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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 102 of 164 rows. Rows without a quote are marked unavailable.

1VRXValeant Pharmaceuticals Intern31.06%Add +0.1%33,922,192$6.05BNo quoteNo quote
2BRK-ABerkshire Hathaway - Cl A9.43%Reduce -0.6%9,414$1.84B$195239.96No quote
3TJXTJX Cos - New6.53%Reduce -0.4%17,806,004$1.27B$71.42No quote
4ORLYO Reilly Automotive Inc4.60%Add +0.1%3,583,615$895.9M$250.00No quote
5FASTFastenal Co4.51%Add +0.1%24,029,751$879.73M$36.61No quote
6PCPPrecision Castparts Corp4.17%Add +0.6%3,533,754$811.74MNo quoteNo quote
7BRK-BBerkshire Hathaway - Cl B3.29%Add +1.6%4,914,288$640.82M$130.40No quote
8IDXXIdexx Laboratories Corp.3.11%Add +1.0%8,167,274$606.42M$74.25No quote
9MHKMohawk Industries2.60%Add +0.2%2,786,164$506.5M$181.79No quote
10MAMastercard Inc2.52%Add +0.4%5,443,441$490.56M$90.12No quote
11GOOGAlphabet Inc. Cl C1.83%New585,310$356.11M$608.42No quote
12GOOGLAlphabet Inc Cl A1.76%New536,843$342.7M$638.37No quote
13AGNAllergan PLC1.54%New1,103,395$299.91MNo quoteNo quote
14SIROSirona Dental Systems Inc1.35%Reduce -0.5%2,826,405$263.82MNo quoteNo quote
15WATWaters Corp1.24%Reduce -0.6%2,038,353$240.95M$118.21No quote
16VVisa Inc Class A1.19%Reduce -1.5%3,337,678$232.5M$69.66No quote
17PRGOPerrigo Co PLC1.19%Add +0.2%1,469,515$231.11M$157.27No quote
18JECJacobs Engineering Group Inc1.17%Add +52.4%6,080,212$227.58MNo quoteNo quote
19GSGoldman Sachs Group Inc1.13%Add +0.7%1,264,129$219.66M$173.76No quote
20IBMIBM1.01%Reduce -1.3%1,360,062$197.17M$144.97No quote
21RRCRange Resources Corp0.97%Add +47.5%5,909,630$189.82M$32.12No quote
22PXPraxair0.97%Reduce -1.3%1,861,936$189.66MNo quoteNo quote
23OMCOmnicom Group0.96%Add +0.3%2,828,039$186.37M$65.90No quote
24CNSWFConstellation Software Inc.0.94%Add +62.1%436,754$182.24M$417.27No quote
25TIFTiffany & Co0.86%Reduce -0.5%2,165,713$167.24MNo quoteNo quote
26CABCabelas Inc. Cl A0.80%Add +0.1%3,414,145$155.69MNo quoteNo quote
27WUBA58.com Inc ADR0.76%Add +130.0%3,148,295$148.13MNo quoteNo quote
28WMTWal-Mart Stores0.72%Reduce -0.1%2,174,799$141.01M$64.84No quote
29PRIPrimerica Inc0.67%Reduce 0.0%2,882,551$129.92M$45.07No quote
30DHRDanaher Corp.0.63%Reduce -0.6%1,446,814$123.28M$85.21No quote
31COSTCostco Wholesale Corp0.57%Add +5.9%765,336$110.65M$144.57No quote
32AXPAmerican Express0.52%Reduce -1.2%1,378,780$102.21M$74.13No quote
33HXLHexcel Corp0.46%-2,002,840$89.85M$44.86No quote
34MONMonsanto Co0.42%Add +1.5%963,396$82.22MNo quoteNo quote
35BROBrown & Brown Inc.0.41%Reduce -0.3%2,600,933$80.55M$30.97No quote
36EMEEmcor Group Inc0.37%Reduce -3.0%1,624,935$71.9M$44.25No quote
37IACIDIAC Interactivecorp0.30%Reduce -25.0%900,115$58.75MNo quoteNo quote
38WSTWest Pharmaceutical Svcs Inc C0.28%Reduce -0.6%1,009,579$54.64M$54.12No quote
39TRMBTrimble Navigation Ltd.0.28%Reduce -0.0%3,326,578$54.62M$16.42No quote
40TPREThird Point Reinsurance LTD0.21%Add +23.6%3,029,800$40.75MNo quoteNo quote
41IBKRInteractive Brokers Group Inc0.20%-1,002,415$39.57M$39.47No quote
42YNDXYandex NV Shs0.20%Reduce -0.0%3,626,438$38.91MNo quoteNo quote
43MMYTMakemytrip Ltd0.18%Add +72.2%2,510,750$34.52M$13.75No quote
44KOCoca Cola Co.0.14%Reduce -20.7%679,583$27.27M$40.12No quote
45ATHNAthenahealth Inc.0.14%-200,000$26.67MNo quoteNo quote
46TWCTime Warner Cable Inc.0.13%New143,904$25.81MNo quoteNo quote
47PEPPepsiCo0.09%Reduce -1.0%185,803$17.52M$94.30No quote
48MRCMRC Global Inc.0.09%Reduce -56.8%1,547,405$17.25MNo quoteNo quote
49CFXColfax Corp0.08%-501,400$15MNo quoteNo quote
50CNQCanadian Natural Resources0.08%Reduce -0.1%753,298$14.65M$19.45No quote
51MCDMcDonalds0.07%Add +0.1%136,852$13.48M$98.53No quote
52VIPSVipshop Hldgs Ltd ADR0.07%New770,000$12.94M$16.80No quote
53WFCWells Fargo & Co. New0.06%Add +0.1%234,700$12.05M$51.35No quote
54QIHUQihoo 360 Technology Co. ADR0.06%Reduce -75.8%241,900$11.57MNo quoteNo quote
55PGProcter & Gamble0.06%Reduce -0.1%159,271$11.46M$71.94No quote
56GRPNGroupon Inc.0.05%-3,002,617$9.79MNo quoteNo quote
57UNPUnion Pacific0.05%Add +3.5%100,846$8.92M$88.41No quote
58GLREGreenlight Capital Re Ltd Cl A0.04%Reduce -25.9%327,131$7.29MNo quoteNo quote
59PMPhilip Morris Intl Inc.0.04%Reduce -0.2%91,153$7.23M$79.33No quote
60JNJJohnson & Johnson0.04%Reduce -1.2%76,400$7.13M$93.35No quote
61SFUNSoufun Holdings LTD ADR0.03%-1,008,500$6.66MNo quoteNo quote
62XOMExxon Mobil Corp0.03%Add +0.1%86,491$6.43M$74.35No quote
63ZTSZoetis Inc.0.03%Add +3.3%156,094$6.43M$41.18No quote
64CRESYCresud SACIFYA Spon ADR Repstg0.03%-612,147$5.99MNo quoteNo quote
65REXIResource America Inc Cl A0.03%-897,297$5.97MNo quoteNo quote
66LKQLKQ Corp.0.03%Reduce -20.0%200,000$5.67M$28.36No quote
67GEGeneral Electric0.03%Reduce -2.4%221,026$5.57M$25.22No quote
68EXPDExpeditors Int'l of Wash. Inc.0.03%Reduce -2.8%114,519$5.39M$47.05No quote
69LLTCLinear Technology Group0.03%Reduce -1.9%126,713$5.11MNo quoteNo quote
70CATCaterpillar0.02%-68,479$4.48M$65.36No quote
71NVONovo Nordisk A/S ADR0.02%Reduce -0.6%81,320$4.41M$54.24No quote
72VRSKVerisk Analytics Class A0.02%-58,730$4.34M$73.91No quote
73MOAltria Group Inc0.02%Reduce -0.8%76,574$4.17M$54.40No quote
74ALGNAlign Technology Inc.0.02%New70,747$4.02M$56.77No quote
75SVCTFSenvest Capital Inc.0.02%-35,000$4MNo quoteNo quote
76COPConocoPhillips0.02%Add +0.2%79,200$3.8M$47.95No quote
77JMEIJumei International ADR0.02%New365,337$3.61MNo quoteNo quote
78INWKInnerworkings Inc Com0.02%Reduce -44.9%550,796$3.44MNo quoteNo quote
79HDHome Depot0.02%Add +2.4%29,428$3.4M$115.50No quote
80TAT&T Inc0.02%Add +1444.9%93,994$3.06M$32.58No quote
81PSXPhillips 660.02%Add +0.4%39,637$3.05M$76.85No quote
82LILAKLiberty Lilac Group CL C0.01%New85,150$2.92M$34.25No quote
83DISDisney Walt0.01%-27,891$2.85M$102.18No quote
84RYRoyal Bk CDA Montreal Que0.01%-50,400$2.79MNo quoteNo quote
85EIXEdison International0.01%-42,900$2.71MNo quoteNo quote
86SLBSchlumberger Ltd0.01%Reduce -1.1%39,011$2.69M$68.98No quote
87DDDu Pont E I De Nemours & Co.0.01%-55,762$2.69M$48.20No quote
88MSFTMicrosoft0.01%Reduce -3.1%58,749$2.6M$44.26No quote
89CVSCVS Corp.0.01%-24,953$2.41M$96.46No quote
90KFTMondelez International0.01%Reduce -0.2%56,542$2.37MNo quoteNo quote
91YELPYelp Inc.0.01%-107,700$2.33MNo quoteNo quote
92FITBFifth Third Bancorp0.01%-114,508$2.17M$18.91No quote
93LIILennox International Inc.0.01%Reduce -3.1%18,897$2.14M$113.35No quote
94HTLDHeartland Express0.01%-101,057$2.02M$19.94No quote
95GHCGraham Holdings Co.0.01%-3,256$1.88M$577.09No quote
96PGRProgressive Corp. Ohio0.01%Reduce -15.7%54,768$1.68M$30.64No quote
97AAPLApple Computer0.01%Add +6.8%14,316$1.58M$110.30No quote
98JPMJP Morgan Chase & Co.0.01%-23,514$1.43M$60.98No quote
99CABOCable One Inc.0.01%New3,256$1.37M$419.53No quote
100KHCKraft Heinz Co.0.01%New17,378$1.23M$70.61No quote
101STISuntrust Banks0.01%-31,203$1.19MNo quoteNo quote
102SHWSherwin Williams Co.0.01%-5,307$1.18M$222.72No quote
103HDBHDFC Bank Ltd ADR Repstg 3 Shs0.01%Reduce -0.3%18,328$1.12M$61.11No quote
104USBU.S. Bancorp New - Del.0.01%-25,999$1.07M$41.00No quote
105RDSARoyal Dutch Shell PLC Spon ADR0.01%-21,299$1.01MNo quoteNo quote
106AEPAmerican Electric Power0.00%-15,485$880K$56.83No quote
107ACGLArch Capital Group Ltd0.00%-10,688$785K$73.45No quote
108ROPRoper Industries Inc New0.00%-4,465$700K$156.77No quote
109LOWLowe's Companies Inc.0.00%Add +2.9%9,477$653K$68.90No quote
110RYAAYRyanair Hldgs PLC Spon ADR0.00%Reduce -1.6%7,989$626K$78.36No quote
112PSAPublic Storage Inc.0.00%-2,493$528K$211.79No quote
111LMTLockheed Martin Corp.0.00%Reduce -7.5%2,545$528K$207.47No quote
113RSGRepublic Services Inc Cl A0.00%Reduce -2.8%12,198$503KNo quoteNo quote
114ADPAutomatic Data Processing0.00%Add +2.4%6,238$501K$80.31No quote
115PXDPioneer Natural Resources Co.0.00%-3,952$481KNo quoteNo quote
116CMCSKComcast Corp. Spl Cl A0.00%-7,474$428KNo quoteNo quote
117SRCLStericycle Inc.0.00%-3,000$418KNo quoteNo quote
118CVXChevronTexaco Corp0.00%Add +11.1%5,140$405K$78.79No quote
119ESRXExpress Scripts Holding Co.0.00%-4,905$397KNo quoteNo quote
120SYASymetra Finl Corp0.00%New12,500$396KNo quoteNo quote
121IEXIdex Corp0.00%-5,225$373K$71.39No quote
122RHIRobert Half Internat'l0.00%-7,000$358K$51.14No quote
123PFEPfizer0.00%Add +3.0%11,302$355K$31.41No quote
124TMOThermo Electron0.00%-2,873$351K$122.17No quote
125BBBYQBed Bath & Beyond Inc0.00%-6,075$346KNo quoteNo quote
126MDTMedtronic PLC0.00%Add +4.0%5,075$340K$67.00No quote
127LUKLeucadia Nat'l0.00%-16,471$334KNo quoteNo quote
128MHPMcGraw Hill0.00%-3,840$332KNo quoteNo quote
129BACBank of America Corp0.00%Reduce -96.2%20,580$321K$15.60No quote
130MMM3M Company0.00%Add +4.2%2,106$299K$141.98No quote
131CCitigroup Inc0.00%-6,016$298K$49.53No quote
132WPPWPP PLC New ADR0.00%-2,840$295KNo quoteNo quote
133TROWPrice T Rowe Group Inc0.00%-4,045$281K$69.47No quote
134TWXTime Warner Inc0.00%New4,078$280KNo quoteNo quote
135AMGNAmgen0.00%Add +24.7%2,017$279K$138.32No quote
136CBChubb0.00%-2,222$273K$122.86No quote
137KMIKinder Morgan Inc.0.00%-9,630$267K$27.73No quote
138VZVerizon Communications0.00%Reduce -18.4%5,756$250K$43.43No quote
139MRKMerck & Co.0.00%Add +4.4%4,994$247K$49.46No quote
140CLColgate Palmolive Co.0.00%Add +4.7%3,715$236K$63.53No quote
141TECHBio-Techne Corp0.00%-2,540$235K$92.52No quote
142BABoeing0.00%-1,790$234K$130.73No quote
143EMREmerson Electric0.00%Reduce -0.6%5,005$221K$44.16No quote
144BMYBristol-Myers Squibb0.00%-3,670$217K$59.13No quote
145INDYIshares India 50 ETF0.00%-7,674$214KNo quoteNo quote
146CTSHCognizant Technology Solutions0.00%-3,279$205K$62.52No quote
147AMATApplied Materials0.00%-13,692$201K$14.68No quote
148CCChemours Co.0.00%New11,150$72KNo quoteNo quote
149SANBanco Santander SA ADR0.00%New10,277$54KNo quoteNo quote
164YBTVQYoung Broadcasting Inc Cl A0.00%New144,865$0No quoteNo quote
163UTXUnited Technologies-Sold0$0No quoteNo quote
162SWNSouthwestern Energy Co-Sold0$0No quoteNo quote
161QCOMQualcomm Inc-Sold0$0No quoteNo quote
160KRFTKraft Foods Group Inc.-Sold0$0No quoteNo quote
159-Jardine Matheson Hldgs (U$.25CUSIP G50736100-Sold0$0No quoteNo quote
158GOOGGoogle Inc Cl C-Sold0$0No quoteNo quote
157GOOGLGoogle Inc Cl A-Sold0$0No quoteNo quote
156ENREnergizer Holdings Inc-Sold0$0No quoteNo quote
155EBAYEbay Inc-Sold0$0No quoteNo quote
154DISCADiscovery Communications Inc.-Sold0$0No quoteNo quote
153DTVDirectTV-Sold0$0No quoteNo quote
152DEODiageo PLC Sponsored ADR-Sold0$0No quoteNo quote
151CTRPCtrip.com International Ltd A-Sold0$0No quoteNo quote
150BPBP Amoco PLC ADR-Sold0$0No quoteNo quote