Egerton Capital MDLN trades
John Armitage
John Armitage Medline Inc, CL-A stake
total: 222
Trades details
- Total transactions:
- 3
- New positions:
- 1
- Added:
- 1
- Reduced:
- 1
- Held since:
- 2026 Q1
- Held for:
- 3 quarters
- Latest activity:
- 2026 Q3
According to 2026 Q3 report, John Armitage holds 13,283,017 Medline Inc, CL-A (MDLN) shares with a market value of roughly $460.92M accounting for 4.69% of the overall portfolio. To date, the estimated cost basis is nearly $40.78 for "buy" trades and estimated average "sell" price is $34.7. Egerton Capital first purchased MDLN in 2026 Q1, initially acquiring about 4.37M shares. Since the initial investment in Medline Inc, CL-A (MDLN), Egerton Capital has made 2 more transactions.
When did John Armitage buy Medline Inc, CL-A (MDLN)?
John Armitage first invested in Medline Inc, CL-A (MDLN) in 2026 Q1 at the reported quarter-end price of $44.50 per share.
What's the cost basis of Egerton Capital's MDLN stake?
The estimated cost basis for Medline Inc, CL-A (MDLN) stake is around $40.78 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $40.78
- Weighted AVG sell price:
- $34.70
John Armitage's historical trades in Medline Inc, CL-A
3 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q3
|
4.69%
|
13,283,017
|
$34.70
|
$460,920,690
|
-19.35% (-3,187,867)
|
-1.07%
|
|
2026 Q2
|
6.28%
|
16,470,884
|
$39.44
|
$649,611,665
|
+277.27% (+12,105,082)
|
+4.61%
|
|
2026 Q1
|
2.16%
|
4,365,802
|
$44.50
|
$194,278,189
|
new
|
+2.16%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.