# GE Aerospace (GE): value investors who own it | moatshark

8 value investors held GE Aerospace in their Q3 2026 13F, led by Trian Fund Management, TCI Fund Management, AKO Capital, Polen Capital Management…

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Trian Fund Management | 35.6% | $1.5bn | Unchanged | 20 |
| TCI Fund Management | 33.6% | $18bn | Trimmed -0.2% | 14 |
| AKO Capital | 6.7% | $288m | Trimmed -23% | 12 |
| Polen Capital Management | 2.2% | $258m | New | 1 |
| Semper Augustus | 0.4% | $3.5m | Unchanged | 20 |
| Dodge & Cox | 0.1% | $224m | Trimmed -19% | 20 |
| Horizon Kinetics | 0.0% | $2.4m | Trimmed -1.0% | 20 |
| Mairs & Power | 0.0% | $2.8m | Unchanged | 16 |

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

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-08-11 | Giglietti Robert M. | Vice President | Sold | 5344 | $2.0m |
| 2026-08-11 | Giglietti Robert M. | Vice President | Sold | 4898 | $1.8m |
| 2026-07-24 | Ali Mohamed | Senior Vice President | Sold | 2782 | $984k |
| 2026-07-24 | Ali Mohamed | Senior Vice President | Sold | 2279 | $806k |
| 2026-07-24 | Ali Mohamed | Senior Vice President | Sold | 1769 | $626k |
| 2026-07-24 | Ali Mohamed | Senior Vice President | Sold | 1266 | $448k |
| 2026-07-23 | Procacci Riccardo | Senior Vice President | Sold | 1026 | $357k |
| 2026-07-23 | Procacci Riccardo | Senior Vice President | Sold | 491 | $171k |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Polen Global Growth Fund | Polen Capital Management | 3.2% | $3.5m | 2026-07-31 |

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