What smart money is saying about Bio-Rad Laboratories Inc.
2 funds in our archive have pitched Bio-Rad Laboratories Inc. — most recently Ariel Focused Value in March 2026.
Bio-Rad Laboratories, Inc. manufactures, and distributes life science research and clinical diagnostic products in the United States, Europe, Asia, Canada, and Latin America. The company operates through Life Science and Clinical Diagnostics segments. The Life Science segment develops, manufactures, and markets a range of reagents, apparatus, and laboratory instruments that are used in research techniques, biopharmaceutical production processes, and food testing regimes. It focuses on selected segments of the life sciences market in proteomics, genomics, biopharmaceutical production, cellular biology, and food safety. This segment serves universities and medical schools, industrial research organizations, government agencies, pharmaceutical manufacturers, biotechnology researchers, food producers, and food testing laboratories. The Clinical Diagnostics segment designs, manufactures, sells, and supports test systems, informatics systems, test kits, and specialized quality controls for clinical laboratories in the diagnostics market. This segment offers reagents, instruments, and software, which address specific niches within the in vitro diagnostics test market. It sells its products to reference laboratories, hospital laboratories, state newborn screening facilities, physicians' office laboratories, and transfusion laboratories. In addition, the company offers products and systems to separate complex chemical and biological materials, as well as to identify, analyze, and purify components. The company offers its products through its direct sales force, as well as through distributors, agents, brokers, and resellers. Bio-Rad Laboratories, Inc. was founded in 1952 and is headquartered in Hercules, California.
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Position history
Between Q3 2025 and Q3 2026, 3 fund letters reported a position in Bio-Rad Laboratories Inc. — 2 opened or added to the position, 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 2 | 0 | 0 |
| Q2 2026 | 1 | 0 | 1 | 0 |
| Q1 2026 | 0 | 0 | 0 | 1 |
| Q3 2025 | 0 | 0 | 0 | 1 |
Fund activity · 3 positions · 3 moves
- New positionAVI Global Special SituationsAugust 2026
“Elsewhere in recent months we have established new positions in Mitsui O.S.K Lines (“MOL”) – the Japanese shipping company and Bio-Rad Labs, the US life sciences tools & diagnostics business that owns a listed stake in Sartorius AG.”
Bio-Rad Laboratories Inc. - New positionAVI Global TrustAugust 2026
“AVI Global Trust’s (AGT) NAV increased by +4.0% in August. Samsung C&T was the top contributor (+81bps) as strong share price performance (+14%) was boosted by an appreciation of the Won against Sterling (+4.3%) Other strong contributors included Mitsui O.S.K Lines (+60bps), News Corp (+53bps) and Rohm (+40bps). In terms of detractors the most notable one was Jardine Matheson (-64bps). The shares have now de-rated substantially from a mid-20s discount earlier in the year to 41% currently. We have been adding to the position and believe one seller in particular has been weighing on the price. Mitsubishi Logistics (- 38bps) and Symphony International (-24bps) were the other detractors. As noted in previous newsletters the current environment is throwing up a lot of ideas in a variety of different markets. In Korea we have been adding to new and existing names such that at the time of writing we now have 15 Korean holdings; and we are increasingly enamoured about the opportunities for bottom-up engagement-focused investors in the mid-and-lower market cap part of the Korean market. Elsewhere in recent months we have established new positions in Mitsui O.S.K Lines (“MOL”) – the Japanese shipping company and Bio-Rad Labs, the US life sciences tools & diagnostics business”
Bio-Rad Laboratories Inc. - ExitedLongleaf Partners FundJune 2026
“Portfolio Activity During the quarter, we purchased one new position in the portfolio. The new position is a healthcare company we know well and have made money owning previously. We look forward to discussing our case in more detail later. We exited our position in Bio- Rad after another disappointing operational quarter led us to conclude that our money would be better invested in the new holding.”
Bio-Rad Laboratories Inc.
Fund coverage · 2 theses
- Ariel Focused ValueMarch 2026
Bio-Rad Laboratories Inc. is a global life sciences tools leader with rising margins, high recurring revenue, and dominant market positions supporting long-term growth.
Read the full thesis - Upslope CapitalSeptember 2025
Bio-Rad Laboratories is a leading global producer of clinical diagnostics and life sciences products, with a significant stake in Sartorius, suggesting an attractive valuation amidst recent market de-ratings.
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