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Yahoo
2 days ago
- Business
- Yahoo
Ruane Cunniff's Strategic Moves: MSA Safety Inc. Takes Center Stage with 2.74% Portfolio Impact
Exploring the Investment Philosophy and Recent Portfolio Adjustments Introduction to Ruane Cunniff (Trades, Portfolio) Warning! GuruFocus has detected 7 Warning Signs with SCHW. Ruane Cunniff (Trades, Portfolio) recently submitted the 13F filing for the second quarter of 2025, providing insights into their investment moves during this period. Founded in 1969 by Bill Ruane and Rick Cunniff, the firm operates on the belief that investing in great businesses at reasonable prices can outperform the stock market. By conducting exhaustive primary research and adhering to their principles, Ruane Cunniff (Trades, Portfolio) has built an impressive track record. William Ruane, a Graham-and-Doddsville superinvestor, was recognized by Warren Buffett (Trades, Portfolio) and was a student of Benjamin Graham. The firm focuses on owning quality businesses run by quality people, aiming for long-term growth and value. Their strategy is rooted in paying attractive prices for high-quality, fast-growing businesses, with the goal of achieving higher returns than the S&P 500 Index with less fundamental risk. Summary of New Buy Ruane Cunniff (Trades, Portfolio) added a total of six stocks to their portfolio, with the most significant addition being MSA Safety Inc. (NYSE:MSA). The firm acquired 949,067 shares, which account for 2.74% of the portfolio, with a total value of $158.997 million. The second largest addition was Bio-Techne Corp (NASDAQ:TECH), consisting of 152,417 shares, representing approximately 0.14% of the portfolio, with a total value of $7,841,860. The third largest addition was Dollar General Corp (NYSE:DG), with 2,144 shares, accounting for a total value of $245,230. Key Position Increases Ruane Cunniff (Trades, Portfolio) also increased stakes in a total of seven stocks. The most notable increase was in Icon PLC (NASDAQ:ICLR), with an additional 453,833 shares, bringing the total to 1,708,183 shares. This adjustment represents a significant 36.18% increase in share count, a 1.14% impact on the current portfolio, and a total value of $248,455,220. The second largest increase was in Taiwan Semiconductor Manufacturing Co Ltd (NYSE:TSM), with an additional 51,388 shares, bringing the total to 1,917,681. This adjustment represents a 2.75% increase in share count, with a total value of $434,335,570. Summary of Sold Out Ruane Cunniff (Trades, Portfolio) completely exited one holding in the second quarter of 2025: Builders FirstSource Inc (NYSE:BLDR). The firm sold all 4,700 shares, resulting in a -0.01% impact on the portfolio. Key Position Reduces Ruane Cunniff (Trades, Portfolio) also reduced positions in 17 stocks. The most significant changes include a reduction in Meta Platforms Inc (NASDAQ:META) by 113,414 shares, resulting in a -22.2% decrease in shares and a -1.19% impact on the portfolio. The stock traded at an average price of $617.26 during the quarter and has returned 19.31% over the past three months and 34.48% year-to-date. Additionally, the firm reduced its position in Liberty Broadband Corp (NASDAQ:LBRDK) by 494,166 shares, resulting in a -20.73% reduction in shares and a -0.76% impact on the portfolio. The stock traded at an average price of $83.86 during the quarter and has returned -33.63% over the past three months and -14.65% year-to-date. Portfolio Overview As of the second quarter of 2025, Ruane Cunniff (Trades, Portfolio)'s portfolio included 44 stocks. The top holdings included 10.37% in Charles Schwab Corp (NYSE:SCHW), 10.1% in Liberty Media Corp (NASDAQ:FWONK), 8.75% in Intercontinental Exchange Inc (NYSE:ICE), 7.76% in Capital One Financial Corp (NYSE:COF), and 7.48% in Taiwan Semiconductor Manufacturing Co Ltd (NYSE:TSM). The holdings are mainly concentrated in six of the 11 industries: Financial Services, Communication Services, Healthcare, Technology, Industrials, and Consumer Cyclical. This article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein. This article first appeared on GuruFocus.
Yahoo
2 days ago
- Business
- Yahoo
Matthews Emerging Markets Small Companies Fund Makes Significant Moves with HD Hyundai
Insights into the Fund's Strategic Portfolio Adjustments Matthews Emerging Markets Small Companies Fund (Trades, Portfolio) recently submitted its N-PORT filing for the second quarter of 2025, revealing strategic investment decisions. The fund, under normal market conditions, aims to invest at least 80% of its total assets in small companies across Asia, excluding Japan. The fund's strategy focuses on identifying smaller companies with sustainable growth potential, based on fundamental characteristics such as balance sheet strength, cash flow stability, and management quality. Matthews employs a bottom-up, fundamental investment philosophy, emphasizing long-term performance. The fund's active management approach seeks to identify companies whose potential is not yet fully recognized by the market, leveraging Matthews' extensive experience in Asia since 1991. Warning! GuruFocus has detected 2 Warning Signs with BOM:541153. Summary of New Buy Matthews Emerging Markets Small Companies Fund (Trades, Portfolio) added a total of 7 stocks, among them: The most significant addition was HD Hyundai (XKRX:267250), with 82,304 shares, accounting for 1.52% of the portfolio and a total value of ?7,886,270 million. The second largest addition to the portfolio was Piraeus Financial Holdings SA (ATH:TPEIR), consisting of 1,082,401 shares, representing approximately 1.45% of the portfolio, with a total value of 7,498,640. The third largest addition was Banco Latinoamericano de Comercio Exterior SA (NYSE:BLX), with 106,621 shares, accounting for 0.83% of the portfolio and a total value of $4,296,830. Key Position Increases Matthews Emerging Markets Small Companies Fund (Trades, Portfolio) also increased stakes in a total of 19 stocks, among them: The most notable increase was Legend Biotech Corp (NASDAQ:LEGN), with an additional 124,632 shares, bringing the total to 717,147 shares. This adjustment represents a significant 21.03% increase in share count, a 0.86% impact on the current portfolio, with a total value of $25,451,550. The second largest increase was TBC Bank Group PLC (LSE:TBCG), with an additional 28,556 shares, bringing the total to 123,329. This adjustment represents a significant 30.13% increase in share count, with a total value of 7,857,660. Summary of Sold Out Matthews Emerging Markets Small Companies Fund (Trades, Portfolio) completely exited 8 holdings in the second quarter of 2025, as detailed below: Seera Group Holding (SAU:1810): Matthews Emerging Markets Small Companies Fund (Trades, Portfolio) sold all 583,525 shares, resulting in a -0.8% impact on the portfolio. Ecopro BM Co Ltd (XKRX:247540): Matthews Emerging Markets Small Companies Fund (Trades, Portfolio) liquidated all 24,910 shares, causing a -0.35% impact on the portfolio. Key Position Reduces Matthews Emerging Markets Small Companies Fund (Trades, Portfolio) also reduced positions in 32 stocks. The most significant changes include: Reduced Hugel Inc (XKRX:145020) by 22,778 shares, resulting in a -19.99% decrease in shares and a -1.09% impact on the portfolio. The stock traded at an average price of ?352,553 during the quarter and has returned -7.56% over the past 3 months and 13.37% year-to-date. Reduced Military Commercial Joint Stock Bank (STC:MBB) by 4,063,500 shares, resulting in a -43.53% reduction in shares and a -0.81% impact on the portfolio. The stock traded at an average price of ?18,234.0391 during the quarter and has returned 81.96% over the past 3 months and 98.42% year-to-date. Portfolio Overview At the second quarter of 2025, Matthews Emerging Markets Small Companies Fund (Trades, Portfolio)'s portfolio included 74 stocks. The top holdings included 7.87% in Bandhan Bank Ltd (BOM:541153), 5.05% in Hugel Inc (XKRX:145020), 4.92% in Legend Biotech Corp (NASDAQ:LEGN), 2.69% in YDUQS Participacoes SA (BSP:YDUQ3), and 2.5% in We Buy Cars Holding Ltd (JSE:WBC). The holdings are mainly concentrated in 10 of the 11 industries: Technology, Financial Services, Consumer Cyclical, Industrials, Healthcare, Consumer Defensive, Real Estate, Communication Services, Energy, and Basic Materials. This article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data
