Otter Creek Advisors’s Middleby MIDD Stock Holding History

Otter Creek Advisors’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
2020 Q4	–	Sell	-15,000	Closed	-$1.35M	–	47
2020 Q3	$1.35M	Buy	+15,000	New	+$1.36M	1.2%	34
2019 Q3	–	Sell	-37,000	Closed	-$5.02M	–	62
2019 Q2	$5.02M	Buy	+37,000	New	+$4.98M	1.94%	16
2018 Q2	–	Sell	-24,800	Closed	-$3.07M	–	82
2018 Q1	$3.07M	Sell	24,800 -17,700	-42%	-$2.32M	0.65%	54
2017 Q4	$5.74M	Sell	42,500 -20,300	-32%	-$2.48M	0.82%	54
2017 Q3	$8.05M	Buy	+62,800	New	+$7.74M	1.04%	48

Other funds holding MIDD

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

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fiera Capital (Canada)

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return