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 32 of 44 rows. Rows without a quote are marked unavailable.
| 1 | KMX | CARMAX INC | 8.50% | Add +4.0% | 6,813,324 | $903.86M | $132.66 | |
| 2 | META | FACEBOOK INC | 6.97% | Add +13.4% | 2,516,818 | $741.28M | $294.53 | |
| 3 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 6.58% | Reduce -11.5% | 5,920,645 | $700.29M | $118.28 | |
| 4 | UNH | UNITEDHEALTH GROUP INC | 6.57% | Add +2.3% | 1,879,149 | $699.18M | $372.07 | |
| 5 | SCHW | SCHWAB CHARLES CORP | 5.60% | Reduce -2.1% | 9,138,218 | $595.63M | $65.18 | |
| 6 | CACC | CREDIT ACCEP CORP MICH | 5.49% | Add +1.1% | 1,620,775 | $583.85M | $360.23 | |
| 7 | JEC | JACOBS ENGR GROUP INC | 4.73% | Reduce -2.3% | 3,890,293 | $502.9M | No quote | No quote |
| 8 | DIS | DISNEY WALT CO | 4.73% | Reduce -1.6% | 2,724,559 | $502.74M | $184.52 | |
| 9 | MU | MICRON TECHNOLOGY INC | 4.42% | New | 5,325,143 | $469.73M | $88.21 | |
| 10 | FWONK | LIBERTY MEDIA CORP DEL | 4.25% | Reduce -1.1% | 10,444,692 | $452.15M | $43.29 | |
| 11 | GOOG | ALPHABET INC | 4.16% | Reduce -2.1% | 213,877 | $442.43M | $2068.63 | |
| 12 | GOOGL | ALPHABET INC | 4.10% | Reduce -1.9% | 211,518 | $436.26M | $2062.52 | |
| 13 | ANET | ARISTA NETWORKS INC | 4.08% | Reduce -25.9% | 1,435,782 | $433.45M | $301.89 | |
| 14 | LBRDK | LIBERTY BROADBAND CORP | 3.97% | Add +34.6% | 2,812,608 | $422.31M | $150.15 | |
| 15 | ELV | ANTHEM INC | 3.96% | New | 1,171,845 | $420.63M | $358.95 | |
| 16 | W | WAYFAIR INC | 3.90% | Reduce -26.4% | 1,319,033 | $415.17M | $314.75 | |
| 17 | ICE | INTERCONTINENTAL EXCHANGE IN | 3.60% | Reduce -1.3% | 3,424,133 | $382.41M | $111.68 | |
| 18 | NFLX | NETFLIX INC | 3.40% | Reduce -1.0% | 694,109 | $362.09M | $521.66 | |
| 19 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 2.92% | Reduce -19.0% | 806 | $310.88M | No quote | No quote |
| 20 | FIS | FIDELITY NATL INFORMATION SV | 2.53% | Reduce -1.5% | 1,915,276 | $269.31M | $140.61 | |
| 21 | MA | MASTERCARD INCORPORATED | 1.69% | Reduce -47.5% | 503,701 | $179.34M | $356.05 | |
| 22 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 1.49% | Reduce -40.8% | 621,299 | $158.72M | No quote | No quote |
| 23 | LBRDA | LIBERTY BROADBAND CORP | 1.30% | Reduce -1.2% | 953,528 | $138.41M | $145.15 | |
| 24 | V | VISA INC | 0.72% | Reduce -30.1% | 363,886 | $77.05M | $211.73 | |
| 25 | FWONA | LIBERTY MEDIA CORP DEL | 0.12% | Reduce -2.1% | 329,268 | $12.59M | $38.22 | |
| 26 | EXPD | EXPEDITORS INTL WASH INC | 0.10% | - | 102,132 | $11M | $107.69 | |
| 27 | BLDR | BUILDERS FIRSTSOURCE INC | 0.03% | Reduce -8.4% | 71,523 | $3.32M | $46.38 | |
| 28 | AMZN | AMAZON COM INC | 0.02% | Reduce -1.2% | 677 | $2.1M | $3094.53 | |
| 29 | MHK | MOHAWK INDS INC | 0.02% | - | 10,833 | $2.08M | $192.28 | |
| 30 | EQH | EQUITABLE HLDGS INC | 0.01% | Add +110.3% | 31,259 | $1.02M | $32.63 | |
| 31 | STLA | STELLANTIS N.V | 0.01% | New | 48,219 | $858K | $17.79 | |
| 32 | BABA | ALIBABA GROUP HLDG LTD | 0.01% | New | 3,505 | $795K | $226.82 | |
| 33 | SBGI | SINCLAIR BROADCAST GROUP INC | 0.01% | Reduce -2.4% | 20,802 | $609K | $29.28 | |
| 34 | PRI | PRIMERICA INC | 0.00% | New | 1,400 | $207K | $147.86 | |
| 35 | IMXI | INTERNATIONAL MNY EXPRESS IN | 0.00% | New | 11,262 | $169K | No quote | No quote |
| 36 | ANGI | ANGI INC | 0.00% | - | 11,972 | $156K | $13.03 | |
| 37 | GTT | GTT COMMUNICATIONS INC | 0.00% | - | 24,100 | $44K | No quote | No quote |
| 44 | UNP | UNION PAC CORP | - | Sold | 0 | $0 | No quote | No quote |
| 43 | PGR | PROGRESSIVE CORP | - | Sold | 0 | $0 | No quote | No quote |
| 42 | PG | PROCTER AND GAMBLE CO | - | Sold | 0 | $0 | No quote | No quote |
| 41 | FCAU | Fiat Chrysler Automobiles NV s | - | Sold | 0 | $0 | No quote | No quote |
| 40 | EIX | EDISON INTL | - | Sold | 0 | $0 | No quote | No quote |
| 39 | KO | COCA COLA CO | - | Sold | 0 | $0 | No quote | No quote |
| 38 | AEP | AMERICAN ELEC PWR CO INC | - | Sold | 0 | $0 | No quote | No quote |