First Manhattan’s Mueller Industries MLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $652K | Hold |
11,760
| – | – | ﹤0.01% | 512 |
|
|
2025
Q4 | $675K | Sell |
11,760
-2,450
| -17% | -$132K | ﹤0.01% | 497 |
|
|
2025
Q3 | $718K | Sell |
14,210
-800
| -5% | -$36.7K | ﹤0.01% | 477 |
|
|
2025
Q2 | $596K | Hold |
15,010
| – | – | ﹤0.01% | 498 |
|
|
2025
Q1 | $571K | Sell |
15,010
-31,080
| -67% | -$1.24M | ﹤0.01% | 476 |
|
|
2024
Q4 | $1.83M | Sell |
46,090
-5,290
| -10% | -$215K | 0.01% | 313 |
|
|
2024
Q3 | $1.9M | Sell |
51,380
-1,800
| -3% | -$60.3K | 0.01% | 297 |
|
|
2024
Q2 | $1.51M | Hold |
53,180
| – | – | ﹤0.01% | 321 |
|
|
2024
Q1 | $1.43M | Hold |
53,180
| – | – | ﹤0.01% | 338 |
|
|
2023
Q4 | $1.25M | Sell |
53,180
-1,300
| -2% | -$26.3K | ﹤0.01% | 348 |
|
|
2023
Q3 | $1.02M | Sell |
54,480
-1,120
| -2% | -$22.2K | ﹤0.01% | 383 |
|
|
2023
Q2 | $1.21M | Buy |
55,600
+49,600
| +827% | +$943K | ﹤0.01% | 365 |
|
|
2023
Q1 | $110K | Buy |
6,000
+1,200
| +25% | +$20.9K | ﹤0.01% | 795 |
|
|
2022
Q4 | $70.8K | Sell |
4,800
-10,800
| -69% | -$172K | ﹤0.01% | 882 |
|
|
2022
Q3 | $231K | Hold |
15,600
| – | – | ﹤0.01% | 660 |
|
|
2022
Q2 | $207K | Hold |
15,600
| – | – | ﹤0.01% | 708 |
|
|
2022
Q1 | $211K | Hold |
15,600
| – | – | ﹤0.01% | 748 |
|
|
2021
Q4 | $231K | Hold |
15,600
| – | – | ﹤0.01% | 711 |
|
|
2021
Q3 | $160K | Hold |
15,600
| – | – | ﹤0.01% | 781 |
|
|
2021
Q2 | $168K | Sell |
15,600
-16,000
| -51% | -$181K | ﹤0.01% | 767 |
|
|
2021
Q1 | $326K | Hold |
31,600
| – | – | ﹤0.01% | 610 |
|
|
2020
Q4 | $277K | Hold |
31,600
| – | – | ﹤0.01% | 604 |
|
|
2020
Q3 | $213K | Sell |
31,600
-56
| -0.2% | -$400 | ﹤0.01% | 648 |
|
|
2020
Q2 | $210K | Hold |
31,656
| – | – | ﹤0.01% | 645 |
|
|
2020
Q1 | $189K | Hold |
31,656
| – | – | ﹤0.01% | 632 |
|
|
2019
Q4 | $251K | Sell |
31,656
-139,776
| -82% | -$1.07M | ﹤0.01% | 644 |
|
|
2019
Q3 | $1.23M | Sell |
171,432
-9,400
| -5% | -$65.9K | 0.01% | 383 |
|
|
2019
Q2 | $1.32M | Sell |
180,832
-18,560
| -9% | -$136K | 0.01% | 393 |
|
|
2019
Q1 | $1.56M | Sell |
199,392
-59,664
| -23% | -$439K | 0.01% | 369 |
|
|
2018
Q4 | $1.51M | Sell |
259,056
-16,668
| -6% | -$103K | 0.01% | 378 |
|
|
2018
Q3 | $2M | Sell |
275,724
-10,800
| -4% | -$83.2K | 0.01% | 379 |
|
|
2018
Q2 | $2.11M | Sell |
286,524
-24,800
| -8% | -$179K | 0.01% | 360 |
|
|
2018
Q1 | $2.04M | Sell |
311,324
-52,700
| -14% | -$398K | 0.01% | 357 |
|
|
2017
Q4 | $3.22M | Sell |
364,024
-106,940
| -23% | -$935K | 0.02% | 318 |
|
|
2017
Q3 | $4.12M | Sell |
470,964
-3,200
| -0.7% | -$24.5K | 0.02% | 281 |
|
|
2017
Q2 | $3.61M | Sell |
474,164
-2,060
| -0.4% | -$15.9K | 0.02% | 285 |
|
|
2017
Q1 | $4.08M | Sell |
476,224
-7,200
| -1% | -$70.1K | 0.02% | 271 |
|
|
2016
Q4 | $4.83M | Sell |
483,424
-431,548
| -47% | -$3.81M | 0.03% | 242 |
|
|
2016
Q3 | $7.42M | Sell |
914,972
-2,400
| -0.3% | -$20.2K | 0.05% | 209 |
|
|
2016
Q2 | $7.31M | Sell |
917,372
-7,200
| -0.8% | -$55.6K | 0.04% | 209 |
|
|
2016
Q1 | $6.8M | Sell |
924,572
-925,700
| -50% | -$6.11M | 0.04% | 205 |
|
|
2015
Q4 | $12.5M | Sell |
1,850,272
-37,172
| -2% | -$282K | 0.08% | 152 |
|
|
2015
Q3 | $14M | Sell |
1,887,444
-8,060
| -0.4% | -$64.2K | 0.09% | 135 |
|
|
2015
Q2 | $16.5M | Sell |
1,895,504
-29,500
| -2% | -$264K | 0.1% | 131 |
|
|
2015
Q1 | $17.4M | Sell |
1,925,004
-81,100
| -4% | -$690K | 0.1% | 132 |
|
|
2014
Q4 | $17.1M | Sell |
2,006,104
-63,600
| -3% | -$504K | 0.1% | 135 |
|
|
2014
Q3 | $14.8M | Sell |
2,069,704
-993,956
| -32% | -$7.21M | 0.09% | 145 |
|
|
2014
Q2 | $22.5M | Sell |
3,063,660
-247,500
| -7% | -$1.8M | 0.14% | 115 |
|
|
2014
Q1 | $24.8M | Sell |
3,311,160
-636,400
| -16% | -$4.88M | 0.16% | 107 |
|
|
2013
Q4 | $31.1M | Sell |
3,947,560
-767,760
| -16% | -$5.7M | 0.21% | 90 |
|
|
2013
Q3 | $32.8M | Sell |
4,715,320
-2,000
| -0% | -$13.8K | 0.23% | 78 |
|
|
2013
Q2 | $32.5M | Buy |
+4,717,320
| New | +$30.6M | 0.22% | 80 |
|
Other funds holding MLI
VCM
VPM
First Manhattan's MLI Position: Q1 2026 in Review
First Manhattan held its Mueller Industries (MLI) position steady in Q1 2026 at 11,760 shares worth $652K. The position accounts for ﹤0.01% of the portfolio, ranked #512.
First Manhattan first reported a position in MLI in Q2 2013 and has held it in 52 quarters since. The position peaked at $32.8M in Q3 2013. 722 funds tracked by Wall St. Rank hold MLI as of Q1 2026.
- First Manhattan held 11,760 shares of Mueller Industries worth $652K as of Q1 2026.
- First Manhattan left its Mueller Industries share count unchanged in Q1 2026.
- Mueller Industries made up ﹤0.01% of First Manhattan's portfolio in Q1 2026, its #512 holding.
- First Manhattan first reported a position in Mueller Industries in Q2 2013 and has held it in 52 quarters since.
- First Manhattan's Mueller Industries position peaked at $32.8M in Q3 2013.
- 722 funds tracked by Wall St. Rank held Mueller Industries as of Q1 2026.
Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.