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Fernbridge Capital Management’s Middleby MIDD Stock Holding History

Fernbridge Capital 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
2023
Q4 		– Sell
-198,839
Closed -$25.5M – 23
2023
Q3 		$25.5M Buy
198,839
+96,211
+94% +$13.7M 2.46% 16
2023
Q2 		$15.2M Buy
+102,628
New +$14.5M 1.5% 23

Other funds holding MIDD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

Fernbridge Capital Management's MIDD Position: Q4 2023 in Review

Fernbridge Capital Management sold out of Middleby (MIDD) in Q4 2023, closing a stake of 198,839 shares — an estimated $25.5M sold.

Fernbridge Capital Management first reported a position in MIDD in Q2 2023 and held it in 2 quarters. The position peaked at $25.5M in Q3 2023. 346 funds tracked by Wall St. Rank hold MIDD as of Q4 2023.

  • Fernbridge Capital Management reported no remaining Middleby position as of Q4 2023 after selling out during the quarter.
  • Fernbridge Capital Management sold 198,839 Middleby shares in Q4 2023, an estimated $25.5M.
  • Fernbridge Capital Management first reported a position in Middleby in Q2 2023 and held it in 2 quarters.
  • Fernbridge Capital Management's Middleby position peaked at $25.5M in Q3 2023.
  • 346 funds tracked by Wall St. Rank held Middleby as of Q4 2023.

Based on Fernbridge Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.