Ruane Cunniff Goldfarb, managers of the Sequoia Fund, recently released the transcript from its investor day. In it, they talk about many of their investments.
Their top ten holdings as of the end of the second quarter were: Berkshire Hathaway (BRK.A/B), TJX Companies (TJX), MasterCard (MA), Alphabet (GOOG/L), O'Reilly Auto (ORLY), Mohawk Industries (MHK), Fastenal (FAST), Rolls Royce (RR.L), Constellation Software (CSU.T), and Dentsply Sirona (XRAY).
They outline their thinking on Rolls Royce and also address the Valeant Pharmaceuticals (VRX) saga, which they no longer own.
Embedded below is the transcript of Ruane Cunniff's 2016 Investor Day:
You can download a .pdf copy here.
Tuesday, August 30, 2016
Ruane Cunniff (Sequoia Fund) Investor Day Transcript 2016: Rolls Royce, Valeant & More
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