Cheviot Value Management’s MidCap Financial Investment MFIC Stock Holding History

Cheviot Value Management’s Portfolio MFIC Stock Details MFIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.36K	Hold	333	–	–	﹤0.01%	352
2026 Q1	$3.74K	Hold	333	–	–	﹤0.01%	333
2025 Q4	$3.71K	Hold	333	–	–	﹤0.01%	330
2025 Q3	$4.13K	Hold	333	–	–	﹤0.01%	347
2025 Q2	$4.19K	Hold	333	–	–	﹤0.01%	329
2025 Q1	$3.97K	Buy	+333	New	+$4.53K	﹤0.01%	339

Other funds holding MFIC

TIM

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

AMH

Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

SFM

Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NCM

Next Capital Management New York $370M AUM 13.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Cheviot Value Management's MFIC Position: Q2 2026 in Review

Cheviot Value Management held its MidCap Financial Investment (MFIC) position steady in Q2 2026 at 333 shares worth $3.36K. The position accounts for ﹤0.01% of the portfolio, ranked #352.

Cheviot Value Management first reported a position in MFIC in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.19K in Q2 2025. 167 funds tracked by Wall St. Rank hold MFIC as of Q2 2026.

Cheviot Value Management held 333 shares of MidCap Financial Investment worth $3.36K as of Q2 2026.
Cheviot Value Management left its MidCap Financial Investment share count unchanged in Q2 2026.
MidCap Financial Investment made up ﹤0.01% of Cheviot Value Management's portfolio in Q2 2026, its #352 holding.
Cheviot Value Management first reported a position in MidCap Financial Investment in Q1 2025 and has held it in 6 quarters since.
Cheviot Value Management's MidCap Financial Investment position peaked at $4.19K in Q2 2025.
167 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2026.

Based on Cheviot Value Management's 13F filing for Q2 2026, filed 6 Aug 2026.