NASDAQ · Health Care

MEDLINE INC MDLN

Medline Inc. manufactures med-surg products serving the hospital, surgery centers, physician offices, post-acute facilities, and nursing home sites of care in the United States and Internationally. It operates through two segments: Medline Brand and Supply Chain Solutions. The Medline Brand segment procures and manufactures products from three product categories include surgical solutions, front line care, and laboratory and diagnostics.

Medical/Dental Instruments

Company profile

Business mix

  • It operates through two segments: Medline Brand and Supply Chain Solutions. The Medline Brand segment procures and manufactures products from three product categories include surgical solutions, front line care, and laboratory and diagnostics.
  • Its front line care offers med-surg products for patient-facing needs, including wound care products, exam gloves, skin care and incontinence products, environment cleaning supplies, textiles, hand sanitizer, durable medical equipment, patient plastics.
  • Its surgical solutions provide operating room and perioperative environment product solutions.
  • Its laboratory and diagnostics offer laboratory and diagnostic product solutions, including point of care testing, analyzers and instrumentation, lab and diagnostic consumables, diagnostic instruments, vital signs monitors.

Current key questions

  • Can the company's products, services, or pipeline expand adoption within medical instruments & supplies?
  • 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 6 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 29.43 FCF 2.26% Buyback N/A
2026-06-07

Current firm holders

Firm Weight Value Filing period
Lone Pine Capital Stephen Mandel 4.2% $524.6M 2026-03-31
Viking Global Investors Andreas Halvorsen 1.4% $508.8M 2026-03-31
Baillie Gifford legacy James Anderson 0.5% $443.9M 2026-03-31
Durable Capital Partners Henry Ellenbogen 3.3% $323.3M 2026-03-31
Eminence Capital Ricky Sandler 2.3% $101.4M 2026-03-31
Soros Fund Management George Soros 0.6% $57.2M 2026-03-31

Recent trading changes over the last 1 quarters

Net buyers 4 Last 1 13F filing periods
Net reducers 3 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $253.1M Estimated from net added shares
Reduction amount $54.5M Estimated from net reduced shares
Net share change / base shares +11.2% +4,434,175 / 39,596,225
Lone Pine Capital Stephen Mandel 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 0.6% 13F value change +$32.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 11,716,697 Last 1 periods +72,459 (+0.6%) Total shares 11,789,156 Value $524.6M
Viking Global Investors Andreas Halvorsen 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 64.3% 13F value change +$216.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 6,959,157 Last 1 periods +4,474,835 (+64.3%) Total shares 11,433,992 Value $508.8M
Soros Fund Management George Soros 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -18.6% 13F value change -$9.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,580,000 Last 1 periods -293,566 (-18.6%) Total shares 1,286,434 Value $57.2M
Dragoneer Investment Group Marc Stad 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$22.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 525,000 Last 1 periods -525,000 (-100.0%) Total shares 0 Value $0
Durable Capital Partners Henry Ellenbogen 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 5.3% 13F value change +$33.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 6,900,000 Last 1 periods +365,853 (+5.3%) Total shares 7,265,853 Value $323.3M
Eminence Capital Ricky Sandler 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 51.4% 13F value change +$38.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,505,000 Last 1 periods +774,190 (+51.4%) Total shares 2,279,190 Value $101.4M
Baillie Gifford legacy James Anderson 1 filing periods
13F 2026-03-31 Filed 2026-05-08
Minor reduction Shares -4.2% 13F value change +$6.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 10,410,371 Last 1 periods -434,596 (-4.2%) Total shares 9,975,775 Value $443.9M

Recent mentions

No public mentions.