Sequoia Strategy’s Updates on Formula One Group (FWONK)
Ruane, Cunniff LP, an investment adviser managing Sequoia Strategy, released its Q4 2025 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Sculptor Capital Daniel S. Och | 4,723,855 | $465,346,956 | 4.79% | |
| 2. | Jericho Capital Asset Management Josh Resnick | 4,542,396 | $447,471,430 | +18% | 5.1% |
| 3. | Marshall Wace LLP Paul Marshall And Ian Wace | 3,839,996 | $378,278,005 | +37% | 0.34% |
| 4. | Darsana Capital Partners Anand Desai | 3,600,000 | $354,636,000 | +21% | 7.07% |
| 5. | Berkshire Hathaway Warren Buffett | 3,018,555 | $297,357,853 | 0.11% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $25.47 | 311,637 | $7,936,272.50 | 70,002,897 | 2024-04-29 | Filing | |
| $24.46 | 219,303 | $5,364,326.82 | 35,182,219 | 2024-04-26 | Filing | |
| $24.43 | 157,309 | $3,842,681.33 | 34,962,916 | 2024-04-25 | Filing | |
| $25.22 | 123,388 | $3,111,524.55 | 34,805,607 | 2024-04-24 | Filing | |
| $24.34 | 277,248 | $6,747,855.90 | 69,691,260 | 2024-04-26 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $96.76 | 57,836 | $5,596,286.55 | 94,356 | 2025-12-17 | Filing | |
| $97.36 | 25,700 | $2,502,205.97 | 152,192 | 2025-12-17 | Filing | |
| $95.78 | 81,487 | $7,804,841.16 | 94,356 | 2025-12-16 | Filing | |
| $96.16 | 2,013 | $193,576.12 | 175,843 | 2025-12-16 | Filing | |
| $102.50 | 41,383 | $4,241,567.14 | 93,102 | 2025-11-12 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 109,052 | $9,271,601 | 3.07% | |
| 2. | 45 | $3,841 | 0% | |
| 3. | 16 | $1,254 | 0% | |
| 4. | 0 | $0 | 0% |