Neo Ivy Capital Management’s Middleby MIDD Stock Holding History

Neo Ivy 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
2025 Q3	–	Sell	-7,732	Closed	-$1.11M	–	482
2025 Q2	$1.11M	Buy	+7,732	New	+$1.09M	0.36%	109
2024 Q4	–	Sell	-638	Closed	-$88K	–	355
2024 Q3	$88K	Buy	+638	New	+$85.7K	0.03%	237
2022 Q2	–	Sell	-268	Closed	-$44K	–	535
2022 Q1	$44K	Buy	+268	New	+$48.7K	0.04%	383
2021 Q4	–	Sell	-343	Closed	-$27K	–	558
2021 Q3	$27K	Buy	+343	New	+$62K	0.03%	373
2021 Q1	–	Sell	-2,253	Closed	-$290K	–	576
2020 Q4	$290K	Buy	2,253 +859	+62%	+$104K	0.32%	106
2020 Q3	$125K	Buy	1,394 +1,051	+306%	+$95.2K	0.13%	256
2020 Q2	$27K	Sell	343 -831	-71%	-$53.8K	0.03%	373
2020 Q1	$67K	Buy	+1,174	New	+$115K	0.11%	271

Other funds holding MIDD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

GIM

Garden Investment Management Greenwich, Connecticut $798M AUM 18.61% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Neo Ivy Capital Management's MIDD Position: Q3 2025 in Review

Neo Ivy Capital Management sold out of Middleby (MIDD) in Q3 2025, closing a stake of 7,732 shares — an estimated $1.11M sold.

Neo Ivy Capital Management first reported a position in MIDD in Q1 2020 and held it in 8 quarters. The position peaked at $1.11M in Q2 2025. 425 funds tracked by Wall St. Rank hold MIDD as of Q3 2025.

Neo Ivy Capital Management reported no remaining Middleby position as of Q3 2025 after selling out during the quarter.
Neo Ivy Capital Management sold 7,732 Middleby shares in Q3 2025, an estimated $1.11M.
Neo Ivy Capital Management first reported a position in Middleby in Q1 2020 and held it in 8 quarters.
Neo Ivy Capital Management's Middleby position peaked at $1.11M in Q2 2025.
425 funds tracked by Wall St. Rank held Middleby as of Q3 2025.

Based on Neo Ivy Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.