# Ceco Environmental (CECO): value investors who own it

2 value investors held Ceco Environmental in their Q3 2026 13F, led by Polen Capital Management, First Eagle Investment Management.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Polen Capital Management | 0.1% | $12.5m | Trimmed -3.7% | 5 |
| First Eagle Investment Management | 0.0% | $24.9m | Added +13% | 12 |

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