Henry Ellenbogen's Durable Capital Partners sold 4.64M shares of Medline Inc, CL-A (MDLN) in 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026, 64% of the position. What remains is 2.63M shares worth about $103.6M, 1.01% of the portfolio against 3.33% a quarter earlier.
What did the 2026 Q2 filing report for MDLN?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Before | After | |
|---|---|---|
| Shares | 7.27M | 2.63M |
| Shares sold | -4.64M (64%) | |
| Reported value | $323.3M | $103.6M |
| Portfolio weight | 3.33% | 1.01% |
| Rank in portfolio | 24th of 36 |
How much did Henry Ellenbogen cut MDLN?
Henry Ellenbogen sold 4.64M shares of MDLN during 2026 Q2, cutting the stake from 7.27M to 2.63M. The reported value of the position fell by about $219.7M, from about $323.3M to about $103.6M.
Where does MDLN sit in the Henry Ellenbogen portfolio?
MDLN ranks 24th of 36 stock positions in the Henry Ellenbogen portfolio at 1.01%, below the fund's average stock position of 3%. The largest stock position is RBC at 10.7%. Next come DASH at 7.46% and Q at 7.23%. The three largest stocks together are 25.39% of the book. The MDLN cut was the 8th largest of the quarter's 38 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Henry Ellenbogen reported 36 stock positions, with 4 opened and 5 closed. The total portfolio value is about $10.3B, up 6% from the prior quarter.
How long has Henry Ellenbogen held MDLN?
Henry Ellenbogen first reported MDLN in the quarter ended December 31, 2025. The weight peaked at 3.33% in 2026 Q1. Last quarter the fund had added to it by 5%. Every reported trade is on the Henry Ellenbogen MDLN trade history page.
Did other funds buy or sell MDLN in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 3 hold MDLN. Of those, 2 added to the position this quarter and 1 trimmed it. The largest buyers of MDLN this quarter were Stephen Mandel and John Armitage. The largest seller was Ole Andreas Halvorsen. Every tracked holder of MDLN is on the MDLN ownership page.
FAQ
How many MDLN shares did Henry Ellenbogen sell in 2026 Q2?
Henry Ellenbogen sold 4.64M shares of MDLN, 64% of the position, leaving 2.63M shares.
What remains of the MDLN position of Henry Ellenbogen?
Henry Ellenbogen still holds 2.63M shares of MDLN, worth about $103.6M at June 30, 2026 prices.
How much of the Henry Ellenbogen portfolio is MDLN now?
MDLN is 1.01% of the Henry Ellenbogen portfolio, down from 3.33% a quarter earlier.
Did other funds trim MDLN in 2026 Q2?
Among the 3 other tracked funds that hold MDLN, 1 trimmed it in 2026 Q2 and 2 added to it.