Y-Intercept (HK)’s Middleby MIDD Stock Holding History

Y-Intercept (HK)’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 Q2	–	Sell	-8,312	Closed	-$1.1M	–	1994
2026 Q1	$1.1M	Buy	+8,312	New	+$1.26M	0.02%	989
2025 Q4	–	Sell	-5,119	Closed	-$680K	–	1831
2025 Q3	$680K	Buy	+5,119	New	+$711K	0.02%	1146
2024 Q3	–	Sell	-5,755	Closed	-$706K	–	1604
2024 Q2	$706K	Buy	+5,755	New	+$781K	0.04%	664
2023 Q3	–	Sell	-12,711	Closed	-$1.88M	–	1389
2023 Q2	$1.88M	Buy	+12,711	New	+$1.79M	0.2%	118
2022 Q3	–	Sell	-4,003	Closed	-$502K	–	1156
2022 Q2	$502K	Buy	+4,003	New	+$578K	0.07%	424
2022 Q1	–	Sell	-3,625	Closed	-$713K	–	860
2021 Q4	$713K	Buy	+3,625	New	+$661K	0.17%	176
2021 Q2	–	Sell	-5,190	Closed	-$868K	–	787
2021 Q1	$868K	Buy	5,190 +2,090	+67%	+$308K	0.23%	124
2020 Q4	$400K	Buy	+3,100	New	+$374K	0.17%	217

Other funds holding MIDD

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $508M AUM

Uptown Financial Advisors Dallas, Texas $136M AUM 19.4% 1-Year Est. Return