STCG
MHK icon

Speece Thorson Capital Group’s Mohawk Industries MHK Stock Holding History

Speece Thorson Capital Group’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
Q2 		$7.91M Sell
65,195
-1,302
-2% -$137K 1.69% 31
2026
Q1 		$6.55M Sell
66,497
-25,555
-28% -$2.98M 1.49% 32
2025
Q4 		$10.1M Sell
92,052
-5,225
-5% -$600K 2.18% 31
2025
Q3 		$12.5M Sell
97,277
-1,101
-1% -$136K 2.51% 22
2025
Q2 		$10.3M Buy
98,378
+1,930
+2% +$201K 2.1% 31
2025
Q1 		$11M Sell
96,448
-1,614
-2% -$192K 2.27% 29
2024
Q4 		$11.7M Sell
98,062
-493
-0.5% -$68.9K 2.3% 26
2024
Q3 		$15.8M Sell
98,555
-45,389
-32% -$6.53M 2.93% 13
2024
Q2 		$16.4M Buy
143,944
+16,399
+13% +$1.91M 3.34% 8
2024
Q1 		$16.7M Sell
127,545
-1,678
-1% -$189K 3.23% 7
2023
Q4 		$13.4M Buy
129,223
+862
+0.7% +$75.5K 2.74% 17
2023
Q3 		$11M Sell
128,361
-141
-0.1% -$14.2K 2.43% 21
2023
Q2 		$13.3M Sell
128,502
-1,365
-1% -$134K 2.71% 17
2023
Q1 		$13M Sell
129,867
-1,461
-1% -$159K 2.74% 16
2022
Q4 		$13.4M Hold
131,328
– – 2.88% 14
2022
Q3 		$12M Buy
131,328
+22,800
+21% +$2.65M 2.73% 15
2022
Q2 		$13.5M Buy
108,528
+9,187
+9% +$1.22M 3.17% 8
2022
Q1 		$12.3M Buy
99,341
+2,986
+3% +$448K 2.64% 15
2021
Q4 		$17.6M Buy
96,355
+16,904
+21% +$3.02M 3.36% 12
2021
Q3 		$14.1M Sell
79,451
-47
-0.1% -$9.11K 2.95% 14
2021
Q2 		$15.3M Sell
79,498
-12,190
-13% -$2.48M 3.19% 13
2021
Q1 		$17.6M Sell
91,688
-55,648
-38% -$9.27M 3.71% 8
2020
Q4 		$20.8M Sell
147,336
-35,868
-20% -$4.32M 4.94% 2
2020
Q3 		$17.9M Buy
183,204
+65,989
+56% +$5.93M 4.73% 3
2020
Q2 		$11.9M Buy
117,215
+18,630
+19% +$1.64M 3.44% 10
2020
Q1 		$7.52M Buy
98,585
+11,150
+13% +$1.32M 2.59% 19
2019
Q4 		$11.9M Sell
87,435
-690
-0.8% -$93.9K 3.09% 14
2019
Q3 		$10.9M Buy
88,125
+27,977
+47% +$3.59M 2.92% 16
2019
Q2 		$8.87M Buy
60,148
+8,996
+18% +$1.25M 2.36% 20
2019
Q1 		$6.45M Buy
51,152
+10,498
+26% +$1.37M 1.77% 31
2018
Q4 		$4.75M Buy
+40,654
New +$5.42M 1.42% 34

Other funds holding MHK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Speece Thorson Capital Group's MHK Position: Q2 2026 in Review

Speece Thorson Capital Group reduced its Mohawk Industries (MHK) stake by 2% in Q2 2026, selling an estimated $137K and leaving 65,195 shares worth $7.91M. The position accounts for 1.69% of the portfolio, ranked #31.

Speece Thorson Capital Group first reported a position in MHK in Q4 2018 and has held it in 31 quarters since. The position peaked at $20.8M in Q4 2020. 490 funds tracked by Wall St. Rank hold MHK as of Q2 2026.

  • Speece Thorson Capital Group held 65,195 shares of Mohawk Industries worth $7.91M as of Q2 2026.
  • Speece Thorson Capital Group sold 1,302 Mohawk Industries shares in Q2 2026, an estimated $137K.
  • Mohawk Industries made up 1.69% of Speece Thorson Capital Group's portfolio in Q2 2026, its #31 holding.
  • Speece Thorson Capital Group first reported a position in Mohawk Industries in Q4 2018 and has held it in 31 quarters since.
  • Speece Thorson Capital Group's Mohawk Industries position peaked at $20.8M in Q4 2020.
  • 490 funds tracked by Wall St. Rank held Mohawk Industries as of Q2 2026.

Based on Speece Thorson Capital Group's 13F filing for Q2 2026, filed 4 Aug 2026.