# Thermo Fisher Scientific (TMO): value investors who own it

8 value investors held Thermo Fisher Scientific in their Q3 2026 13F, led by Lindsell Train, Weitz Investment Management, First Pacific Advisors (FPA)…

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Lindsell Train | 9.8% | $258m | Trimmed -17% | 7 |
| Weitz Investment Management | 4.0% | $57.8m | Trimmed -4.8% | 39 |
| First Pacific Advisors (FPA) | 1.5% | $124m | Added +12% | 5 |
| Matrix Asset Advisors | 1.3% | $16.2m | Trimmed -13% | 54 |
| Dodge & Cox | 0.8% | $1.5bn | Added +11767% | 53 |
| Markel Group | 0.3% | $36.6m | Added +8.9% | 19 |
| Mairs & Power | 0.0% | $622k | Unchanged | 50 |
| Cantillon Capital Management | 0.0% | $0k | Sold out | 31 |
| Horizon Kinetics | 0.0% | $220k | Unchanged | 4 |

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

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-08-31 | Pettiti Gianluca | President & COO | Sold | 3733 | $2.3m |
| 2026-08-31 | Pettiti Gianluca | President & COO | Sold | 400 | $246k |
| 2026-08-24 | CASPER MARC N | Chairman & CEO | Sold | 101 | $63k |
| 2026-08-24 | CASPER MARC N | Chairman & CEO | Sold | 79 | $50k |
| 2026-08-24 | CASPER MARC N | Chairman & CEO | Sold | 62 | $39k |
| 2026-08-24 | CASPER MARC N | Chairman & CEO | Sold | 33 | $21k |
| 2026-08-21 | CASPER MARC N | Chairman & CEO | Sold | 3014 | $1.9m |
| 2026-08-21 | CASPER MARC N | Chairman & CEO | Sold | 2727 | $1.7m |
| 2026-08-21 | CASPER MARC N | Chairman & CEO | Sold | 2147 | $1.3m |
| 2026-08-21 | CASPER MARC N | Chairman & CEO | Sold | 1791 | $1.1m |
| 2026-08-21 | CASPER MARC N | Chairman & CEO | Sold | 321 | $202k |
| 2026-08-20 | CASPER MARC N | Chairman & CEO | Sold | 2601 | $1.6m |
| 2026-08-20 | CASPER MARC N | Chairman & CEO | Sold | 1430 | $904k |
| 2026-08-20 | CASPER MARC N | Chairman & CEO | Sold | 1314 | $825k |
| 2026-08-20 | CASPER MARC N | Chairman & CEO | Sold | 1250 | $787k |
| 2026-08-20 | CASPER MARC N | Chairman & CEO | Sold | 1035 | $653k |
| 2026-08-20 | CASPER MARC N | Chairman & CEO | Sold | 909 | $569k |
| 2026-08-20 | CASPER MARC N | Chairman & CEO | Sold | 821 | $515k |
| 2026-08-20 | CASPER MARC N | Chairman & CEO | Sold | 560 | $354k |
| 2026-08-20 | CASPER MARC N | Chairman & CEO | Sold | 80 | $51k |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Weitz Large Cap Equity Fund | Weitz Investment Management | 5.8% | $36.6m | 2026-06-30 |
| Weitz Partners III Opportunity Fund | Weitz Investment Management | 4.8% | $16.0m | 2026-06-30 |
| FPA Crescent Fund | First Pacific Advisors (FPA) | 0.6% | $75.3m | 2026-06-30 |
| Dodge & Cox Global Stock Fund | Dodge & Cox | 0.5% | $68.7m | 2026-06-30 |

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