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:
-1.82%
Gain
Monthly
0.46%
Yearly
5.66%
Drawdown
25.16%
$6.35B
Equity
Holdings
$6.35B
Investment
$4.5B
$6.41B
Profit +$29.59M
Realized
$4.57B
Unrealized
$1.85B
Dividends
$355.27M
Goals
Avg. 100% completed goals
Yearly
Gain > 9% 2026
Yearly
Loss < $200M 2026
Yearly
Loss < 18% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$29.59M
Win %
72%
This Week
Compared To Last Week
Gain
1.09%
Profit
$68.47M
Win %
72%
This Month
Compared to last month
Gain
4.08%
Profit
$248.82M
Win %
72%
This Year
Compared to last year
Gain
12.58%
Profit
$709.42M
Win %
68%
SBGI Sinclair, Inc.
+5.98%
+$14,841.32 
GPI Group 1 Automotive Inc.
+4.98%
+$59,753.57 
LAD Lithia Motors Inc.
+4.08%
+$38,963.52 
AAPL Apple Inc.
+3.84%
+$11,613.69 
GOOG Alphabet Inc
+3.83%
+$13.02M 
GOOGL Alphabet Inc
+3.63%
+$27.6M 
META Meta Platforms Inc Class A
+3.4%
+$4.52M 
MSFT Microsoft Corp.
+3.39%
+$9,616.97 
STLA Stellantis N.V.
+3.25%
+$4,638.87 
GMED Globus Medical Inc.
+3.17%
+$14,449.24 
EQH Equitable Holdings, Inc.
+3.01%
+$57,654.07 
LBRDA Liberty Broadband Corporation
+2.67%
+$179,209.38 
ACN Accenture plc Class A
+2.41%
+$3.01M 
LBRDK Liberty Broadband Corporation
+2.35%
+$820,230.84 
CHTR Charter Communications Inc
+2.35%
+$457,689 
SCHW Charles Schwab Corporation
+2.08%
+$9.9M 
AXP American Express Company
+1.97%
+$6,524 
COF Capital One Financial Corporation
+1.94%
+$8.05M 
SPGI S&P Global Inc.
+1.82%
+$4,237.38 
AMTM Amentum Holdings, Inc.
+1.59%
+$527,469.15 
ICE Intercontinental Exchange, Inc.
+1.57%
+$5.71M 
DG Dollar General Corporation
+1.48%
+$3,883.7 
ALGN Align Technology, Inc.
+1.29%
+$2.79M 
SAP SAP SE Sponsored ADR
+1.14%
+$1.32M 
RMNI Rimini Street Inc.
+1.07%
+$1,763.25 
J Jacobs Solutions Inc.
+0.98%
+$7,954.32 
NFLX Netflix, Inc.
+0.95%
+$5,663.7 
KSPI JSC Kaspi.kz American Depositary Receipt
+0.87%
+$3,184.74 
ZTS Zoetis Inc.
+0.78%
+$1.41M 
CPA Copa Holdings S.A.
+0.74%
+$2,784.95 
FWONA Liberty Media Corporation
+0.64%
+$427,066.78 
SDHC Smith Douglas Homes Corporation
+0.54%
+$1,231.65 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
+0.47%
+$2.52M 
ICLR ICON plc
+0.38%
+$1.05M 
TECH Bio-Techne Corporation
+0.29%
+$695,360.2 
MSA Msa Safety Inc.
+0.12%
+$373,019.22 
GLBAV GCI Liberty, Inc.
0%
$0 
GLBKV GCI Liberty, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
MU Micron Technology, Inc.
-9.57%
-$203,346.89 
ELV Elevance Health, Inc.
-8.63%
-$51.13M 
ATAI AtaiBeckley Inc.
-4.14%
-$9,896.32 
FERG Ferguson Enterprises Inc
-1.85%
-$4,350 
UNH UnitedHealth Group Incorporated
-0.8%
-$2.48M 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.33%
-$1,625.8 
BRK-A Berkshire Hathaway Inc.
-0.31%
-$247,964.2 
BRK-B Berkshire Hathaway Inc.
-0.2%
-$301,076.36 
SUNB Sunbelt Rentals Holdings, Inc.
-0.17%
-$658,591.32 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.11%
-$1,112.94 
CACC Credit Acceptance Corporation
-0.02%
-$21,199.44 Events
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Dividends
Dividend Analysis
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| Trades 1110 | Longs Won 774/1110 69% | Profit Factor 3.48 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $34.95M |
| Average Win $11.63M | Best Trade (Jul 15) $646.56M | Sharpe Ratio -9.9 |
| Average Loss -$7.71M | Worst Trade (Dec 30) -$240.15M | Z-Score -1.78 (94.15%) |
| Commissions $0 | Avg. Trade Length 2y 6m 5d | Expectancy $5.78M |
| 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% | 0.18% |
| Consecutive Losing Trades | 824 | 741 | 659 | 577 | 494 | 412 | 329 | 247 | 165 | 82 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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