SEC 13F insights: 2026 Q3 biggest value investing moves

The quarter's most notable changes to value investors' portfolios, highest impact first: the largest new positions, exits, adds, trims and high-conviction bets from the 2026 Q3 SEC filings.

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MSFT is now the largest holding of Eric H. Schoenstein at 8.36% of the portfolio, up from 2nd.

Takes over from GOOGL, 6.91% of the book a quarter earlier, which is now 7.02%.

New top holding

Ronald Muhlenkamp's Muhlenkamp & Co exited its entire TMHC position, 3.3% of the portfolio, held for ~3 years.

Sold out of a position that was 158,625 shares worth $11.4M as of the previous filing.

Position exited

BRK-B is 33.66% of Guy Spier's portfolio as of 2026 Q3.

Holds 97,600 shares worth $48.6M.

Outsized position

Vulcan Value Partners exited its entire QRVO position, held for ~10 years.

Sold out of a position that was 181,315 shares worth $16.9M as of the previous filing.

Position exited

MSFT is now the largest holding of Vulcan Value Partners at 14.93% of the portfolio, up from 2nd.

Takes over from EG, 11.28% of the book a quarter earlier, which is now 11.25%.

New top holding

Harry Burn's Sound Shore Management exited its entire TEVA position, 3.97% of the portfolio, held for ~3 years.

Sold out of a position that was 3,804,497 shares worth $129M as of the previous filing.

Position exited

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

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

BAC is 43.57% of Daily Journal Corp's portfolio as of 2026 Q3.

Holds 2,000,000 shares worth $109M.

Outsized position

WFC is 45.27% of Daily Journal Corp's portfolio as of 2026 Q3.

Holds 1,413,000 shares worth $113M.

Outsized position

Richard Pzena's Pzena Investment Management exited its entire CSCO position, held for more than 13 years.

Sold out of a position that was 1,281,329 shares worth $151M as of the previous filing.

Position exited

Richard Pzena's Pzena Investment Management exited its entire XOM-OLD position, held for more than 13 years.

Sold out of a position that was 589,449 shares worth $80.6M as of the previous filing.

Position exited

Richard Pzena's Pzena Investment Management exited its entire WBS position, held for more than 13 years.

Sold out of a position that was 3,189 shares worth $244K as of the previous filing.

Position exited

BRK-B is now the largest holding of Paul Lountzis at 21.91% of the portfolio, up from 2nd.

Takes over from AMAT, 23.17% of the book a quarter earlier, which is now 15.45%.

New top holding

Torray Fund exited its entire JPM position, 3.02% of the portfolio, held for ~6.5 years.

Sold out of a position that was 35,865 shares worth $10.7M as of the previous filing.

Position exited

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