Maren Capital LLC TMO — THERMO FISHER SCIENTIFIC INC

Ownership history in Maren Capital LLC  ·  8 quarters on record

AI Ownership Summary

Maren Capital LLC reported THERMO FISHER SCIENTIFIC INC (TMO) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.23% in 2023 Q4. The latest visible filing shows TMO at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TMO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Maren Capital LLC's position in THERMO FISHER SCIENTIFIC INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

TMO was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TMO stock page Maren Capital LLC fund profile Maren Capital LLC full holdings
How Maren Capital LLC held TMO — position size vs. price
% of Fund (quarterly)    TMO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED — — — 2,839 — 0% 0.08% $1.4M 2025-11-13 $579.12
2025 Q2 UNCHANGED — — — 2,839 — 0% 0.07% $1.2M 2025-08-13 $483.51
2025 Q1 REDUCED — — — 2,839 -125 -4.2% 0.10% $1.4M 2025-05-14 $404.56
2024 Q4 UNCHANGED — — — 2,964 — 0% 0.12% $1.5M 2025-02-13 $530.24
2024 Q3 UNCHANGED — — — 2,964 — 0% 0.15% $1.8M 2024-11-14 $530.22
2024 Q2 REDUCED 12.5% +11.9% ❌ 2,964 -425 -12.5% 0.16% $1.6M 2024-08-14 $598.56
2024 Q1 UNCHANGED — — — 3,389 — 0% 0.19% $2.0M 2024-05-14 $590.90
2023 Q4 INITIATED — — — 3,389 — — 0.23% $1.8M 2024-02-13 $534.72

🏢 Other funds also holding TMO

As of 2026 Q1 — sorted by position size

Spinecap SAS 12.54% Cryder Capital Partners LLP 3Y 7Y 12.09% Teca Partners, LP 3Y 10.82% C Partners Holding GmbH 3Y 7Y 10.14% Lindsell Train Ltd 3Y 7Y 9.67% Tri Locum Partners LP 3Y 9.13% Unisphere Establishment 8.52% WORMSER FRERES GESTION 7.75% EdgePoint Investment Group Inc. 3Y 7Y 7.56% R.H. Dinel Investment Counsel, Inc. 3Y 7Y 7.13%

FAQ About Maren Capital LLC and TMO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Maren Capital LLC reported owning TMO?

Maren Capital LLC reported TMO across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported TMO position in Maren Capital LLC's portfolio?

The largest reported portfolio weight for TMO was 0.23% in 2023 Q4.

What is the latest reported TMO position on this page?

The most recent filing on this page is 2025 Q3, when Maren Capital LLC reported 2,839 shares, equal to 0.08% of portfolio, with an estimated market value of $1.4M.

What does the chart on this TMO ownership page compare?

The chart compares Maren Capital LLC's quarterly TMO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Maren Capital LLC time their TMO position?

Based on 13F filing dates vs. subsequent TMO price moves, Maren Capital LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on TMO relative to SPY over the holding period was -13.3%.

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