# Fabrinet (FN): value investors who own it | moatshark

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

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| First Eagle Investment Management | 0.0% | $11.6m | Added +35% | 21 |
| Polen Capital Management | 0.0% | $1.2m | Added +8.1% | 2 |

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

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-09-03 | Archer Edward T. | EVP, Sales & Marketing | Sold | 1420 | $548k |
| 2026-09-03 | Archer Edward T. | EVP, Sales & Marketing | Sold | 1080 | $417k |

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