# LyondellBasell Industries (LYB): value investors who own it

3 value investors held LyondellBasell Industries in their Q3 2026 13F, led by Muhlenkamp & Company, Davis Selected Advisers, Miller Value Partners.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Muhlenkamp & Company | 2.9% | $9.9m | Added +0.4% | 4 |
| Davis Selected Advisers | 2.0% | $458m | Added +55% | 2 |
| Miller Value Partners | 0.5% | $2.0m | Unchanged | 6 |
| Dodge & Cox | 0.0% | $0k | Sold out | 24 |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Muhlenkamp Fund | Muhlenkamp & Company | 2.2% | $5.7m | 2026-06-30 |
| Davis Global Fund | Davis Selected Advisers | 2.0% | $18.6m | 2026-07-31 |

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