# Home Depot (HD): value investors who own it | moatshark

8 value investors held Home Depot in their Q3 2026 13F, led by Markel Group, Smead Capital Management, Matrix Asset Advisors, Gates Foundation Trust…

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Markel Group | 2.5% | $325m | Added +0.3% | 53 |
| Smead Capital Management | 1.7% | $81.5m | Trimmed -1.3% | 54 |
| Matrix Asset Advisors | 1.5% | $18.7m | Added +1.9% | 17 |
| Gates Foundation Trust | 1.0% | $353m | New | 1 |
| Mairs & Power | 0.5% | $53.8m | Trimmed -0.6% | 53 |
| First Eagle Investment Management | 0.0% | $18.6m | Added +3.8% | 24 |
| Jensen Investment Management | 0.0% | $281k | Trimmed -45% | 24 |
| Dodge & Cox | 0.0% | $7.9m | Trimmed -0.3% | 53 |
| Fundsmith | 0.0% | $0k | Sold out | 21 |

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

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-09-10 | Scardino Kimberly R | SVP-Finance, CAO & Controller | Sold | 675 | $207k |
| 2026-08-28 | Roseborough Teresa Wynn | EVP, Gen. Counsel & Corp. Sec. | Sold | 2455 | $807k |
| 2026-08-26 | Rowe Michael F. | EVP, Pro | Sold | 710 | $239k |
| 2026-08-19 | McPhail Richard V | EVP & CFO | Sold | 5989 | $2.1m |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Smead Value Fund | Smead Capital Management | 2.0% | $76.3m | 2026-05-29 |

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