# Ge Vernova (GEV): value investors who own it | moatshark

7 value investors held Ge Vernova in their Q3 2026 13F, led by Fundsmith, Polen Capital Management, Muhlenkamp & Company, Semper Augustus, Dodge & Cox.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Fundsmith | 3.5% | $481m | New | 1 |
| Polen Capital Management | 2.0% | $231m | New | 1 |
| Muhlenkamp & Company | 0.5% | $1.7m | Unchanged | 4 |
| Semper Augustus | 0.3% | $2.3m | Unchanged | 9 |
| Dodge & Cox | 0.1% | $144m | Trimmed -4.9% | 9 |
| Horizon Kinetics | 0.0% | $1.7m | Trimmed -1.1% | 9 |
| Mairs & Power | 0.0% | $994k | Unchanged | 9 |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Fundsmith Equity ETF | Fundsmith | 2.7% | $208k | 2026-06-30 |
| Polen Global Growth Fund | Polen Capital Management | 1.9% | $2.1m | 2026-07-31 |

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