HSIC β€” SCHEIN HENRY INC

Ownership history in Salomon & Ludwin, LLC  Β·  4 quarters on record

This page tracks every 13F SEC filing in which Salomon & Ludwin, LLC reported a position in SCHEIN HENRY INC (HSIC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

Position Intelligence

Salomon & Ludwin, LLC Γ— HSIC AI Analytics

πŸ“‰ Salomon & Ludwin, LLC underperformed the S&P 500 by –105.0% annually on this HSIC position. Maximum drawdown during holding period: –12.3%.

πŸ“ˆ Position Alpha vs SPY
-105.0%
annualised excess return

❌ Significantly underperformed the S&P 500 by 105.0% ann.
2 quarters analyzed

πŸ›‘οΈ Drawdown Resilience
–12.3%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
33%
buy-side decisions

1 add Β· 2 trims. Bought during 0 of 2 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    HSIC price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 73 -121 -62.4% 0.00% $5K $66.37
2024 Q1 REDUCED 194 -11 -5.4% 0.00% $15K $75.52
2023 Q4 UNCHANGED 205 β€” 0% 0.00% $15K $75.71
2023 Q3 INITIATED 205 β€” β€” 0.00% $15K β€”

🏒 Other funds also holding HSIC

As of 2025 Q4 β€” sorted by position size

Kohlberg Kravis Roberts & Co. L.P. 3Y 7Y 18.91% Ulysses Management LLC 3Y 7Y 9.25% M.D. Sass, LLC 3Y 7Y 7.37% P2 Capital Partners, LLC 3Y 7Y 7.0% Palestra Capital Management LLC 3Y 7Y 6.37% CLIFFORD CAPITAL PARTNERS LLC 3Y 7Y 4.75% BANYAN CAPITAL MANAGEMENT, INC. 3Y 7Y 4.46% Southpoint Capital Advisors LP 3Y 7Y 4.39% Ulysses Management LLC 3Y 7Y 2.7% Clarkston Capital Partners, LLC 3Y 7Y 2.59%
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