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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
2025
Q4 		– Sell
-850,000
Closed -$56.4M – 33
2025
Q3 		$56.4M Hold
850,000
– – 1.82% 25
2025
Q2 		$62.1M Hold
850,000
– – 1.81% 24
2025
Q1 		$58.2M Buy
+850,000
New +$62.8M 2.29% 17

Other funds holding HSIC

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Palestra Capital Management's HSIC Position: Q1 2026 in Review

Palestra Capital Management increased its Henry Schein (HSIC) stake by 43% in Q1 2026, buying an estimated $79.5M and bringing the position to 3,412,667 shares worth $252M. The position accounts for 9.81% of the portfolio, ranked #1.

Palestra Capital Management first reported a position in HSIC in Q4 2024 and has held it in 6 quarters since. The position peaked at $287M in Q3 2025. 558 funds tracked by Wall St. Rank hold HSIC as of Q1 2026.

  • Palestra Capital Management held 3,412,667 shares of Henry Schein worth $252M as of Q1 2026.
  • Palestra Capital Management bought 1,029,830 Henry Schein shares in Q1 2026, an estimated $79.5M.
  • Henry Schein made up 9.81% of Palestra Capital Management's portfolio in Q1 2026, its #1 holding.
  • Palestra Capital Management first reported a position in Henry Schein in Q4 2024 and has held it in 6 quarters since.
  • Palestra Capital Management's Henry Schein position peaked at $287M in Q3 2025.
  • 558 funds tracked by Wall St. Rank held Henry Schein as of Q1 2026.

Based on Palestra Capital Management's 13F filing for Q1 2026, filed 15 May 2026.