MDLN

Medline Inc-cl A

5 super-investor ownerscombined $1.77Blargest position 6.3%

2 ADD1 TRIM

5 of the 83 super-investors we track hold MDLN, worth a combined $1.77B per their latest 13F filings. The largest position: John Armitage at 6.3% of their portfolio. This quarter the cohort logged 2 buys and 1 sell on the name. Conviction score: 24 of 100 (how strongly the cohort backs it) — ranked #568 of 742 stocks. Conviction easing: 1 fewer super-investor hold it than in 2026Q1.

Share𝕏 in

Why super-investors own MDLN

MDLN is held by 5 super-investors in our cohort, with a combined position value of $1.8B. The highest-conviction owner is John Armitage at 6.3% of their portfolio. This quarter the cohort registered 2 added, 1 trimmed.

AI-synthesized from 13F filings. Not investment advice.

Cohort owners over time

2025Q4 → 2026Q2

How many of the cohort members held this stock each quarter.

Now: 5

Peak: 6

Owners (5) · click any column to sort

#↑	Manager	% Port.	History	Value	Shares
1	Stephen Mandel	5.1%	3q	$827M	20,968,367
2	John Armitage	6.3%	2q	$650M	16,470,884
3	Viking Global Investors	0.5%	3q	$191M	4,841,080
4	Henry Ellenbogen	1.0%	3q	$104M	2,627,321
5	Joel Greenblatt	<0.1%	3q	$1M	32,586