Twin Lakes Capital Management’s MillerKnoll MLKN Stock Holding History

Twin Lakes Capital Management’s Portfolio MLKN Stock Details MLKN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$406K	Sell	28,074 -17,545	-38%	-$345K	0.18%	61
2025 Q4	$834K	Sell	45,619 -624	-1%	-$10.2K	0.37%	43
2025 Q3	$820K	Sell	46,243 -90	-0.2%	-$1.82K	0.38%	45
2025 Q2	$900K	Sell	46,333 -3,067	-6%	-$52.3K	0.55%	41
2025 Q1	$946K	Sell	49,400 -154	-0.3%	-$3.27K	0.64%	37
2024 Q4	$1.12M	Sell	49,554 -2,978	-6%	-$71.9K	0.72%	33
2024 Q3	$1.3M	Sell	52,532 -598	-1%	-$16.6K	0.84%	33
2024 Q2	$1.41M	Sell	53,130 -1,569	-3%	-$41.3K	0.96%	28
2024 Q1	$1.35M	Buy	54,699 +218	+0.4%	+$6.14K	0.92%	29
2023 Q4	$1.45M	Sell	54,481 -146	-0.3%	-$3.73K	0.99%	27
2023 Q3	$1.34M	Buy	54,627 +474	+0.9%	+$8.87K	0.98%	29
2023 Q2	$800K	Sell	54,153 -34	-0.1%	-$543	0.57%	37
2023 Q1	$1.11M	Buy	54,187 +215	+0.4%	+$4.83K	0.83%	30
2022 Q4	$1.13M	Sell	53,972 -36,098	-40%	-$722K	0.87%	28
2022 Q3	$1.41M	Buy	90,070 +505	+0.6%	+$13.9K	1.13%	25
2022 Q2	$2.35M	Sell	89,565 -2,922	-3%	-$88.5K	1.7%	19
2022 Q1	$3.2M	Buy	92,487 +776	+0.8%	+$28.6K	1.8%	19
2021 Q4	$3.59M	Sell	91,711 -17	-0%	-$662	1.92%	15
2021 Q3	$3.45M	Sell	91,728 -2,385	-3%	-$102K	2.03%	14
2021 Q2	$4.44M	Buy	94,113 +1,262	+1%	+$57.1K	2.47%	12
2021 Q1	$3.82M	Buy	92,851 +1,215	+1%	+$46.5K	2.35%	11
2020 Q4	$3.1M	Buy	+91,636	New	+$3.19M	2.21%	14

Other funds holding MLKN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Twin Lakes Capital Management's MLKN Position: Q1 2026 in Review

Twin Lakes Capital Management reduced its MillerKnoll (MLKN) stake by 38% in Q1 2026, selling an estimated $345K and leaving 28,074 shares worth $406K. The position accounts for 0.18% of the portfolio, ranked #61.

Twin Lakes Capital Management first reported a position in MLKN in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.44M in Q2 2021. 231 funds tracked by Wall St. Rank hold MLKN as of Q1 2026.

Twin Lakes Capital Management held 28,074 shares of MillerKnoll worth $406K as of Q1 2026.
Twin Lakes Capital Management sold 17,545 MillerKnoll shares in Q1 2026, an estimated $345K.
MillerKnoll made up 0.18% of Twin Lakes Capital Management's portfolio in Q1 2026, its #61 holding.
Twin Lakes Capital Management first reported a position in MillerKnoll in Q4 2020 and has held it in 22 quarters since.
Twin Lakes Capital Management's MillerKnoll position peaked at $4.44M in Q2 2021.
231 funds tracked by Wall St. Rank held MillerKnoll as of Q1 2026.

Based on Twin Lakes Capital Management's 13F filing for Q1 2026, filed 18 May 2026.