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Palestra Capital Management’s Henry Schein HSIC Stock Holding History

Palestra Capital 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
Q2 		$204M Sell
2,446,691
-965,976
-28% -$73.8M 6.93% 6
2026
Q1 		$252M Buy
3,412,667
+1,029,830
+43% +$79.5M 9.81% 1
2025
Q4 		$180M Sell
2,382,837
-1,947,963
-45% -$137M 6.37% 1
2025
Q3 		$287M Buy
4,330,800
+829,280
+24% +$57.4M 9.26% 1
2025
Q2 		$256M Sell
3,501,520
-497,970
-12% -$34.3M 7.44% 2
2025
Q1 		$274M Buy
3,999,490
+1,355,154
+51% +$100M 10.79% 1
2024
Q4 		$183M Buy
+2,644,336
New +$190M 5.01% 3

Other funds holding HSIC

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Palestra Capital Management's HSIC Position: Q2 2026 in Review

Palestra Capital Management reduced its Henry Schein (HSIC) stake by 28% in Q2 2026, selling an estimated $73.8M and leaving 2,446,691 shares worth $204M. The position accounts for 6.93% of the portfolio, ranked #6.

Palestra Capital Management first reported a position in HSIC in Q4 2024 and has held it in 7 quarters since. The position peaked at $287M in Q3 2025. 562 funds tracked by Wall St. Rank hold HSIC as of Q2 2026.

  • Palestra Capital Management held 2,446,691 shares of Henry Schein worth $204M as of Q2 2026.
  • Palestra Capital Management sold 965,976 Henry Schein shares in Q2 2026, an estimated $73.8M.
  • Henry Schein made up 6.93% of Palestra Capital Management's portfolio in Q2 2026, its #6 holding.
  • Palestra Capital Management first reported a position in Henry Schein in Q4 2024 and has held it in 7 quarters since.
  • Palestra Capital Management's Henry Schein position peaked at $287M in Q3 2025.
  • 562 funds tracked by Wall St. Rank held Henry Schein as of Q2 2026.

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