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Applied Finance Capital Management’s Middleby MIDD Stock Holding History

Applied Finance Capital Management’s Portfolio MIDD Stock Details MIDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,336
Closed -$203K – 345
2025
Q1 		$203K Buy
+1,336
New +$210K 0.01% 292

Other funds holding MIDD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GIM
Garden Investment Management Greenwich, Connecticut $586M AUM 15.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Applied Finance Capital Management's MIDD Position: Q2 2025 in Review

Applied Finance Capital Management sold out of Middleby (MIDD) in Q2 2025, closing a stake of 1,336 shares — an estimated $203K sold.

Applied Finance Capital Management first reported a position in MIDD in Q1 2025 and held it in 1 quarter. The position peaked at $203K in Q1 2025. 425 funds tracked by Wall St. Rank hold MIDD as of Q2 2025.

  • Applied Finance Capital Management reported no remaining Middleby position as of Q2 2025 after selling out during the quarter.
  • Applied Finance Capital Management sold 1,336 Middleby shares in Q2 2025, an estimated $203K.
  • Applied Finance Capital Management first reported a position in Middleby in Q1 2025 and held it in 1 quarter.
  • Applied Finance Capital Management's Middleby position peaked at $203K in Q1 2025.
  • 425 funds tracked by Wall St. Rank held Middleby as of Q2 2025.

Based on Applied Finance Capital Management's 13F filing for Q2 2025, filed 29 Jul 2025.