TwinBeech Capital’s Middleby MIDD Stock Holding History

TwinBeech 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
2026 Q1	$1.09M	Buy	+8,200	New	+$1.24M	0.11%	231
2025 Q4	–	Sell	-5,986	Closed	-$796K	–	757
2025 Q3	$796K	Buy	5,986 +2,368	+65%	+$329K	0.03%	346
2025 Q2	$521K	Buy	+3,618	New	+$510K	0.01%	485
2023 Q4	–	Sell	-27,308	Closed	-$3.5M	–	799
2023 Q3	$3.5M	Buy	27,308 +23,928	+708%	+$3.4M	0.07%	319
2023 Q2	$500K	Buy	+3,380	New	+$477K	0.01%	510
2022 Q2	–	Sell	-15,698	Closed	-$2.57M	–	639
2022 Q1	$2.57M	Buy	+15,698	New	+$2.85M	0.11%	213
2021 Q2	–	Sell	-10,756	Closed	-$1.78M	–	576
2021 Q1	$1.78M	Buy	+10,756	New	+$1.58M	0.26%	124
2020 Q1	–	Sell	-5,953	Closed	-$652K	–	407
2019 Q4	$652K	Buy	+5,953	New	+$683K	0.19%	171

Other funds holding MIDD

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Garden Investment Management Greenwich, Connecticut $586M AUM 15.35% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return