What Makes MSA Safety (MSA) an Investment Bet?

1 hour ago 4

Soumya Eswaran

Mon, February 9, 2026 astatine 9:56 AM CST 3 min read

Ruane, Cunniff LP, an concern advisor managing Sequoia Strategy, released its Q4 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. Sequoia Strategy returned 9% successful Q4 compared to 2.7% for the S&P 500 Index. The Strategy delivered a instrumentality of 21.9% successful 2025 versus 17.9% for the Index. In a twelvemonth characterized by some spot and volatility, the Strategy outperformed the Index. The steadfast strives to put successful high-quality, fundamentally and financially beardown businesses astatine tenable prices. The Strategy is concentrated portion it covers a wide scope of sectors, concern styles, and regions. Please reappraisal the Strategy’s apical 5 holdings to summation insights into their cardinal selections for 2025.

In its fourth-quarter 2025 capitalist letter, Sequoia Strategy highlighted stocks specified arsenic MSA Safety Incorporated (NYSE:MSA). The Strategy added MSA Safety Incorporated (NYSE:MSA), a starring shaper of workplace information equipment, to its portfolio during the quarter. On February 6, 2026, MSA Safety Incorporated (NYSE:MSA) banal closed astatine $193.07 per share. One-month instrumentality of MSA Safety Incorporated (NYSE:MSA) was 11.17%, and its shares are up 17.03% implicit the past 12 months. MSA Safety Incorporated (NYSE:MSA) has a marketplace capitalization of $7.617 billion.

Sequoia Strategy stated the pursuing regarding MSA Safety Incorporated (NYSE:MSA) successful its 4th fourth 2025 capitalist letter:

"Notable caller positions added this past twelvemonth included MSA Safety Incorporated (NYSE:MSA), Accenture Plc, and Align Technology, Inc. We present each of these investments below.