# MSA Safety (MSA): value investors who own it | moatshark

3 value investors held MSA Safety in their Q3 2026 13F, led by Ruane, Cunniff & Goldfarb (Sequoia), Giverny Capital, Mairs & Power.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Ruane, Cunniff & Goldfarb (Sequoia) | 4.7% | $301m | Trimmed -3.1% | 5 |
| Giverny Capital | 1.0% | $29.0m | New | 1 |
| First Eagle Investment Management | 0.0% | $0k | Sold out | 2 |
| Mairs & Power | 0.0% | $257k | Unchanged | 13 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-08-07 | Vartanian Nishan J. | Director | Sold | 20000 | $3.9m |
| 2026-08-04 | Buck Jonathan D. | Chief Accounting Officer | Sold | 469 | $90k |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Sequoia Fund | Ruane, Cunniff & Goldfarb (Sequoia) | 3.3% | $117m | 2026-06-30 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/msa). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.