IDXX

Idexx Laboratories Inc

7 super-investor ownerscombined $734Mlargest position 6.1%

7 super-investors hold IDXX worth a combined $734M. The largest position: Terry Smith at 6.1% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 35 — ranked #221 of 724 scored stocks.

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Why super-investors own IDXX

Terry Smith carries the heaviest conviction here, with IDXX representing 6.1% of his portfolio at $271M — making him the dominant voice in a cohort that collectively holds $734M across seven managers. Polen Capital Management holds the largest absolute position at $391M but at a lower 2.7% portfolio weight, rounding out the two anchors of this group. Activity was entirely flat in 2026Q1: no new entrants, no additions, no trims, no exits. Ownership breadth has been stable in the low-single digits for several quarters after a brief tick up to three owners, suggesting neither growing enthusiasm nor meaningful defection — the holders are simply holding, with Smith and Polen the committed long-term owners driving the bulk of the dollar exposure.

AI-synthesized from 13F filings. Not investment advice.

Cohort owners over time

2020Q1 → 2026Q1

How many of the cohort members held this stock each quarter.

Now: 2

Peak: 3

Owners (7) · click any column to sort

#↑	Manager	% Port.	History	Value	Shares
1	Polen Capital Management	2.7%	4q	$391M	695,811
2	Terry Smith	6.1%	17q	$271M	481,586
3	Joel Greenblatt	<0.1%	35q	$49M	87,566
4	Wallace Weitz	1.4%	5q	$20M	35,300
5	Jensen Investment Management	<0.1%	8q	$2M	3,570
6	Mairs & Power Funds	<0.1%	40q	$1M	2,080
7	Bill Nygren	0.0%	3q	$271K	482

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Owners of IDXX also hold

AMZN

Amazon.com Inc

7 shared owners