SurgoCap Partners LP: MEDLINE INC (MDLN): Quarterly 13F Position History
As of Q2 2026, SurgoCap Partners LP reported 7,487,507 shares of MEDLINE INC (MDLN), worth $295.3M and representing 9.5% of its 13F equity book. Quarter-over-quarter share count change: + 1,412,342 (+23.2%) . The position first appeared in Q1 2026 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.
- 7,487,507Shares Held (Latest Filing)
- $295.3MReported Market Value (Latest Filing)
- 9.5%Portfolio Weight (% of 13F Equity Book)
- +1,412,342Quarter-over-Quarter Share Change
- +$25.0MQuarter-over-Quarter Value Change
- 7,487,507Peak Reported Shares (Historical)
Recent initiation: SurgoCap Partners LP 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 | 7,487,507 | +1,412,342 | +23.2% | $295.3M | 9.5% | $39.4 |
| Q1 2026 | 6,075,165 | – | – | $270.3M | 9.0% | $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 SurgoCap Partners LP first disclose a MDLN position in 13F-HR filings?
SurgoCap Partners LP 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 SurgoCap Partners LP's most recent quarter-over-quarter share-count change in MDLN?
Between Q1 2026 and Q2 2026, SurgoCap Partners LP added 1,412,342 shares of MDLN (+23.2%), bringing the total reported position to 7,487,507 shares at a market value of $295.3M.
Does the implied price-per-share represent SurgoCap Partners LP'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.