Khrom Capital Management LLC: MEDLINE INC (MDLN): Quarterly 13F Position History
As of Q2 2026, Khrom Capital Management LLC reported 2,435,635 shares of MEDLINE INC (MDLN), worth $96.1M and representing 8.0% of its 13F equity book. Quarter-over-quarter share count change: + 1,732,498 (+246.4%) . The position first appeared in Q1 2026 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.
- 2,435,635Shares Held (Latest Filing)
- $96.1MReported Market Value (Latest Filing)
- 8.0%Portfolio Weight (% of 13F Equity Book)
- +1,732,498Quarter-over-Quarter Share Change
- +$64.8MQuarter-over-Quarter Value Change
- 2,435,635Peak Reported Shares (Historical)
Recent initiation: Khrom Capital Management LLC first reported MDLN on the Q1 2026 filing, so 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 | 2,435,635 | +1,732,498 | +246.4% | $96.1M | 8.0% | $39.4 |
| Q1 2026 | 703,137 | – | – | $31.3M | 2.9% | $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 Khrom Capital Management LLC first disclose a MDLN position in 13F-HR filings?
Khrom Capital Management LLC 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 Khrom Capital Management LLC's most recent quarter-over-quarter share-count change in MDLN?
Between Q1 2026 and Q2 2026, Khrom Capital Management LLC added 1,732,498 shares of MDLN (+246.4%), bringing the total reported position to 2,435,635 shares at a market value of $96.1M.
Does the implied price-per-share represent Khrom Capital Management LLC'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.