Jefferies Financial Group’s Middleby MIDD Stock Holding History

Jefferies Financial Group’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 Q3	$311K	Sell	3,000 -724	-19%	-$89.4K	﹤0.01%	1067
2026 Q2	$641K	Buy	+3,724	New	+$561K	﹤0.01%	1164
2025 Q2	–	Sell	-2,892	Closed	-$440K	–	1627
2025 Q1	$440K	Buy	+2,892	New	+$454K	﹤0.01%	1084
2023 Q4	–	Sell	-5,181	Closed	-$663K	–	1879
2023 Q3	$663K	Sell	5,181 -199	-4%	-$28.3K	0.01%	961
2023 Q2	$795K	Buy	5,380 +680	+14%	+$95.9K	0.01%	1013
2023 Q1	$689K	Buy	+4,700	New	+$698K	0.01%	1005

Other funds holding MIDD

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

SG Capital Management Chicago, Illinois $1.42B AUM 34.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Jefferies Financial Group's MIDD Position: Q3 2026 in Review

Jefferies Financial Group reduced its Middleby (MIDD) stake by 19% in Q3 2026, selling an estimated $89.4K and leaving 3,000 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #1067.

Jefferies Financial Group first reported a position in MIDD in Q1 2023 and has held it in 6 quarters since. The position peaked at $795K in Q2 2023. 245 funds tracked by Wall St. Rank hold MIDD as of Q3 2026.

Jefferies Financial Group held 3,000 shares of Middleby worth $311K as of Q3 2026.
Jefferies Financial Group sold 724 Middleby shares in Q3 2026, an estimated $89.4K.
Middleby made up ﹤0.01% of Jefferies Financial Group's portfolio in Q3 2026, its #1067 holding.
Jefferies Financial Group first reported a position in Middleby in Q1 2023 and has held it in 6 quarters since.
Jefferies Financial Group's Middleby position peaked at $795K in Q2 2023.
245 funds tracked by Wall St. Rank held Middleby as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.