# Magnum ICE Cream (MICC): value investors who own it

5 value investors held Magnum ICE Cream in their Q3 2026 13F, led by Southeastern Asset Management, First Eagle Investment Management, First Pacific…

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Southeastern Asset Management | 0.9% | $17.4m | Trimmed -38% | 3 |
| First Eagle Investment Management | 0.7% | $401m | Added +1.4% | 3 |
| First Pacific Advisors (FPA) | 0.6% | $51.7m | Added +32% | 3 |
| Trian Fund Management | 0.1% | $4.2m | Unchanged | 2 |
| Tweedy, Browne | 0.0% | $203k | Trimmed -3.3% | 3 |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Longleaf Partners Global Fund | Southeastern Asset Management | 6.2% | $43.2m | 2026-06-30 |
| FPA Crescent Fund | First Pacific Advisors (FPA) | 1.3% | $163m | 2026-06-30 |
| First Eagle Overseas Fund | First Eagle Investment Management | 0.4% | $72.6m | 2026-07-31 |
| First Eagle Global Fund | First Eagle Investment Management | 0.3% | $230m | 2026-07-31 |

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