David Shaw’s Middleby MIDD Stock Holding History

David Shaw’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
2020 Q4	–	Sell	-51,200	Closed	-$4.59M	–	4061
2020 Q3	$4.59M	Hold	51,200	–	–	﹤0.01%	1765
2020 Q2	$4.04M	Sell	51,200 -18,700	-27%	-$1.21M	﹤0.01%	1817
2020 Q1	$3.98M	Buy	69,900 +10,400	+17%	+$1.02M	0.01%	1640
2019 Q4	$6.52M	Buy	+59,500	New	+$6.83M	0.01%	1526
2016 Q3	–	Sell	-44,500	Closed	-$5.13M	–	3474
2016 Q2	$5.13M	Hold	44,500	–	–	0.01%	1271
2016 Q1	$4.75M	Buy	+44,500	New	+$4.18M	0.01%	1315
2015 Q4	–	Sell	-6,900	Closed	-$726K	–	3917
2015 Q3	$726K	Buy	+6,900	New	+$795K	﹤0.01%	2824
2014 Q3	–	Sell	-147,300	Closed	-$12.2M	–	4280
2014 Q2	$12.2M	Sell	147,300 -114,300	-44%	-$9.41M	0.02%	971
2014 Q1	$23M	Sell	261,600 -58,200	-18%	-$5.08M	0.03%	585
2013 Q4	$25.6M	Buy	319,800 +9,300	+3%	+$688K	0.03%	555
2013 Q3	$21.6M	Buy	+310,500	New	+$19.9M	0.03%	556

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 $3.37T AUM 44.26% 1-Year Est. Return

David Shaw's MIDD Position: Q2 2026 in Review

David Shaw reduced its Middleby (MIDD) stake by 46% in Q2 2026, selling an estimated $54.6M and leaving 418,808 shares worth $72M. The position accounts for 0.03% of the portfolio, ranked #579.

David Shaw first reported a position in MIDD in Q2 2013 and has held it in 48 quarters since. The position peaked at $147M in Q4 2025. 449 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

David Shaw held 418,808 shares of Middleby worth $72M as of Q2 2026.
David Shaw sold 362,468 Middleby shares in Q2 2026, an estimated $54.6M.
Middleby made up 0.03% of David Shaw's portfolio in Q2 2026, its #579 holding.
David Shaw first reported a position in Middleby in Q2 2013 and has held it in 48 quarters since.
David Shaw's Middleby position peaked at $147M in Q4 2025.
449 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.