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 2026-08-14 from SEC 13F data.
Live quotes available for 54 of 54 rows. Rows without a quote are marked unavailable.
| 1 | GOOGL | ALPHABET INC | 11.09% | Reduce -5.8% | 1,994,274 | $712.69M | $357.37 | |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 8.71% | Reduce -3.0% | 1,172,725 | $560.06M | $477.57 | |
| 3 | FWONK | LIBERTY MEDIA CORP DEL | 7.73% | Reduce -2.5% | 5,223,453 | $496.96M | $95.14 | |
| 4 | SCHW | SCHWAB CHARLES CORP | 6.56% | Reduce -3.0% | 4,571,355 | $421.8M | $92.27 | |
| 5 | COF | CAPITAL ONE FINL CORP | 6.11% | Reduce -3.1% | 1,956,084 | $392.43M | $200.62 | |
| 6 | ELV | ELEVANCE HEALTH INC FORMERLY | 5.89% | Reduce -29.4% | 979,598 | $378.84M | $386.73 | |
| 7 | ICLR | ICON PUB LTD CO | 5.54% | Add +25.3% | 2,048,087 | $355.77M | $173.71 | |
| 8 | GOOG | ALPHABET INC | 5.08% | Reduce -2.7% | 924,866 | $326.78M | $353.33 | |
| 9 | SUNB | SUNBELT RENTALS HOLDINGS INC | 4.96% | Reduce -22.4% | 4,261,163 | $318.78M | $74.81 | |
| 10 | ICE | INTERCONTINENTAL EXCHANGE IN | 4.90% | Reduce -3.0% | 2,560,747 | $315.25M | $123.11 | |
| 11 | MSA | MSA SAFETY INC | 4.68% | Reduce -3.1% | 1,721,415 | $300.52M | $174.58 | |
| 12 | UNH | UNITEDHEALTH GROUP INC | 4.56% | Reduce -3.1% | 705,554 | $293.25M | $415.63 | |
| 13 | TECH | BIO-TECHNE CORP | 3.68% | Reduce -1.3% | 3,348,841 | $236.6M | $70.65 | |
| 14 | ROP | ROPER TECHNOLOGIES INC | 3.55% | New | 674,902 | $228.38M | $338.39 | |
| 15 | ALGN | ALIGN TECHNOLOGY INC | 3.07% | Reduce -2.9% | 1,171,455 | $197.58M | $168.66 | |
| 16 | SAP | SAP SE | 2.96% | Add +64.9% | 1,236,546 | $190.56M | $154.11 | |
| 17 | ZTS | ZOETIS INC | 2.63% | Reduce -3.0% | 2,353,300 | $169.11M | $71.86 | |
| 18 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 2.34% | Reduce -3.1% | 300,672 | $150.45M | $500.39 | |
| 19 | ACN | ACCENTURE PLC IRELAND | 1.75% | Reduce -2.8% | 901,848 | $112.23M | $124.44 | |
| 20 | META | META PLATFORMS INC | 1.35% | Reduce -23.3% | 154,291 | $86.91M | $563.29 | |
| 21 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 1.20% | Reduce -6.4% | 103 | $77.13M | $748850.00 | |
| 22 | FWONA | LIBERTY MEDIA CORP DEL | 0.95% | Reduce -3.9% | 695,720 | $60.9M | $87.54 | |
| 23 | AMTM | AMENTUM HOLDINGS INC | 0.17% | Reduce -66.9% | 537,213 | $11.1M | $20.67 | |
| 24 | LBRDK | LIBERTY BROADBAND CORP | 0.16% | Reduce -73.9% | 303,309 | $10.09M | $33.26 | |
| 25 | CACC | CREDIT ACCEP CORP MICH | 0.05% | Reduce -96.4% | 5,279 | $3.36M | $636.74 | |
| 26 | MU | MICRON TECHNOLOGY INC | 0.04% | - | 2,162 | $2.5M | $1154.29 | |
| 27 | LBRDA | LIBERTY BROADBAND CORP | 0.04% | Reduce -67.0% | 73,945 | $2.46M | $33.28 | |
| 28 | GLIBK | LIBERTY CAP CORP | 0.04% | Reduce -77.5% | 114,119 | $2.46M | $21.56 | |
| 29 | EQH | EQUITABLE HLDGS INC | 0.03% | Reduce -0.4% | 40,310 | $1.77M | $43.88 | |
| 30 | GPI | GROUP 1 AUTOMOTIVE INC | 0.02% | Add +21.7% | 4,884 | $1.42M | $291.17 | |
| 31 | VTI | VANGUARD INDEX FDS | 0.02% | Add +8.2% | 2,973 | $1.1M | $370.04 | |
| 32 | LAD | LITHIA MTRS INC | 0.01% | Reduce -1.8% | 2,933 | $852.01K | $290.49 | |
| 33 | J | JACOBS SOLUTIONS INC | 0.01% | Reduce -0.7% | 6,244 | $786.74K | $126.00 | |
| 34 | GLIBA | LIBERTY CAP CORP | 0.01% | Reduce -77.9% | 28,162 | $616.75K | $21.90 | |
| 35 | NFLX | NETFLIX INC. | 0.01% | - | 8,091 | $577.7K | $71.40 | |
| 36 | VXUS | VANGUARD STAR FDS | 0.01% | Add +8.6% | 6,420 | $548.85K | $85.49 | |
| 37 | GMED | GLOBUS MED INC | 0.01% | - | 6,008 | $474.69K | $79.01 | |
| 38 | SDHC | SMITH DOUGLAS HOMES CORP | 0.01% | Add +88.2% | 27,275 | $423.85K | $15.54 | |
| 39 | CPA | COPA HOLDINGS SA | 0.01% | - | 2,555 | $397.48K | $155.57 | |
| 40 | KSPI | KASPI KZ JSC | 0.01% | Reduce -3.6% | 3,934 | $340.84K | $86.64 | |
| 41 | AXP | AMERICAN EXPRESS CO | 0.00% | - | 932 | $315.25K | $338.25 | |
| 42 | AAPL | APPLE INC | 0.00% | - | 961 | $278.08K | $289.36 | |
| 43 | MSFT | MICROSOFT CORP | 0.00% | - | 737 | $274.92K | $373.02 | |
| 44 | SBGI | SINCLAIR INC | 0.00% | - | 17,959 | $255.92K | $14.25 | |
| 45 | DG | DOLLAR GEN CORP | 0.00% | - | 2,188 | $251.86K | $115.11 | |
| 46 | FERG | FERGUSON ENTERPRISES INC | 0.00% | - | 1,000 | $237.33K | $237.33 | |
| 47 | VT | VANGUARD INTL EQUITY INDEX F | 0.00% | New | 1,426 | $223.81K | $156.95 | |
| 48 | ATAI | ATAIBECKLEY INC | 0.00% | - | 42,112 | $221.93K | $5.27 | |
| 49 | CHTR | CHARTER COMMUNICATIONS INC | 0.00% | Reduce -99.0% | 1,556 | $221.28K | $142.21 | |
| 50 | HGV | HILTON GRAND VACATIONS INC | 0.00% | New | 4,189 | $219.38K | $52.37 | |
| 51 | SPGI | S&P GLOBAL INC | 0.00% | - | 531 | $216.26K | $407.26 | |
| 52 | BAC | BANK OF AMER CORP | 0.00% | New | 3,625 | $206.55K | $56.98 | |
| 53 | STLA | STELLANTIS N.V | 0.00% | - | 25,075 | $143.93K | $5.74 | |
| 54 | RMNI | RIMINI STR INC DEL | 0.00% | Reduce -4.5% | 33,666 | $143.42K | $4.26 |