Egerton Capital (UK) LLP: MEDLINE INC (MDLN): Quarterly 13F Position History
As of Q2 2026, Egerton Capital (UK) LLP reported 16,470,884 shares of MEDLINE INC (MDLN), worth $649.6M and representing 6.3% of its 13F equity book. Quarter-over-quarter share count change: + 12,105,082 (+277.3%) . The position first appeared in Q1 2026 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.
- 16,470,884Shares Held (Latest Filing)
- $649.6MReported Market Value (Latest Filing)
- 6.3%Portfolio Weight (% of 13F Equity Book)
- +12,105,082Quarter-over-Quarter Share Change
- +$455.3MQuarter-over-Quarter Value Change
- 16,470,884Peak Reported Shares (Historical)
Recent initiation: Egerton Capital (UK) LLP first reported MDLN on the Q1 2026 filing — fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 16,470,884 | +12,105,082 | +277.3% | $649.6M | 6.3% | $39.4 |
| Q1 2026 | 4,365,802 | — | — | $194.3M | 2.2% | $44.5 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Egerton Capital (UK) LLP first disclose a MDLN position in 13F-HR filings?
Egerton Capital (UK) LLP first reported MEDLINE INC (MDLN) on its 13F-HR filing for the period ending 2026-03-31 (Q1 2026). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was Egerton Capital (UK) LLP's most recent quarter-over-quarter share-count change in MDLN?
Between Q1 2026 and Q2 2026, Egerton Capital (UK) LLP added 12,105,082 shares of MDLN (+277.3%), bringing the total reported position to 16,470,884 shares at a market value of $649.6M.
Does the implied price-per-share represent Egerton Capital (UK) LLP's cost basis in MDLN?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.