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Lakewood Asset Management’s Mohawk Industries MHK Stock Holding History

Lakewood Asset Management’s Portfolio MHK Stock Details MHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.34M Buy
11,042
+31
+0.3% +$3.26K 0.74% 35
2026
Q1 		$1.08M Sell
11,011
-3,645
-25% -$425K 0.69% 38
2025
Q4 		$1.6M Buy
14,656
+124
+0.9% +$14.2K 0.94% 32
2025
Q3 		$1.87M Buy
14,532
+236
+2% +$29.2K 1.13% 29
2025
Q2 		$1.5M Sell
14,296
-797
-5% -$83.1K 1% 33
2025
Q1 		$1.72M Buy
15,093
+3,764
+33% +$449K 1.16% 26
2024
Q4 		$1.35M Buy
11,329
+26
+0.2% +$3.63K 0.93% 31
2024
Q3 		$1.82M Sell
11,303
-926
-8% -$133K 1.24% 22
2024
Q2 		$1.39M Buy
12,229
+34
+0.3% +$3.95K 0.97% 30
2024
Q1 		$1.6M Buy
12,195
+813
+7% +$91.3K 1.09% 29
2023
Q4 		$1.18M Buy
11,382
+575
+5% +$50.3K 0.92% 35
2023
Q3 		$927K Buy
10,807
+307
+3% +$30.9K 0.76% 42
2023
Q2 		$1.08M Buy
10,500
+290
+3% +$28.4K 0.85% 42
2023
Q1 		$1.02M Buy
10,210
+116
+1% +$12.6K 0.85% 41
2022
Q4 		$1.03M Buy
+10,094
New +$990K 0.83% 36

Other funds holding MHK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Lakewood Asset Management's MHK Position: Q2 2026 in Review

Lakewood Asset Management increased its Mohawk Industries (MHK) stake by 0.28% in Q2 2026, buying an estimated $3.26K and bringing the position to 11,042 shares worth $1.34M. The position accounts for 0.74% of the portfolio, ranked #35.

Lakewood Asset Management first reported a position in MHK in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.87M in Q3 2025. 491 funds tracked by Wall St. Rank hold MHK as of Q2 2026.

  • Lakewood Asset Management held 11,042 shares of Mohawk Industries worth $1.34M as of Q2 2026.
  • Lakewood Asset Management bought 31 Mohawk Industries shares in Q2 2026, an estimated $3.26K.
  • Mohawk Industries made up 0.74% of Lakewood Asset Management's portfolio in Q2 2026, its #35 holding.
  • Lakewood Asset Management first reported a position in Mohawk Industries in Q4 2022 and has held it in 15 quarters since.
  • Lakewood Asset Management's Mohawk Industries position peaked at $1.87M in Q3 2025.
  • 491 funds tracked by Wall St. Rank held Mohawk Industries as of Q2 2026.

Based on Lakewood Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.