Ruane Cunniff & Goldfarb LP Portfolio
Invests via Ruane Cunniff & Goldfarb LP | Managed by Ruane Cunniff LP
Invests via Ruane Cunniff & Goldfarb LP
Managed by Ruane Cunniff LP
Automatically Tracked
Company Profile
Founded in 1969, the firm manages concentrated equity portfolios that emphasize long-term intrinsic value and disciplined risk control across U.S. and global public markets. Ruane Cunniff & Goldfarb LP combines fundamental bottom-up research with portfolio construction aimed at high-conviction holdings and extended holding periods, serving institutional and high-net-worth clients. Investment activity typically centers on large-cap and select growth names, with an emphasis on capital preservation, low turnover and stewardship through active engagement with company management.
Founded in 1969, the firm manages concentrated equity portfolios that emphasize long-term intrinsic value and disciplined risk control across U.S. and global public markets. Ruane Cunniff & Goldfarb LP combines fundamental bottom-up research with portfolio construction aimed at high-conviction holdings and extended holding periods, serving institutional and high-net-worth clients. Investment activity typically centers on large-cap and select growth names, with an emphasis on capital preservation, low turnover and stewardship through active engagement with company management.
Investment Philosophy & Strategy
Adopts a concentrated, long-term value orientation that blends deep fundamental research with rigorous risk controls. Focuses on large-cap and select growth equities across U.S. and global public markets, privileging high-conviction positions, low turnover and extended holding periods. Capital deployment emphasizes intrinsic-value underwriting, capital preservation and active stewardship via engagement with management. Portfolio construction balances conviction concentration with diversification limits and position-sizing discipline, targeting compounding returns through patient ownership and selective opportunistic rebalancing.
Adopts a concentrated, long-term value orientation that blends deep fundamental research with rigorous risk controls. Focuses on large-cap and select growth equities across U.S. and global public markets, privileging high-conviction positions, low turnover and extended holding periods. Capital deployment emphasizes intrinsic-value underwriting, capital preservation and active stewardship via engagement with management. Portfolio construction balances conviction concentration with diversification limits and position-sizing discipline, targeting compounding returns through patient ownership and selective opportunistic rebalancing.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
24.46%
Gain -0.92%
Monthly
0.68%
Yearly
8.45%
Drawdown
24.85%
$6.26B
Equity
Holdings
$6.26B
Investment
$4.32B
$6.6B
Profit -$70.9M
Realized
$4.66B
Unrealized
$1.94B
Dividends
$366.28M
Goals
Avg. 93.75% completed goals
Yearly
Gain > 9% 2026
Yearly
Loss < $200M 2026
Yearly
Loss < 18% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.92%
Profit
-$70.9M
Win %
71%
This Week
Compared To Last Week
Gain
-1.12%
Profit
-$70.9M
Win %
71%
This Month
Compared to last month
Gain
1.12%
Profit
$69.14M
Win %
71%
This Year
Compared to last year
Gain
6.76%
Profit
$396.61M
Win %
66%
SUNB Sunbelt Rentals Holdings, Inc.
+4.39%
+$15.21M 
SBGI Sinclair, Inc.
+3.92%
+$10,057.04 
ALGN Align Technology, Inc.
+2.83%
+$5.85M 
MU Micron Technology, Inc.
+2.42%
+$49,617.92 
HGV Hilton Grand Vacations Inc.
+2.27%
+$4,272.78 
COF Capital One Financial Corporation
+1.57%
+$6.87M 
DG Dollar General Corporation
+0.99%
+$2,647.48 
SCHW Charles Schwab Corporation
+0.94%
+$4.71M 
CACC Credit Acceptance Corporation
+0.75%
+$23,122.07 
UNH UnitedHealth Group Incorporated
+0.69%
+$1.94M 
FWONA Liberty Media Corporation
+0.64%
+$424,389.2 
BAC Bank of America Corporation
+0.62%
+$1,450.01 
EQH Equitable Holdings, Inc.
+0.55%
+$11,689.9 
ELV Elevance Health, Inc.
+0.53%
+$2.05M 
J Jacobs Solutions Inc.
+0.52%
+$4,683 
ROP Roper Technologies Inc.
+0.44%
+$1.19M 
GPI Group 1 Automotive Inc.
+0.36%
+$4,590.96 
TECH Bio-Techne Corporation
+0.32%
+$770,233.43 
AAPL Apple Inc.
+0.22%
+$643.87 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
+0.2%
+$1.1M 
ATAI AtaiBeckley Inc.
+0.14%
+$421.12 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
GLBAV GCI Liberty, Inc.
0%
$0 
GLBKV GCI Liberty, Inc.
0%
$0 
ZTS Zoetis Inc.
-2.7%
-$4.82M 
ICLR ICON plc
-2.58%
-$8.87M 
CHTR Charter Communications Inc
-1.48%
-$3,594.36 
LBRDA Liberty Broadband Corporation
-1.44%
-$39,190.85 
LBRDK Liberty Broadband Corporation
-1.41%
-$157,720.68 
SDHC Smith Douglas Homes Corporation
-1.34%
-$5,182.25 
FERG Ferguson Enterprises Inc
-1.29%
-$3,190.01 
SPGI S&P Global Inc.
-0.93%
-$2,086.84 
AMTM Amentum Holdings, Inc.
-0.92%
-$107,442.6 
ACN Accenture plc Class A
-0.89%
-$1.42M 
META Meta Platforms Inc Class A
-0.85%
-$780,712.46 
RMNI Rimini Street Inc.
-0.8%
-$1,346.64 
KSPI JSC Kaspi.kz American Depositary Receipt
-0.76%
-$2,989.84 
BRK-A Berkshire Hathaway Inc.
-0.74%
-$582,027.25 
SAP SAP SE Sponsored ADR
-0.62%
-$1.61M 
BRK-B Berkshire Hathaway Inc.
-0.57%
-$871,948.8 
STLA Stellantis N.V.
-0.37%
-$501.5 
CPA Copa Holdings S.A.
-0.37%
-$1,277.5 
AXP American Express Company
-0.35%
-$1,137.04 
MSA Msa Safety Inc.
-0.34%
-$1.1M 
ICE Intercontinental Exchange, Inc.
-0.32%
-$1.28M 
MSFT Microsoft Corp.
-0.29%
-$1,076.01 
LAD Lithia Motors Inc.
-0.29%
-$3,255.66 
GOOGL Alphabet Inc
-0.14%
-$957,231.58 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.12%
-$1,337.79 
GOOG Alphabet Inc
-0.12%
-$369,937.15 
VT Vanguard Total World Stock ETF
-0.09%
-$206.77 
NFLX Netflix, Inc.
-0.08%
-$525.91 
GMED Globus Medical Inc.
-0.05%
-$240.32 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.03%
-$160.5 Events
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Dividends
Dividend Analysis
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| Trades 1151 | Longs Won 810/1151 70% | Profit Factor 3.6 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $32.54M |
| Average Win $11.28M | Best Trade (Aug 15) $556.59M | Sharpe Ratio -9.9 |
| Average Loss -$7.44M | Worst Trade (Dec 30) -$240.15M | Z-Score -10.43 (100%) |
| Commissions $0 | Avg. Trade Length 2y 6m 1w 6d | Expectancy $5.74M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.08% |
| Consecutive Losing Trades | 841 | 757 | 673 | 589 | 505 | 421 | 336 | 252 | 168 | 84 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 961 | $244,640.29 | $293,998.73 | - | $49,358.44 | 20.18% | +0.219% |
| ACN Accenture plc Class A | 901,848 | $241.97M | $159.55M | - | -$82.42M | -34.06% | -0.885% |
| ALGN Align Technology, Inc. | 1.17M | $182.92M | $212.26M | - | $29.34M | 16.04% | +2.835% |
| AMTM Amentum Holdings, Inc. | 537,213 | $16.9M | $11.53M | - | -$5.37M | -31.77% | -0.923% |
| ATAI AtaiBeckley Inc. | 42,112 | $149,076 | $305,733.12 | - | $156,657.12 | 105.09% | +0.138% |
| AXP American Express Company | 932 | $212,207 | $319,144.75 | - | $106,937.75 | 50.39% | -0.355% |
| BAC Bank of America Corporation | 3,625 | $206,553 | $233,776.25 | - | $27,223.25 | 13.18% | +0.624% |
| BRK-A Berkshire Hathaway Inc. | 103 | $30.39M | $77.9M | - | $47.51M | 156.35% | -0.742% |
| BRK-B Berkshire Hathaway Inc. | 300,672 | $68.35M | $151.55M | - | $83.2M | 121.73% | -0.572% |
| CACC Credit Acceptance Corporation | 5,279 | $2.68M | $3.1M | - | $418,835.97 | 15.62% | +0.751% |
| CHTR Charter Communications Inc | 1,556 | $485,202.4 | $239,966.32 | - | -$245,236.08 | -50.54% | -1.476% |
| COF Capital One Financial Corporation | 1.96M | $192.51M | $444.7M | - | $252.19M | 131% | +1.568% |
| CPA Copa Holdings S.A. | 2,555 | $224,533 | $347,147.85 | - | $122,614.85 | 54.61% | -0.367% |
| DG Dollar General Corporation | 2,188 | $250,055.24 | $269,758.52 | - | $19,703.28 | 7.88% | +0.991% |
| ELV Elevance Health, Inc. | 979,598 | $372.06M | $392.14M | - | $20.08M | 5.4% | +0.525% |
| EQH Equitable Holdings, Inc. | 40,310 | $1.15M | $2.14M | - | $986,533.96 | 85.52% | +0.549% |
| FERG Ferguson Enterprises Inc | 1,000 | $217,750 | $244,929.99 | - | $27,179.99 | 12.48% | -1.286% |
| FWONA Liberty Media Corporation | 695,720 | $39.61M | $66.31M | - | $26.7M | 67.41% | +0.644% |
| FWONK Liberty Media Corporation Series C Formula One Group Common Stock | 5.22M | $325.42M | $542.72M | - | $217.3M | 66.77% | +0.203% |
| GLBAV GCI Liberty, Inc. | 28,162 | $1.06M | $1.06M | - | - | - | 0.0 |
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FAQ
Which stocks have generated the highest profits for Ruane Cunniff & Goldfarb LP?
The largest contributions to the portfolio's profits come from the following stocks: Alphabet Inc - $609.69M, Liberty Media Corporation Series C Formula One Group Common Stock - $518.65M, Alphabet Inc - $431.64M, Amazon.com Inc - $416.36M, and Jacobs Engineering Group Inc - $367.13M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Micron Technology, Inc - $217.82M, Mohawk Industries, Inc - $127.27M, Netflix, Inc - $123.58M, Fiat Chrysler Automobiles NV - $121.61M, and Booking Holdings Inc - $116.81M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Ruane Cunniff & Goldfarb LP's portfolio generate?
The portfolio generates substantial dividend income, with a total of $366.28M earned over time. The largest contributors to dividend income include Charles Schwab Corporation - $58.15M, Fiat Chrysler Automobiles NV - $54.83M, UnitedHealth Group Incorporated - $53.6M, Intercontinental Exchange, Inc - $41.8M, and Elevance Health, Inc - $38.16M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Ruane Cunniff & Goldfarb LP's monthly returns?
Ruane Cunniff & Goldfarb LP's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Ruane Cunniff & Goldfarb LP's strategy be considered aggressive or moderate?
Ruane Cunniff & Goldfarb LP's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Ruane Cunniff & Goldfarb LP's strategy?
Ruane Cunniff & Goldfarb LP's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
