PCM
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Polymer Capital Management’s Mohawk Industries MHK Stock Holding History

Polymer Capital Management’s Portfolio MHK Stock Details MHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$985K Buy
+10,000
New +$1.17M 0.1% 214

Other funds holding MHK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Polymer Capital Management's MHK Position: Q1 2026 in Review

Polymer Capital Management reduced its Mohawk Industries (MHK) stake by 25% in Q1 2026, selling an estimated $110K and leaving 2,913 shares worth $287K. The position accounts for 0.03% of the portfolio, ranked #633.

Polymer Capital Management first reported a position in MHK in Q2 2025 and has held it in 3 quarters since. The position peaked at $422K in Q4 2025. 466 funds tracked by Wall St. Rank hold MHK as of Q1 2026.

  • Polymer Capital Management held 2,913 shares of Mohawk Industries worth $287K as of Q1 2026.
  • Polymer Capital Management sold 948 Mohawk Industries shares in Q1 2026, an estimated $110K.
  • Mohawk Industries made up 0.03% of Polymer Capital Management's portfolio in Q1 2026, its #633 holding.
  • Polymer Capital Management first reported a position in Mohawk Industries in Q2 2025 and has held it in 3 quarters since.
  • Polymer Capital Management's Mohawk Industries position peaked at $422K in Q4 2025.
  • 466 funds tracked by Wall St. Rank held Mohawk Industries as of Q1 2026.

Based on Polymer Capital Management's 13F filing for Q1 2026, filed 14 May 2026.