Sequoia Strategy’s Updates on Formula One Group (FWONK)

4 days ago 5

Soumya Eswaran

Mon, March 30, 2026 astatine 7:47 AM CDT 3 min read

Ruane, Cunniff LP, an concern advisor managing Sequoia Strategy, released its Q4 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. Sequoia Strategy returned 9% successful Q4 compared to 2.7% for the S&P 500 Index. The Strategy delivered a instrumentality of 21.9% successful 2025 versus 17.9% for the Index. In a twelvemonth characterized by some spot and volatility, the Strategy outperformed the Index. The steadfast strives to put successful high-quality, fundamentally and financially beardown businesses astatine tenable prices. The Strategy is concentrated portion it covers a wide scope of sectors, concern styles, and regions. Please reappraisal the Strategy’s apical 5 holdings to summation insights into their cardinal selections for 2025.

In its fourth-quarter 2025 capitalist letter, Sequoia Strategy highlighted Formula One Group (NASDAQ:FWONK). Formula One Group (NASDAQ:FWONK) is simply a motorsports institution holding commercialized rights for the Fédération Internationale de l'Automobile (FIA) Formula One World Championship. On March 27, 2026, Formula One Group (NASDAQ:FWONK) closed astatine $81.63 per share. One-month instrumentality of Formula One Group (NASDAQ:FWONK) was -10.39%, and its shares mislaid 9.31% implicit the past 52 weeks. Formula One Group (NASDAQ:FWONK) has a marketplace capitalization of $20.45 billion.

Sequoia Strategy stated the pursuing regarding Formula One Group (NASDAQ:FWONK) successful its 4th fourth 2025 capitalist letter:

"Shares of Formula One Group (NASDAQ:FWONK) returned 6% successful 2025. While the total-company maturation figures were pleasingly positive, they are little applicable this twelvemonth due to the fact that they see a boost from MotoGP World Championship (“MotoGP”), the premier planetary title for motorcycle roadworthy racing, which Liberty acquired successful July of past twelvemonth for astir €4.4 cardinal ($5.2 billion). Results were strong, though, adjacent if we absorption solely connected the halfway Formula One business. We estimation that successful 2025 Formula One volition person grown gross astatine implicit 10% and profits faster still. Formula One had the aforesaid fig of races successful 2025 arsenic it did successful 2024, truthful this maturation is connected a comparable basis.

At Formula One, sponsorship is wherever we saw the astir notable gross maturation past year, arsenic the 10-year $1.5 cardinal woody with LVMH went live. Across media rights and contention promotion, the different 2 superior gross streams for Formula One, maturation for the twelvemonth was successful the precocious azygous digits combined...” (Click present to work the afloat text)

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