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Stone Run Capital’s Middleby MIDD Stock Holding History

Stone Run Capital’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
Q3 		$277K Sell
2,085
-14,075
-87% -$1.95M 0.11% 58
2025
Q2 		$2.33M Sell
16,160
-15,362
-49% -$2.16M 0.93% 37
2025
Q1 		$4.79M Sell
31,522
-5,190
-14% -$814K 2.02% 26
2024
Q4 		$4.97M Sell
36,712
-10,538
-22% -$1.45M 1.95% 26
2024
Q3 		$6.57M Buy
47,250
+3,550
+8% +$477K 2.45% 20
2024
Q2 		$5.36M Sell
43,700
-12,375
-22% -$1.68M 2.14% 24
2024
Q1 		$9.02M Buy
56,075
+5,300
+10% +$781K 3.45% 7
2023
Q4 		$7.47M Buy
50,775
+8,531
+20% +$1.08M 3.2% 12
2023
Q3 		$5.41M Buy
42,244
+8,640
+26% +$1.23M 2.65% 18
2023
Q2 		$4.97M Buy
33,604
+10,475
+45% +$1.48M 2.21% 22
2023
Q1 		$3.39M Buy
23,129
+12,700
+122% +$1.89M 1.62% 28
2022
Q4 		$1.4M Buy
+10,429
New +$1.42M 0.71% 32
2020
Q2 		– Sell
-30,396
Closed -$1.73M – 59
2020
Q1 		$1.73M Buy
+30,396
New +$2.98M 0.99% 34
2019
Q4 		– Sell
-25,215
Closed -$2.95M – 60
2019
Q3 		$2.95M Sell
25,215
-22,400
-47% -$2.75M 1.4% 33
2019
Q2 		$6.46M Sell
47,615
-1,850
-4% -$249K 2.95% 11
2019
Q1 		$6.43M Buy
49,465
+5,800
+13% +$696K 3.16% 10
2018
Q4 		$4.49M Buy
43,665
+8,900
+26% +$1.01M 2.79% 18
2018
Q3 		$4.5M Hold
34,765
– – 2.06% 25
2018
Q2 		$3.63M Buy
+34,765
New +$3.94M 1.91% 27

Other funds holding MIDD

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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GIM
Garden Investment Management Greenwich, Connecticut $586M AUM 15.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Stone Run Capital's MIDD Position: Q3 2025 in Review

Stone Run Capital reduced its Middleby (MIDD) stake by 87% in Q3 2025, selling an estimated $1.95M and leaving 2,085 shares worth $277K. The position accounts for 0.11% of the portfolio, ranked #58.

Stone Run Capital first reported a position in MIDD in Q2 2018 and has held it in 19 quarters since. The position peaked at $9.02M in Q1 2024. 425 funds tracked by Wall St. Rank hold MIDD as of Q3 2025.

  • Stone Run Capital held 2,085 shares of Middleby worth $277K as of Q3 2025.
  • Stone Run Capital sold 14,075 Middleby shares in Q3 2025, an estimated $1.95M.
  • Middleby made up 0.11% of Stone Run Capital's portfolio in Q3 2025, its #58 holding.
  • Stone Run Capital first reported a position in Middleby in Q2 2018 and has held it in 19 quarters since.
  • Stone Run Capital's Middleby position peaked at $9.02M in Q1 2024.
  • 425 funds tracked by Wall St. Rank held Middleby as of Q3 2025.

Based on Stone Run Capital's 13F filing for Q3 2025, filed 14 Nov 2025.