# Meta Platforms (META): value investors who own it

26 value investors held Meta Platforms in their Q3 2026 13F, led by RV Capital, Pershing Square, ValueAct, Wedgewood Partners, Dorsey Asset Management.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| RV Capital | 20.4% | $78.3m | Trimmed -4.5% | 31 |
| Pershing Square | 9.3% | $1.8bn | Added +20% | 3 |
| ValueAct | 9.2% | $516m | Unchanged | 8 |
| Wedgewood Partners | 8.9% | $43.1m | Added +16% | 12 |
| Dorsey Asset Management | 7.2% | $113m | Added +24% | 39 |
| Giverny Capital | 5.7% | $171m | Trimmed -1.6% | 33 |
| Appaloosa | 4.9% | $380m | Added +55% | 40 |
| First Pacific Advisors (FPA) | 4.7% | $383m | Trimmed -0.1% | 35 |
| Fundsmith | 4.3% | $593m | Trimmed -20% | 34 |
| CAS Investment Partners | 4.1% | $76.7m | New | 1 |
| Weitz Investment Management | 4.0% | $58.0m | Trimmed -2.6% | 34 |
| Davis Selected Advisers | 4.0% | $929m | Trimmed -4.1% | 43 |
| Abrams Capital Management | 3.3% | $183m | Unchanged | 31 |
| First Eagle Investment Management | 3.0% | $1.8bn | Added +0.8% | 33 |
| Matrix Asset Advisors | 2.3% | $28.0m | Added +2.4% | 33 |
| Dodge & Cox | 1.9% | $3.7bn | Added +29% | 25 |
| Mairs & Power | 1.7% | $188m | Added +2.5% | 30 |
| Polen Capital Management | 1.6% | $186m | Trimmed -31% | 2 |
| Jensen Investment Management | 1.5% | $61.7m | Trimmed -68% | 5 |
| Ruane, Cunniff & Goldfarb (Sequoia) | 1.4% | $86.9m | Trimmed -23% | 34 |
| Troy Asset Management | 1.3% | $47.9m | Added +18% | 34 |
| Markel Group | 1.0% | $132m | Trimmed -5.7% | 43 |
| Miller Value Partners | 0.8% | $3.6m | New | 1 |
| Horizon Kinetics | 0.0% | $543k | Added +70% | 11 |
| Brave Warrior Advisors | 0.0% | $210k | Unchanged | 5 |
| Harris Associates (Oakmark) | 0.0% | $2.6m | Added +4.3% | 34 |

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

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-10-12 | Olivan Javier | Chief Operating Officer | Sold | 946 | $689k |
| 2026-10-12 | Olivan Javier | Chief Operating Officer | Sold | 408 | $297k |
| 2026-10-12 | Olivan Javier | Chief Operating Officer | Sold | 82 | $60k |
| 2026-10-12 | Olivan Javier | Chief Operating Officer | Sold | 57 | $42k |
| 2026-10-05 | Olivan Javier | Chief Operating Officer | Sold | 946 | $689k |
| 2026-10-05 | Olivan Javier | Chief Operating Officer | Sold | 408 | $297k |
| 2026-10-05 | Olivan Javier | Chief Operating Officer | Sold | 82 | $60k |
| 2026-10-05 | Olivan Javier | Chief Operating Officer | Sold | 57 | $42k |
| 2026-09-28 | Olivan Javier | Chief Operating Officer | Sold | 946 | $710k |
| 2026-09-28 | Olivan Javier | Chief Operating Officer | Sold | 408 | $306k |
| 2026-09-28 | Olivan Javier | Chief Operating Officer | Sold | 82 | $61k |
| 2026-09-28 | Olivan Javier | Chief Operating Officer | Sold | 57 | $43k |
| 2026-09-24 | Zuckerberg Mark | COB and CEO | Sold | 7607 | $5.9m |
| 2026-09-24 | Zuckerberg Mark | COB and CEO | Sold | 4810 | $3.7m |
| 2026-09-24 | Zuckerberg Mark | COB and CEO | Sold | 4324 | $3.4m |
| 2026-09-24 | Zuckerberg Mark | COB and CEO | Sold | 2516 | $2.0m |
| 2026-09-24 | Zuckerberg Mark | COB and CEO | Sold | 2146 | $1.7m |
| 2026-09-24 | Zuckerberg Mark | COB and CEO | Sold | 2093 | $1.6m |
| 2026-09-24 | Zuckerberg Mark | COB and CEO | Sold | 1769 | $1.4m |
| 2026-09-24 | Zuckerberg Mark | COB and CEO | Sold | 1133 | $878k |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Weitz Large Cap Equity Fund | Weitz Investment Management | 4.3% | $26.6m | 2026-06-30 |
| Weitz Partners Value Fund | Weitz Investment Management | 4.0% | $19.7m | 2026-06-30 |
| Weitz Partners III Opportunity Fund | Weitz Investment Management | 3.4% | $11.3m | 2026-06-30 |
| Fundsmith Equity ETF | Fundsmith | 2.9% | $225k | 2026-06-30 |
| Davis Global Fund | Davis Selected Advisers | 2.6% | $24.4m | 2026-07-31 |
| Mairs & Power Growth Fund | Mairs & Power | 2.5% | $137m | 2026-06-30 |
| FPA Crescent Fund | First Pacific Advisors (FPA) | 2.0% | $245m | 2026-06-30 |
| Jensen Quality Growth Fund | Jensen Investment Management | 2.0% | $58.2m | 2026-05-31 |
| Polen Global Growth Fund | Polen Capital Management | 1.7% | $1.9m | 2026-07-31 |
| First Eagle Global Fund | First Eagle Investment Management | 1.7% | $1.3bn | 2026-07-31 |
| Dodge & Cox Global Stock Fund | Dodge & Cox | 1.4% | $180m | 2026-06-30 |

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