Port Capital’s Medline Inc MDLN Stock Holding History

Port 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	$22.9M	Buy	579,886 +281,086	+94%	+$11.3M	0.93%	34
2026 Q1	$13.3M	Buy	+298,800	New	+$13.2M	0.59%	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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Port Capital's MDLN Position: Q2 2026 in Review

Port Capital increased its Medline Inc (MDLN) stake by 94% in Q2 2026, buying an estimated $11.3M and bringing the position to 579,886 shares worth $22.9M. The position accounts for 0.93% of the portfolio, ranked #34.

Port Capital first reported a position in MDLN in Q1 2026 and has held it in 2 quarters since. 406 funds tracked by Wall St. Rank hold MDLN as of Q2 2026.

Port Capital held 579,886 shares of Medline Inc worth $22.9M as of Q2 2026.
Port Capital bought 281,086 Medline Inc shares in Q2 2026, an estimated $11.3M.
Medline Inc made up 0.93% of Port Capital's portfolio in Q2 2026, its #34 holding.
Port Capital first reported a position in Medline Inc in Q1 2026 and has held it in 2 quarters since.
406 funds tracked by Wall St. Rank held Medline Inc as of Q2 2026.

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