Heartland Advisors’s Middleby MIDD Stock Holding History

Heartland Advisors’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
2026 Q1	$4.32M	Sell	32,599 -21,103	-39%	-$3.2M	0.22%	170
2025 Q4	$7.98M	Sell	53,702 -17,462	-25%	-$2.29M	0.43%	90
2025 Q3	$9.46M	Sell	71,164 -12,085	-15%	-$1.68M	0.5%	81
2025 Q2	$12M	Buy	83,249 +21,198	+34%	+$2.99M	0.67%	49
2025 Q1	$9.43M	Buy	62,051 +12,581	+25%	+$1.97M	0.54%	76
2024 Q4	$6.7M	Sell	49,470 -760	-2%	-$105K	0.36%	114
2024 Q3	$6.99M	Buy	50,230 +27,765	+124%	+$3.73M	0.37%	112
2024 Q2	$2.75M	Sell	22,465 -23,219	-51%	-$3.15M	0.15%	152
2024 Q1	$7.35M	Buy	45,684 +15,029	+49%	+$2.21M	0.39%	104
2023 Q4	$4.51M	Buy	+30,655	New	+$3.89M	0.24%	140

Other funds holding MIDD

T. Rowe Price Associates

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Garden Investment Management Greenwich, Connecticut $586M AUM 15.35% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return