Letters by company

Ashtead Group plc

1 letter discussing ASHTF. Everything written about it on this site is on its ticker page.

Sequoia Fund Year-End 2025 Sequoia Fund Letter Sequoia Fund trimmed Rolls-Royce and Alphabet after improving fundamentals lifted their weightings and valuations, while retaining conviction in both businesses. It added MSA Safety, Accenture and Align Technology, arguing that technology-enabled safety equipment, IT-services adaptability and clear-aligner leadership offer durable long-term value. year ended December 31, 2025 +22.1% ACN $113BALGN $11BGOOGL $4.2TMSA $7.2B