Ruane Cunniff LP
As of Q1 2026, Ruane Cunniff LP reported 50 long-equity positions worth $6.03B in aggregate.
Copy-investor backtest
- Latest quarter
- +3.78%
- 1-year
- +14.94%
- 3-year
- +62.06%
- 3-year top 5
- +65.99%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 27 of 34 rows. Rows without a quote are marked unavailable.
| 1 | UNH | UNITEDHEALTH GROUP INC | 8.98% | Reduce -26.3% | 1,341,495 | $689.03M | $513.63 | |
| 2 | ICE | INTERCONTINENTAL EXCHANGE IN | 7.99% | Add +88.0% | 6,523,771 | $613.5M | $94.04 | |
| 3 | KMX | CARMAX INC | 7.91% | Reduce -2.8% | 6,708,006 | $606.94M | $90.48 | |
| 4 | FWONK | LIBERTY MEDIA CORP DEL | 7.80% | Reduce -2.8% | 9,428,673 | $598.44M | $63.47 | |
| 5 | SCHW | SCHWAB CHARLES CORP | 7.29% | Add +7.4% | 8,852,957 | $559.33M | $63.18 | |
| 6 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 7.03% | Reduce -2.8% | 6,602,047 | $539.72M | $81.75 | |
| 7 | ELV | ELEVANCE HEALTH INC | 6.38% | Reduce -42.3% | 1,013,987 | $489.33M | $482.58 | |
| 8 | META | META PLATFORMS INC | 5.82% | Reduce -2.3% | 2,769,324 | $446.55M | $161.25 | |
| 9 | MU | MICRON TECHNOLOGY INC | 5.39% | Reduce -2.9% | 7,486,076 | $413.83M | $55.28 | |
| 10 | CACC | CREDIT ACCEP CORP MICH | 5.17% | Reduce -2.8% | 837,551 | $396.51M | $473.41 | |
| 11 | GOOGL | ALPHABET INC | 5.16% | Reduce -13.1% | 181,812 | $396.22M | $2179.26 | |
| 12 | NFLX | NETFLIX INC | 4.68% | Add +43.8% | 2,055,504 | $359.45M | $174.87 | |
| 13 | JEC | JACOBS ENGR GROUP INC | 4.68% | Reduce -2.7% | 2,826,968 | $359.39M | No quote | No quote |
| 14 | GOOG | ALPHABET INC | 3.90% | Reduce -24.8% | 136,806 | $299.26M | $2187.45 | |
| 15 | LBRDK | LIBERTY BROADBAND CORP | 3.89% | Reduce -3.2% | 2,579,114 | $298.25M | $115.64 | |
| 16 | W | WAYFAIR INC | 2.80% | Add +43.3% | 4,930,599 | $214.78M | $43.56 | |
| 17 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 1.81% | Add +1.3% | 509,622 | $139.14M | No quote | No quote |
| 18 | LBRDA | LIBERTY BROADBAND CORP | 1.27% | Reduce -1.1% | 856,008 | $97.2M | $113.55 | |
| 19 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 1.16% | Reduce -62.3% | 217 | $88.74M | No quote | No quote |
| 20 | FWONA | LIBERTY MEDIA CORP DEL | 0.79% | Reduce -1.5% | 1,045,746 | $60.62M | $57.97 | |
| 21 | BLDR | BUILDERS FIRSTSOURCE INC | 0.03% | Reduce -9.4% | 43,712 | $2.35M | $53.69 | |
| 22 | AMZN | AMAZON COM INC | 0.02% | -20:1 split | 13,140 | $1.4M | $106.24 | |
| 23 | MHK | MOHAWK INDS INC | 0.02% | - | 10,833 | $1.34M | $124.07 | |
| 24 | ASAI | SENDAS DISTRIBUIDORA S A | 0.01% | Reduce -14.6% | 83,760 | $1.14M | No quote | No quote |
| 25 | EQH | EQUITABLE HLDGS INC | 0.01% | Add +0.4% | 31,954 | $833K | $26.07 | |
| 26 | STLA | STELLANTIS N.V | 0.01% | Add +5.5% | 42,619 | $527K | $12.37 | |
| 27 | SBGI | SINCLAIR BROADCAST GROUP INC | 0.00% | - | 17,719 | $361K | $20.37 | |
| 28 | BABA | ALIBABA GROUP HLDG LTD | 0.00% | - | 2,360 | $268K | $113.56 | |
| 29 | RMNI | RIMINI STR INC DEL | 0.00% | Add +0.2% | 34,625 | $208K | $6.01 | |
| 30 | OPEN | OPENDOOR TECHNOLOGIES INC | 0.00% | - | 22,200 | $105K | $4.73 | |
| 31 | ANGI | ANGI INC | 0.00% | Add +1.5% | 21,107 | $97K | $4.60 | |
| 34 | VCTR | VICTORY CAP HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 33 | EXPD | EXPEDITORS INTL WASH INC | - | Sold | 0 | $0 | No quote | No quote |
| 32 | DIS | DISNEY WALT CO | - | Sold | 0 | $0 | No quote | No quote |