William von Mueffling - Cantillon Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    38
Portfolio value:    $15,050,978,966
Holdings Activity Buys Sells    History
Holding/activity history for  Thermo Fisher Scientific Inc. (TMO)
← All TMO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 769,698 2.51 Reduce 11.87% 0.33 $435.27–538.41 · VW $488.73i $378,329,658 SEC
2025   Q4 873,322 2.74 Add 0.76% 0.02 $493.64–643.99 · VW $552.91i $506,046,433 SEC
2025   Q3 866,770 2.31 Reduce 1.08% 0.02 $456.67–602.32 · VW $549.94i $420,400,785 SEC
2025   Q2 876,265 2.05 Reduce 2.83% 0.08 $385.46–502.39 · VW $460.19i $355,290,407 SEC
2025   Q1 901,773 2.91 Reduce 3.02% 0.09 $390.50–536.21 · VW $443.18i $448,722,245 SEC
2024   Q4 929,870 2.92 Add 16.38% 0.41 $508.86–610.97 · VW $549.60i $483,746,270 SEC
2024   Q3 799,000 3.02 Reduce 2.90% 0.09 $493.30–627.88 · VW $550.27i $494,237,430 SEC
2024   Q2 822,838 3.04 Reduce 4.84% 0.15 $528.37–622.30 · VW $588.58i $455,029,414 SEC
2024   Q1 864,714 3.16 Reduce 1.96% 0.06 $529.64–603.82 · VW $567.15i $502,580,424 SEC
2023   Q4 882,017 3.13 Reduce 2.41% 0.08 $487.06–575.00 · VW $544.08i $468,165,803 SEC
2023   Q3 903,763 3.39 Reduce 0.38% 0.01 $415.60–565.86 · VW $492.41i $457,457,717 SEC
2023   Q2 907,214 3.31 Add 10.62% 0.32 $503.31–580.09 · VW $546.83i $473,338,905 SEC
2023   Q1 820,122 3.85 Reduce 1.78% 0.07 $498.50–593.17 · VW $533.38i $472,693,717 SEC
2022   Q4 834,949 3.89 Reduce 1.94% 0.08 $520.01–609.85 · VW $557.21i $459,798,065 SEC
2022   Q3 851,439 3.91 Reduce 0.79% 0.03 $475.77–580.13 · VW $538.71i $431,842,000 SEC
2022   Q2 858,206 3.89 Reduce 0.54% 0.02 $497.83–611.06 · VW $551.40i $466,246,000 SEC
2022   Q1 862,901 3.64 Add 2.94% 0.10 $512.10–618.36 · VW $566.01i $509,673,000 SEC
2021   Q4 838,290 3.69 Reduce 6.98% 0.25 $513.94–672.34 · VW $576.76i $559,340,000 SEC
2021   Q3 901,211 3.51 Reduce 1.69% 0.05 $549.18–666.65 · VW $616.22i $514,889,000 SEC
2021   Q2 916,670 3.11 Reduce 1.37% 0.04 $438.72–560.70 · VW $518.12i $462,433,000 SEC
2021   Q1 929,404 3.09 Reduce 3.61% 0.12 $433.52–499.00 · VW $467.34i $424,161,000 SEC
2020   Q4 964,200 3.37 Reduce 0.49% 0.02 $448.54–526.59 · VW $475.07i $449,105,000 SEC
2020   Q3 968,981 3.58 Reduce 1.21% 0.04 $401.07–532.57 · VW $466.21i $427,824,000 SEC
2020   Q2 980,848 3.09 Add 1.06% 0.03 $330.57–433.45 · VW $397.67i $355,400,000 SEC
2020   Q1 970,525 3.04 Reduce 0.13% <0.01 $250.21–351.86 · VW $317.09i $275,241,000 SEC
2019   Q4 971,781 2.94 Reduce 2.12% 0.06 $284.83–342.26 · VW $305.96i $315,702,000 SEC
2019   Q3 992,864 2.81 Reduce 0.81% 0.02 $270.33–316.03 · VW $300.10i $289,191,000 SEC
2019   Q2 1,000,981 2.97 Reduce 2.03% 0.06 $264.30–305.45 · VW $285.60i $293,968,000 SEC
2019   Q1 1,021,745 2.97 Reduce 0.31% <0.01 $246.67–282.98 · VW $265.54i $279,672,000 SEC
2018   Q4 1,024,930 2.77 Add 91.27% 1.32 $208.34–260.11 · VW $242.67i $229,369,000 SEC
2018   Q3 535,849 1.47 Buy 1.47 $217.88–250.75 · VW $239.39i $130,790,000 SEC
2009   Q2 0 0.00 Sell 100.00% 13.45 $37.50–46.80 · VW $43.17i SEC
2009   Q1 3,177,716 13.45 Add 76.23% 5.82 $30.83–39.10 · VW $36.28i $113,349,000 SEC
2008   Q4 1,803,116 9.66 Add 97.54% 4.77 $28.52–40.34 · VW $35.04i $61,432,000 SEC
2008   Q3 912,766 3.45 Buy 3.45 $26.65–61.84 · VW $41.39i $50,202,000 SEC
Price snapshot:
Current price$528.51
Avg. buy price$309.28
+/- since buy70.88%
52-week low$401.89
52-week high$642.71