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 (TMO)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 769,698 2.51 Reduce 11.87% 0.33 $491.53 $378,329,658 SEC
2025   Q4 873,322 2.74 Add 0.76% 0.02 $579.45 $506,046,433 SEC
2025   Q3 866,770 2.31 Reduce 1.08% 0.02 $485.02 $420,400,785 SEC
2025   Q2 876,265 2.05 Reduce 2.83% 0.08 $405.46 $355,290,407 SEC
2025   Q1 901,773 2.91 Reduce 3.02% 0.09 $497.60 $448,722,245 SEC
2024   Q4 929,870 2.92 Add 16.38% 0.41 $520.23 $483,746,270 SEC
2024   Q3 799,000 3.02 Reduce 2.90% 0.09 $618.57 $494,237,430 SEC
2024   Q2 822,838 3.04 Reduce 4.84% 0.15 $553.00 $455,029,414 SEC
2024   Q1 864,714 3.16 Reduce 1.96% 0.06 $581.21 $502,580,424 SEC
2023   Q4 882,017 3.13 Reduce 2.41% 0.08 $530.79 $468,165,803 SEC
2023   Q3 903,763 3.39 Reduce 0.38% 0.01 $506.17 $457,457,717 SEC
2023   Q2 907,214 3.31 Add 10.62% 0.32 $521.75 $473,338,905 SEC
2023   Q1 820,122 3.85 Reduce 1.78% 0.07 $576.37 $472,693,717 SEC
2022   Q4 834,949 3.89 Reduce 1.94% 0.08 $550.69 $459,798,065 SEC
2022   Q3 851,439 3.91 Reduce 0.79% 0.03 $507.19 $431,842,000 SEC
2022   Q2 858,206 3.89 Reduce 0.54% 0.02 $543.28 $466,246,000 SEC
2022   Q1 862,901 3.64 Add 2.94% 0.10 $590.65 $509,673,000 SEC
2021   Q4 838,290 3.69 Reduce 6.98% 0.25 $667.24 $559,340,000 SEC
2021   Q3 901,211 3.51 Reduce 1.69% 0.05 $571.33 $514,889,000 SEC
2021   Q2 916,670 3.11 Reduce 1.37% 0.04 $504.47 $462,433,000 SEC
2021   Q1 929,404 3.09 Reduce 3.61% 0.12 $456.38 $424,161,000 SEC
2020   Q4 964,200 3.37 Reduce 0.49% 0.02 $465.78 $449,105,000 SEC
2020   Q3 968,981 3.58 Reduce 1.21% 0.04 $441.52 $427,824,000 SEC
2020   Q2 980,848 3.09 Add 1.06% 0.03 $362.34 $355,400,000 SEC
2020   Q1 970,525 3.04 Reduce 0.13% <0.01 $283.60 $275,241,000 SEC
2019   Q4 971,781 2.94 Reduce 2.12% 0.06 $324.87 $315,702,000 SEC
2019   Q3 992,864 2.81 Reduce 0.81% 0.02 $291.27 $289,191,000 SEC
2019   Q2 1,000,981 2.97 Reduce 2.03% 0.06 $293.68 $293,968,000 SEC
2019   Q1 1,021,745 2.97 Reduce 0.31% <0.01 $273.72 $279,672,000 SEC
2018   Q4 1,024,930 2.77 Add 91.27% 1.32 $223.79 $229,369,000 SEC
2018   Q3 535,849 1.47 Buy 1.47 $244.08 $130,790,000 SEC
2009   Q2 0 0.00 Sell 100.00% 13.45 SEC
2009   Q1 3,177,716 13.45 Add 76.23% 5.82 $35.67 $113,349,000 SEC
2008   Q4 1,803,116 9.66 Add 97.54% 4.77 $34.07 $61,432,000 SEC
2008   Q3 912,766 3.45 Buy 3.45 $55.00 $50,202,000 SEC