FCM
MDLN

Fremen Capital Management’s Medline Inc MDLN Stock Holding History

Fremen Capital Management’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 		$1.89M Sell
47,833
-148,869
-76% -$6M 1.66% 12
2026
Q1 		$8.75M Buy
196,702
+14,765
+8% +$652K 7.49% 6
2025
Q4 		$7.64M Buy
+181,937
New +$7.68M 6.25% 7

Other funds holding MDLN

CG
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fremen Capital Management's MDLN Position: Q2 2026 in Review

Fremen Capital Management reduced its Medline Inc (MDLN) stake by 76% in Q2 2026, selling an estimated $6M and leaving 47,833 shares worth $1.89M. The position accounts for 1.66% of the portfolio, ranked #12.

Fremen Capital Management first reported a position in MDLN in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.75M in Q1 2026. 406 funds tracked by Wall St. Rank hold MDLN as of Q2 2026.

  • Fremen Capital Management held 47,833 shares of Medline Inc worth $1.89M as of Q2 2026.
  • Fremen Capital Management sold 148,869 Medline Inc shares in Q2 2026, an estimated $6M.
  • Medline Inc made up 1.66% of Fremen Capital Management's portfolio in Q2 2026, its #12 holding.
  • Fremen Capital Management first reported a position in Medline Inc in Q4 2025 and has held it in 3 quarters since.
  • Fremen Capital Management's Medline Inc position peaked at $8.75M in Q1 2026.
  • 406 funds tracked by Wall St. Rank held Medline Inc as of Q2 2026.

Based on Fremen Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.