MSAMSA SAFETY INC

CUSIP: 553498106

Guru Owners

$290.4M

Total Value Held

1.8M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Sequoia Fund	Ruane, Cunniff & Goldfarb	1811635	$290.1M	4.53%	$160.14	Q4 2025
Mairs & Power	Mairs & Power	1470	$235K	0.00%	$160.14	Q4 2025

Sequoia Fund

$290.1M

4.53%

Mairs & Power

$235K

0.00%

📊 Fundamentals

Market Cap$6.6B

P/E Ratio24.0x

Near market avg

Forward P/E18.0x

P/FCF32.5x

EPS (TTM)$7.09

Revenue (TTM)$1.9B

Profit Margin14.88%

Div Yield1.25%

Beta1.04

52-Week Range

$148.76

$208.92

Current: $170.10

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 24.0x trailing earnings → 18.0x forward · 14.9% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '252 owners · $290.4M

INCREASEDSequoia Fund$290.1M

Q3 '252 owners · $293.7M

REDUCEDSequoia Fund$293.4M

NEWMairs & Power$253K

Q2 '251 owners · $159.0M

NEWSequoia Fund$159.0M

SOLDRay Dalio

Q3 '241 owners · $306K

REDUCEDRay Dalio$306K

Q1 '241 owners · $501K

No changes

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

5%analyst est. 5.0%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

10.8%current: 10.8%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

MSA: Held by 2 superinvestors · 3 congress member trades

BUYMichael McCaulR

$15,001 - $50,0002025-11-20

SELLMichael McCaulR

$1,001 - $15,0002025-08-21

BUYMichael McCaulR

$50,001 - $100,0002025-04-15