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 43 of 69 rows. Rows without a quote are marked unavailable.
| 1 | GOOGL | ALPHABET INC | 9.48% | Reduce -0.2% | 823,762 | $860.8M | $1044.96 | No quote |
| 2 | GOOG | ALPHABET INC | 9.21% | Reduce -4.2% | 807,855 | $836.62M | $1035.61 | No quote |
| 3 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 8.30% | Reduce -13.7% | 2,464 | $753.98M | No quote | No quote |
| 4 | KMX | CARMAX INC | 8.03% | Reduce -1.0% | 11,628,794 | $729.47M | $62.73 | No quote |
| 5 | AMZN | AMAZON COM INC | 5.48% | Reduce -4.3% | 331,226 | $497.49M | $1501.97 | No quote |
| 6 | CACC | CREDIT ACCEP CORP MICH | 4.55% | Reduce -0.5% | 1,081,450 | $412.85M | $381.76 | No quote |
| 7 | FCAU | FIAT CHRYSLER AUTOMOBILES N | 4.46% | Add +14.3% | 28,045,410 | $405.54M | No quote | No quote |
| 8 | FWONK | LIBERTY MEDIA CORP DELAWARE | 4.38% | Add +2.9% | 12,965,674 | $398.05M | $30.70 | No quote |
| 9 | MA | MASTERCARD INCORPORATED | 4.20% | Reduce -8.7% | 2,023,455 | $381.73M | $188.65 | No quote |
| 10 | JEC | JACOBS ENGR GROUP INC DEL | 4.03% | Reduce -0.3% | 6,259,906 | $365.95M | No quote | No quote |
| 11 | META | FACEBOOK INC | 4.00% | Reduce -1.9% | 2,773,810 | $363.62M | $131.09 | No quote |
| 12 | SCHW | SCHWAB CHARLES CORP NEW | 3.73% | Reduce -0.2% | 8,156,789 | $338.75M | $41.53 | No quote |
| 13 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 3.53% | Add +12.9% | 1,569,080 | $320.38M | No quote | No quote |
| 14 | BKNG | BOOKING HLDGS INC | 3.20% | Reduce -1.2% | 168,534 | $290.29M | $1722.42 | No quote |
| 15 | EA | ELECTRONIC ARTS INC | 3.03% | New | 3,482,745 | $274.82M | $78.91 | No quote |
| 16 | LBRDK | LIBERTY BROADBAND CORP | 2.70% | Reduce -1.8% | 3,403,480 | $245.15M | $72.03 | No quote |
| 17 | AABA | ALTABA INC | 2.56% | Add +0.3% | 4,015,068 | $232.63M | No quote | No quote |
| 18 | V | VISA INC | 2.26% | Reduce -4.2% | 1,553,581 | $204.98M | $131.94 | No quote |
| 19 | JD | JD COM INC | 2.00% | Add +0.1% | 8,663,319 | $181.32M | $20.93 | No quote |
| 20 | BABA | ALIBABA GROUP HLDG LTD | 1.74% | Add +285.0% | 1,155,000 | $158.32M | $137.07 | No quote |
| 21 | MHK | MOHAWK INDS INC | 1.74% | Reduce -1.0% | 1,350,194 | $157.92M | $116.96 | No quote |
| 22 | BLDR | BUILDERS FIRSTSOURCE INC | 1.04% | Add +13.8% | 8,663,480 | $94.52M | $10.91 | No quote |
| 23 | LBRDA | LIBERTY BROADBAND CORP | 0.88% | Reduce -1.6% | 1,111,503 | $79.82M | $71.81 | No quote |
| 24 | YNDX | YANDEX N V | 0.82% | Add +200.0% | 2,730,000 | $74.67M | No quote | No quote |
| 25 | BMCH | BMC STK HLDGS INC | 0.68% | - | 4,000,000 | $61.92M | No quote | No quote |
| 26 | W | WAYFAIR INC | 0.64% | New | 640,782 | $57.72M | $90.08 | No quote |
| 27 | GTT | GTT COMMUNICATIONS INC | 0.46% | Add +0.4% | 1,813,008 | $41.88M | No quote | No quote |
| 28 | SBGI | SINCLAIR BROADCAST GROUP INC | 0.38% | Reduce -34.0% | 1,320,000 | $34.77M | $26.34 | No quote |
| 29 | BIDU | BAIDU INC | 0.35% | - | 200,000 | $31.72M | $158.60 | No quote |
| 30 | RH | RH | 0.30% | Add +15.0% | 230,000 | $27.56M | $119.82 | No quote |
| 31 | TJX | TJX COS INC NEW | 0.22% | Reduce -85.4% | 442,873 | $19.81M | $44.74 | No quote |
| 32 | AYX | ALTERYX INC | 0.20% | New | 300,000 | $17.84M | No quote | No quote |
| 33 | MTH | MERITAGE HOMES CORP | 0.19% | Reduce -7.5% | 470,000 | $17.26M | $36.72 | No quote |
| 34 | DHI | D R HORTON INC | 0.18% | Reduce -31.4% | 480,000 | $16.64M | $34.66 | No quote |
| 35 | DOMO | DOMO INC | 0.14% | New | 650,000 | $12.76M | No quote | No quote |
| 36 | FND | FLOOR & DECOR HLDGS INC | 0.14% | New | 476,767 | $12.35M | $25.90 | No quote |
| 37 | FWONA | LIBERTY MEDIA CORP DELAWARE | 0.12% | Reduce -0.2% | 358,362 | $10.65M | $29.72 | No quote |
| 38 | IQ | IQIYI INC | 0.12% | - | 713,000 | $10.6M | No quote | No quote |
| 39 | APPN | APPIAN CORP | 0.10% | New | 353,582 | $9.44M | $26.71 | No quote |
| 40 | SAIL | SAILPOINT TECHNLGIES HLDGS I | 0.10% | New | 400,000 | $9.4M | $23.49 | No quote |
| 41 | CRESY | CRESUD S A C I F Y A | 0.09% | Add +4.3% | 643,373 | $7.82M | No quote | No quote |
| 42 | EXPD | EXPEDITORS INTL WASH INC | 0.08% | - | 109,267 | $7.44M | $68.09 | No quote |
| 43 | NETS | NETSHOES CAYMAN LTD | 0.05% | - | 2,813,166 | $4.19M | No quote | No quote |
| 44 | KO | COCA COLA CO | 0.02% | Reduce -9.6% | 33,130 | $1.57M | $47.36 | No quote |
| 45 | PG | PROCTER AND GAMBLE CO | 0.02% | Reduce -8.4% | 16,260 | $1.5M | $91.94 | No quote |
| 46 | UNP | UNION PAC CORP | 0.02% | Reduce -15.7% | 10,720 | $1.48M | $138.25 | No quote |
| 47 | EIX | EDISON INTL | 0.02% | Reduce -13.0% | 25,365 | $1.44M | No quote | No quote |
| 48 | PGR | PROGRESSIVE CORP OHIO | 0.01% | - | 17,051 | $1.03M | $60.35 | No quote |
| 49 | AEP | AMERICAN ELEC PWR INC | 0.01% | Reduce -9.0% | 13,090 | $978K | $74.71 | No quote |
| 50 | WFC | WELLS FARGO CO NEW | 0.01% | Reduce -99.6% | 17,608 | $811K | $46.06 | No quote |
| 51 | VTI | VANGUARD INDEX FDS | 0.01% | New | 5,127 | $654K | $127.56 | No quote |
| 52 | COST | COSTCO WHSL CORP NEW | 0.01% | Reduce -85.1% | 3,025 | $616K | $203.64 | No quote |
| 53 | ORLY | O REILLY AUTOMOTIVE INC NEW | 0.00% | Reduce -93.3% | 874 | $301K | $344.39 | No quote |
| 54 | IDXX | IDEXX LABS INC | 0.00% | - | 1,592 | $296K | $185.93 | No quote |
| 55 | XRAY | DENTSPLY SIRONA INC | 0.00% | Reduce -74.1% | 7,610 | $283K | $37.19 | No quote |
| 56 | FAST | FASTENAL CO | 0.00% | - | 5,026 | $263K | $52.33 | No quote |
| 57 | RMNI | RIMINI STR INC DEL | 0.00% | Add +2.0% | 10,710 | $55K | $5.14 | No quote |
| 69 | WST | WEST PHARMACEUTICAL SVSC INC | - | Sold | 0 | $0 | No quote | No quote |
| 68 | WAT | WATERS CORP | - | Sold | 0 | $0 | No quote | No quote |
| 67 | TRMB | TRIMBLE INC | - | Sold | 0 | $0 | No quote | No quote |
| 66 | SPSC | SPS COMM INC | - | Sold | 0 | $0 | No quote | No quote |
| 65 | PRI | PRIMERICA INC | - | Sold | 0 | $0 | No quote | No quote |
| 64 | OMC | OMNICOM GROUP INC | - | Sold | 0 | $0 | No quote | No quote |
| 63 | GS | GOLDMAN SACHS GROUP INC | - | Sold | 0 | $0 | No quote | No quote |
| 62 | EME | EMCOR GROUP INC | - | Sold | 0 | $0 | No quote | No quote |
| 61 | CARG | CARGURUS INC | - | Sold | 0 | $0 | No quote | No quote |
| 60 | LND | BRASILAGRO BRAZILIAN AGRIC R | - | Sold | 0 | $0 | No quote | No quote |
| 59 | AAPL | APPLE INC | - | Sold | 0 | $0 | No quote | No quote |
| 58 | AXP | AMERICAN EXPRESS CO | - | Sold | 0 | $0 | No quote | No quote |