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Ruane, Cunniff & Goldfarb

Sequoia Fund

Sequoia Fund Rolls Royce Holdings plc stake

total: 59

Sequoia Fund RYCEY trades

Total transactions:
2
New positions:
1
Reduced:
1
Held since:
2025 Q2
Held for:
4 quarters
Latest activity:
2025 Q4
According to 2026 Q1 report, Sequoia Fund holds 1,148,165 Rolls Royce Holdings plc (RYCEY) shares with a market value of roughly $17.70M accounting for 0.55% of the overall portfolio. To date, the estimated cost basis is nearly $13.38 for "buy" trades and estimated average "sell" price is $15.72. Sequoia Fund first purchased RYCEY in 2025 Q2, initially acquiring about 1.15M shares. Since the initial investment in Rolls Royce Holdings plc (RYCEY), Sequoia Fund has made 1 more transaction.

How many RYCEY shares does Sequoia Fund currently hold?

According to 2026 Q1 report, Sequoia Fund holds 1,148,165 shares of Rolls Royce Holdings plc (RYCEY), valued at around $17.70M.

When did Sequoia Fund buy Rolls Royce Holdings plc (RYCEY)?

Sequoia Fund first invested in Rolls Royce Holdings plc (RYCEY) in 2025 Q2 at the reported quarter-end price of $13.38 per share.

What's the cost basis of Sequoia Fund's RYCEY stake?

The estimated cost basis for Rolls Royce Holdings plc (RYCEY) stake is around $13.38 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$13.38
Weighted AVG sell price:
$15.72

Sequoia Fund's historical trades in Rolls Royce Holdings plc

2 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2025 Q4
0.50%
1,148,165
$15.72
$18,049,154
-0.16% (-1,835)
-0%
2025 Q2
0.41%
1,150,000
$13.38
$15,387,000
new
+0.41%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.