Follow-The-Filings

Security

MDLN

Medline Inc. · COM CL A

Equity holders as of 2026 Q1 (each manager’s latest book)

20 owners 4 new 4 exits max 6.3% (John Armitage - Egerton C...)

grid → activity →
owners 20
rank #209
master % 0.07%
max % 6.3%
tracked value $3.6B
qoq N 4 A 9 R 3 E 4

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
John Armitage - Egerton Capital (UK) LLP 2026 Q2 stale 6.3% Add +4.12 pp 16,470,884 $650M hist
Stephen Mandel - Lone Pine Capital LLC 2026 Q1 4.2% Add +0.57 pp 11,789,156 $525M hist
Henry Ellenbogen - Durable Capital Partners LP 2026 Q1 3.3% Add +0.59 pp 7,265,853 $323M hist
Eminence Capital, LP 2026 Q1 2.3% Exit -2.33 pp 2,279,190 $101M hist
Andreas Halvorsen - Viking Global Investors LP 2026 Q1 1.4% Add +0.65 pp 11,433,992 $509M hist
George Soros - Soros Fund Management LLC 2026 Q1 0.6% Reduce -0.14 pp 1,286,434 $57M hist
Lee Ainslie - Maverick Capital Ltd 2026 Q1 0.4% — 796,077 $35M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.2% Add +0.15 pp 3,304,305 $147M hist
Davidson Kempner Capital Management LP 2026 Q1 0.1% Reduce -0.19 pp 74,500 $3M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add +0.03 pp 1,955,949 $87M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Add +0.02 pp 618,293 $28M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Add +0.02 pp 641,715 $29M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add +0.02 pp 456,430 $20M hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.02 pp 5,000,000 $210M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% New 0.0% 155,612 $7M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% New 0.0% 18,887,568 $793M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce -0.03 pp 1,593,358 $71M hist
Renaissance Technologies LLC 2026 Q1 0.0% New 0.0% 143,700 $6M hist
Ron Baron - Bamco Inc. /NY/ (Baron Capital) 2026 Q1 0.0% New 0.0% 14,000 $623 hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit 0.00 pp 6,500 $273 hist
Marc Stad - Dragoneer Investment Group, LLC exited 2026 Q1 last 2025 Q4 0.5% Exit -0.48 pp 525,000 $22M hist
Dan Sundheim - D1 Capital Partners L.P. exited 2026 Q1 last 2025 Q4 0.2% Exit -0.15 pp 377,131 $16M hist
Farallon Capital Management LLC exited 2026 Q1 last 2025 Q4 0.1% Exit -0.05 pp 260,000 $11M hist
D. E. Shaw & Co., Inc. exited 2026 Q1 last 2025 Q4 0.0% Exit -0.02 pp 884,500 $37M hist

20 current · 4 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2025
Revenue $28.43B
Gross profit $7.52B
Gross margin * 26.4%
Net income $1.16B
Net margin * 4.1%

Balance sheet

Metric FY2025
Total current assets $10.68B
Total non-current assets * $27.8B
Total assets $38.48B
Total current liabilities $2.49B
Total non-current liabilities $16.71B
Total equity $10.74B

Cash flow

Metric FY2025
Cash from operations $1.74B
Cash from investing -$474M
Cash from financing $399M
Net change in cash $1.69B

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders