H&F Corporate Investors X, Ltd.
Long book
$3.85B
Q1 2026
Positions
1
Top-10 weight
100%
concentration
Last quarter
-2.9%
SPY +14.8%
Turnover
0%
of book per quarter
Strategy in plain words
auto-generated from filingsH&F Corporate Investors X, Ltd. is a diversified fundamental manager, specialised in healthcare (100% of the long book), running a $3.85B US long book across 1 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: MEDLINE INC-CL A.
We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
+6.0%
Q1 2026
-2.9%
Sector allocation
Healthcare 100%
Long book by quarter
What does H&F Corporate own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| MDLN MEDLINE INC-CL A | Healthcare | 86.5M | $3.85B | 100.0% | -13.1% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 11, 2026 | 1 | $3.85B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 13, 2026 | 1 | $4.18B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 12, 2025 | 0 | $0 | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 12, 2025 | 0 | $0 | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 13, 2025 | 0 | $0 | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 12, 2025 | 0 | $0 | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 13, 2024 | 0 | $0 | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 14, 2024 | 1 | $0 | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 13, 2024 | 1 | $0 | canonical | SEC ↗ |