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SEC 13F insights: latest outstanding value investing news

Value investor insights and news: remarkable changes to value investors' portfolios, outstanding trades, new positions, exits and high-conviction bets, surfaced from the latest SEC filings.

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Tweedy, Browne Co All Funds (US) exited its entire CNXC position, held for ~6 years.

Sold out of a position that was 13,431 shares worth $301K as of the previous filing.

Position exited

CNH is 20.21% of Tweedy, Browne Co All Funds (US)'s portfolio as of 2026 Q3.

Holds 19,320,632 shares worth $248M.

Outsized position

Tweedy, Browne Co All Funds (US) reduced its UNF position by 66%, from 2.03% to 0.71% of the portfolio.

Now holds 34,714 shares worth $8.7M.

MSFT is now the largest holding of Mairs & Power Growth Fund at 10.68% of the portfolio, up from 2nd.

Takes over from NVDA, 9.36% of the book a quarter earlier, which is now 10.45%.

New top holding

MSFT is 10.68% of Mairs & Power Growth Fund's portfolio as of 2026 Q3.

Holds 1,173,649 shares worth $602M.

Outsized position

NVDA is 10.45% of Mairs & Power Growth Fund's portfolio as of 2026 Q3.

Holds 2,579,163 shares worth $589M.

Outsized position

Mairs & Power Growth Fund reduced its TECH position by 57%, from 1.79% to 0.78% of the portfolio.

Now holds 605,908 shares worth $43.9M.

Lewis Sanders' Sanders Capital exited its entire SYF position, held for ~11 years.

Sold out of a position that was 2,773 shares worth $211K as of the previous filing.

Position exited

Lewis Sanders' Sanders Capital exited its entire PG position, held for ~5 years.

Sold out of a position that was 6,648,957 shares worth $975M as of the previous filing.

Position exited

TSM is 10.81% of Lewis Sanders's portfolio as of 2026 Q3, a stake worth $11.2B.

Holds 24,455,974 shares worth $11.2B.

Outsized position

Lewis Sanders' Sanders Capital holds $7.83B of META as of 2026 Q3, 7.59% of its portfolio.

Holds 10,798,688 shares worth $7.83B.

Outsized position

Lewis Sanders' Sanders Capital holds $8.23B of MSFT as of 2026 Q3, 7.98% of its portfolio.

Holds 16,053,871 shares worth $8.23B.

Outsized position

Lewis Sanders' Sanders Capital holds $7.29B of AMZN as of 2026 Q3, 7.06% of its portfolio.

Holds 29,251,676 shares worth $7.29B.

Outsized position

Lewis Sanders' Sanders Capital holds $6.84B of NVDA as of 2026 Q3, 6.63% of its portfolio.

Holds 29,948,467 shares worth $6.84B.

Outsized position

Lewis Sanders' Sanders Capital holds $9.32B of GOOG as of 2026 Q3, 9.03% of its portfolio.

Holds 27,347,980 shares worth $9.32B.

Outsized position

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