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SG Capital Management’s Middleby MIDD Stock Holding History

SG 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
2025
Q4 		– Sell
-415,705
Closed -$55.3M – 83
2025
Q3 		$55.3M Buy
+415,705
New +$57.7M 4.93% 2
2016
Q4 		– Sell
-70,093
Closed -$8.66M – 83
2016
Q3 		$8.66M Sell
70,093
-37,529
-35% -$4.61M 2.47% 16
2016
Q2 		$12.4M Buy
+107,622
New +$12.4M 3.05% 13

Other funds holding MIDD

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GIM
Garden Investment Management Greenwich, Connecticut $798M AUM 18.61% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SG Capital Management's MIDD Position: Q4 2025 in Review

SG Capital Management sold out of Middleby (MIDD) in Q4 2025, closing a stake of 415,705 shares — an estimated $55.3M sold.

SG Capital Management first reported a position in MIDD in Q2 2016 and held it in 3 quarters. The position peaked at $55.3M in Q3 2025. 411 funds tracked by Wall St. Rank hold MIDD as of Q4 2025.

  • SG Capital Management reported no remaining Middleby position as of Q4 2025 after selling out during the quarter.
  • SG Capital Management sold 415,705 Middleby shares in Q4 2025, an estimated $55.3M.
  • SG Capital Management first reported a position in Middleby in Q2 2016 and held it in 3 quarters.
  • SG Capital Management's Middleby position peaked at $55.3M in Q3 2025.
  • 411 funds tracked by Wall St. Rank held Middleby as of Q4 2025.

Based on SG Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.