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 Q3	$3.69M	Buy	+35,580	New	+$4.39M	0.08%	352
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

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Skylands Capital Milwaukee, Wisconsin $762M AUM 14.92% 1-Year Est. Return

Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return

Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $861M AUM 27.19% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Y-Intercept (HK)'s MIDD Position: Q3 2026 in Review

Y-Intercept (HK) opened a new position in Middleby (MIDD) in Q3 2026: 35,580 shares worth $3.69M. The stake represents 0.08% of the portfolio and ranks #352 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in MIDD as recently as Q1 2026.

Y-Intercept (HK) first reported a position in MIDD in Q4 2020 and has held it in 9 quarters since. 65 funds tracked by Wall St. Rank hold MIDD as of Q3 2026.

Y-Intercept (HK) held 35,580 shares of Middleby worth $3.69M as of Q3 2026.
Middleby was a new Y-Intercept (HK) position in Q3 2026.
Middleby made up 0.08% of Y-Intercept (HK)'s portfolio in Q3 2026, its #352 holding.
Y-Intercept (HK) first reported a position in Middleby in Q4 2020 and has held it in 9 quarters since.
65 funds tracked by Wall St. Rank held Middleby as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.