Egerton Capital (UK) LLP: MEDLINE INC (MDLN): Quarterly 13F Position History
As of Q3 2026, Egerton Capital (UK) LLP reported 13,283,017 shares of MEDLINE INC (MDLN), worth $460.9M and representing 4.7% of its 13F equity book. Quarter-over-quarter share count change: 3,187,867 (-19.4%) . The position first appeared in Q1 2026 and has been disclosed across 3 13F-HR filings in Pactolio's tracked window.
- 13,283,017Shares Held (Latest Filing)
- $460.9MReported Market Value (Latest Filing)
- 4.7%Portfolio Weight (% of 13F Equity Book)
- 3,187,867Quarter-over-Quarter Share Change
- -$188.7MQuarter-over-Quarter Value Change
- 16,470,884Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 3 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q3 2026 | 13,283,017 | 3,187,867 | -19.4% | $460.9M | 4.7% | $34.7 |
| 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 rather than 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 3 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 Q2 2026 and Q3 2026, Egerton Capital (UK) LLP reduced its MDLN position by 3,187,867 shares (-19.4%), leaving 13,283,017 shares at a market value of $460.9M.
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.