Harry Burn's Sound Shore Management reopened a position in Thermo Fisher Scientific Inc (TMO) in 2026 Q2, after 5.5 years out, according to the 13F-HR filed with the SEC on August 12, 2026. At quarter-end prices the stake was worth about $82.9M, or 2.55% of the reported portfolio. TMO enters the book as the 22nd largest of 40 stock positions.
What did the 2026 Q2 filing report for TMO?
As of June 30, 2026, from the 13F-HR filed August 12, 2026.
| Value | |
|---|---|
| Shares | 165K |
| Reported value | $82.9M |
| Portfolio weight | 2.55% |
| Rank in portfolio | 22nd of 40 |
| Sold out in | 2020 Q4 |
| Out for | 5.5 years |
How big is the returning TMO position?
Harry Burn opened 7 stock positions in 2026 Q2; TMO is the 4th largest of them by weight. An average stock position in the Harry Burn portfolio is 2% of the reported value, so the new name starts at about the fund's typical size.
Where does TMO sit in the Harry Burn portfolio?
TMO ranks 22nd of 40 stock positions in the Harry Burn portfolio at 2.55%, about the fund's average stock position of 2%. The TMO purchase was the 5th largest of the quarter's 47 position changes by percent change to portfolio. The largest stock position is TEVA at 3.97%. Next come LUV at 3.87% and BAC at 3.58%. The three largest stocks together are 11.41% of the book. Across the 2026 Q2 portfolio, Harry Burn reported 40 stock positions, with 7 opened and 7 closed. The total portfolio value is about $3.2B, up 9% from the prior quarter.
When did Harry Burn hold TMO before?
Harry Burn held TMO before. The fund had held the name since at least the quarter ended June 30, 2013, sold out in 2020 Q4 and is back after 5.5 years out. The weight peaked at 3.54% in 2015 Q4. Every reported trade is on the Harry Burn TMO trade history page.
Did other funds buy or sell TMO in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 12, 2026, 5 hold TMO. Of those, one opened it this quarter. Another 2 sold out of it. The largest buyers of TMO this quarter were Dodge & Cox Stock Fund, Ole Andreas Halvorsen and Parnassus Endeavor Fund. The largest sellers were William Von Mueffling, Lindsell Train and Wallace Weitz. Every tracked holder of TMO is on the TMO ownership page.
FAQ
How many TMO shares does Harry Burn hold?
Harry Burn holds 165K shares of TMO as of June 30, 2026, worth about $82.9M.
What is TMO's weight in the Harry Burn portfolio?
TMO is 2.55% of the Harry Burn portfolio and ranks 22nd of 40 stocks by weight.
Has Harry Burn owned TMO before?
Yes. Harry Burn held TMO before. The fund had held the name since at least the quarter ended June 30, 2013, sold out in 2020 Q4 and is back after 5.5 years out.
How many other tracked funds hold TMO?
5 other tracked funds that had filed for 2026 Q2 hold TMO. One of them opened it this quarter.