Ruane, Cunniff LP released its Q4 2025 investor letter, showing Sequoia Strategy returned 9% in the quarter and 21.9% in 2025, outperforming the S&P 500 Index. The Strategy focuses on high-quality businesses at reasonable prices, with top holdings driving their success in 2025.

Sequoia Strategy highlighted MSA Safety Incorporated in its Q4 2025 investor letter, adding the stock to its portfolio. MSA Safety stock closed at $193.07 per share on February 6, 2026, with a one-month return of 11.17% and a market capitalization of $7.617 billion.

In an article discussing MSA Safety, 20 hedge fund portfolios held the stock at the end of the third quarter. While acknowledging its potential, there are AI stocks with greater upside potential. For more insights on MSA Safety and other investment opportunities, refer to additional articles and investor letters for in-depth analysis.

Read more at Yahoo Finance: What Makes MSA Safety (MSA) an Investment Bet?