# Applied Materials (AMAT): value investors who own it

7 value investors held Applied Materials in their Q3 2026 13F, led by Cantillon Capital Management, Matrix Asset Advisors, Davis Selected Advisers…

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Cantillon Capital Management | 5.5% | $36.3m | Trimmed -97% | 26 |
| Matrix Asset Advisors | 2.0% | $24.5m | Trimmed -0.4% | 6 |
| Davis Selected Advisers | 0.3% | $74.1m | Trimmed -91% | 53 |
| Markel Group | 0.2% | $26.3m | Unchanged | 5 |
| Mairs & Power | 0.1% | $8.0m | Trimmed -2.8% | 38 |
| Brave Warrior Advisors | 0.0% | $695k | Unchanged | 3 |
| Harris Associates (Oakmark) | 0.0% | $1.4m | Trimmed -12% | 5 |

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

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-10-02 | Sanders Adam | Corp. Controller & CAO | Sold | 725 | $395k |
| 2026-09-08 | BRUNER JUDY | Director | Sold | 1000 | $465k |
| 2026-08-25 | Hill Brice | SVP, CFO | Sold | 7500 | $3.6m |

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