John Armitage's MDLN Position Overview
John Armitage (via Egerton Capital (Uk) Llp) currently holds 16.47 M shares of Medline Inc. (MDLN) worth $649.61 M, representing 6.28% of the portfolio. First purchased in 2026-Q1, this recently established position has been held for 2 quarters.
Based on recent 13F filings, John Armitage has initiated a new position in MDLN, representing a fresh investment thesis on this company. Largest addition occurred in Q2 2026, adding 12.11 M shares.
Analysis based on 13F filings available since 2013 Q2
John Armitage's Medline (MDLN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Medline (MDLN) Trades by John Armitage
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +12.11 M | Add 277.27% | 16.47 M | $39.44 |
| Q1 2026 | +4.37 M | New Buy | 4.37 M | $44.50 |
John Armitage's Medline Investment FAQs
John Armitage first purchased Medline Inc. (MDLN) in Q1 2026, acquiring 4,365,802 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Armitage has held Medline Inc. (MDLN) for 2 quarters since Q1 2026.
John Armitage's largest addition to Medline Inc. (MDLN) was in Q2 2026, adding 16,470,884 shares worth $649.61 M.
According to the latest 13F filing for Q2 2026, John Armitage's firm, Egerton Capital (Uk) Llp, owns 16,470,884 shares of Medline Inc. (MDLN), valued at approximately $649.61 M.
As of the Q2 2026 filing, Medline Inc. (MDLN) represents approximately 6.28% of John Armitage's publicly disclosed stock portfolio, making it one of their key holdings.
John Armitage's peak holding in Medline Inc. (MDLN) was 16,470,884 shares, as reported at the end of Q2 2026.