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 28 of 33 rows. Rows without a quote are marked unavailable.
| 1 | UNH | UNITEDHEALTH GROUP INC | 9.90% | Reduce -1.6% | 1,320,091 | $666.7M | $505.04 | |
| 2 | SCHW | SCHWAB CHARLES CORP | 9.31% | Reduce -1.5% | 8,720,090 | $626.71M | $71.87 | |
| 3 | ICE | INTERCONTINENTAL EXCHANGE IN | 8.62% | Reduce -1.6% | 6,422,256 | $580.25M | $90.35 | |
| 4 | FWONK | LIBERTY MEDIA CORP DEL | 8.07% | Reduce -1.4% | 9,292,365 | $543.6M | $58.50 | |
| 5 | ELV | ELEVANCE HEALTH INC | 6.67% | Reduce -2.6% | 987,857 | $448.72M | $454.24 | |
| 6 | KMX | CARMAX INC | 6.34% | Reduce -3.6% | 6,468,603 | $427.06M | $66.02 | |
| 7 | META | META PLATFORMS INC | 6.17% | Add +10.5% | 3,059,770 | $415.15M | $135.68 | |
| 8 | CACC | CREDIT ACCEP CORP MICH | 5.35% | Reduce -1.8% | 822,873 | $360.42M | $438.00 | |
| 9 | GOOGL | ALPHABET INC | 5.21% | Add +0.9%20:1 split | 3,668,670 | $350.91M | $95.65 | |
| 10 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 4.74% | Reduce -29.6% | 4,651,030 | $318.88M | $68.56 | |
| 11 | J | JACOBS SOLUTIONS INC | 4.48% | New | 2,779,534 | $301.55M | $108.49 | |
| 12 | NFLX | NETFLIX INC | 4.29% | Reduce -40.3% | 1,228,082 | $289.14M | $235.44 | |
| 13 | COF | CAPITAL ONE FINL CORP | 3.87% | New | 2,826,955 | $260.56M | $92.17 | |
| 14 | MU | MICRON TECHNOLOGY INC | 3.66% | Reduce -34.3% | 4,920,440 | $246.51M | $50.10 | |
| 15 | GOOG | ALPHABET INC | 3.26% | Reduce -16.6%20:1 split | 2,282,754 | $219.49M | $96.15 | |
| 16 | LBRDK | LIBERTY BROADBAND CORP | 2.65% | Reduce -6.2% | 2,419,567 | $178.56M | $73.80 | |
| 17 | W | WAYFAIR INC | 2.27% | Reduce -5.0% | 4,685,292 | $152.51M | $32.55 | |
| 18 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 2.07% | Add +2.5% | 522,115 | $139.42M | No quote | No quote |
| 19 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 1.20% | Reduce -8.3% | 199 | $80.89M | No quote | No quote |
| 20 | LBRDA | LIBERTY BROADBAND CORP | 0.94% | Reduce -0.8% | 849,073 | $63.34M | $74.60 | |
| 21 | FWONA | LIBERTY MEDIA CORP DEL | 0.79% | Reduce -3.6% | 1,007,980 | $52.94M | $52.52 | |
| 22 | BLDR | BUILDERS FIRSTSOURCE INC | 0.04% | Add +4.7% | 45,747 | $2.7M | $58.91 | |
| 23 | ASAI | SENDAS DISTRIBUIDORA S A | 0.02% | Add +19.0% | 99,689 | $1.61M | No quote | No quote |
| 24 | AMZN | AMAZON COM INC | 0.02% | - | 13,140 | $1.49M | $113.01 | |
| 25 | MHK | MOHAWK INDS INC | 0.01% | - | 10,833 | $988K | $91.20 | |
| 26 | EQH | EQUITABLE HLDGS INC | 0.01% | Add +6.3% | 33,972 | $895K | $26.35 | |
| 27 | STLA | STELLANTIS N.V | 0.01% | Add +20.3% | 51,276 | $607K | $11.84 | |
| 28 | SBGI | SINCLAIR BROADCAST GROUP INC | 0.00% | - | 17,719 | $321K | $18.12 | |
| 29 | RMNI | RIMINI STR INC DEL | 0.00% | Reduce -12.3% | 30,380 | $142K | $4.67 | |
| 30 | ANGI | ANGI INC | 0.00% | Add +9.4% | 23,088 | $68K | $2.95 | |
| 31 | OPEN | OPENDOOR TECHNOLOGIES INC | 0.00% | Reduce -21.2% | 17,500 | $54K | $3.09 | |
| 33 | JEC | JACOBS ENGR GROUP INC | - | Sold | 0 | $0 | No quote | No quote |
| 32 | BABA | ALIBABA GROUP HLDG LTD | - | Sold | 0 | $0 | No quote | No quote |