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What smart money is saying about Solventum CorporationUnited States flag

SOLV · Healthcare · Medical - Care Facilities · Market cap $14.61B

3 funds in our archive have pitched Solventum Corporation — most recently Diamond Hill Large Cap Fund in December 2025.

Company profile

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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1
Reported positions
0
Bought
0
Sold
4
Letters

Position history

Between Q4 2024 and Q1 2026, 1 fund letter reported a position in Solventum Corporation, with no move described.

Fund letters reporting a position in Solventum Corporation, by quarter
QuarterLettersBoughtSoldTheses
Q1 20261000
Q4 20250001
Q3 20250001
Q4 20240001

Fund activity · 1 position

  • HoldsCambiar SMID Fund
    March 2026
    We remain constructive on the company and continue to maintain a position.
    Read the letterSolventum Corporation

Fund coverage · 3 theses

  • Diamond Hill Large Cap Fund
    December 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 Capital
    September 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 Fund
    December 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.

    Read the full thesis

Read every full thesis on Solventum Corporation

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