# Airbnb (ABNB): value investors who own it | moatshark

5 value investors held Airbnb in their Q3 2026 13F, led by Harris Associates (Oakmark), Akre Capital Management, Polen Capital Management, Miller Value…

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Harris Associates (Oakmark) | 3.6% | $2.7bn | Trimmed -1.6% | 7 |
| Akre Capital Management | 3.3% | $169m | Trimmed -42% | 9 |
| Polen Capital Management | 2.0% | $236m | Trimmed -27% | 20 |
| Miller Value Partners | 0.3% | $1.3m | Trimmed -45% | 2 |
| Markel Group | 0.3% | $34.7m | Unchanged | 8 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-10-15 | Bernstein David C | Chief Accounting Officer | Sold | 1369 | $230k |
| 2026-10-12 | Blecharczyk Nathan | Chief Strategy Officer | Sold | 4267 | $703k |
| 2026-10-12 | Blecharczyk Nathan | Chief Strategy Officer | Sold | 3248 | $541k |
| 2026-10-12 | Blecharczyk Nathan | Chief Strategy Officer | Sold | 2852 | $466k |
| 2026-10-12 | Blecharczyk Nathan | Chief Strategy Officer | Sold | 2248 | $372k |
| 2026-10-12 | Blecharczyk Nathan | Chief Strategy Officer | Sold | 1000 | $167k |
| 2026-09-28 | Blecharczyk Nathan | Chief Strategy Officer | Sold | 6085 | $958k |
| 2026-09-28 | Blecharczyk Nathan | Chief Strategy Officer | Sold | 5684 | $890k |
| 2026-09-28 | Blecharczyk Nathan | Chief Strategy Officer | Sold | 1231 | $192k |
| 2026-09-28 | Blecharczyk Nathan | Chief Strategy Officer | Sold | 481 | $74k |
| 2026-09-28 | Blecharczyk Nathan | Chief Strategy Officer | Sold | 134 | $21k |
| 2026-09-15 | Bernstein David C | Chief Accounting Officer | Sold | 1489 | $252k |
| 2026-09-14 | Blecharczyk Nathan | Chief Strategy Officer | Sold | 10350 | $1.8m |
| 2026-09-14 | Blecharczyk Nathan | Chief Strategy Officer | Sold | 1404 | $241k |
| 2026-09-14 | Blecharczyk Nathan | Chief Strategy Officer | Sold | 1270 | $217k |
| 2026-09-14 | Blecharczyk Nathan | Chief Strategy Officer | Sold | 591 | $102k |
| 2026-09-01 | Bernstein David C | Chief Accounting Officer | Sold | 5224 | $953k |
| 2026-08-31 | Blecharczyk Nathan | Chief Strategy Officer | Sold | 4042 | $753k |
| 2026-08-31 | Blecharczyk Nathan | Chief Strategy Officer | Sold | 3719 | $701k |
| 2026-08-31 | Blecharczyk Nathan | Chief Strategy Officer | Sold | 3728 | $700k |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Oakmark Global Fund | Harris Associates (Oakmark) | 3.1% | $33.8m | 2026-06-30 |
| Akre Focus ETF | Akre Capital Management | 2.9% | $152m | 2026-07-31 |

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