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 30 of 37 rows. Rows without a quote are marked unavailable.
| 1 | META | FACEBOOK INC | 8.30% | Add +9.8% | 2,720,959 | $923.47M | $339.39 | |
| 2 | KMX | CARMAX INC | 8.23% | Add +6.4% | 7,154,140 | $915.44M | $127.96 | |
| 3 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 7.09% | Add +20.9% | 7,070,792 | $789.45M | $111.65 | |
| 4 | CACC | CREDIT ACCEP CORP MICH | 6.94% | Reduce -17.7% | 1,320,091 | $772.65M | $585.30 | |
| 5 | UNH | UNITEDHEALTH GROUP INC | 6.68% | Reduce -1.4% | 1,901,471 | $742.98M | $390.74 | |
| 6 | ELV | ANTHEM INC | 6.10% | Reduce -1.2% | 1,821,413 | $679.02M | $372.80 | |
| 7 | SCHW | SCHWAB CHARLES CORP | 5.67% | Reduce -1.5% | 8,666,573 | $631.27M | $72.84 | |
| 8 | W | WAYFAIR INC | 5.47% | Add +82.7% | 2,380,289 | $608.19M | $255.51 | |
| 9 | MU | MICRON TECHNOLOGY INC | 5.13% | Reduce -1.3% | 8,042,228 | $570.84M | $70.98 | |
| 10 | GOOGL | ALPHABET INC | 4.95% | Reduce -1.1% | 206,086 | $550.98M | $2673.52 | |
| 11 | GOOG | ALPHABET INC | 4.69% | Reduce -7.2% | 195,782 | $521.82M | $2665.31 | |
| 12 | FWONK | LIBERTY MEDIA CORP DEL | 4.69% | Reduce -1.4% | 10,149,692 | $521.8M | $51.41 | |
| 13 | NFLX | NETFLIX INC | 4.35% | Reduce -0.9% | 792,685 | $483.81M | $610.34 | |
| 14 | DIS | DISNEY WALT CO | 4.31% | Add +5.5% | 2,833,691 | $479.38M | $169.17 | |
| 15 | LBRDK | LIBERTY BROADBAND CORP | 4.26% | Reduce -1.2% | 2,746,911 | $474.39M | $172.70 | |
| 16 | ICE | INTERCONTINENTAL EXCHANGE IN | 3.64% | Add +3.7% | 3,523,196 | $404.53M | $114.82 | |
| 17 | JEC | JACOBS ENGR GROUP INC | 3.58% | Reduce -1.6% | 3,004,992 | $398.25M | No quote | No quote |
| 18 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 2.73% | Reduce -3.0% | 738 | $303.6M | No quote | No quote |
| 19 | LBRDA | LIBERTY BROADBAND CORP | 1.40% | Reduce -1.9% | 926,147 | $155.92M | $168.35 | |
| 20 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 1.15% | Reduce -22.6% | 469,558 | $128.16M | No quote | No quote |
| 21 | FWONA | LIBERTY MEDIA CORP DEL | 0.43% | Add +218.9% | 1,010,851 | $47.56M | $47.05 | |
| 22 | EXPD | EXPEDITORS INTL WASH INC | 0.11% | - | 102,132 | $12.17M | $119.13 | |
| 23 | BLDR | BUILDERS FIRSTSOURCE INC | 0.03% | Add +0.3% | 69,060 | $3.57M | $51.74 | |
| 24 | AMZN | AMAZON COM INC | 0.02% | - | 660 | $2.17M | $3284.85 | |
| 25 | MHK | MOHAWK INDS INC | 0.02% | - | 10,833 | $1.92M | $177.42 | |
| 26 | EQH | EQUITABLE HLDGS INC | 0.01% | Add +1.6% | 30,959 | $918K | $29.65 | |
| 27 | STLA | STELLANTIS N.V | 0.01% | Reduce -17.0% | 38,582 | $737K | $19.10 | |
| 28 | SBGI | SINCLAIR BROADCAST GROUP INC | 0.01% | - | 17,719 | $561K | $31.66 | |
| 29 | BABA | ALIBABA GROUP HLDG LTD | 0.00% | Add +0.9% | 3,435 | $509K | $148.18 | |
| 30 | OPEN | OPENDOOR TECHNOLOGIES INC | 0.00% | New | 22,200 | $456K | $20.54 | |
| 31 | RMNI | RIMINI STR INC DEL | 0.00% | New | 22,388 | $216K | $9.65 | |
| 32 | PRI | PRIMERICA INC | 0.00% | - | 1,400 | $215K | $153.57 | |
| 33 | ANGI | ANGI INC | 0.00% | Add +27.3% | 15,918 | $196K | $12.31 | |
| 37 | IMXI | INTERNATIONAL MNY EXPRESS IN | - | Sold | 0 | $0 | No quote | No quote |
| 36 | GTT | GTT COMMUNICATIONS INC | - | Sold | 0 | $0 | No quote | No quote |
| 35 | FIS | FIDELITY NATL INFORMATION SV | - | Sold | 0 | $0 | No quote | No quote |
| 34 | ANET | ARISTA NETWORKS INC | - | Sold | 0 | $0 | No quote | No quote |