# IDEXX Laboratories (IDXX): value investors who own it

6 value investors held IDEXX Laboratories in their Q3 2026 13F, led by Fundsmith, Polen Capital Management, Jensen Investment Management, Weitz…

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Fundsmith | 3.9% | $537m | Trimmed -30% | 46 |
| Polen Capital Management | 2.4% | $280m | Trimmed -23% | 5 |
| Jensen Investment Management | 1.4% | $55.6m | Added +2861% | 9 |
| Weitz Investment Management | 1.3% | $18.6m | Unchanged | 6 |
| Mairs & Power | 0.0% | $1.1m | Unchanged | 51 |
| Harris Associates (Oakmark) | 0.0% | $240k | Trimmed -5.6% | 4 |

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

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-09-04 | Kingsley Lawrence D | Director | Sold | 2203 | $1.2m |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Polen Global Growth Fund | Polen Capital Management | 2.1% | $2.3m | 2026-07-31 |
| Fundsmith Equity ETF | Fundsmith | 1.8% | $141k | 2026-06-30 |
| Weitz Large Cap Equity Fund | Weitz Investment Management | 1.7% | $10.5m | 2026-06-30 |
| Weitz Partners Value Fund | Weitz Investment Management | 1.6% | $7.9m | 2026-06-30 |
| Jensen Quality Growth Fund | Jensen Investment Management | 1.5% | $45.1m | 2026-05-31 |

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