Simplex Trading
MIDD icon

Simplex Trading’s Middleby MIDD Stock Holding History

Simplex Trading’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
-1,500
Closed -$199K – 9455
2025
Q3 		$199K Sell
1,500
-13,800
-90% -$1.92M ﹤0.01% 4940
2025
Q2 		$2.2M Buy
15,300
+3,600
+31% +$507K ﹤0.01% 2009
2025
Q1 		$1.78M Buy
11,700
+2,500
+27% +$392K ﹤0.01% 2152
2024
Q4 		$1.25M Sell
9,200
-700
-7% -$96.5K ﹤0.01% 2633
2024
Q3 		$1.38M Buy
9,900
+3,700
+60% +$497K ﹤0.01% 2604
2024
Q2 		$760K Sell
6,200
-33,000
-84% -$4.48M ﹤0.01% 3205
2024
Q1 		$6.3M Sell
39,200
-4,700
-11% -$692K ﹤0.01% 1432
2023
Q4 		$6.46M Buy
43,900
+29,600
+207% +$3.76M ﹤0.01% 1369
2023
Q3 		$1.83M Sell
14,300
-16,500
-54% -$2.34M ﹤0.01% 2150
2023
Q2 		$4.55M Buy
30,800
+25,700
+504% +$3.62M ﹤0.01% 1374
2023
Q1 		$747K Buy
5,100
+3,400
+200% +$505K ﹤0.01% 2863
2022
Q4 		$227K Sell
1,700
-3,600
-68% -$490K ﹤0.01% 4075
2022
Q3 		$679K Buy
5,300
+3,800
+253% +$533K ﹤0.01% 3111
2022
Q2 		$188K Sell
1,500
-5,000
-77% -$722K ﹤0.01% 4694
2022
Q1 		$1.06M Sell
6,500
-8,900
-58% -$1.62M ﹤0.01% 2839
2021
Q4 		$3.03M Buy
15,400
+11,000
+250% +$2.01M ﹤0.01% 1624
2021
Q3 		$760K Buy
4,400
+300
+7% +$54.2K ﹤0.01% 3483
2021
Q2 		$710K Buy
+4,100
New +$699K ﹤0.01% 3631
2021
Q1 		– Sell
-38
Closed -$489K – 9536
2020
Q4 		$489K Buy
38
+7
+23% +$845 ﹤0.01% 3459
2020
Q3 		$278K Sell
31
-118
-79% -$10.7K ﹤0.01% 3691
2020
Q2 		$1.18M Buy
149
+96
+181% +$6.22K ﹤0.01% 1996
2020
Q1 		$301K Sell
53
-92
-63% -$9.02K ﹤0.01% 3155
2019
Q4 		$1.59M Buy
145
+28
+24% +$3.21K ﹤0.01% 1675
2019
Q3 		$1.37M Buy
117
+100
+588% +$12.3K ﹤0.01% 1659
2019
Q2 		$230K Sell
17
-174
-91% -$23.4K ﹤0.01% 3322
2019
Q1 		$2.48M Buy
191
+142
+290% +$17K 0.01% 1181
2018
Q4 		$503K Buy
49
+25
+104% +$2.85K ﹤0.01% 2225
2018
Q3 		$310K Buy
24
+17
+243% +$1.94K ﹤0.01% 3140
2018
Q2 		$73K Sell
7
-129
-95% -$14.6K ﹤0.01% 4652
2018
Q1 		$60K Buy
136
+83
+157% +$10.9K ﹤0.01% 2259
2017
Q4 		$86K Sell
53
-50
-49% -$6.12K ﹤0.01% 1926
2017
Q3 		$92K Sell
103
-134
-57% -$16.5K ﹤0.01% 1780
2017
Q2 		$118K Buy
237
+213
+888% +$28.1K 0.01% 1616
2017
Q1 		$14K Sell
24
-96
-80% -$13.1K ﹤0.01% 3643
2016
Q4 		$85K Sell
120
-55
-31% -$6.92K 0.01% 1674
2016
Q3 		$188K Buy
175
+155
+775% +$19K 0.01% 1075
2016
Q2 		$3K Buy
20
+16
+400% +$1.84K ﹤0.01% 4656
2016
Q1 		$3K Buy
+4
New +$376 ﹤0.01% 4492
2015
Q1 		– Sell
-10
Closed -$11K – 5330
2014
Q4 		$11K Buy
+10
New +$914 ﹤0.01% 2536

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

Simplex Trading's MIDD Position: Q4 2025 in Review

Simplex Trading sold out of Middleby (MIDD) in Q4 2025, closing a stake of 6,821 shares — an estimated $906K sold.

Simplex Trading first reported a position in MIDD in Q1 2015 and held it in 21 quarters. The position peaked at $1.5M in Q2 2025. 410 funds tracked by Wall St. Rank hold MIDD as of Q4 2025.

  • Simplex Trading reported no remaining Middleby position as of Q4 2025 after selling out during the quarter.
  • Simplex Trading sold 6,821 Middleby shares in Q4 2025, an estimated $906K.
  • Simplex Trading first reported a position in Middleby in Q1 2015 and held it in 21 quarters.
  • Simplex Trading's Middleby position peaked at $1.5M in Q2 2025.
  • 410 funds tracked by Wall St. Rank held Middleby as of Q4 2025.

Based on Simplex Trading's 13F filing for Q4 2025, filed 11 Feb 2026.