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Petrus Trust Company’s Middleby MIDD Stock Holding History

Petrus Trust Company’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
Q4 		– Sell
-2,795
Closed -$372K – 109
2025
Q3 		$372K Hold
2,795
– – 0.04% 30
2025
Q2 		$402K Hold
2,795
– – 0.04% 193
2025
Q1 		$425K Hold
2,795
– – 0.04% 269
2024
Q4 		$379K Hold
2,795
– – 0.04% 349
2024
Q3 		$389K Sell
2,795
-1,243
-31% -$167K 0.04% 322
2024
Q2 		$495K Buy
4,038
+2,288
+131% +$310K 0.05% 236
2024
Q1 		$281K Buy
+1,750
New +$258K 0.03% 467
2023
Q3 		– Sell
-3,385
Closed -$500K – 673
2023
Q2 		$500K Buy
3,385
+613
+22% +$86.4K 0.06% 158
2023
Q1 		$406K Sell
2,772
-24
-0.9% -$3.57K 0.05% 171
2022
Q4 		$374K Buy
+2,796
New +$381K 0.05% 180

Other funds holding MIDD

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
GIM
Garden Investment Management Greenwich, Connecticut $586M AUM 15.35% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Petrus Trust Company's MIDD Position: Q4 2025 in Review

Petrus Trust Company sold out of Middleby (MIDD) in Q4 2025, closing a stake of 2,795 shares — an estimated $372K sold.

Petrus Trust Company first reported a position in MIDD in Q4 2022 and held it in 10 quarters. The position peaked at $500K in Q2 2023. 410 funds tracked by Wall St. Rank hold MIDD as of Q4 2025.

  • Petrus Trust Company reported no remaining Middleby position as of Q4 2025 after selling out during the quarter.
  • Petrus Trust Company sold 2,795 Middleby shares in Q4 2025, an estimated $372K.
  • Petrus Trust Company first reported a position in Middleby in Q4 2022 and held it in 10 quarters.
  • Petrus Trust Company's Middleby position peaked at $500K in Q2 2023.
  • 410 funds tracked by Wall St. Rank held Middleby as of Q4 2025.

Based on Petrus Trust Company's 13F filing for Q4 2025, filed 17 Feb 2026.