Stephen Mandel
Lone Pine Capital
Stephen Mandel Medline Inc, CL-A stake
total: 304
Lone Pine Capital MDLN trades
- Total transactions:
- 3
- New positions:
- 1
- Added:
- 2
- Held since:
- 2025 Q4
- Held for:
- 3 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Stephen Mandel holds 20,968,367 Medline Inc, CL-A (MDLN) shares with a market value of roughly $826.99M accounting for 5.06% of the overall portfolio. To date, the estimated cost basis is nearly $40.89 for "buy" trades. Lone Pine Capital first purchased MDLN in 2025 Q4, initially acquiring about 11.72M shares. Since the initial investment in Medline Inc, CL-A (MDLN), Lone Pine Capital has made 2 more transactions.
When did Stephen Mandel buy Medline Inc, CL-A (MDLN)?
Stephen Mandel first invested in Medline Inc, CL-A (MDLN) in 2025 Q4 at the reported quarter-end price of $42.00 per share.
What's the cost basis of Lone Pine Capital's MDLN stake?
The estimated cost basis for Medline Inc, CL-A (MDLN) stake is around $40.89 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $40.89
Stephen Mandel'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 Q2
|
5.06%
|
20,968,367
|
$39.44
|
$826,992,394
|
+77.86% (+9,179,211)
|
+2.21%
|
|
2026 Q1
|
4.18%
|
11,789,156
|
$44.50
|
$524,617,442
|
+0.62% (+72,459)
|
+0.03%
|
|
2025 Q4
|
3.62%
|
11,716,697
|
$42.00
|
$492,101,274
|
new
|
+3.62%
|
* 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.