# Walt Disney (DIS): value investors who own it | moatshark

13 value investors held Walt Disney in their Q3 2026 13F, led by Lindsell Train, Kahn Brothers, Semper Augustus, Giverny Capital, Yacktman Asset…

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Lindsell Train | 9.6% | $251m | Trimmed -19% | 53 |
| Kahn Brothers | 5.5% | $34.6m | Trimmed -5.2% | 10 |
| Semper Augustus | 1.8% | $15.5m | Added +5.3% | 33 |
| Giverny Capital | 1.7% | $49.6m | Trimmed -3.9% | 46 |
| Yacktman Asset Management | 1.6% | $132m | Added +2.1% | 30 |
| Markel Group | 1.5% | $196m | Unchanged | 53 |
| H&H International (Duan Yongping) | 0.9% | $164m | Added +13% | 26 |
| First Eagle Investment Management | 0.8% | $517m | Added +2.3% | 12 |
| Tweedy, Browne | 0.3% | $4.3m | New | 1 |
| Mairs & Power | 0.1% | $16.7m | Trimmed -28% | 53 |
| Dodge & Cox | 0.0% | $25.1m | Trimmed -2.2% | 53 |
| First Pacific Advisors (FPA) | 0.0% | $0k | Sold out | 1 |
| Gardner Russo & Quinn | 0.0% | $240k | Trimmed -1.0% | 53 |
| Horizon Kinetics | 0.0% | $288k | Trimmed -37% | 30 |
| ValueAct | 0.0% | $0k | Sold out | 10 |

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

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-10-16 | WOODFORD BRENT | EVP, Control, Fin Plan & Tax | Sold | 2856 | $319k |
| 2026-10-08 | WOODFORD BRENT | EVP, Control, Fin Plan & Tax | Sold | 3618 | $381k |
| 2026-09-01 | WOODFORD BRENT | EVP, Control, Fin Plan & Tax | Sold | 3618 | $388k |
| 2026-08-19 | Roeder Paul M | Sr EVP and Chief Comm Officer | Sold | 3596 | $382k |
| 2026-08-14 | WOODFORD BRENT | EVP, Control, Fin Plan & Tax | Sold | 7238 | $762k |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| AMG Yacktman Fund | Yacktman Asset Management | 1.2% | $86.6m | 2026-06-30 |
| AMG Yacktman Focused Fund | Yacktman Asset Management | 0.8% | $23.1m | 2026-06-30 |
| First Eagle Global Fund | First Eagle Investment Management | 0.6% | $484m | 2026-07-31 |

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