# Graham (GHM): value investors who own it | moatshark

2 value investors held Graham 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% | $24.0m | Trimmed -9.9% | 14 |
| Polen Capital Management | 0.0% | $2.0m | Trimmed -11% | 3 |

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