# Oracle (ORCL): value investors who own it | moatshark

10 value investors held Oracle in their Q3 2026 13F, led by Polen Capital Management, Cantillon Capital Management, First Eagle Investment Management…

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Polen Capital Management | 4.5% | $524m | Trimmed -29% | 8 |
| Cantillon Capital Management | 2.3% | $15.5m | Trimmed -92% | 10 |
| First Eagle Investment Management | 2.0% | $1.2bn | Added +1.0% | 53 |
| Weitz Investment Management | 0.6% | $8.1m | Unchanged | 53 |
| Jensen Investment Management | 0.4% | $17.4m | Trimmed -2.0% | 53 |
| Harris Associates (Oakmark) | 0.1% | $95.4m | Trimmed -12% | 53 |
| Davis Selected Advisers | 0.1% | $11.0m | Trimmed -6.8% | 53 |
| Lindsell Train | 0.1% | $1.3m | Unchanged | 25 |
| Mairs & Power | 0.0% | $2.0m | Trimmed -56% | 53 |
| Gardner Russo & Quinn | 0.0% | $398k | Trimmed -25% | 25 |

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

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-09-29 | RUSCKOWSKI STEPHEN H | Director | Bought | 25000 | $3.5m |
| 2026-09-22 | Sicilia Michael D. | Chief Executive Officer | Sold | 22562 | $3.4m |
| 2026-09-22 | Smith Maria | EVP, Chief Accounting Officer | Sold | 2631 | $399k |
| 2026-09-16 | Sicilia Michael D. | Chief Executive Officer | Sold | 10882 | $1.5m |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Weitz Large Cap Equity Fund | Weitz Investment Management | 1.3% | $8.1m | 2026-06-30 |
| First Eagle Global Fund | First Eagle Investment Management | 1.2% | $912m | 2026-07-31 |
| Polen Global Growth Fund | Polen Capital Management | 0.9% | $969k | 2026-07-31 |

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