# Netflix (NFLX): value investors who own it | moatshark

11 value investors held Netflix in their Q3 2026 13F, led by Greenlea Lane Capital, Pershing Square, Gardner Russo & Quinn, Fundsmith, Harris Associates…

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Greenlea Lane Capital | 5.4% | $19.7m | Trimmed -1.3% | 2 |
| Pershing Square | 4.8% | $934m | New | 1 |
| Gardner Russo & Quinn | 4.6% | $408m | Added +1.8% | 17 |
| Fundsmith | 3.7% | $499m | New | 1 |
| Harris Associates (Oakmark) | 1.0% | $786m | Added +12% | 36 |
| Weitz Investment Management | 0.7% | $10.5m | New | 1 |
| Polen Capital Management | 0.0% | $4.9m | Trimmed -18% | 22 |
| Markel Group | 0.0% | $2.9m | New | 1 |
| Semper Augustus | 0.0% | $213k | Unchanged | 2 |
| First Pacific Advisors (FPA) | 0.0% | $1.2m | Unchanged | 26 |
| Ruane, Cunniff & Goldfarb (Sequoia) | 0.0% | $578k | Unchanged | 23 |
| Horizon Kinetics | 0.0% | $0k | Sold out | 9 |

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

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-09-10 | BARTON RICHARD N | Director | Sold | 720 | $54k |
| 2026-09-09 | BARTON RICHARD N | Director | Sold | 720 | $55k |
| 2026-09-08 | BARTON RICHARD N | Director | Sold | 720 | $56k |
| 2026-08-10 | Neumann Spencer Adam | Chief Financial Officer | Sold | 9248 | $701k |
| 2026-08-06 | Peters Gregory K | Co-CEO | Sold | 27312 | $2.0m |
| 2026-08-05 | BARTON RICHARD N | Director | Sold | 2160 | $162k |
| 2026-08-04 | SARANDOS THEODORE A | Co-CEO | Sold | 27312 | $2.0m |
| 2026-08-04 | HYMAN DAVID A | Chief Legal Officer | Sold | 5723 | $417k |
| 2026-08-03 | SARANDOS THEODORE A | Co-CEO | Sold | 81891 | $6.0m |
| 2026-08-03 | SARANDOS THEODORE A | Co-CEO | Sold | 23959 | $1.8m |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Fundsmith Equity ETF | Fundsmith | 2.9% | $221k | 2026-06-30 |
| Weitz Partners Value Fund | Weitz Investment Management | 1.4% | $6.8m | 2026-06-30 |
| Oakmark Global Fund | Harris Associates (Oakmark) | 1.1% | $12.2m | 2026-06-30 |
| Weitz Partners III Opportunity Fund | Weitz Investment Management | 1.1% | $3.6m | 2026-06-30 |

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