# KLA (KLAC): value investors who own it | moatshark

2 value investors held KLA in their Q3 2026 13F, led by Jensen Investment Management, Horizon Kinetics.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Jensen Investment Management | 5.8% | $238m | Trimmed -52% | 13 |
| Horizon Kinetics | 0.1% | $6.0m | Trimmed -8.0% | 30 |

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

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-09-15 | WALLACE RICHARD P | President and CEO | Sold | 72019 | $12.4m |
| 2026-08-13 | Lorig Brian | EVP, KLA Global Services | Sold | 59586 | $12.4m |
| 2026-08-12 | Higgins Bren D. | EVP & Chief Financial Officer | Sold | 31500 | $6.6m |
| 2026-08-11 | WALLACE RICHARD P | President and CEO | Sold | 87568 | $17.4m |
| 2026-08-11 | Khan Ahmad A. | President, Semi. Prod. & Cust. | Sold | 33180 | $6.6m |
| 2026-08-10 | Wilkinson Mary Beth | EVP, CLO and Secretary | Sold | 1661 | $340k |
| 2026-08-10 | Kirloskar Virendra A | SVP & Chief Accounting Officer | Sold | 529 | $108k |
| 2026-08-07 | Wilkinson Mary Beth | EVP, CLO and Secretary | Sold | 21831 | $4.3m |
| 2026-08-07 | Kirloskar Virendra A | SVP & Chief Accounting Officer | Sold | 2405 | $475k |
| 2026-08-05 | Wilkinson Mary Beth | EVP, CLO and Secretary | Sold | 13802 | $2.7m |
| 2026-08-05 | Kirloskar Virendra A | SVP & Chief Accounting Officer | Sold | 4504 | $881k |
| 2026-08-04 | Wilkinson Mary Beth | EVP, CLO and Secretary | Sold | 4295 | $823k |
| 2026-08-04 | Kirloskar Virendra A | SVP & Chief Accounting Officer | Sold | 1565 | $300k |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Jensen Quality Growth Fund | Jensen Investment Management | 4.1% | $123m | 2026-05-31 |

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