Eric H. Schoenstein's Jensen Investment Management bought 102K shares more of IDEXX Laboratories Inc (IDXX) in 2026 Q2, according to the 13F-HR filed with the SEC on August 7, 2026, a 2,861% increase in the share count. Eric H. Schoenstein now holds 106K shares worth about $55.6M, 1.35% of the portfolio against 0.04% a quarter earlier.
What did the 2026 Q2 filing report for IDXX?
As of June 30, 2026, from the 13F-HR filed August 7, 2026.
| Before | After | |
|---|---|---|
| Shares | 3.57K | 106K |
| Shares added | +102K (2,861%) | |
| Reported value | $2M | $55.6M |
| Portfolio weight | 0.04% | 1.35% |
| Rank in portfolio | 26th of 83 |
How much did Eric H. Schoenstein add to IDXX?
Eric H. Schoenstein added 102K shares of IDXX during 2026 Q2, taking the stake from 3.57K to 106K. The reported value of the position rose by about $53.6M, from about $2M to about $55.6M.
Where does IDXX sit in the Eric H. Schoenstein portfolio?
IDXX ranks 26th of 83 stock positions in the Eric H. Schoenstein portfolio at 1.35%, about the fund's average stock position of 1%. The IDXX addition was the 13th largest of the quarter's 80 position changes by percent change to portfolio. The largest stock position is GOOGL at 6.91%. Next come MSFT at 6.67% and AMZN at 6.09%. The three largest stocks together are 19.66% of the book. Across the 2026 Q2 portfolio, Eric H. Schoenstein reported 83 stock positions, with 1 opened and 2 closed. The total portfolio value is about $4.1B, down 19% from the prior quarter.
How long has Eric H. Schoenstein held IDXX?
Eric H. Schoenstein first reported IDXX in the quarter ended June 30, 2024. The current weight is the highest the fund has reported for the name. The share count had been unchanged the quarter before. Every reported trade is on the Eric H. Schoenstein IDXX trade history page.
Did other funds buy or sell IDXX in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 7, 2026, 3 hold IDXX. Of those, 2 trimmed the position this quarter and none added. The largest sellers were Terry Smith and Polen Capital Management. Every tracked holder of IDXX is on the IDXX ownership page.
FAQ
How many IDXX shares did Eric H. Schoenstein buy in 2026 Q2?
Eric H. Schoenstein added 102K shares of IDXX, a 2,861% increase, to 106K shares.
What is the IDXX position of Eric H. Schoenstein worth now?
The IDXX position of Eric H. Schoenstein is worth about $55.6M at June 30, 2026 prices, 1.35% of the portfolio.
Is IDXX a top holding of Eric H. Schoenstein?
IDXX ranks 26th of 83 stock positions in the Eric H. Schoenstein portfolio, at 1.35%.
Did other funds add to IDXX in 2026 Q2?
Among the 3 other tracked funds that hold IDXX, none added to it in 2026 Q2 and 2 trimmed it.