote
158TAT&T Inc-Sold0$0No quoteNo quote
157ALLAllstate-Sold0$0No quoteNo quote
156-Acacia Conservation FundCUSIP 003993144-Sold0$0No quoteNo quote