# Elevance Health (ELV): value investors who own it

9 value investors held Elevance Health in their Q3 2026 13F, led by Baupost Group, Brave Warrior Advisors, Ruane, Cunniff & Goldfarb (Sequoia), First…

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Baupost Group | 9.1% | $493m | Unchanged | 6 |
| Brave Warrior Advisors | 8.2% | $378m | Trimmed -13% | 28 |
| Ruane, Cunniff & Goldfarb (Sequoia) | 5.9% | $379m | Trimmed -29% | 22 |
| First Eagle Investment Management | 2.7% | $1.6bn | Added +1.4% | 47 |
| Harris Associates (Oakmark) | 2.5% | $1.9bn | Added +2.7% | 7 |
| Vulcan Value Partners | 1.8% | $60.3m | Trimmed -47% | 16 |
| Yacktman Asset Management | 1.6% | $131m | Added +1.7% | 47 |
| Tweedy, Browne | 0.2% | $2.5m | Added +34% | 4 |
| Dodge & Cox | 0.0% | $503k | Unchanged | 47 |
| Omega Family Office (Leon Cooperman) | 0.0% | $0k | Sold out | 12 |

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

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-07-17 | BOUDREAUX GAIL | President and CEO | Bought | 2045 | $753k |
| 2026-07-17 | PERU RAMIRO G | Director | Bought | 1000 | $366k |
| 2026-07-17 | BOUDREAUX GAIL | President and CEO | Bought | 680 | $249k |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Sequoia Fund | Ruane, Cunniff & Goldfarb (Sequoia) | 4.1% | $150m | 2026-06-30 |
| Vulcan Value Partners Fund | Vulcan Value Partners | 3.6% | $8.3m | 2026-07-31 |
| Oakmark Global Select Fund | Harris Associates (Oakmark) | 3.6% | $29.4m | 2026-06-30 |
| Oakmark Global Fund | Harris Associates (Oakmark) | 2.2% | $24.2m | 2026-06-30 |
| AMG Yacktman Fund | Yacktman Asset Management | 1.5% | $112m | 2026-06-30 |
| First Eagle Global Fund | First Eagle Investment Management | 1.4% | $1.1bn | 2026-07-31 |

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