# Samsung Electronics (005935): value funds that own it

13 funds run by well-known value investors held Samsung Electronics in their latest N-PORT filings, led by AMG Yacktman Focused Fund, AMG Yacktman Fund…



## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| AMG Yacktman Focused Fund | Yacktman Asset Management | 13.7% | $423m | 2026-06-30 |
| AMG Yacktman Fund | Yacktman Asset Management | 8.0% | $578m | 2026-06-30 |
| Davis International Fund | Davis Selected Advisers | 4.8% | $13.0m | 2026-07-31 |
| Oakmark Global Fund | Harris Associates (Oakmark) | 3.7% | $39.6m | 2026-06-30 |
| Davis Global Fund | Davis Selected Advisers | 3.5% | $32.2m | 2026-07-31 |
| First Eagle Overseas Fund | First Eagle Investment Management | 2.5% | $444m | 2026-07-31 |
| Polen International Growth Fund | Polen Capital Management | 2.4% | $578k | 2026-07-31 |
| First Eagle Global Fund | First Eagle Investment Management | 2.0% | $1.5bn | 2026-07-31 |
| Tweedy, Browne International Value Fund II | Tweedy, Browne | 1.9% | $3.1m | 2026-06-30 |
| Tweedy, Browne International Value Fund | Tweedy, Browne | 1.9% | $79.2m | 2026-06-30 |
| Oakmark International Fund | Harris Associates (Oakmark) | 1.7% | $210m | 2026-06-30 |
| Dodge & Cox International Stock Fund | Dodge & Cox | 1.2% | $830m | 2026-06-30 |
| Dodge & Cox Global Stock Fund | Dodge & Cox | 1.1% | $136m | 2026-06-30 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/005935-ks). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.