4
MSA
MSA SAFETY INC · Health Care
Consensus score 4/100 · #124 this quarter · tier-weighted across tracked managers
Holders
2
tracked managers
New this Q
1
opened a position
Avg weight
2.8%
of their portfolios
Combined value
$330M
held, at quarter-end
Who’s holding it Q2 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Ruane Cunniff / Sequoia Quality compounder | 4.7% | $301M | TRIM |
| Giverny Capital Quality compounder | 1.0% | $29M | NEW |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.