CARLYLE MOZART COINVESTMENT HOLDINGS, L.P. enters MEDLINE INC. with 235.99M shares plus derivative instruments
Holding both equity and derivatives at entry signals strong long-term conviction in the company.
Indirect Derivatives
Filed: 12/17/2025ACC: 0001493152-25-028237
10% Owner
Since Mar 2026
235.99M
Baseline shares
0.00
Direct ownership
0 positions
77.74M
Derivative underlying
1 instrument
2
Security positions
235.99M indirect
Non-Derivative Holdings2
Class B Common Stock
IndirectShares owned77.74M
Class A Common Stock
IndirectShares owned158.25M
Total
235.99M indirect235.99M
| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Class B Common Stock | 77.74M | Indirect |
| Class A Common Stock | 158.25M | Indirect |
| Total | 235.99M | 235.99M indirect |
Derivative Holdings1
Common Units of Medline Holdings, LP
IndirectUnderlying security
Class A Common Stock
Underlying shares
77.74M
Shares owned
N/A
Exercise price
Expiration
—
Exercise window
—
Total
Underlying
77.74M
Owned
0.00
| Security | Underlying | Exercise Price | Exercise Window | Expiration | Underlying Shares | Shares Owned |
|---|---|---|---|---|---|---|
| Common Units of Medline Holdings, LP Indirect | Class A Common Stock | — | — | 77.74M | N/A | |
| Total | 77.74M | 0.00 | ||||