Letters by company
Jacobs Solutions INC.
4 letters discussing J. Everything written about it on this site is on its ticker page.
- Davenport Asset Management Quarterly Update Davenport emphasizes narrow equity leadership, rising Treasury yields and oil-driven inflation as pressure on cyclical, consumer and rate-sensitive holdings. The funds added selectively to businesses including ServiceNow, Danaher, Emerson Electric, Brookfield Renewable, MasTec, Fortuna Mining, AECOM and Jacobs, while trimming or exiting positions where valuations, housing exposure or insider signals weakened. Q3 2026 ACM $7.6BACN $138BAMT $86B
- Sequoia Fund Annual Shareholder Report | December 31, 2025 Sequoia Fund trimmed several holdings on valuation, position-size and opportunity grounds, added to Ashtead Group, exited Jacobs Solutions and opened positions in MSA Safety, Accenture and Align Technology. Rolls-Royce, Alphabet, Taiwan Semiconductor Manufacturing, Eurofins Scientific and Charles Schwab led contributors, while Constellation Software and UnitedHealth Group were among detractors. year ended December 31, 2025 —
- Sequoia Fund Year-End 2025 Sequoia Fund Letter Sequoia Fund trimmed Rolls-Royce and Alphabet after their weightings and valuations rose, while retaining both as its largest holdings. It added to Elevance and built new positions in MSA Safety, Accenture, and Align Technology, arguing that each combines a durable franchise with a temporary source of market concern or a favorable valuation. 2025 GOOGL $4.3TRLLCF $87BACN $138B
- Sequoia Fund Q2 2025 Sequoia Fund Letter Sequoia Fund added to ICON and Universal Music Group while trimming Credit Acceptance, Liberty Broadband, Jacobs, Meta and UnitedHealth. The sales funded new investments that will be disclosed after purchases are complete. second quarter of 2025 —
