Ruane, Cunniff & Goldfarb L.P.: MSA SAFETY INC (MSA): Quarterly 13F Position History
As of Q1 2026, Ruane, Cunniff & Goldfarb L.P. reported 1,776,282 shares of MSA SAFETY INC (MSA), worth $291.2M and representing 4.8% of its 13F equity book. Quarter-over-quarter share count change: 35,353 (-2.0%) . The position first appeared in Q2 2025 and has been disclosed across 4 13F-HR filings in Pactolio's tracked window.
- 1,776,282Shares Held (Latest Filing)
- $291.2MReported Market Value (Latest Filing)
- 4.8%Portfolio Weight (% of 13F Equity Book)
- 35,353Quarter-over-Quarter Share Change
- +$1.1MQuarter-over-Quarter Value Change
- 1,811,635Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 4 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,776,282 | 35,353 | -2.0% | $291.2M | 4.8% | $163.9 |
| Q4 2025 | 1,811,635 | +106,349 | +6.2% | $290.1M | 4.5% | $160.1 |
| Q3 2025 | 1,705,286 | +756,219 | +79.7% | $293.4M | 4.9% | $172.1 |
| Q2 2025 | 949,067 | — | — | $159.0M | 2.7% | $167.5 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Ruane, Cunniff & Goldfarb L.P. first disclose a MSA position in 13F-HR filings?
Ruane, Cunniff & Goldfarb L.P. first reported MSA SAFETY INC (MSA) on its 13F-HR filing for the period ending 2025-06-30 (Q2 2025). The position has appeared on 4 reported quarters within Pactolio's tracked window.
What was Ruane, Cunniff & Goldfarb L.P.'s most recent quarter-over-quarter share-count change in MSA?
Between Q4 2025 and Q1 2026, Ruane, Cunniff & Goldfarb L.P. reduced its MSA position by 35,353 shares (-2.0%), leaving 1,776,282 shares at a market value of $291.2M.
Does the implied price-per-share represent Ruane, Cunniff & Goldfarb L.P.'s cost basis in MSA?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.