Van Lanschot Kempen Investment Management’s Mohawk Industries MHK Stock Holding History

Van Lanschot Kempen Investment Management’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 Q1	$29.1M	Sell	295,858 -14,553	-5%	-$1.7M	0.26%	71
2025 Q4	$33.9M	Sell	310,411 -159,154	-34%	-$18.3M	0.29%	56
2025 Q3	$60.5M	Buy	469,565 +249,824	+114%	+$30.9M	0.54%	32
2025 Q2	$23M	Buy	219,741 +47,213	+27%	+$4.92M	0.22%	82
2025 Q1	$19.7M	Sell	172,528 -22,421	-12%	-$2.67M	0.21%	99
2024 Q4	$23.2M	Sell	194,949 -220,891	-53%	-$30.9M	0.23%	98
2024 Q3	$66.8M	Sell	415,840 -251,676	-38%	-$36.2M	0.68%	37
2024 Q2	$75.8M	Buy	667,516 +67,452	+11%	+$7.84M	0.85%	29
2024 Q1	$78.5M	Buy	600,064 +80,046	+15%	+$8.99M	0.98%	25
2023 Q4	$53.8M	Buy	520,018 +42,798	+9%	+$3.75M	0.75%	37
2023 Q3	$41M	Buy	477,220 +97,220	+26%	+$9.79M	0.76%	36
2023 Q2	$39.2M	Hold	380,000	–	–	0.71%	48
2023 Q1	$38.1M	Buy	+380,000	New	+$41.4M	0.72%	52

Other funds holding MHK

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Van Lanschot Kempen Investment Management's MHK Position: Q1 2026 in Review

Van Lanschot Kempen Investment Management reduced its Mohawk Industries (MHK) stake by 4.7% in Q1 2026, selling an estimated $1.7M and leaving 295,858 shares worth $29.1M. The position accounts for 0.26% of the portfolio, ranked #71.

Van Lanschot Kempen Investment Management first reported a position in MHK in Q1 2023 and has held it in 13 quarters since. The position peaked at $78.5M in Q1 2024. 467 funds tracked by Wall St. Rank hold MHK as of Q1 2026.

Van Lanschot Kempen Investment Management held 295,858 shares of Mohawk Industries worth $29.1M as of Q1 2026.
Van Lanschot Kempen Investment Management sold 14,553 Mohawk Industries shares in Q1 2026, an estimated $1.7M.
Mohawk Industries made up 0.26% of Van Lanschot Kempen Investment Management's portfolio in Q1 2026, its #71 holding.
Van Lanschot Kempen Investment Management first reported a position in Mohawk Industries in Q1 2023 and has held it in 13 quarters since.
Van Lanschot Kempen Investment Management's Mohawk Industries position peaked at $78.5M in Q1 2024.
467 funds tracked by Wall St. Rank held Mohawk Industries as of Q1 2026.

Based on Van Lanschot Kempen Investment Management's 13F filing for Q1 2026, filed 15 May 2026.