# Sea (SE): value investors who own it | moatshark

5 value investors held Sea in their Q3 2026 13F, led by Omega Family Office (Leon Cooperman), Oaktree Capital Management, Davis Selected Advisers, Polen…

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Omega Family Office (Leon Cooperman) | 0.9% | $31.2m | Unchanged | 10 |
| Oaktree Capital Management | 0.8% | $60.9m | New | 1 |
| Davis Selected Advisers | 0.8% | $193m | Added +8.8% | 9 |
| Polen Capital Management | 0.0% | $2.2m | Trimmed -30% | 5 |
| Dodge & Cox | 0.0% | $2.2m | New | 1 |

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

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-10-16 | Wang Yanjun | CCO and GC | Sold | 411 | $39k |
| 2026-10-16 | Wang Yanjun | CCO and GC | Sold | 268 | $26k |
| 2026-10-16 | Wang Yanjun | CCO and GC | Sold | 133 | $13k |
| 2026-10-16 | Wang Yanjun | CCO and GC | Sold | 134 | $13k |
| 2026-10-16 | Wang Yanjun | CCO and GC | Sold | 32 | $3k |
| 2026-10-16 | Wang Yanjun | CCO and GC | Sold | 22 | $2k |
| 2026-10-15 | Wang Yanjun | CCO and GC | Sold | 613 | $59k |
| 2026-10-15 | Wang Yanjun | CCO and GC | Sold | 235 | $23k |
| 2026-10-15 | Wang Yanjun | CCO and GC | Sold | 152 | $15k |
| 2026-10-14 | Wang Yanjun | CCO and GC | Sold | 637 | $61k |
| 2026-10-14 | Wang Yanjun | CCO and GC | Sold | 230 | $22k |
| 2026-10-14 | Wang Yanjun | CCO and GC | Sold | 81 | $8k |
| 2026-10-14 | Wang Yanjun | CCO and GC | Sold | 52 | $5k |
| 2026-10-13 | Wang Yanjun | CCO and GC | Sold | 563 | $54k |
| 2026-10-13 | Wang Yanjun | CCO and GC | Sold | 437 | $42k |
| 2026-10-12 | Wang Yanjun | CCO and GC | Sold | 668 | $64k |
| 2026-10-12 | Wang Yanjun | CCO and GC | Sold | 312 | $30k |
| 2026-10-12 | Wang Yanjun | CCO and GC | Sold | 20 | $2k |
| 2026-10-09 | Wang Yanjun | CCO and GC | Sold | 757 | $72k |
| 2026-10-09 | Wang Yanjun | CCO and GC | Sold | 204 | $19k |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Davis International Fund | Davis Selected Advisers | 5.8% | $15.8m | 2026-07-31 |
| Davis Global Fund | Davis Selected Advisers | 4.7% | $44.0m | 2026-07-31 |
| Polen International Growth Fund | Polen Capital Management | 1.4% | $348k | 2026-07-31 |

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