MDLN
Medline Inc-cl A
6 super-investors hold MDLN worth a combined $1.66B. The largest position: Stephen Mandel at 4.2% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 23 — ranked #592 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.
Why super-investors own MDLN
John Armitage's new 2.2% position in 2026Q1 lifted cohort ownership to six holders, continuing a gradual build that began from just two owners eight quarters ago. Stephen Mandel carries the highest conviction at 4.2% of his portfolio ($525M), followed by Henry Ellenbogen at 3.3% ($323M) and Viking Global Investors at $509M — together accounting for the bulk of the cohort's $1.7B combined stake. No holder trimmed or exited this quarter, and the absence of any reductions alongside a fresh entry from Armitage suggests interest is still accumulating rather than fading. The ownership base remains relatively small at six names, but the trajectory is consistently upward.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2025Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (6) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Stephen Mandel | 4.2% | 2q | $525M | 11,789,156 |
| 2 | Viking Global Investors | 1.4% | 2q | $509M | 11,433,992 |
| 3 | Henry Ellenbogen | 3.3% | 2q | $323M | 7,265,853 |
| 4 | John Armitage | 2.2% | — 1q | $194M | 4,365,802 |
| 5 | Joel Greenblatt | 0.1% | 2q | $71M | 1,593,358 |
| 6 | Lee Ainslie | 0.4% | 2q | $35M | 796,077 |
- 1Stephen Mandelport4.2%val$525M11,789,156 sh·2q held
- 2Viking Global Investorsport1.4%val$509M11,433,992 sh·2q held
- 3Henry Ellenbogenport3.3%val$323M7,265,853 sh·2q held
- 4John Armitageport2.2%val$194M4,365,802 sh·—1q held
- 5Joel Greenblattport0.1%val$71M1,593,358 sh·2q held
- 6Lee Ainslieport0.4%val$35M796,077 sh·2q held
Owners of MDLN also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| John Armitage | NEW | 2.2% | +100% | $194M | May 13, 2026 |
Long US equity 13F-HR filings only. CUSIP 58507V107. Not investment advice.