# Schlumberger (SLB): value investors who own it | moatshark

5 value investors held Schlumberger in their Q3 2026 13F, led by Muhlenkamp & Company, First Eagle Investment Management, Dodge & Cox, Horizon Kinetics…

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Muhlenkamp & Company | 4.4% | $15.1m | Added +0.5% | 22 |
| First Eagle Investment Management | 2.2% | $1.3bn | Added +1.9% | 53 |
| Dodge & Cox | 0.0% | $4.6m | Trimmed -10% | 53 |
| Horizon Kinetics | 0.0% | $339k | Trimmed -6.8% | 2 |
| Mairs & Power | 0.0% | $256k | Unchanged | 4 |

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

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-09-01 | Le Peuch Olivier | Chief Executive Officer | Sold | 35000 | $2.1m |
| 2026-08-31 | Le Peuch Olivier | Chief Executive Officer | Sold | 5000 | $300k |
| 2026-08-27 | Le Peuch Olivier | Chief Executive Officer | Sold | 5000 | $275k |
| 2026-08-26 | Le Peuch Olivier | Chief Executive Officer | Sold | 25000 | $1.3m |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Muhlenkamp Fund | Muhlenkamp & Company | 3.6% | $9.4m | 2026-06-30 |
| First Eagle Global Fund | First Eagle Investment Management | 1.3% | $1.0bn | 2026-07-31 |

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