Carlson Capital’s Middleby MIDD Stock Holding History

Carlson Capital’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 Q4	–	Sell	-2,600	Closed	-$346K	–	82
2025 Q3	$346K	Buy	+2,600	New	+$361K	0.13%	54

Other funds holding MIDD

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Carlson Capital's MIDD Position: Q4 2025 in Review

Carlson Capital sold out of Middleby (MIDD) in Q4 2025, closing a stake of 2,600 shares — an estimated $346K sold.

Carlson Capital first reported a position in MIDD in Q3 2025 and held it in 1 quarter. The position peaked at $346K in Q3 2025. 411 funds tracked by Wall St. Rank hold MIDD as of Q4 2025.

Carlson Capital reported no remaining Middleby position as of Q4 2025 after selling out during the quarter.
Carlson Capital sold 2,600 Middleby shares in Q4 2025, an estimated $346K.
Carlson Capital first reported a position in Middleby in Q3 2025 and held it in 1 quarter.
Carlson Capital's Middleby position peaked at $346K in Q3 2025.
411 funds tracked by Wall St. Rank held Middleby as of Q4 2025.

Based on Carlson Capital's 13F filing for Q4 2025, filed 3 Feb 2026.