# VF (VFC): value investors who own it | moatshark

2 value investors held VF in their Q3 2026 13F, led by Engaged Capital, Dodge & Cox. See who bought, sold and how ownership has changed by quarter.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Engaged Capital | 23.1% | $75.4m | Trimmed -3.4% | 12 |
| Dodge & Cox | 0.2% | $374m | Trimmed -32% | 12 |
| First Eagle Investment Management | 0.0% | $0k | Sold out | 2 |

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

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-08-13 | Carucci Richard | Director | Bought | 20000 | $295k |
| 2026-07-31 | Darrell Bracken | President & Chief Exec Officer | Bought | 32894 | $493k |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Dodge & Cox Global Stock Fund | Dodge & Cox | 0.3% | $40.4m | 2026-06-30 |

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