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MIDD icon

Oldfield Partners’s Middleby MIDD Stock Holding History

Oldfield Partners’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
Q1 		– Sell
-325,093
Closed -$44M – 29
2024
Q4 		$44M Sell
325,093
-7,380
-2% -$1.02M 12.77% 3
2024
Q3 		$46.3M Buy
332,473
+4,837
+1% +$650K 9.78% 5
2024
Q2 		$40.2M Sell
327,636
-106,625
-25% -$14.5M 7.59% 7
2024
Q1 		$69.8M Buy
434,261
+82,722
+24% +$12.2M 9.4% 7
2023
Q4 		$51.7M Buy
+351,539
New +$44.7M 7.1% 7

Other funds holding MIDD

Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GIM
Garden Investment Management Greenwich, Connecticut $586M AUM 15.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Oldfield Partners's MIDD Position: Q1 2025 in Review

Oldfield Partners sold out of Middleby (MIDD) in Q1 2025, closing a stake of 325,093 shares — an estimated $44M sold.

Oldfield Partners first reported a position in MIDD in Q4 2023 and held it in 5 quarters. The position peaked at $69.8M in Q1 2024. 411 funds tracked by Wall St. Rank hold MIDD as of Q1 2025.

  • Oldfield Partners reported no remaining Middleby position as of Q1 2025 after selling out during the quarter.
  • Oldfield Partners sold 325,093 Middleby shares in Q1 2025, an estimated $44M.
  • Oldfield Partners first reported a position in Middleby in Q4 2023 and held it in 5 quarters.
  • Oldfield Partners's Middleby position peaked at $69.8M in Q1 2024.
  • 411 funds tracked by Wall St. Rank held Middleby as of Q1 2025.

Based on Oldfield Partners's 13F filing for Q1 2025, filed 7 May 2025.