Marathon Partners Equity Management’s Henry Schein HSIC Stock Holding History

Marathon Partners Equity Management’s Portfolio HSIC Stock Details HSIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$921K	Sell	12,500 -35,000	-74%	-$2.7M	1.04%	13
2025 Q4	$3.59M	Sell	47,500 -30,000	-39%	-$2.11M	3.57%	8
2025 Q3	$5.14M	Sell	77,500 -32,500	-30%	-$2.25M	3.7%	7
2025 Q2	$8.04M	Buy	110,000 +2,500	+2%	+$172K	6.98%	6
2025 Q1	$7.36M	Buy	107,500 +20,000	+23%	+$1.48M	7.54%	5
2024 Q4	$6.05M	Buy	+87,500	New	+$6.28M	5.26%	7

Other funds holding HSIC

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Marathon Partners Equity Management's HSIC Position: Q1 2026 in Review

Marathon Partners Equity Management reduced its Henry Schein (HSIC) stake by 74% in Q1 2026, selling an estimated $2.7M and leaving 12,500 shares worth $921K. The position accounts for 1.04% of the portfolio, ranked #13.

Marathon Partners Equity Management first reported a position in HSIC in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.04M in Q2 2025. 557 funds tracked by Wall St. Rank hold HSIC as of Q1 2026.

Marathon Partners Equity Management held 12,500 shares of Henry Schein worth $921K as of Q1 2026.
Marathon Partners Equity Management sold 35,000 Henry Schein shares in Q1 2026, an estimated $2.7M.
Henry Schein made up 1.04% of Marathon Partners Equity Management's portfolio in Q1 2026, its #13 holding.
Marathon Partners Equity Management first reported a position in Henry Schein in Q4 2024 and has held it in 6 quarters since.
Marathon Partners Equity Management's Henry Schein position peaked at $8.04M in Q2 2025.
557 funds tracked by Wall St. Rank held Henry Schein as of Q1 2026.

Based on Marathon Partners Equity Management's 13F filing for Q1 2026, filed 15 May 2026.