# CVS Health (CVS): value investors who own it | moatshark

5 value investors held CVS Health in their Q3 2026 13F, led by Fairfax Financial Holdings, Davis Selected Advisers, Dodge & Cox, Harris Associates…

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Fairfax Financial Holdings | 10.6% | $281m | Unchanged | 7 |
| Davis Selected Advisers | 5.3% | $1.2bn | Trimmed -3.1% | 31 |
| Dodge & Cox | 2.7% | $5.2bn | Trimmed -3.4% | 32 |
| Harris Associates (Oakmark) | 0.1% | $34.7m | Trimmed -32% | 53 |
| Matrix Asset Advisors | 0.0% | $529k | Unchanged | 54 |
| Tweedy, Browne | 0.0% | $0k | Sold out | 4 |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Davis Global Fund | Davis Selected Advisers | 4.0% | $37.6m | 2026-07-31 |
| Dodge & Cox Global Stock Fund | Dodge & Cox | 1.9% | $252m | 2026-06-30 |

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