SM
MDLN

Stephen Mandel’s Medline Inc MDLN Stock Holding History

Stephen Mandel’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 		$827M Buy
20,968,367
+9,179,211
+78% +$370M 5.06% 6
2026
Q1 		$525M Buy
11,789,156
+72,459
+0.6% +$3.2M 4.18% 10
2025
Q4 		$492M Buy
+11,716,697
New +$495M 3.62% 15

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
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Stephen Mandel's MDLN Position: Q2 2026 in Review

Stephen Mandel increased its Medline Inc (MDLN) stake by 78% in Q2 2026, buying an estimated $370M and bringing the position to 20,968,367 shares worth $827M. The position accounts for 5.06% of the portfolio, ranked #6.

Stephen Mandel first reported a position in MDLN in Q4 2025 and has held it in 3 quarters since. 405 funds tracked by Wall St. Rank hold MDLN as of Q2 2026.

  • Stephen Mandel held 20,968,367 shares of Medline Inc worth $827M as of Q2 2026.
  • Stephen Mandel bought 9,179,211 Medline Inc shares in Q2 2026, an estimated $370M.
  • Medline Inc made up 5.06% of Stephen Mandel's portfolio in Q2 2026, its #6 holding.
  • Stephen Mandel first reported a position in Medline Inc in Q4 2025 and has held it in 3 quarters since.
  • 405 funds tracked by Wall St. Rank held Medline Inc as of Q2 2026.

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