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What smart money is saying about Mesa LaboratoriesUnited States flag

MLAB · Technology · Hardware, Equipment & Parts · Market cap $422M

1 fund in our archive has pitched Mesa Laboratories, most recently Diamons Hill Small Cap Fund in December 2024.

Company profile

Mesa Laboratories, Inc. develops, manufactures, and sells life sciences tools and quality control products and services in the United States, Europe, the Asia Pacific, and internationally. The company's Sterilization and Disinfection Control segment manufactures and sells biological, cleaning, and chemical indicators that are used to assess the effectiveness of sterilization and disinfection processes in the hospital, dental, medical device, and pharmaceutical industries. This segment also provides testing and laboratory services primarily to the dental industry. Its Biopharmaceutical Development segment develops, manufactures, and sells automated systems for protein analysis (immunoassays) and peptide synthesis solutions. This segment's solutions include protein analysis comprising analysis equipment, CDs, kits, and buffers; and peptide synthesizers that enables to automate chemically synthesized peptides that are used in the creation of peptide therapies, biomaterials, cosmetics, and general research. The company's Calibration Solutions segment designs, manufactures, and markets quality control and calibration products to measure or calibrate temperature, pressure, pH, humidity, and other such parameters used for health and safety purposes in the hospital, medical device manufacturing, pharmaceutical manufacturing, and various laboratory and healthcare environments. This segment's products include continuous monitoring systems, dialysate meters and consumables, data loggers, gas flow calibration and air sampling equipment, and torque testing systems. Its Clinical Genomics segment develops, manufactures, and sells genetic analysis tools that include MassARRAY system and consumables, including chips, panels, and chemical reagent solutions used by clinical labs to perform genomic clinical testing in several therapeutic areas, such as newborn screenings, pharmacogenetics, and oncology. The company was incorporated in 1982 and is headquartered in Lakewood, Colorado.

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Summarize with Warren AI
2
Reported positions
1
Bought
0
Sold
2
Letters

Position history

Between Q4 2024 and Q3 2026, 2 fund letters reported a position in Mesa Laboratories, with 1 buy (opened or added).

Fund letters reporting a position in Mesa Laboratories, by quarter
QuarterLettersBoughtSoldTheses
Q3 20261000
Q4 20241101

Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.

Fund activity · 2 positions · 1 move

  • September 2026
    “• Mesa Laboratories, a provider of quality control products for drug manufacturers and hospitals, saw shares increase as sales returned to organic growth, margins expanded and debt declined.”
    Mesa Laboratories
  • December 2024
    “Portfolio Activity As valuations have continued rising and the economic cycle has gotten relatively long in the tooth, it’s become increasingly challenging to find high-quality, small-cap companies trading at attractive discounts to their intrinsic values. However, given the neglected pool of opportunities and our lunch pail mentality, the quarter yielded several new positions to the portfolio, including FTAI Infrastructure, Mesa Laboratories, Cimpress and Curbline Properties.”
    Mesa Laboratories

Fund coverage · 1 thesis

  • Mesa Laboratories is a diversified life sciences company strategically positioned for growth through organic development and acquisitions under CEO Gary Owns, enhancing its value in high-growth market segments.

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