Capital Fund Management (CFM)’s Middleby MIDD Stock Holding History

Capital Fund Management (CFM)’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 Q2	$15.7M	Buy	+91,476	New	+$13.8M	0.07%	412
2026 Q1	–	Sell	-24,335	Closed	-$3.62M	–	2373
2025 Q4	$3.62M	Buy	+24,335	New	+$3.19M	0.01%	1368
2021 Q3	–	Sell	-27,719	Closed	-$4.8M	–	1691
2021 Q2	$4.8M	Buy	27,719 +15,071	+119%	+$2.57M	0.04%	577
2021 Q1	$2.1M	Buy	+12,648	New	+$1.86M	0.02%	725
2020 Q1	–	Sell	-2,400	Closed	-$263K	–	1849
2019 Q4	$263K	Buy	+2,400	New	+$275K	﹤0.01%	1648
2019 Q3	–	Sell	-2,300	Closed	-$282K	–	1795
2019 Q2	$312K	Buy	+2,300	New	+$309K	﹤0.01%	1367
2018 Q1	–	Sell	-1,710	Closed	-$224K	–	2045
2017 Q4	$231K	Buy	+1,710	New	+$209K	﹤0.01%	1698
2017 Q2	–	Sell	-5,397	Closed	-$736K	–	1625
2017 Q1	$736K	Buy	+5,397	New	+$734K	0.01%	1021
2014 Q4	–	Sell	-92,790	Closed	-$8.18M	–	1719
2014 Q3	$8.18M	Sell	92,790 -30,012	-24%	-$2.49M	0.09%	273
2014 Q2	$10.2M	Buy	+122,802	New	+$10.1M	0.11%	228

Other funds holding MIDD

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GIM

Garden Investment Management Greenwich, Connecticut $798M AUM 18.61% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Fund Management (CFM)'s MIDD Position: Q2 2026 in Review

Capital Fund Management (CFM) opened a new position in Middleby (MIDD) in Q2 2026: 91,476 shares worth $15.7M. The stake represents 0.07% of the portfolio and ranks #412 among its holdings. This is a return to the name: Capital Fund Management (CFM) previously reported a position in MIDD as recently as Q4 2025.

Capital Fund Management (CFM) first reported a position in MIDD in Q2 2014 and has held it in 10 quarters since. 452 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

Capital Fund Management (CFM) held 91,476 shares of Middleby worth $15.7M as of Q2 2026.
Middleby was a new Capital Fund Management (CFM) position in Q2 2026.
Middleby made up 0.07% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #412 holding.
Capital Fund Management (CFM) first reported a position in Middleby in Q2 2014 and has held it in 10 quarters since.
452 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.