MLSPF News and Press, Melrose Industries Plc From 12/13/20

Ruane, Cunniff, & Goldfarb’s 13F portfolio value increased from $7.46B to $8.40B this quarter. The number of positions decreased from 37 to 35. They added Intercontinental Exchange and Fidelity National Information Services while decreasing Amazon.com, Alphabet, and Wayfair...

The fund's investment objective is long-term growth of capital. In pursuing this objective, it focuses on investing in equity securities that the advisor believes are undervalued at the time of purchase and have the potential for growth. For Q3 2020, Sequoia Fund generated a total ret...

This is a bad time to be in the auto and aerospace businesses, and even worse if you have a lot of debt on your balance sheet. If that weren’t enough, Melrose ’s ( MLSPF , MRON.LN) “Buy, Improve, Sell” philosophy means that the assets it holds at any given time are...

This article is part of a series that provides an ongoing analysis of the changes made to Ruane, Cunniff & Goldfarb’s 13F portfolio on a quarterly basis. It is based on their regulatory 13F Form filed on 08/14/2020. Please visit our Tracking Ruane, Cunniff, & Goldfarb’...

Even before the coronavirus we were not big fans of the airlines business. Planes are expensive. Airlines have to pay for them whether they are fully occupied during normal economic times or when they are half-loaded during recessions. Their other big cost is fuel – airlines have littl...

This article is part of a series that provides an ongoing analysis of the changes made to Ruane, Cunniff & Goldfarb’s 13F portfolio on a quarterly basis. It is based on their regulatory 13F Form filed on 05/15/2020. Please visit our Tracking Ruane, Cunniff, & Goldfarb’...

This article is part of a series that provides an ongoing analysis of the changes made to Ruane, Cunniff & Goldfarb’s 13F portfolio on a quarterly basis. It is based on their regulatory 13F Form filed on 02/14/2020. Please visit our Tracking Ruane, Cunniff, & Goldfarb’...

This article is part of a series that provides an ongoing analysis of the changes made to Ruane, Cunniff & Goldfarb’s 13F portfolio on a quarterly basis. It is based on their regulatory 13F Form filed on 11/14/2019. Please visit our Tracking Ruane, Cunniff, & Goldfarb’...

This article is part of a series that provides an ongoing analysis of the changes made to Ruane, Cunniff & Goldfarb’s 13F portfolio on a quarterly basis. It is based on their regulatory 13F Form filed on 08/14/2019. Please visit our " Tracking Ruane, Cunniff, & Goldfarb’...

This article is part of a series that provides an ongoing analysis of the changes made to Ruane, Cunniff & Goldfarb’s 13F portfolio on a quarterly basis. It is based on their regulatory 13F Form filed on 05/15/2019. Please visit our Tracking Ruane, Cunniff, & Goldfarbȁ...