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Henry Schein, Inc. HSIC

Henry Schein, Inc. provides health care products and services to office-based dental and medical practitioners worldwide. It operates through Global Distribution and Value-Added Services; Global Specialty Products; and Global Technology segments.

Company profile

Business mix

  • It operates through Global Distribution and Value-Added Services; Global Specialty Products; and Global Technology segments.
  • The Global Distribution and Value-Added Services segment distributes infection-control products, handpieces, preventatives, impression materials, composites, anesthetics, teeth, gypsum, acrylics, articulators, abrasives, PPE products.
  • It also markets and sells a portfolio of consumable merchandise under its own corporate brand.
  • The Global Technology segment is involved in the development and distribution of practice management software, e-services, and other products which are distributed to health care providers.

Current key questions

  • Can the company's products, services, or pipeline expand adoption within medical distribution?
  • How do reimbursement, regulation, clinical data, patents, and commercial execution affect growth?
  • Can margins and cash flow improve while funding research, manufacturing, or go-to-market investment?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters

Current firm holders

Firm Weight Value Filing period
Lyrical Asset Management 1.7% $113.8M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 0 Last 4 13F filing periods
Net reducers 1 Last 4 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $19.0M Estimated from net reduced shares
Net share change / base shares -14.3% -257,219 / 1,801,661
Lyrical Asset Management 4 filing periods
13F 2025-06-30 Filed 2025-08-12
Minor reduction Shares -11.0% 13F value change -$6.2M
13F 2025-09-30 Filed 2025-11-12
Minor increase Shares 9.7% 13F value change -$367,882
13F 2025-12-31 Filed 2026-02-11
Minor reduction Shares -4.8% 13F value change +$9.9M
13F 2026-03-31 Filed 2026-05-11
Minor reduction Shares -7.9% 13F value change -$12.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-11
Base shares 1,801,661 Last 4 periods -257,219 (-14.3%) Total shares 1,544,442 Value $113.8M
Sachem Head Capital Management Scott Ferguson 2 filing periods
13F 2025-06-30 Filed 2025-08-14
New Shares - 13F value change +$120.8M
13F 2025-09-30 Filed 2025-11-14
Sold out Shares -100.0% 13F value change -$120.8M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.