# Veeco Instruments (VECO): value investors who own it

2 value investors held Veeco Instruments in their Q3 2026 13F, led by First Eagle Investment Management, Polen Capital Management.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| First Eagle Investment Management | 0.1% | $35.2m | Added +19% | 21 |
| Polen Capital Management | 0.0% | $3.7m | Added +302% | 2 |

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

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-08-17 | Miller William John | CEO | Sold | 123334 | $6.7m |
| 2026-08-17 | Miller William John | CEO | Sold | 70697 | $3.9m |
| 2026-08-17 | Miller William John | CEO | Sold | 5969 | $315k |
| 2026-08-10 | KIERNAN JOHN P | SVP & CHIEF FINANCIAL OFFICER | Sold | 20256 | $1.0m |
| 2026-08-10 | KIERNAN JOHN P | SVP & CHIEF FINANCIAL OFFICER | Sold | 10236 | $525k |
| 2026-08-10 | KIERNAN JOHN P | SVP & CHIEF FINANCIAL OFFICER | Sold | 2100 | $110k |
| 2026-08-10 | KIERNAN JOHN P | SVP & CHIEF FINANCIAL OFFICER | Sold | 1608 | $87k |
| 2026-08-10 | KIERNAN JOHN P | SVP & CHIEF FINANCIAL OFFICER | Sold | 800 | $43k |

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