What smart money is saying about Solventum Corporation
3 funds in our archive have pitched Solventum Corporation — most recently Diamond Hill Large Cap Fund in December 2025.
Solventum Corporation, a healthcare company, engages in the developing, manufacturing, and commercializing a portfolio of solutions to address critical customer and patient needs. It operates through four segments: Medsurg, Dental Solutions, Health Information Systems, and Purification and Filtration. The Medsurg segment is a provider of solutions including advanced wound care, I.V. site management, sterilization assurance, temperature management, surgical supplies, stethoscopes, and medical electrodes. The Dental Solutions segment provides a comprehensive suite of dental and orthodontic products including brackets, aligners, restorative cements, and bonding agents. The Health Information Systems provides software solutions including computer-assisted, physician documentation, direct-to-bill and coding automation, classification methodologies, speech, recognition, and data visualization platforms. The Purification and Filtration segment provides purification and filtration technologies including filters, purifiers, cartridges, and membranes. The company was incorporated in 2023 and is based in Saint Paul, Minnesota.
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Position history
Between Q4 2024 and Q3 2026, 5 fund letters reported a position in Solventum Corporation, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 2 | 0 | 0 | 0 |
| Q1 2026 | 1 | 0 | 0 | 0 |
| Q4 2025 | 1 | 0 | 0 | 1 |
| Q3 2025 | 0 | 0 | 0 | 1 |
| Q4 2024 | 0 | 0 | 0 | 1 |
Fund activity · 5 positions
- HoldsWS Ruffer Diversified Return FundAugust 2026
“WS Ruffer Diversified Return Fund 31 Aug 26 5 LARGEST EQUITY HOLDINGS Stock % of fund BP 1.0 Microsoft 0.9 Amazon 0.9 Solventum 0.8 Prosus 0.8 ASSET ALLOCATION CURRENCY ALLOCATION Inflation % Long-dated non-UK inflation-linked bonds 14.0 Short-dated non-UK inflation-linked bonds 5.0 Gold and precious metals exposure 3.5 Protection Short-dated nominal bonds 20.2 Long-dated nominal bonds 17.4 Cash 2.2 Credit and derivative strategies 0.6 Growth Consumer discretionary equities 8.7 Energy equities 4.8 Industrials equities 4.4 Financials equities 4.4 Other equities 12.7 Commodity exposure 2.2 Currency allocation % Sterling 68.3 US dollar 12.6 Yen 10.1 Euro 5.0 Other 4.0 Geographical equity allocation North America equities 13.1 UK equities 8.5 Europe equities 6.8 Japan equities 3.7 Asia ex-Japan equities 2.9 FUND SIZE £1,479.1M FUND INFORMATION Annual management charge % 0.9 Minimum investment (or equivalent in other currency) £50m Ongoing Charges Figure % 0.93 Dealing frequency Daily Valuation point 12:00 Pay dates 15 May, 15 Nov Record dates 15 Mar, 15 Sep Investment manager Ruffer LLP Depositary The Bank of New York Mellon (International) Limited Authorised Corporate Director Waystone Management (UK) Limited Auditors Ernst & Young LLP Structure Sub-fund of WS Ruffer Managed Funds (OEIC) UK domiciled UCITS Eligible for ISAs Share class ISIN SEDOL I GBP acc GB00BMWLQW82 BMWLQW8 I GBP inc GB00BMWLQV75 BMWLQV7 The credit and derivatives strategies allocation is calculated using market value. In some cases, this allocation might be negative due to the nature of how the instruments, in particular credit default swaps, are priced. Largest equity holdings exclude Ruffer funds | Source: Ruffer LLP | Totals may not equal 100 due to rounding”
Solventum Corporation - HoldsMayar CapitalJune 2026
Listed in Mayar Capital’s reported holdings.
Solventum Corporation - HoldsNuance Investments Mid Cap Value StrategyJune 2026
“3. Health Care was a relative headwind to performance, primarily due to stock selection, as our overweight positions in QIAGEN NV (QGEN), Solventum Corporation (SOLV), and Becton, Dickinson and Company (BDX) underperformed.”
Solventum Corporation - HoldsCambiar SMID FundMarch 2026
“Security selection within Healthcare comprised the largest drag on performance in the quarter, as Solventum and Phreesia each incurred sizable drawdowns. Solventum was spun off from 3M in 2024 and has three business segments: surgical equipment, dental solutions, and health IT systems. As a stand- alone company, Solventum is doing all the right things - positive organic growth across all units, deleveraging the balance sheet, and generating positive free cashflow. The recent price weakness is due to AI-related fears pressuring the company’s HCIT unit, which accounts for ~16% of sales. We remain constructive on the company and continue to maintain a position.”
Solventum Corporation - HoldsClipper FundDecember 2025
“Healthcare is an industry where there has been enormous volatility by sub-sector and by company, and the key again is to be opportunistic. We focus on companies we consider recession-resistant— those that have the characteristics of durability and strong sustainable demand. We like those parts of the industry that concentrate on services and generic pharmaceuticals and we avoid companies with big single drug exposures and similar risks. In this sector too we want to own businesses that can use AI to enhance earnings by reducing costs and improving the customer and patient experience. Our portfolio holdings include CVS Health, which has a very broad and resilient portfolio across healthcare services and products. We own Viatris, a maker of branded generics, not a glamorous business but a durable, reliable and steady source of cash flow. We also own Solventum, formed when 3M spun out its healthcare products business in 2024, and another example of durability in healthcare.”
Solventum Corporation
Fund coverage · 3 theses
- Diamond Hill Large Cap FundDecember 2025
Solventum is a medical products and health care IT company spun from 3M with potential for improved growth and margins under new management.
Read the full thesis - Mayar CapitalSeptember 2025
Solventum is a newly spun-off healthcare company from 3M, well-positioned for growth and innovation despite inheriting a challenging financial situation, and is focused on simplifying its portfolio and enhancing operational efficiency.
Read the full thesis - Diamond Hill Mid Cap FundDecember 2024
Solventum is a newly independent company focused on driving revenue growth and optimizing R&D to enhance its product offerings and address critical patient needs.
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