# Donaldson (DCI): value investors who own it | moatshark

3 value investors held Donaldson in their Q3 2026 13F, led by Mairs & Power, Jensen Investment Management, First Eagle Investment Management.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Mairs & Power | 0.4% | $41.6m | Trimmed -7.1% | 53 |
| Jensen Investment Management | 0.0% | $1.2m | Trimmed -42% | 28 |
| First Eagle Investment Management | 0.0% | $287k | Unchanged | 17 |

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

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-09-04 | Carpenter Tod E. | Chairman, President and CEO | Sold | 31968 | $2.9m |
| 2026-08-31 | Carpenter Tod E. | Chairman, President and CEO | Sold | 3032 | $276k |

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