Eminence Capital’s Medline Inc MDLN Stock Holding History

Eminence Capital’s Portfolio MDLN Stock Details MDLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2,279,190	Closed	-$101M	–	33
2026 Q1	$101M	Buy	2,279,190 +774,190	+51%	+$34.2M	2.33%	20
2025 Q4	$63.2M	Buy	+1,505,000	New	+$63.6M	1%	34

Other funds holding MDLN

Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return

HFCIX

H&F Corporate Investors X San Francisco, California $2.8B AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Eminence Capital's MDLN Position: Q2 2026 in Review

Eminence Capital sold out of Medline Inc (MDLN) in Q2 2026, closing a stake of 2,279,190 shares — an estimated $101M sold.

Eminence Capital first reported a position in MDLN in Q4 2025 and held it in 2 quarters. The position peaked at $101M in Q1 2026. 280 funds tracked by Wall St. Rank hold MDLN as of Q2 2026.

Eminence Capital reported no remaining Medline Inc position as of Q2 2026 after selling out during the quarter.
Eminence Capital sold 2,279,190 Medline Inc shares in Q2 2026, an estimated $101M.
Eminence Capital first reported a position in Medline Inc in Q4 2025 and held it in 2 quarters.
Eminence Capital's Medline Inc position peaked at $101M in Q1 2026.
280 funds tracked by Wall St. Rank held Medline Inc as of Q2 2026.

Based on Eminence Capital's 13F filing for Q2 2026.