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Burgundy Asset Management’s Middleby MIDD Stock Holding History

Burgundy 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
2025
Q3 		$220K Hold
1,604
– – ﹤0.01% 109
2025
Q2 		$231K Hold
1,604
– – ﹤0.01% 108
2025
Q1 		$244K Buy
1,604
+77
+5% +$12.1K ﹤0.01% 108
2024
Q4 		$207K Buy
+1,527
New +$211K ﹤0.01% 104

Other funds holding MIDD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
GIM
Garden Investment Management Greenwich, Connecticut $798M AUM 18.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Burgundy Asset Management's MIDD Position: Q3 2025 in Review

Burgundy Asset Management held its Middleby (MIDD) position steady in Q3 2025 at 1,604 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #109.

Burgundy Asset Management first reported a position in MIDD in Q4 2024 and has held it in 4 quarters since. The position peaked at $244K in Q1 2025. 425 funds tracked by Wall St. Rank hold MIDD as of Q3 2025.

  • Burgundy Asset Management held 1,604 shares of Middleby worth $220K as of Q3 2025.
  • Burgundy Asset Management left its Middleby share count unchanged in Q3 2025.
  • Middleby made up ﹤0.01% of Burgundy Asset Management's portfolio in Q3 2025, its #109 holding.
  • Burgundy Asset Management first reported a position in Middleby in Q4 2024 and has held it in 4 quarters since.
  • Burgundy Asset Management's Middleby position peaked at $244K in Q1 2025.
  • 425 funds tracked by Wall St. Rank held Middleby as of Q3 2025.

Based on Burgundy Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.