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Focused investors/Ruane Cunniff LP

Ruane Cunniff LP

As of Q1 2026, this manager reported 50 long-equity positions worth $6.03B in aggregate.

As of Q1 2026, Ruane Cunniff LP's Ruane Cunniff LP held 50 long-equity positions with a reported value of $6.03B.

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Updated 2026-05-10 from SEC 13F data.

Live quotes available for 32 of 35 rows. Rows without a quote are marked unavailable.

1ICEINTERCONTINENTAL EXCHANGE IN10.60%Reduce -1.9%5,944,272$672.18M$113.0852w: $88.60 - $114.11; reported $113.08
2UNHUNITEDHEALTH GROUP INC8.56%Add +2.3%1,128,630$542.46M$480.6452w: $445.68 - $558.10; reported $480.64
3FWONKLIBERTY MEDIA CORP DEL8.42%Reduce -1.5%7,093,216$533.98M$75.2852w: $48.34 - $77.47; reported $75.28
4SCHWSCHWAB CHARLES CORP8.00%Add +8.6%8,948,669$507.21M$56.6852w: $45.00 - $86.63; reported $56.68
5KMXCARMAX INC7.96%Reduce -1.7%6,030,220$504.73M$83.7052w: $52.10 - $106.24; reported $83.70
6ELVELEVANCE HEALTH INC7.35%Add +29.9%1,048,648$465.9M$444.2952w: $428.87 - $549.52; reported $444.29
7TSMTAIWAN SEMICONDUCTOR MFG LTD6.88%Reduce -1.8%4,323,936$436.37M$100.9252w: $59.43 - $110.69; reported $100.92
8CACCCREDIT ACCEP CORP MICH6.32%Add +0.9%788,445$400.47M$507.9352w: $358.00 - $617.44; reported $507.93
9GOOGLALPHABET INC6.16%Reduce -8.1%3,262,832$390.56M$119.7052w: $83.34 - $129.04; reported $119.70
10COFCAPITAL ONE FINL CORP5.87%Add +26.4%3,403,537$372.24M$109.3752w: $83.93 - $123.09; reported $109.37
11JJACOBS SOLUTIONS INC5.54%Add +11.9%2,954,118$351.22M$118.8952w: $88.32 - $114.19; reported $118.89
12METAMETA PLATFORMS INC4.18%Reduce -27.6%923,707$265.09M$286.9852w: $88.09 - $289.79; reported $286.98
13LBRDKLIBERTY BROADBAND CORP4.15%Add +43.7%3,286,361$263.27M$80.1152w: $64.30 - $116.86; reported $80.11
14GOOGALPHABET INC3.75%Reduce -3.6%1,965,751$237.8M$120.9752w: $83.45 - $129.55; reported $120.97
15BRK-BBERKSHIRE HATHAWAY INC DEL2.64%Reduce -0.1%490,679$167.32M$341.0052w: $259.85 - $342.50; reported $341.00
16BRK-ABERKSHIRE HATHAWAY INC DEL1.42%Reduce -4.4%174$90.1M$517810.0052w: $393012.00 - $522000.00; reported $517810.00
17LBRDALIBERTY BROADBAND CORP1.02%Reduce -1.1%812,705$64.8M$79.7352w: $63.87 - $115.97; reported $79.73
18FWONALIBERTY MEDIA CORP DEL0.98%Reduce -1.9%920,464$62.24M$67.6252w: $43.09 - $69.02; reported $67.62
19ASAISENDAS DISTRIBUIDORA S A0.03%Reduce -1.0%139,327$2.01MNo quoteNo quote
20EQHEQUITABLE HLDGS INC0.02%Reduce -0.3%41,057$1.12M$27.1652w: $21.89 - $33.24; reported $27.16
21MHKMOHAWK INDS INC0.02%-10,790$1.11M$103.1652w: $87.02 - $137.41; reported $103.16
22STLASTELLANTIS N.V0.02%Reduce -9.6%55,722$977.36K$17.5452w: $11.37 - $18.97; reported $17.54
23NFLXNETFLIX INC0.01%Reduce -99.7%1,942$855.43K$440.4952w: $16.97 - $44.87; reported $440.49
24BLDRBUILDERS FIRSTSOURCE INC0.01%Reduce -88.4%5,800$788.8K$136.0052w: $52.70 - $138.53; reported $136.00
25AMZNAMAZON COM INC0.01%Reduce -54.8%6,020$784.77K$130.3652w: $81.43 - $146.57; reported $130.36
26LADLITHIA MTRS INC0.01%Add +10.0%2,374$721.96K$304.1152w: $180.00 - $307.43; reported $304.11
27GPIGROUP 1 AUTOMOTIVE INC0.01%New2,619$675.96K$258.1052w: $136.16 - $259.27; reported $258.10
28MUMICRON TECHNOLOGY INC0.01%Reduce -99.8%6,981$440.57K$63.1152w: $48.43 - $74.77; reported $63.11
29ISCVISHARES TR0.01%-6,380$344.65KNo quoteNo quote
30SBGISINCLAIR INC0.00%New17,959$248.19K$13.8252w: $12.27 - $25.79; reported $13.82
31MSFTMICROSOFT CORP0.00%New692$235.65K$340.5452w: $213.43 - $351.47; reported $340.54
32SPGIS&P GLOBAL INC0.00%New531$212.87K$400.8952w: $279.32 - $405.65; reported $400.89
33RMNIRIMINI STR INC DEL0.00%Reduce -3.5%24,073$115.31K$4.7952w: $3.46 - $7.25; reported $4.79
34ATAIATAI LIFE SCIENCES NV0.00%-42,112$72.43K$1.7252w: $1.14 - $4.96; reported $1.72
35SBGISINCLAIR BROADCAST GROUP INC-Sold0$0No quoteNo quote