John Armitage's Egerton Capital significantly increased its position in medical supplies manufacturer and distributor Medline Inc. (MDLN), according to a recent quarterly disclosure. The firm boosted its holding by over 277%, from 4.37 million to 16.47 million shares. This trade increased the value of Egerton's stake from $194.28 million to $649.61 million and raised its portfolio weight in the company to 6.28%.
Investors should note that 13F filings are submitted to the SEC quarterly and reflect positions held at the end of the previous quarter, in this case, June 30, 2026. This means the disclosure is a delayed look at the firm's portfolio. Medline became a publicly traded company in December 2025.