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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 163 rows. Rows without a quote are marked unavailable.

1VRXValeant Pharmaceuticals Intern32.06%Reduce -0.7%34,089,378$6.77BNo quoteNo quote
2BRK-ABerkshire Hathaway - Cl A9.78%Reduce -3.3%9,497$2.07B$217500.05No quote
3TJXTJX Cos - New8.75%Reduce -1.1%26,380,983$1.85B$70.05No quote
4FASTFastenal Co4.70%Reduce -0.3%23,962,800$992.9M$41.44No quote
5ORLYO Reilly Automotive Inc3.68%Reduce -0.5%3,590,544$776.42M$216.24No quote
6PCPPrecision Castparts Corp3.51%Add +14.1%3,527,635$740.8MNo quoteNo quote
7BRK-BBerkshire Hathaway - Cl B3.25%Add +0.2%4,752,589$685.89M$144.32No quote
8IDXXIdexx Laboratories Corp.2.98%Reduce -8.3%4,078,152$629.99M$154.48No quote
9MHKMohawk Industries2.46%Reduce -1.2%2,793,558$518.9M$185.75No quote
10MAMastercard Inc2.21%Add +0.1%5,395,235$466.09M$86.39No quote
11GOOGGoogle Inc Cl C1.57%Reduce -0.2%603,420$330.67M$548.00No quote
12GOOGLGoogle Inc Cl A1.53%Reduce -0.7%581,618$322.62M$554.70No quote
13PRGOPerrigo Co PLC1.33%Reduce -0.1%1,698,713$281.22M$165.55No quote
14WATWaters Corp1.21%Add +0.0%2,049,264$254.77M$124.32No quote
15SIROSirona Dental Systems Inc1.20%Add +0.0%2,827,202$254.42MNo quoteNo quote
16GSGoldman Sachs Group Inc1.12%Reduce -0.2%1,261,846$237.19M$187.97No quote
17PXPraxair1.08%Reduce -0.1%1,890,753$228.29MNo quoteNo quote
18IBMIBM1.06%Reduce -0.7%1,401,148$224.88M$160.50No quote
19VVisa Inc Class A1.06%Add +299.8%3,432,160$224.5M$65.41No quote
20OMCOmnicom Group1.05%Reduce -1.3%2,835,429$221.11M$77.98No quote
21RRCRange Resources Corp0.99%Add +11.1%4,005,407$208.44M$52.04No quote
22CABCabelas Inc. Cl A0.91%Reduce -0.1%3,421,943$191.56MNo quoteNo quote
23TIFTiffany & Co0.89%Add +0.3%2,138,248$188.19MNo quoteNo quote
24PRIPrimerica Inc0.87%Reduce -2.6%3,619,968$184.26M$50.90No quote
25WMTWal-Mart Stores0.86%Reduce -0.5%2,205,630$181.41M$82.25No quote
26JECJacobs Engineering Group Inc0.85%Add +0.8%3,986,209$180.02MNo quoteNo quote
27DHRDanaher Corp.0.58%Reduce -1.4%1,444,302$122.62M$84.90No quote
28COSTCostco Wholesale Corp0.53%Reduce -0.0%740,950$112.25M$151.49No quote
29AXPAmerican Express0.52%Reduce -0.0%1,397,551$109.18M$78.12No quote
30HXLHexcel Corp0.49%-2,002,840$102.99M$51.42No quote
31SWNSouthwestern Energy Co0.44%-4,014,450$93.1MNo quoteNo quote
32CNSWFConstellation Software Inc.0.42%-257,168$88.9M$345.70No quote
33BROBrown & Brown Inc.0.41%Reduce -0.6%2,627,964$87.01M$33.11No quote
34TRMBTrimble Navigation Ltd.0.41%Reduce -0.1%3,431,299$86.47M$25.20No quote
35IACIDIAC Interactivecorp0.38%Reduce 0.0%1,200,115$80.97MNo quoteNo quote
36EMEEmcor Group Inc0.37%Reduce -0.1%1,667,961$77.51M$46.47No quote
37QIHUQihoo 360 Technology Co. ADR0.36%-1,500,000$76.8MNo quoteNo quote
38WUBA58.com Inc ADR0.36%Add +57.0%1,445,845$76.46MNo quoteNo quote
39WSTWest Pharmaceutical Svcs Inc C0.29%Reduce -0.2%1,022,153$61.54M$60.21No quote
40YNDXYandex NV Shs0.28%Add +35.5%3,942,693$59.79MNo quoteNo quote
41IBKRInteractive Brokers Group Inc0.28%-1,736,264$59.07M$34.02No quote
42DISCADiscovery Communications Inc.0.25%Add +29.6%1,700,044$52.29MNo quoteNo quote
43MHPMcGraw Hill0.25%Reduce -0.3%503,840$52.1MNo quoteNo quote
44MRCMRC Global Inc.0.23%Add +409.9%4,097,935$48.56MNo quoteNo quote
45KOCoca Cola Co.0.17%Reduce -11.4%875,640$35.51M$40.55No quote
46CFXColfax Corp0.11%-501,400$23.93MNo quoteNo quote
47ATHNAthenahealth Inc.0.11%-200,000$23.88MNo quoteNo quote
48CNQCanadian Natural Resources0.11%Reduce -0.3%765,389$23.51M$30.71No quote
49GRPNGroupon Inc.0.10%-3,001,417$21.64MNo quoteNo quote
50QCOMQualcomm Inc0.10%-302,267$20.96M$69.34No quote
51PEPPepsiCo0.09%-187,735$17.95M$95.62No quote
52TPREThird Point Reinsurance LTD0.07%-1,012,200$14.32MNo quoteNo quote
53GLREGreenlight Capital Re Ltd Cl A0.07%-441,764$14.05MNo quoteNo quote
54MCDMcDonalds0.06%-136,767$13.33M$97.44No quote
55PGProcter & Gamble0.06%Reduce -0.1%160,264$13.13M$81.94No quote
56WFCWells Fargo & Co. New0.06%Reduce -0.0%234,445$12.75M$54.40No quote
57SFUNSoufun Holdings LTD ADR0.06%-2,008,500$12.05MNo quoteNo quote
58UNPUnion Pacific0.05%-100,846$10.92M$108.31No quote
59CRESYCresud SACIFYA Spon ADR Repstg0.04%-612,147$8.42MNo quoteNo quote
60BACBank of America Corp0.04%Reduce -0.1%540,953$8.33M$15.39No quote
61REXIResource America Inc Cl A0.04%-897,297$8.17MNo quoteNo quote
62JNJJohnson & Johnson0.04%Reduce -0.0%75,937$7.64M$100.60No quote
63XOMExxon Mobil Corp0.03%Reduce -0.2%86,522$7.35M$85.00No quote
64PMPhilip Morris Intl Inc.0.03%-91,317$6.88M$75.33No quote
65INWKInnerworkings Inc Com0.03%-1,000,000$6.72MNo quoteNo quote
66MMYTMakemytrip Ltd0.03%New300,000$6.59M$21.96No quote
67ZTSZoetis Inc.0.03%Reduce -19.3%139,936$6.48M$46.29No quote
68LKQLKQ Corp.0.03%New250,000$6.39M$25.56No quote
69LLTCLinear Technology Group0.03%Reduce -4.6%129,607$6.07MNo quoteNo quote
70DISDisney Walt0.03%-57,374$6.02M$104.89No quote
71CTRPCtrip.com International Ltd A0.03%-100,000$5.86MNo quoteNo quote
72EXPDExpeditors Int'l of Wash. Inc.0.03%Reduce -3.2%117,967$5.68M$48.18No quote
73GEGeneral Electric0.03%Reduce -0.1%228,867$5.68M$24.81No quote
74CATCaterpillar0.03%-68,881$5.51M$80.04No quote
75COPConocoPhillips0.02%-79,026$4.92M$62.26No quote
76NVONovo Nordisk A/S ADR0.02%Reduce -0.2%82,050$4.38M$53.39No quote
77VRSKVerisk Analytics Class A0.02%Reduce -0.3%59,236$4.23M$71.39No quote
78DDDu Pont E I De Nemours & Co.0.02%-55,762$3.99M$71.46No quote
79DTVDirectTV0.02%Reduce -2.9%45,977$3.91MNo quoteNo quote
80MOAltria Group Inc0.02%Reduce -9.4%77,174$3.86M$50.02No quote
81DEODiageo PLC Sponsored ADR0.02%-32,225$3.56M$110.57No quote
82SLXPSalix Pharmaceuticals Ltd0.02%New20,000$3.46MNo quoteNo quote
83GHCGraham Holdings Co.0.02%-3,256$3.42M$1049.75No quote
84SLBSchlumberger Ltd0.02%Add +118.3%40,386$3.37M$83.44No quote
85HDHome Depot0.02%-28,728$3.26M$113.62No quote
86PSXPhillips 660.01%-39,491$3.1M$78.60No quote
87RYRoyal Bk CDA Montreal Que0.01%-50,400$3.04MNo quoteNo quote
88EIXEdison International0.01%-42,900$2.68MNo quoteNo quote
89CVSCVS Corp.0.01%-24,953$2.58M$103.19No quote
90MSFTMicrosoft0.01%-63,149$2.57M$40.65No quote
91HTLDHeartland Express0.01%-101,057$2.4M$23.76No quote
92LIILennox International Inc.0.01%-19,533$2.18M$111.71No quote
93FITBFifth Third Bancorp0.01%-114,508$2.16M$18.85No quote
94KFTMondelez International0.01%-56,680$2.05MNo quoteNo quote
95PGRProgressive Corp. Ohio0.01%-64,940$1.77M$27.19No quote
96AAPLApple Computer0.01%-13,406$1.67M$124.42No quote
97KRFTKraft Foods Group Inc.0.01%-17,424$1.52MNo quoteNo quote
98SHWSherwin Williams Co.0.01%-5,307$1.51M$284.53No quote
99JPMJP Morgan Chase & Co.0.01%-23,514$1.42M$60.56No quote
100STISuntrust Banks0.01%-31,203$1.28MNo quoteNo quote
101RDSARoyal Dutch Shell PLC Spon ADR0.01%-21,299$1.27MNo quoteNo quote
102GISGeneral Mills0.01%Reduce -49.3%20,567$1.16M$56.60No quote
103USBU.S. Bancorp New - Del.0.01%Reduce -7.4%25,999$1.14M$43.66No quote
104HDBHDFC Bank Ltd ADR Repstg 3 Shs0.01%Reduce -0.4%18,393$1.08M$58.88No quote
105AEPAmerican Electric Power0.00%Add +1.2%15,485$871K$56.25No quote
106TRWTRW Automotive Holdings Corp.0.00%-7,500$786KNo quoteNo quote
107ROPRoper Industries Inc New0.00%-4,465$768K$172.00No quote
108LOWLowe's Companies Inc.0.00%-10,114$752K$74.35No quote
109ACGLArch Capital Group Ltd0.00%Reduce -0.9%10,688$658K$61.56No quote
110PXDPioneer Natural Resources Co.0.00%Reduce -97.7%3,952$646KNo quoteNo quote
111LMTLockheed Martin Corp.0.00%-2,750$558K$202.91No quote
112RYAAYRyanair Hldgs PLC Spon ADR0.00%-8,121$542K$66.74No quote
113ADPAutomatic Data Processing0.00%-6,091$522K$85.70No quote
114RSGRepublic Services Inc Cl A0.00%-12,555$509KNo quoteNo quote
115CVXChevronTexaco Corp0.00%-4,716$495K$104.96No quote
116PSAPublic Storage Inc.0.00%-2,493$491K$196.95No quote
117BBBYQBed Bath & Beyond Inc0.00%-6,075$466KNo quoteNo quote
118SEICSEI Investments Co0.00%-10,000$441K$44.10No quote
119ESRXExpress Scripts Holding Co.0.00%-4,905$426KNo quoteNo quote
120RHIRobert Half Internat'l0.00%-7,000$424K$60.57No quote
121SRCLStericycle Inc.0.00%-3,000$421KNo quoteNo quote
122CMCSKComcast Corp. Spl Cl A0.00%-7,474$419KNo quoteNo quote
123KMIKinder Morgan Inc.0.00%-9,630$405K$42.06No quote
124IEXIdex Corp0.00%-5,225$396K$75.79No quote
125TMOThermo Electron0.00%-2,873$386K$134.35No quote
126PFEPfizer0.00%-10,967$382K$34.83No quote
127MDTMedtronic PLC0.00%New4,880$381K$78.07No quote
128MONMonsanto Co0.00%New3,292$370KNo quoteNo quote
129LUKLeucadia Nat'l0.00%-16,471$367KNo quoteNo quote
130CBChubb0.00%-3,422$346K$101.11No quote
131VZVerizon Communications0.00%Add +3.0%7,042$342K$48.57No quote
132MMM3M Company0.00%-2,021$333K$164.77No quote
133TROWPrice T Rowe Group Inc0.00%-4,045$328K$81.09No quote
134WPPWPP PLC New ADR0.00%-2,840$323KNo quoteNo quote
135CCitigroup Inc0.00%-6,016$310K$51.53No quote
136AMATApplied Materials0.00%-13,692$309K$22.57No quote
137EMREmerson Electric0.00%Reduce -2.2%5,035$285K$56.60No quote
138MRKMerck & Co.0.00%-4,784$275K$57.48No quote
139BABoeing0.00%-1,790$269K$150.28No quote
140AMGNAmgen0.00%-1,617$258K$159.55No quote
141TECHBio-Techne Corp0.00%-2,540$255K$100.39No quote
142CLColgate Palmolive Co.0.00%-3,548$246K$69.33No quote
143EBAYEbay Inc0.00%-4,220$243K$57.58No quote
144INDYIshares India 50 ETF0.00%Reduce -1.0%7,674$241KNo quoteNo quote
145BMYBristol-Myers Squibb0.00%-3,670$237K$64.58No quote
146BPBP Amoco PLC ADR0.00%-5,948$233K$39.17No quote
147INTCIntel Corp0.00%-7,311$229K$31.32No quote
148-Jardine Matheson Hldgs (U$.25CUSIP G507361000.00%-3,600$227KNo quoteNo quote
149UTXUnited Technologies0.00%-1,873$220KNo quoteNo quote
150ENREnergizer Holdings Inc0.00%Reduce -4.4%1,571$217K$138.13No quote
151CTSHCognizant Technology Solutions0.00%New3,279$205K$62.52No quote
152DUKDuke Energy Corporation -Hldg0.00%Add +5.2%2,640$203KNo quoteNo quote
154DVNDevon Energy Corporation New0.00%Reduce -8.4%3,340$201K$60.18No quote
153BLKBlackrock Inc Cl A0.00%New550$201K$365.45No quote
155ITUBITAU Unibanco Holdings S.A. AD0.00%-14,263$158K$11.08No quote
163YBTVQYoung Broadcasting Inc Cl A0.00%-144,865$0No quoteNo quote
162WKCWorld Fuel Services Corp-Sold0$0No quoteNo quote
161ORCLOracle Corp.-Sold0$0No quoteNo quote
160MDTMedtronic Inc-Sold0$0No quoteNo quote
159ITWIllinois Tool Works-Sold0$0No quoteNo quote
158FOSLFossil Group Inc.-Sold0$0No quoteNo quote
157DISCKDiscovery Communications Inc S-Sold0$0No quoteNo quote
156AAPAdvance Auto Parts-Sold0$0No quoteNo quote