NYSE · Health Care

SOLVENTUM CORP SOLV

Solventum Corporation, a healthcare company, develops, manufactures, and commercializes a portfolio of solutions to address critical customer and patient needs in the United States and internationally. It operates through three segments: Medsurg, Dental Solutions, and Health Information Systems. The Medsurg segment offers solutions, such as negative pressure wound therapy, advanced wound dressings, advanced skin care, synthetic tissue matrices, I.V.

Medical/Dental Instruments

Company profile

Business mix

  • It operates through three segments: Medsurg, Dental Solutions, and Health Information Systems. The Medsurg segment offers solutions, such as negative pressure wound therapy, advanced wound dressings, advanced skin care, synthetic tissue matrices, I.V.
  • site management, sterilization assurance, temperature management, surgical supplies, medical tapes and wraps, stethoscopes, medical electrodes, and medical technologies for original equipment manufacturers.
  • The Dental Solutions segment provides dental and orthodontic products, including brackets, aligners, restorative cements, and bonding agents to span the life of the tooth, and products for preventative dental care, direct and indirect restoration.
  • The Health Information Systems segment offers healthcare systems with software solutions comprising computer-assisted physician documentation, direct-to-bill and coding automation, classification methodologies, speech recognition.

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 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 9.92 FCF -1.45% Buyback -0.72%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Davis Advisors Chris Davis 1.9% $413.4M 2026-03-31
Gotham Asset Management Joel Greenblatt 0.1% $40.7M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 2 Last 3 13F filing periods
Net reducers 0 Last 3 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $95.4M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +26.6% +1,460,497 / 5,492,661
Gotham Asset Management Joel Greenblatt 3 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$16.7M
13F 2025-06-30 Filed 2025-08-14
Minor reduction Shares -0.0% 13F value change -$49,388
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 113.8% 13F value change +$17.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 3 periods +622,833 (New) Total shares 622,833 Value $40.7M
Davis Advisors Chris Davis 3 filing periods
13F 2025-09-30 Filed 2025-11-12
Minor increase Shares 0.5% 13F value change -$13.8M
13F 2025-12-31 Filed 2026-02-02
Minor increase Shares 12.7% 13F value change +$90.1M
13F 2026-03-31 Filed 2026-05-07
Minor increase Shares 1.8% 13F value change -$79.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-07
Base shares 5,492,661 Last 3 periods +837,664 (+15.3%) Total shares 6,330,325 Value $413.4M
Baupost Group Seth Klarman 2 filing periods
13F 2025-03-31 Filed 2025-05-14
New Shares - 13F value change +$80,088
13F 2025-06-30 Filed 2025-08-13
Sold out Shares -100.0% 13F value change -$80,088
Settlement As of 13F 2025-06-30 · Filed 2025-08-13
Base shares 0 Last 3 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.