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 36 of 58 rows. Rows without a quote are marked unavailable.
| 1 | GOOGL | ALPHABET INC | 9.85% | Reduce -0.4% | 820,306 | $965.41M | $1176.89 | No quote |
| 2 | GOOG | ALPHABET INC | 9.09% | Reduce -6.1% | 758,939 | $890.47M | $1173.31 | No quote |
| 3 | KMX | CARMAX INC | 8.17% | Reduce -1.4% | 11,467,735 | $800.45M | $69.80 | No quote |
| 4 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 6.98% | Reduce -7.8% | 2,272 | $684.36M | No quote | No quote |
| 5 | AMZN | AMAZON COM INC | 5.87% | Reduce -2.5% | 323,048 | $575.27M | $1780.75 | No quote |
| 6 | CACC | CREDIT ACCEP CORP MICH | 5.04% | Add +1.1% | 1,093,002 | $493.96M | $451.93 | No quote |
| 7 | JEC | JACOBS ENGR GROUP INC | 4.94% | Add +3.0% | 6,444,789 | $484.58M | No quote | No quote |
| 8 | MA | MASTERCARD INC | 4.84% | Reduce -0.5% | 2,014,297 | $474.27M | $235.45 | No quote |
| 9 | FWONK | LIBERTY MEDIA CORP DELAWARE | 4.42% | Reduce -4.7% | 12,362,737 | $433.31M | $35.05 | No quote |
| 10 | FCAU | FIAT CHRYSLER AUTOMOBILES N | 4.25% | Add +0.0% | 28,055,735 | $416.63M | No quote | No quote |
| 11 | SCHW | THE CHARLES SCHWAB CORPORATI | 3.86% | Add +8.5% | 8,852,162 | $378.52M | $42.76 | No quote |
| 12 | META | FACEBOOK INC | 3.64% | Reduce -22.9% | 2,139,400 | $356.62M | $166.69 | No quote |
| 13 | BKNG | BOOKING HLDGS INC | 3.18% | Add +5.9% | 178,478 | $311.43M | $1744.91 | No quote |
| 14 | AABA | ALTABA INC | 3.04% | - | 4,015,068 | $297.6M | No quote | No quote |
| 15 | LBRDK | LIBERTY BROADBAND CORP | 2.98% | Reduce -6.4% | 3,185,544 | $292.24M | $91.74 | No quote |
| 16 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 2.90% | Reduce -9.8% | 1,415,348 | $284.33M | No quote | No quote |
| 17 | JD | JD COM INC | 2.53% | Reduce -5.2% | 8,213,319 | $247.63M | $30.15 | No quote |
| 18 | V | VISA INC | 2.37% | Reduce -4.3% | 1,487,309 | $232.3M | $156.19 | No quote |
| 19 | BABA | ALIBABA GROUP HLDG LTD | 2.22% | Add +3.5% | 1,195,000 | $218.03M | $182.45 | No quote |
| 20 | MHK | MOHAWK INDS INC | 1.82% | Add +5.0% | 1,417,710 | $178.84M | $126.15 | No quote |
| 21 | BLDR | BUILDERS FIRSTSOURCE INC | 1.18% | Add +0.1% | 8,673,480 | $115.7M | $13.34 | No quote |
| 22 | LBRDA | LIBERTY BROADBAND CORP | 0.97% | Reduce -6.2% | 1,042,121 | $95.5M | $91.64 | No quote |
| 23 | YNDX | YANDEX N V | 0.96% | - | 2,730,000 | $93.75M | No quote | No quote |
| 24 | W | WAYFAIR INC | 0.76% | Reduce -21.9% | 500,348 | $74.28M | $148.45 | No quote |
| 25 | BMCH | BMC STK HLDGS INC | 0.72% | - | 4,000,000 | $70.68M | No quote | No quote |
| 26 | GTT | GTT COMMUNICATIONS INC | 0.64% | - | 1,813,008 | $62.31M | No quote | No quote |
| 27 | SBGI | SINCLAIR BROADCAST GROUP INC | 0.52% | - | 1,320,000 | $50.79M | $38.48 | No quote |
| 28 | BIDU | BAIDU INC | 0.34% | - | 200,000 | $32.97M | $164.85 | No quote |
| 29 | DOMO | DOMO INC | 0.28% | Add +3.1% | 670,059 | $27.02M | No quote | No quote |
| 30 | AYX | ALTERYX INC | 0.26% | - | 300,000 | $25.16M | No quote | No quote |
| 31 | RH | RH | 0.23% | Reduce -6.5% | 215,000 | $22.13M | $102.95 | No quote |
| 32 | IQ | IQIYI INC | 0.17% | - | 713,000 | $17.06M | No quote | No quote |
| 33 | DHI | D R HORTON INC | 0.16% | Reduce -20.8% | 380,000 | $15.72M | $41.38 | No quote |
| 34 | CARG | CARGURUS INC | 0.14% | New | 354,437 | $14.2M | No quote | No quote |
| 35 | FWONA | LIBERTY MEDIA CORP DELAWARE | 0.13% | Add +6.3% | 380,907 | $12.97M | $34.04 | No quote |
| 36 | APPN | APPIAN CORP | 0.12% | - | 353,582 | $12.17M | $34.43 | No quote |
| 37 | SAIL | SAILPOINT TECHNLGIES HLDGS I | 0.12% | - | 400,000 | $11.49M | $28.72 | No quote |
| 38 | EXPD | EXPEDITORS INTL WASH INC | 0.08% | Reduce -6.5% | 102,132 | $7.75M | $75.90 | No quote |
| 39 | CRESY | CRESUD S A C I F Y A | 0.08% | - | 643,373 | $7.46M | No quote | No quote |
| 40 | NETS | NETSHOES CAYMAN LTD | 0.05% | - | 2,813,166 | $4.7M | No quote | No quote |
| 41 | TJX | TJX COS INC NEW | 0.02% | Reduce -92.8% | 31,903 | $1.7M | $53.22 | No quote |
| 42 | PG | PROCTER AND GAMBLE CO | 0.01% | Reduce -18.3% | 13,292 | $1.38M | $104.05 | No quote |
| 43 | EIX | EDISON INTL | 0.01% | Reduce -15.8% | 21,353 | $1.32M | No quote | No quote |
| 44 | UNP | UNION PACIFIC CORP | 0.01% | Reduce -29.1% | 7,599 | $1.27M | $167.26 | No quote |
| 45 | AEP | AMERICAN ELEC PWR CO INC | 0.01% | - | 13,090 | $1.1M | $83.73 | No quote |
| 46 | KO | COCA COLA CO | 0.01% | Reduce -30.9% | 22,888 | $1.07M | $46.88 | No quote |
| 47 | COST | COSTCO WHSL CORP NEW | 0.01% | Reduce -3.8% | 2,911 | $705K | $242.18 | No quote |
| 48 | EA | ELECTRONIC ARTS INC | 0.00% | Reduce -99.9% | 3,780 | $384K | $101.59 | No quote |
| 49 | WFC | WELLS FARGO CO NEW | 0.00% | Reduce -66.7% | 5,873 | $284K | $48.36 | No quote |
| 50 | IDXX | IDEXX LABS INC | 0.00% | Reduce -28.0% | 1,146 | $256K | $223.39 | No quote |
| 51 | RMNI | RIMINI STR INC DEL | 0.00% | Add +0.6% | 10,779 | $54K | $5.01 | No quote |
| 58 | VTI | VANGUARD INDEX FDS | - | Sold | 0 | $0 | No quote | No quote |
| 57 | PGR | PROGRESSIVE CORP OHIO | - | Sold | 0 | $0 | No quote | No quote |
| 56 | ORLY | O REILLY AUTOMOTIVE INC NEW | - | Sold | 0 | $0 | No quote | No quote |
| 55 | MTH | MERITAGE HOMES CORP | - | Sold | 0 | $0 | No quote | No quote |
| 54 | FND | FLOOR & DECOR HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 53 | FAST | FASTENAL CO | - | Sold | 0 | $0 | No quote | No quote |
| 52 | XRAY | DENTSPLY SIRONA INC | - | Sold | 0 | $0 | No quote | No quote |