Medline Inc, CL-A (MDLN) grew to 6.28% of John Armitage's Egerton Capital portfolio in 2026 Q2, from 2.16%, according to the 13F-HR filed with the SEC on July 21, 2026. The share count rose 277% to 16.5M shares, and the position is worth about $649.6M and ranks 7th of 23 stocks by weight.
What did the 2026 Q2 filing report for MDLN?
As of June 30, 2026, from the 13F-HR filed July 21, 2026.
| Before | After | |
|---|---|---|
| Shares | 4.37M | 16.5M |
| Shares added | +12.1M (277%) | |
| Reported value | $194.3M | $649.6M |
| Portfolio weight | 2.16% | 6.28% |
| Rank in portfolio | 7th of 23 |
How much did John Armitage add to MDLN?
John Armitage added 12.1M shares of MDLN during 2026 Q2, taking the stake from 4.37M to 16.5M. The reported value of the position rose by about $455.3M, from about $194.3M to about $649.6M.
Where does MDLN sit in the John Armitage portfolio?
MDLN ranks 7th of 23 stock positions in the John Armitage portfolio at 6.28%, above the fund's average stock position of 4%. The MDLN addition was the 2nd largest of the quarter's 29 position changes by percent change to portfolio. The largest stock position is V at 14.13%. Next come GOOG at 11.24% and APH at 8.29%. The three largest stocks together are 33.66% of the book. Across the 2026 Q2 portfolio, John Armitage reported 23 stock positions, with 5 opened and 6 closed. The total portfolio value is about $10.4B, up 15% from the prior quarter.
How long has John Armitage held MDLN?
John Armitage first reported MDLN in the quarter ended March 31, 2026. Every reported trade is on the John Armitage 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 July 21, 2026, 3 hold MDLN. Of those, 1 added to the position this quarter and 2 trimmed it. The largest buyer of MDLN this quarter was Stephen Mandel. The largest sellers were Ole Andreas Halvorsen and Henry Ellenbogen. Every tracked holder of MDLN is on the MDLN ownership page.
FAQ
How many MDLN shares did John Armitage buy in 2026 Q2?
John Armitage added 12.1M shares of MDLN, a 277% increase, to 16.5M shares.
What is the MDLN position of John Armitage worth now?
The MDLN position of John Armitage is worth about $649.6M at June 30, 2026 prices, 6.28% of the portfolio.
Is MDLN a top holding of John Armitage?
MDLN ranks 7th of 23 stock positions in the John Armitage portfolio, at 6.28%.
Did other funds add to MDLN in 2026 Q2?
Among the 3 other tracked funds that hold MDLN, 1 added to it in 2026 Q2 and 2 trimmed it.