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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 2026-06-06 from SEC 13F data.

Live quotes available for 55 of 90 rows. Rows without a quote are marked unavailable.

1BRK/ABERKSHIRE HATHAWAY INC DELCUSIP 0846701088.67%Reduce -10.3%3,680$937.3MNo quoteNo quote
2TJXTJX COS INC NEW6.13%Reduce -2.1%9,188,711$663.15M$72.17No quote
3KMXCARMAX INC5.92%Add +4.6%10,149,416$640.02M$63.06No quote
4MAMASTERCARD INCORPORATED5.37%Reduce -1.2%4,779,519$580.47M$121.45No quote
5XRAYDENTSPLY SIRONA INC5.31%Add +1.5%8,849,888$573.83M$64.84No quote
6FWONKLIBERTY MEDIA CORP DELAWARE5.01%Add +23.6%14,777,202$541.14M$36.62No quote
7GOOGLALPHABET INC3.86%Add +19.2%449,397$417.8M$929.68No quote
8GOOGALPHABET INC3.72%Add +9.7%442,342$401.97M$908.73No quote
9AMZNAMAZON COM INC3.60%Reduce -8.9%402,054$389.19M$968.00No quote
10BRK/BBERKSHIRE HATHAWAY INC DELCUSIP 0846707023.46%Reduce -20.5%2,207,099$373.82MNo quoteNo quote
11SCHWSCHWAB CHARLES CORP NEW3.26%Add +1.1%8,214,679$352.9M$42.96No quote
12ORLYO REILLY AUTOMOTIVE INC NEW3.24%Reduce -9.0%1,598,775$349.72M$218.74No quote
13WATWATERS CORP3.04%Add +7.2%1,788,992$328.89M$183.84No quote
14PCLNPRICELINE GRP INC3.03%Add +40.2%175,279$327.86MNo quoteNo quote
15OMCOMNICOM GROUP INC2.97%Add +80.6%3,869,993$320.82M$82.90No quote
16MHKMOHAWK INDS INC2.94%Reduce -0.5%1,312,851$317.3M$241.69No quote
17JECJACOBS ENGR GROUP INC DEL2.62%Add +7.6%5,205,567$283.13MNo quoteNo quote
18CACCCREDIT ACCEP CORP MICH2.57%Add +11.9%1,079,755$277.65M$257.14No quote
19WFCWELLS FARGO CO NEW2.52%Reduce -0.4%4,910,081$272.07M$55.41No quote
20BIDUBAIDU INC2.49%Reduce -43.2%1,503,032$268.83M$178.86No quote
21VVISA INC2.22%Add +52.7%2,559,878$240.07M$93.78No quote
22FCAUFIAT CHRYSLER AUTOMOBILES N1.97%Add +100.2%20,031,657$212.94MNo quoteNo quote
23CMGCHIPOTLE MEXICAN GRILL INC1.96%Reduce -1.6%507,937$211.35M$416.10No quote
24PRIPRIMERICA INC1.41%Reduce -19.9%2,008,377$152.14M$75.75No quote
25DHRDANAHER CORP DEL1.29%Reduce -1.0%1,648,054$139.08M$84.39No quote
26GSGOLDMAN SACHS GROUP INC1.25%Reduce -1.9%608,601$135.05M$221.90No quote
27COFCAPITAL ONE FINL CORP1.22%Reduce -1.2%1,600,000$132.19M$82.62No quote
28IACIAC INTERACTIVECORP1.15%Reduce -0.0%1,205,205$124.43M$103.24No quote
29WUBA58 COM INC1.09%Reduce -49.5%2,674,638$117.98MNo quoteNo quote
30JDJD COM INC1.09%-3,000,000$117.66M$39.22No quote
31EMEEMCOR GROUP INC0.86%Add +0.9%1,417,571$92.68M$65.38No quote
32BLDRBUILDERS FIRSTSOURCE INC0.77%-5,408,465$82.86M$15.32No quote
33IBKRINTERACTIVE BROKERS GROUP IN0.52%Add +50.5%1,508,433$56.45M$37.42No quote
34METAFACEBOOK INC0.43%-304,624$45.99M$150.98No quote
35ATHNATHENAHEALTH INC0.40%Add +1.4%306,444$43.07MNo quoteNo quote
36TPRETHIRD PT REINS LTD0.39%-3,029,190$42.11MNo quoteNo quote
37TRUPTRUPANION INC0.37%-1,795,300$40.18M$22.38No quote
38SPSCSPS COMM INC0.30%New509,201$32.47MNo quoteNo quote
39JPMWSJPMORGAN CHASE & CO0.28%-600,000$30.17MNo quoteNo quote
40WWAYFAIR INC0.15%Reduce -58.2%215,316$16.55M$76.88No quote
41DHID R HORTON INC0.15%-455,000$15.73M$34.57No quote
42ETSYETSY INC0.14%-985,000$14.78M$15.00No quote
43MTHMERITAGE HOMES CORP0.12%-315,000$13.29M$42.20No quote
44CRESYCRESUD S A C I F Y A0.11%-616,883$12MNo quoteNo quote
45IRSIRSA INVERSIONES Y REP S A0.10%-465,000$11.22M$24.12No quote
46TOLTOLL BROTHERS INC0.10%-270,000$10.67M$39.51No quote
47ALGNALIGN TECHNOLOGY INC0.06%Reduce -15.7%40,144$6.03M$150.11No quote
48UNPUNION PAC CORP0.04%Reduce -10.8%41,235$4.49M$108.91No quote
49FWONALIBERTY MEDIA CORP DELAWARE0.04%Reduce -1.7%124,994$4.38M$35.03No quote
50TWXTIME WARNER INC0.04%Reduce -7.5%43,072$4.33MNo quoteNo quote
51SIGSIGNET JEWELERS LIMITED0.04%Reduce -3.9%65,091$4.12MNo quoteNo quote
52WSTWEST PHARMACEUTICAL SVSC INC0.04%Reduce -28.4%42,794$4.05M$94.52No quote
53COSTCOSTCO WHSL CORP NEW0.03%Reduce -21.4%23,300$3.73M$159.91No quote
54PGPROCTER AND GAMBLE CO0.03%Reduce -15.3%42,481$3.7M$87.14No quote
55EIXEDISON INTL0.03%Reduce -11.7%37,900$2.96MNo quoteNo quote
56KOCOCA COLA CO0.02%Reduce -10.8%46,130$2.07M$44.85No quote
57AXPAMERICAN EXPRESS CO0.01%Reduce -9.4%13,751$1.16M$84.21No quote
58HDBHDFC BANK LTD0.01%Reduce -0.7%13,180$1.15M$86.95No quote
59AEPAMERICAN ELEC PWR INC0.01%-14,390$1M$69.49No quote
60APPFAPPFOLIO INC0.01%New25,177$821KNo quoteNo quote
61PGRPROGRESSIVE CORP OHIO0.01%Reduce -6.7%17,557$774K$44.09No quote
62JPMJPMORGAN CHASE & CO0.01%Reduce -22.8%6,713$614K$91.46No quote
63FASTFASTENAL CO0.01%Reduce -99.7%12,924$563K$43.56No quote
64RYAAYRYANAIR HLDGS PLC0.01%Reduce -2.8%5,081$547K$107.66No quote
65IDXXIDEXX LABS INC0.01%Reduce -86.3%3,365$543K$161.37No quote
66BABAALIBABA GROUP HLDG LTD0.00%-3,335$470K$140.93No quote
67TRMBTRIMBLE INC0.00%Reduce -5.3%12,399$442K$35.65No quote
68EXPDEXPEDITORS INTL WASH INC0.00%Reduce -3.4%7,209$407K$56.46No quote
69LIILENNOX INTL INC0.00%Reduce -82.0%1,903$349K$183.39No quote
70XOMEXXON MOBIL CORP0.00%Reduce -89.3%4,185$338K$80.76No quote
90TIFTIFFANY & CO NEW-Sold0$0No quoteNo quote
89PMPHILIP MORRIS INTL INC-Sold0$0No quoteNo quote
88PRGOPERRIGO CO PLC-Sold0$0No quoteNo quote
87PEPPEPSICO INC-Sold0$0No quoteNo quote
86NVONOVO-NORDISK A S-Sold0$0No quoteNo quote
85MSFTMICROSOFT CORP-Sold0$0No quoteNo quote
84MDTMEDTRONIC PLC-Sold0$0No quoteNo quote
83MCDMCDONALDS CORP-Sold0$0No quoteNo quote
82MTBM & T BK CORP-Sold0$0No quoteNo quote
81LBTYALIBERTY GLOBAL PLC-Sold0$0No quoteNo quote
80JNJJOHNSON & JOHNSON-Sold0$0No quoteNo quote
79IBMINTERNATIONAL BUSINESS MACHS-Sold0$0No quoteNo quote
78GHCGRAHAM HLDGS CO-Sold0$0No quoteNo quote
77DISDISNEY WALT CO-Sold0$0No quoteNo quote
76CVSCVS HEALTH CORP-Sold0$0No quoteNo quote
75CHTRCHARTER COMMUNICATIONS INC N-Sold0$0No quoteNo quote
74CETCENTRAL SECS CORP-Sold0$0No quoteNo quote
73CATCATERPILLAR INC DEL-Sold0$0No quoteNo quote
72ACGLARCH CAP GROUP LTD-Sold0$0No quoteNo quote
71AMGAFFILIATED MANAGERS GROUP-Sold0$0No quoteNo quote