# Mayville Engineering (MEC): value investors who own it

2 value investors held Mayville Engineering 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% | $13.8m | Trimmed -8.5% | 10 |
| Polen Capital Management | 0.0% | $2.3m | New | 1 |

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

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-08-06 | Leuba Sean P | SVP, GC & Secretary | Sold | 12855 | $327k |

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