# Booking Holdings (BKNG): value investors who own it

7 value investors held Booking Holdings in their Q3 2026 13F, led by Dorsey Asset Management, Wedgewood Partners, Giverny Capital, Dodge & Cox, First…

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Dorsey Asset Management | 8.5% | $132m | Added +80% | 6 |
| Wedgewood Partners | 4.9% | $23.8m | Trimmed -3.3% | 12 |
| Giverny Capital | 3.1% | $93.2m | Trimmed -1.0% | 10 |
| Dodge & Cox | 2.4% | $4.6bn | Added +2.4% | 34 |
| First Eagle Investment Management | 1.4% | $876m | New | 1 |
| Troy Asset Management | 1.1% | $41.2m | Added +21% | 34 |
| Harris Associates (Oakmark) | 0.4% | $278m | New | 1 |
| AKO Capital | 0.0% | $0k | Sold out | 25 |

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

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-10-15 | Pisano Paulo | CHIEF HUMAN RESOURCES OFFICER | Sold | 1500 | $245k |
| 2026-09-15 | Pisano Paulo | CHIEF HUMAN RESOURCES OFFICER | Sold | 1500 | $260k |
| 2026-09-01 | MYLOD ROBERT J JR | Director | Sold | 1000 | $200k |
| 2026-08-31 | Pisano Paulo | CHIEF HUMAN RESOURCES OFFICER | Sold | 3000 | $610k |
| 2026-08-17 | MILLONES PETER J | EXECUTIVE VP, GENERAL COUNSEL | Sold | 12333 | $2.5m |
| 2026-08-17 | MILLONES PETER J | EXECUTIVE VP, GENERAL COUNSEL | Sold | 9325 | $1.9m |
| 2026-08-17 | MILLONES PETER J | EXECUTIVE VP, GENERAL COUNSEL | Sold | 8660 | $1.8m |
| 2026-08-17 | MILLONES PETER J | EXECUTIVE VP, GENERAL COUNSEL | Sold | 5174 | $1.1m |
| 2026-08-17 | MILLONES PETER J | EXECUTIVE VP, GENERAL COUNSEL | Sold | 5019 | $1.0m |
| 2026-08-17 | MILLONES PETER J | EXECUTIVE VP, GENERAL COUNSEL | Sold | 3632 | $766k |
| 2026-08-17 | MILLONES PETER J | EXECUTIVE VP, GENERAL COUNSEL | Sold | 2890 | $614k |
| 2026-08-17 | MILLONES PETER J | EXECUTIVE VP, GENERAL COUNSEL | Sold | 2627 | $543k |
| 2026-08-17 | MILLONES PETER J | EXECUTIVE VP, GENERAL COUNSEL | Sold | 390 | $83k |
| 2026-08-17 | WITTMAN VANESSA AMES | Director | Sold | 375 | $79k |
| 2026-08-12 | Steenbergen Ewout L | CHIEF FINANCIAL OFFICER | Sold | 8461 | $1.8m |
| 2026-08-12 | Steenbergen Ewout L | CHIEF FINANCIAL OFFICER | Sold | 4890 | $1.0m |
| 2026-08-12 | Steenbergen Ewout L | CHIEF FINANCIAL OFFICER | Sold | 3899 | $822k |
| 2026-08-12 | Steenbergen Ewout L | CHIEF FINANCIAL OFFICER | Sold | 1890 | $402k |
| 2026-08-12 | Steenbergen Ewout L | CHIEF FINANCIAL OFFICER | Sold | 860 | $179k |
| 2026-08-05 | MYLOD ROBERT J JR | Director | Sold | 1000 | $207k |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Dodge & Cox Global Stock Fund | Dodge & Cox | 1.7% | $226m | 2026-06-30 |
| Dodge & Cox International Stock Fund | Dodge & Cox | 1.7% | $1.1bn | 2026-06-30 |
| First Eagle Global Fund | First Eagle Investment Management | 0.9% | $670m | 2026-07-31 |

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