# SMC (6273): value funds that own it | moatshark

3 funds run by well-known value investors held SMC in their latest N-PORT filings, led by First Eagle Overseas Fund, Oakmark International Fund, First…



## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| First Eagle Overseas Fund | First Eagle Investment Management | 1.5% | $268m | 2026-07-31 |
| Oakmark International Fund | Harris Associates (Oakmark) | 1.5% | $183m | 2026-06-30 |
| First Eagle Global Fund | First Eagle Investment Management | 1.0% | $792m | 2026-07-31 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/6273-jp). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.