Olstein Capital Management’s Middleby MIDD Stock Holding History

Olstein 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
2026 Q2	–	Sell	-37,500	Closed	-$4.97M	–	57
2026 Q1	$4.97M	Sell	37,500 -10,500	-22%	-$1.59M	1.09%	51
2025 Q4	$7.14M	Sell	48,000 -9,000	-16%	-$1.18M	1.46%	21
2025 Q3	$7.58M	Buy	57,000 +14,538	+34%	+$2.02M	1.43%	24
2025 Q2	$6.12M	Buy	42,462 +3,962	+10%	+$558K	1.15%	42
2025 Q1	$5.85M	Sell	38,500 -32,500	-46%	-$5.1M	1.08%	49
2024 Q4	$9.62M	Buy	71,000 +2,500	+4%	+$345K	1.69%	9
2024 Q3	$9.53M	Buy	68,500 +2,000	+3%	+$269K	1.62%	13
2024 Q2	$8.15M	Buy	66,500 +28,500	+75%	+$3.87M	1.45%	24
2024 Q1	$6.11M	Buy	+38,000	New	+$5.6M	1%	55
2020 Q4	–	Sell	-65,500	Closed	-$5.88M	–	104
2020 Q3	$5.88M	Sell	65,500 -31,800	-33%	-$2.88M	1.07%	39
2020 Q2	$7.68M	Buy	97,300 +9,050	+10%	+$586K	1.44%	22
2020 Q1	$5.02M	Buy	88,250 +31,250	+55%	+$3.06M	1.1%	42
2019 Q4	$6.24M	Buy	57,000 +22,000	+63%	+$2.52M	0.97%	51
2019 Q3	$4.09M	Buy	+35,000	New	+$4.29M	0.64%	82

Other funds holding MIDD

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $508M AUM