# Zoetis (ZTS): value investors who own it | moatshark

6 value investors held Zoetis in their Q3 2026 13F, led by Tweedy, Browne, Ruane, Cunniff & Goldfarb (Sequoia), Smead Capital Management, Mairs & Power…

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Tweedy, Browne | 3.0% | $40.0m | New | 1 |
| Ruane, Cunniff & Goldfarb (Sequoia) | 2.6% | $169m | Trimmed -3.0% | 2 |
| Smead Capital Management | 2.4% | $110m | Added +28% | 2 |
| Mairs & Power | 0.3% | $33.6m | Added +54% | 14 |
| Polen Capital Management | 0.2% | $23.0m | Trimmed -92% | 35 |
| Markel Group | 0.0% | $4.8m | New | 1 |
| Fundsmith | 0.0% | $0k | Sold out | 22 |
| Wedgewood Partners | 0.0% | $0k | Sold out | 4 |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Sequoia Fund | Ruane, Cunniff & Goldfarb (Sequoia) | 1.8% | $65.6m | 2026-06-30 |
| Mairs & Power Growth Fund | Mairs & Power | 0.5% | $25.0m | 2026-06-30 |

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