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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Filing period

Updated 2026-06-06 from SEC 13F data.

Live quotes available for 30 of 37 rows. Rows without a quote are marked unavailable.


1	KMX	CARMAX INC	7.70%	Reduce -1.3%	6,726,194	$868.69M	$129.15
2	META	FACEBOOK INC	7.64%	Reduce -1.6%	2,477,616	$861.49M	$347.71
3	UNH	UNITEDHEALTH GROUP INC	6.85%	Add +2.6%	1,929,038	$772.46M	$400.44
4	CACC	CREDIT ACCEP CORP MICH	6.45%	Reduce -1.1%	1,603,435	$728.14M	$454.11
5	ELV	ANTHEM INC	6.24%	Add +57.4%	1,844,001	$704.04M	$381.80
6	TSM	TAIWAN SEMICONDUCTOR MFG LTD	6.23%	Reduce -1.2%	5,849,332	$702.86M	$120.16
7	MU	MICRON TECHNOLOGY INC	6.14%	Add +53.0%	8,148,721	$692.48M	$84.98
8	SCHW	SCHWAB CHARLES CORP	5.68%	Reduce -3.8%	8,795,942	$640.43M	$72.81
9	GOOG	ALPHABET INC	4.69%	Reduce -1.4%	210,948	$528.7M	$2506.32
10	GOOGL	ALPHABET INC	4.51%	Reduce -1.5%	208,289	$508.6M	$2441.79
11	FWONK	LIBERTY MEDIA CORP DEL	4.40%	Reduce -1.4%	10,297,809	$496.46M	$48.21
12	LBRDK	LIBERTY BROADBAND CORP	4.28%	Reduce -1.1%	2,781,511	$483.04M	$173.66
13	DIS	DISNEY WALT CO	4.18%	Reduce -1.4%	2,685,610	$472.05M	$175.77
14	NFLX	NETFLIX INC	3.75%	Add +15.3%	800,054	$422.6M	$528.21
15	W	WAYFAIR INC	3.65%	Reduce -1.2%	1,303,191	$411.43M	$315.71
16	JEC	JACOBS ENGR GROUP INC	3.61%	Reduce -21.5%	3,052,225	$407.23M	No quote	No quote
17	ICE	INTERCONTINENTAL EXCHANGE IN	3.58%	Reduce -0.8%	3,397,927	$403.33M	$118.70
18	BRK/A	BERKSHIRE HATHAWAY INC DELCUSIP 084670108	2.82%	Reduce -5.6%	761	$318.56M	No quote	No quote
19	FIS	FIDELITY NATL INFORMATION SV	2.38%	Reduce -0.9%	1,898,755	$269M	$141.67
20	ANET	ARISTA NETWORKS INC	1.99%	Reduce -56.8%	619,855	$224.58M	$362.31
21	BRK/B	BERKSHIRE HATHAWAY INC DELCUSIP 084670702	1.49%	Reduce -2.4%	606,479	$168.55M	No quote	No quote
22	LBRDA	LIBERTY BROADBAND CORP	1.41%	Reduce -0.9%	944,522	$158.84M	$168.17
23	FWONA	LIBERTY MEDIA CORP DEL	0.12%	Reduce -3.8%	316,930	$13.51M	$42.63
24	EXPD	EXPEDITORS INTL WASH INC	0.11%	-	102,132	$12.93M	$126.60
25	BLDR	BUILDERS FIRSTSOURCE INC	0.03%	Reduce -3.7%	68,851	$2.94M	$42.66
26	AMZN	AMAZON COM INC	0.02%	Reduce -2.5%	660	$2.27M	$3440.91
27	MHK	MOHAWK INDS INC	0.02%	-	10,833	$2.08M	$192.19
28	EQH	EQUITABLE HLDGS INC	0.01%	Reduce -2.6%	30,459	$927K	$30.43
29	STLA	STELLANTIS N.V	0.01%	Reduce -3.6%	46,503	$917K	$19.72
30	BABA	ALIBABA GROUP HLDG LTD	0.01%	Reduce -2.9%	3,405	$772K	$226.73
31	SBGI	SINCLAIR BROADCAST GROUP INC	0.01%	Reduce -14.8%	17,719	$589K	$33.24
32	PRI	PRIMERICA INC	0.00%	-	1,400	$214K	$152.86
33	IMXI	INTERNATIONAL MNY EXPRESS IN	0.00%	Add +10.1%	12,397	$184K	No quote	No quote
34	ANGI	ANGI INC	0.00%	Add +4.5%	12,505	$169K	$13.51
35	GTT	GTT COMMUNICATIONS INC	0.00%	Reduce -11.5%	21,320	$52K	No quote	No quote
37	V	VISA INC	-	Sold	0	$0	No quote	No quote
36	MA	MASTERCARD INCORPORATED	-	Sold	0	$0	No quote	No quote