Broyhill Asset Management
MIDD icon

Broyhill Asset Management’s Middleby MIDD Stock Holding History

Broyhill Asset 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
2026
Q3 		$1.56M Sell
15,078
-1,854
-11% -$229K 1.83% 19
2026
Q2 		$2.91M Sell
16,932
-7,292
-30% -$1.1M 2.59% 13
2026
Q1 		$3.21M Sell
24,224
-2,291
-9% -$347K 2.97% 13
2025
Q4 		$3.94M Buy
26,515
+8,045
+44% +$1.06M 3.47% 10
2025
Q3 		$2.46M Buy
+18,470
New +$2.56M 2.15% 17

Other funds holding MIDD

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Broyhill Asset Management's MIDD Position: Q3 2026 in Review

Broyhill Asset Management reduced its Middleby (MIDD) stake by 11% in Q3 2026, selling an estimated $229K and leaving 15,078 shares worth $1.56M. The position accounts for 1.83% of the portfolio, ranked #19.

Broyhill Asset Management first reported a position in MIDD in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.94M in Q4 2025. 289 funds tracked by Wall St. Rank hold MIDD as of Q3 2026.

  • Broyhill Asset Management held 15,078 shares of Middleby worth $1.56M as of Q3 2026.
  • Broyhill Asset Management sold 1,854 Middleby shares in Q3 2026, an estimated $229K.
  • Middleby made up 1.83% of Broyhill Asset Management's portfolio in Q3 2026, its #19 holding.
  • Broyhill Asset Management first reported a position in Middleby in Q3 2025 and has held it in 5 quarters since.
  • Broyhill Asset Management's Middleby position peaked at $3.94M in Q4 2025.
  • 289 funds tracked by Wall St. Rank held Middleby as of Q3 2026.

Based on Broyhill Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.